Timesheets, one-tap approvals, client invoices and HMRC self-bills, Xero sync, factoring exports and umbrella checks, in one product. Twenty minutes with the founder, and you leave with a plan for your agency.
Live with the founder.
Six stages, one product.
Key Information Documents, Conduct Regulation 32 opt-outs and 48-hour Working Time opt-outs, produced from each contract before the first shift. Right-to-work, PI and VAT documents are reviewed, then watched for expiry.
Contractors sign in with an email link and submit from their home screen, even on a bad signal. Daily and weekly thresholds, weekend rates and GOV.UK bank holidays are applied as they submit.
Hiring managers get an email and approve with a single tap. No portal, no password. Anything unanswered after 48 hours gets an automatic reminder.
Each approval raises the client invoice and the contractor's self-bill under HMRC VAT Notice 700/62, with PO numbers attached. With Xero connected they arrive as drafts. Factoring schedules export in Sonovate's format or a standard layout for other lenders.
Count AWR qualifying weeks per assignment, with a warning at week 10. Export NEST contribution schedules for your payroll bureau, and see the margin on every contract.
Score each umbrella on the evidence it has shown you (FCSA accreditation, insurance, payslips, VAT) and export a due-diligence pack for joint and several liability. Overdue client invoices are flagged automatically.
No. The first half of the call is us watching how your Friday actually runs — questions, not slides. The second half is us showing Templio with the parts that matter to your specific setup. If we're not the right fit, we'll say so.
That's completely fine. Whether you're evaluating software for an immediate switch or planning for next quarter, the call is tailored to your workflow. You'll leave with a clear roadmap for your timesheet, compliance, and billing processes whether or not Templio ends up being right.
Nothing. If you can describe how a typical Friday afternoon goes — who chases whom, where it breaks, what gets re-keyed into Xero — that's enough. No prep doc required.