Main challenges for professional services
Timesheets lag reality
Consultants log hours days late, so project cost and utilization are always out of date.
Billing is manual
Turning tracked hours and milestones into an invoice is a manual, error-prone step each cycle.
Utilization is a guess
No clean view of which consultants are over- or under-utilized across active projects.
Project profitability is unclear
Budgets, expenses, and billable hours live in different tools, so true project margin is hard to see.
Built from the ERP modules you already need
Install only what applies. Each module ships with the features this industry actually uses.
Project Management
- Project management
- Task management
- Timesheets
- Milestone billing
- Resource planning
- Project budgets
- Project profitability
Sales CRM
- Client management
- Client portal
Studio / Custom Apps
- Utilization reporting
From logged hour to collected payment
Timesheets flow straight into billing — no re-entry, no missed billable hours.
Log time
Consultants track hours against tasks and projects.
Apply hourly rate
Billable-hour tracking values time against consultant hourly rates.
Hit a milestone
Milestone billing triggers an invoice at agreed project stages.
Send recurring invoice
Recurring invoices go out automatically for retainer clients.
Collect payment
Payment collection tracks status through the client portal.
What moves from manual to automatic
Building invoices manually from timesheet exports
Milestone billing and recurring invoices generate automatically from tracked hours
Checking utilization by asking each team lead
Utilization reporting shows billable vs. available hours per consultant
Calculating project margin at project close
Project profitability updates live as hours and expenses post
Utilization and billing, live
A real view of the connected workspace your team can use from day one.
Key reports
Ready-made reports this industry checks every week.
- Utilization by consultant
- Billable vs. non-billable hours
- Project profitability report
- Milestone billing status
- Recurring invoice summary
- Client aging report
- Project budget vs. actual
- Expense summary by project
Integrations
Connects with the systems already running this business.
Trusted by teams like yours
“Milestone billing alone got us paid two weeks faster on average — the invoice goes out the moment the milestone is marked done.”
Omar Fadel
Managing Director, consulting firm
See Professional Services pricing
Every plan includes the modules above. Pick a plan sized for your team.
Related industry solutions
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