Professional services
For CAs, lawyers and consultants: engagements, hours and clean invoices.
What actually happens now
The work is the fee, and the fee is a number somebody makes up at the end of the month because the hours were never written down.
Where the leaks close
Engagements as projects
With a scope and a budget.
Time recorded against matters
Billable and non-billable.
Invoices that show what was done
With the right SAC code.
TDS deducted by clients tracked against what
TDS deducted by clients tracked against what should have been.
A document store where client papers are separated properly
Seven systems, or one
Nobody sets out to run a trade on six tools. It happens one sensible decision at a time, and the cost lands in the seams between them.
- One customer record, not four spellings of it
- One item, one rate, one tax treatment
- One place a question can be answered from
The professional services chain, end to end
An engagement is a project, the hours against it are the fee, and the invoice shows what was done under the right SAC.
- Projects — switched on
- Sales documents — switched on
- Accounting & finance — switched on
- Documents — switched on
More in industries
All industriesReal estate & brokerage
Enquiries from portals, long pipelines and commissions that must be chased.
Engineering & fabrication
Long quotations, staged deliveries and payments that arrive in pieces.
Education & coaching
Enquiries, admissions, fee schedules and what is still outstanding.
Trading & distribution
Buy, hold, sell — with margin visible before the deal is done, not after.
Printing & packaging
Job-based quoting, material issue and approvals that hold things up.
Healthcare & clinics
Patients as customers, consumables as stock, and receipts that reconcile.
See it with your own data
Start free, import a spreadsheet of your customers, and raise a real GST invoice in the first ten minutes. No card, no sales call.