of professional services firms struggle with manual timesheet collection and reconciliation each billing cycle
Professional Services
Bill More. Admin Less. Grow Faster.
Time tracking fails. Proposals drag. Client data lives in silos. We automate the admin so you can focus on billable work and strategic growth.
Auto Billing
Proposal Engine
Client Hub
Professional Services
The Industry Landscape
The operating reality behind the page design: repeated admin, disconnected platforms, and avoidable delay across critical workflows.
of billable time is lost due to poor time tracking and manual administrative processes in consulting firms
is the average time to create and approve proposals in professional services, with much of this being manual work
of professional services revenue is consumed by administrative overhead that could be reduced through automation
Common Challenges
Where Professional Services Feel the Friction
Time Tracking Burden
Time Tracking Burden
Manual timesheet management requiring constant chasing and reconciliation, reducing billable utilisation.
Proposal Generation Overhead
Proposal Generation Overhead
Partners spending hours on proposals and contracts that could be generated from templates automatically.
Fragmented Client Information
Fragmented Client Information
Client data scattered across email, documents, and multiple systems with no unified view for relationship management.
Manual Invoicing & AR
Manual Invoicing & AR
Billing and accounts receivable requiring manual compilation and follow-up, delaying cash flow.
Knowledge Management Gaps
Knowledge Management Gaps
Firm knowledge trapped in individual documents and inboxes, not searchable or accessible across teams.
Resource Allocation Complexity
Resource Allocation Complexity
Capacity planning and project staffing done in spreadsheets without real-time visibility into availability.
Our Solutions
Our Professional Services Capabilities
Built to remove friction where it actually lives: across systems, approvals, reporting, and the handoffs your team currently carries manually.
Time Tracking & Billing Integration
Connect timesheets directly to billing systems for automated invoicing and improved utilisation tracking.
Billing OpsProposal & Contract Automation
Generate proposals and contracts from templates with client data automatically populated.
Proposal FlowClient Data Management
Unify client information from email, documents, and systems into one accessible knowledge base.
Client Data HubFinancial Systems Integration
Connect practice management with accounting platforms for real-time financial visibility and reporting.
Finance StackKnowledge Management Systems
Make firm knowledge searchable and accessible across teams with connected document and communication systems.
Knowledge GraphResource Planning & Allocation
Real-time visibility into team capacity and project staffing with automated resource management.
Capacity ViewReady to Connect Your Professional Services Technology Stack?
Talk with a systems expert—no pitch, just real-world answers.