For finance
For delivery
Centralize tasks, time, approvals, and billing in one connected workspace
evergreen’s pulse application is your central workspace in Microsoft Teams to manage project tasks, time, expenses, approvals, billing collaboration, collections, and HR self-service. It streamlines everyday workflows across roles, so employees, managers, and finance teams can update records, resolve approvals, and keep projects and cash flow moving.
Fix these roadblocks for approvals, billing, and project delivery with the pulse application
When HR, finance, and project delivery workflows live in separate tools, it creates handoff delays, missed billing, and unclear responsibilities. Without a connected workspace, project teams spend more time tracking work than delivering it.
Manual approvals and late-stage feedback slow down billing and reviews
Employees don’t know where to update details, log time, or track feedback
Missed follow-ups lead to unpaid invoices and project delays
Billing teams chase inputs over chat, email, or disconnected systems
Bring projects, people, and processes together in one workspace
evergreen’s pulse application gives your teams a centralized space to manage project activity, employee requests, and financial approvals without toggling between tools. From onboarding to, recording time or expense, performing approvals to collaborating over a bill to resolve errors, the pulse application connects workflows across departments, all inside a Microsoft Teams-native experience.
- Whether you’re logging hours, reviewing performance, or chasing overdue invoices, the pulse application connects it all.
- Simplify work by managing project hours, leave, and performance in one place
- Streamline cross-functional approvals and billing tasks for faster collaboration
- Reduce delays, errors, and revenue leakage with real-time visibility
Key features that provide full visibility across tasks, billing, and collections
The pulse application gives every user a tailored view of what they need to track, approve, or act without switching screens. From project resources to billing managers, everyone gets real-time insights that match their priorities.
Cut admin work with effortless time and expense entry
Make it easy for employees, consultants, and delivery teams to log time, request leave, and submit expenses all from a single workspace. The pulse application ensures everything is properly tagged, submitted, and synced without delays or manual tracking.
- Submit time entries, expense reports, and leave requests directly from Microsoft Teams
- View balances, status, and deadlines with zero navigation friction
- Tag entries to projects, and sync to evergreen instantly
Approve faster with visibility, filters, and full history
Give managers and finance teams a centralized approvals dashboard to review and act quickly across time, expenses, leave, and billing. Every action is backed by full history, comments, and compliance context, making decisions fast and audit-ready.
- Bulk approve or delegate requests using smart filters
- See full request history, comments, and linked project details
- Route approvals based on role, status, or policy requirements
Resolve billing bottlenecks with smart invoice recommendations
The pulse application brings project and finance teams together to fix billing issues faster, using copilots to flag discrepancies, refine comments, and highlight revenue impact. AI reviews draft invoices against contract terms, detects mismatches, and suggests adjustments before anything gets posted.
- Identify billing errors by comparing contract terms to rates and invoice details
- Catch and improve time entry comments to meet client expectations
- Preview how edits or write-downs affect margins before finalizing invoices
Turn overdue invoices into action with predictive insights
Give collections teams real-time visibility into aging invoices, follow-ups, and disputes organized by risk and powered by AI. Copilots within evergreen highlight high-impact actions and guide outreach, so cash flow isn’t left to chance.
- View aging invoices by project, client, owner, or risk
- Track promises-to-pay, disputes, and escalation history
- Use copilots to prioritize follow-ups and suggest outreach actions
Simplify work management across tasks, skills, and performance
The pulse application centralizes more than just approvals, it’s a complete workspace for task tracking, skills updates, and performance conversations. Everyone can manage their day-to-day and long-term development without leaving Teams.
- View assigned project tasks, due dates, and progress in one dashboard
- Update personal info, skills, certifications, and learning activities
- Give and receive feedback using structured templates tied to performance
Turn insights into action with copilots within evergreen
Copilots within evergreen assist across every part of the workflow from billing suggestions to approval routing and performance insights. Just ask, and copilots retrieve information, suggest actions, and complete tasks without leaving your screen.
- Get AI-suggested edits for billing comments, time entries, or discount adjustments
- Ask copilots to summarize projects, pull status reports, or flag overdue approvals
- Automate tasks like follow-ups, reassignments, or value adjustments from chat
Complete tasks, approvals, and reviews in just a few steps
The pulse application gives you a simple, structured way to manage project tasks, approvals, and billing. Here’s how you can use the solution:
- Step 1
Access the pulse application in Microsoft Teams to view your role-specific workspace with tasks, requests, and approvals.
- Step 2
Review and take action on key project tasks or access any other productivity application or access evergreen for a deeper dive into your business data.
- Step 3
Use copilots within evergreen to perform tasks or retrieve information or generate project reports and more.
Benefits that expand beyond delivery and finance teams
The pulse application supports every team with the tools they need to move work forward, whether they’re logging hours, resolving approvals, or accelerating cash flow. These teams benefit from the pulse application:
Finance and billing teams
Track collections, resolve invoice issues, and get paid faster. Improve visibility into Work-in-Progress (WIP), Accounts Receivable (AR), and forecasted cash.
Project and delivery managers
See assigned resources, track task and time approvals, and resolve billing blockers quickly.
Consultants and employees
Access projects, update timesheets, request leave, and monitor feedback all in Teams.
People managers and team leads
Approve time and expenses, review feedback, and monitor utilization metrics without delays.
Explore other evergreen productivity apps
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Standardize onboarding journeys across roles, regions, and engagement types.
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finance insights
Gain real-time visibility into project billing, margins, and revenue forecasting.
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evergreen and empower: Built to work together on your Microsoft tenant
evergreen provides the operational and financial foundation for software services firms, connecting client onboarding, project setup, resource planning, delivery activity, and financial data in one governed system.
empower is the decision intelligence layer that sits above systems of record, including evergreen or other platforms already used by the firm. It interprets operational data, applies services-specific context, and uses AI agents and copilots to guide decisions across the project lifecycle.
Because insights are grounded in real firm data, project leaders, finance teams, and operations leaders can detect onboarding delays earlier, monitor project readiness signals, and act quickly to ensure projects become delivery-ready, billing-ready, and compliant from the start.
FAQs
What is the pulse application used for?
The pulse application centralizes project-related tasks, time and expense entries, approvals, and performance tracking into one Teams-native workspace integrated with evergreen.
Can the pulse application help with collections and billing follow-ups?
Yes. The pulse application includes AR collections views with aging dashboards, follow-up tasks, and copilot-suggested outreach to reduce DSO and write-offs.
How does billing collaboration work in the pulse application?
Billing teams and delivery leads can co-review invoice proposals, edit descriptions, accept AI suggestions comparing to client contracts and agreement terms, and finalize adjustments all inside Microsoft Teams.
How does the pulse application improve coordination across departments?
The pulse application connects delivery, finance, and operations teams in one shared workspace, making it easier to track progress, resolve billing issues, and act on approvals without switching between tools.
What can copilots within evergreen do in the pulse application?
Copilots assist with approvals, billing edits, AR collection tasks, and profile updates. They surface insights, risks, suggest actions, and respond to natural language queries.