Product Update: March 2025

Summary

March brought so many new features and improvements that we had to bundle up a few to avoid writing you a novel. So here goes… 

• Billing: Generate invoices in Agileday and reduce revenue leakage with a seamless funnel from time reporting to customer billing.
• Advanced financials: Gain granular control over your finances through price lists, investments, and other costs.
• AI assistant: Staff confidently with candidate insights and enrich opportunities based on files and other materials.
• Other improvements: Enjoy filters 2.0, 80 % faster CV generation, and many more.

We’ve got plenty to cover, so let’s get into the details.

Billing

Our Billing & Invoicing feature streamlines the sales-to-cash process by leveraging accurate time reporting and financial data. It allows users to either export raw time entry data for invoice generation in external systems or create invoices directly within Agileday. Our role is to provide validated input records for invoices managed and sent via the financial system. This ensures that project managers and financial controllers have clear visibility into uninvoiced hours and can efficiently manage the invoicing process.

Key capabilities include easy access to uninvoiced hours, invoice creation with PDF attachments, hour editing, and the ability to add non-hour-related items to invoices. The invoice creation process involves validating hours, adding invoice details (subject, payment terms, etc.), and setting an invoice status. Integration with financial systems can be built by the customer or provided by us, and the invoicing data is also accessible via API for reporting and analytics.

Here's a quick overview of the key stages in the billing process:

• Visibility: See projects with uninvoiced hours and filter by date.
• Validation: Review and edit hours, apply discounts, and exclude rows if needed.
• Details: Edit invoice specifics like subject, date, payment terms, and customer information.
• Export: Set the invoice status to "Ready for export" for integration with your financial system.

We can’t wait for you to start using this new feature and save plenty of time when handling billing and invoicing in one system. Our existing customers can read the in-depth manual to learn all the details.

Advanced financials

We're happy to introduce Price lists and Investments and Other costs to give you more refined control over your financials.

The new price lists (or rate cards, depending on your terminology) let you define pricing structures in the settings and then use them in your projects. Each price list includes one or more roles and their associated seniority, region, rate, and start date. Then, on the project settings page, you can select which price list to use, and all the financial calculations are updated accordingly.

The ability to add project-level investments and other costs ensures the project financials reflect reality as closely as possible. Other costs are entered as one-time entries, whereas investments are hour-based costs. Both are deducted from the project’s revenue.

AI sales assistant

We have not one but two new AI sales assistant features to announce:

• Candidate insights
• Opportunity enrichment

When searching for people for an opening, instead of going through the profile of potentially tens of people, our AI assistant can provide candidate insights, including an overview, reasons to pick, and potential shortcomings to consider. This should save you time and make staffing more enjoyable.

When an opportunity lands in Agileday, some care is typically required to enrich its data. With our new opportunity enrichment feature, you can upload all the relevant data, such as email discussions, RFPs, or other text-based data to the opportunity, and let our AI propose the description, skills, and offering for the opportunity.

AI has become a significant part of our platform, and we now have a solid foundation to build upon. We have plenty of new AI-features in the works, so stay tuned for updates.

Improvements and fixes

I’m fully aware this update is stretching longer than usual, but bear with me, as there are some relevant improvements we want to mention:

• Thanks to our new CV engine, generating a CV is approximately 80 % faster, down from ~5 seconds to ~1 second.
• The long-hyped filters 2.0 are out! They’re available on the Talent search page for now, but we have plans to use them across the board, so stay tuned.
• Users can get notified about suitable openings with the new "Matching Opening" notification.
• The skill categories are now shown in all skill dropdowns.
• The project’s reference tab layout was improved to make it look less like it’s in a loading state.
• The notification preferences page was polished and should look better now.
• Skill level description details are shown only when skill levels are present.

That's it for March, see you again next month. Until then, let us know if you have any questions.