Post Symplr hours to QuickBooks without rekeying.
Per diem staffing shops run schedules in Symplr, then type hours into QuickBooks. Facility portals sit on the side. Prana IQ maps the handoff and names what to automate first.
The problem
Hours, portals, and bills do not share a source of truth.
The schedulers already have software. The gap is the path from a confirmed shift to a posted bill. That path still lives in inboxes and spreadsheets.
What stalls payroll
- Confirmed shifts live in Symplr. Bills live in QuickBooks.
- ShiftWise, Einstein, and Magnet each keep their own timesheet rules.
- Pay codes, differentials, and cancellations get typed twice.
- Payroll waits on one person to reconcile three systems.
What this closes
- Confirmed hours map to QuickBooks pay items.
- Portal timesheets check against Symplr before a bill posts.
- Exceptions surface. Clean rows move.
- Controllers review drafts. They do not retype the week.
What we build
Agents that move hours, then stop on exceptions.
AI agents that run the staffing back office, not a new vendor management system (VMS). We connect the tools you already pay for.
What we built
2-week discovery
We lock the pay-cycle map before we write a workflow.
The audit is a specific map of this stack, systems, pay codes, and exception paths. It is not a generic strategy deck.
Inventory
List Symplr, QuickBooks, and every facility portal in the path. Name who owns each login.
Trace
Walk one pay cycle from confirmed shift to check. Mark every retype.
Code
Document pay items, differentials, and portal variants that break a clean post.
Find
Name the first workflow to connect, what stays manual, and what the build takes.
Proof
What we built for the staffing back office.
We built the handoff from confirmed shift to posted bill. Symplr confirmations, portal timesheets and QuickBooks pay items resolve to one source of truth, and pay codes, differentials and cancellations stop being typed twice.
It runs with the gate in place. Clean rows move, exceptions queue for a person, and a controller approves the bill drafts before anything posts.
FAQ
Common questions
Two weeks. We map Symplr, QuickBooks and facility portals, then trace one pay cycle from shift to check. You get the workflow map and the build plan for your stack.
Symplr and QuickBooks first. Facility portals such as ShiftWise, Einstein, and Magnet when they sit on the timesheet path. We start with the systems you already run.
No. Discovery locks the workflow, fields, pay codes, and exception list first. Build starts after you approve that finding.
Least-privilege access. Credentials stay in your control. We sign an NDA and work inside your compliance requirements. We do not copy production logins into a shared vault we own.
Portals like ShiftWise, Einstein, and Magnet often hold the timesheet the facility will pay. Discovery names which portal is source of truth for each client, and which mismatches must stop a QuickBooks post.
Other use cases
What else we build
Ready to map the pay-cycle handoff?
Book a call. We will show you the two-week scope for Symplr, QuickBooks, and the portals you actually run.
Book a call See platform trustAn example build on the hosted Prana IQ platform.