Professional Services
Work gets delivered and then somebody has to reconstruct what happened in order to bill for it. The month-end close is an archaeology exercise across four tools.
Service firms billing for people's time, roughly 10 to 500 people.
The spreadsheet tax
What the current setup costs, whether or not it shows up on a P and L.
None of this appears as a line item. It appears as the hours nobody counts, the order that got missed, and the person who cannot take leave because only they know how it works.
- Work gets done and never gets invoiced
- Month-end close takes days because the data is scattered
- No reliable view of which clients are profitable
- Onboarding a client takes weeks and five email threads
- Pricing is set by instinct because nothing tracks cost per job
Your Pilot scope
The three modules we would build for a professional services business.
Authentication and role based access come on top of these, on every build. Yours get confirmed during Map, against what is actually hurting rather than what is on this page.
01
Job and engagement tracking, from intake through delivery
02
Time and cost capture attached to the work rather than reconstructed later
03
A billing readiness view showing what is deliverable and not yet invoiced
The Signed Checklist Guarantee
Nothing deploys until every item on the checklist we both signed passes.
USD 5,000, 30 days, 5 working modules. 50% at kickoff, 50% on written acceptance of the working demo.
Good fit
This works if
- You bill for delivery and suspect some of it is leaking
- The close is manual and takes longer than it should
- You want one system rather than four that disagree
Not a fit
Look elsewhere if
- You are a CA practice, consultancy, or legal firm looking for compliance software
- You need a transformation strategy rather than a working system
- Off-the-shelf practice management already fits how you work
We would rather tell you on the call than take the money and find out in week three. We keep two Pilot builds in delivery at a time.
The front door
See your operation running clean before you pay anything.
Five working modules of your operation, live and deployed in 30 days. USD 5,000. We map how you work today and build a wireframe of it, plus the acceptance checklist we both sign, before any money changes hands.
We keep two Pilot builds in delivery at a time.