Industries · Professional Services
Proposals, projects, and billing wired together so the work bills itself.
Professional services firms live in the gap between scoping work and getting paid for it. We close that gap by connecting your proposals, project delivery, and invoicing into a single flow.
The proposal was signed last month. The project is halfway done. No one is sure what has been billed yet.
Most professional services firms manage the gap between project delivery and invoicing manually. Hours get logged in one place, approved in another, and billed from a spreadsheet that is always two weeks behind. Revenue leaks in the handoffs.
We build systems that connect your proposal tool, project tracker, time logs, and billing in a single pipeline. When the work is done, the invoice drafts itself. When the client approves, it sends. The team stops chasing paperwork and the finance team stops chasing data.
How we help
Built for billable work.
Proposal to project automation
Approved proposals spin up projects automatically, with the right team, budget, and milestones.
Time and expense capture
Log billable time against the right project and client without switching between systems.
Automated invoice generation
Draft invoices from approved time logs and milestones so nothing falls through the billing gap.
Retainer and milestone billing
Recurring retainers and milestone schedules handled without manual tracking.
Project profitability reporting
Know your margin per project in real time, not at the end of the quarter.
Client portal and approvals
Clients review deliverables and approve invoices in one place, without email chains.
Resource and capacity planning
See who is available, who is overcommitted, and where new work can land.
Contract and SOW management
Store signed agreements against the right client and project so the team has what they need.
Proof · CASH
$450,000 saved. 13,500 hours eliminated, 100% automation.
CASH filed settlement claims one record at a time, and loading them took up to 85% of the day. We automated the filing: import a batch and each claim files itself, about 90% of every form filled, and a person still checks the batch at the end. Across the work that removed roughly 13,500 hours and saved about $450,000. Professional services firms run the same kind of process work at volume.
Professional Services
Talk through your billing workflow.
Tell us where time and revenue get lost between delivery and invoice. We will map what a connected system looks like for your firm.
A senior engineer reads it and replies within one business day.
or call (610) 756-5060