Stop losing revenue to disconnected systems.
Start winning with integrated Professional Services Automation (PSA)

Build a project the way you deliver it — cost centres, rates and budget in one place. Everything downstream — time, expenses, billing, reporting — hangs off this one structure, entered once.

Every project's risk status at a glance. RAG indicators flag slippage while there's still time to act — not in the post-mortem.

Assign people to projects with rates and roles carried through, so everyone knows what they're on and cost is captured from day one.

Everything about a project in one live view — status, WIP, budget, commitments and what needs your attention — instead of stitched together from five reports after the fact.

Watch budget against actual by project and cost centre as work happens — so margin erosion surfaces early, while there's still time to act, not after the project closes.

Drag-and-drop booking across your team, with clashes flagged in real time before you save — and non-working days shaded on the timeline. Availability you can see, not hunt for.

A colour-coded view of booked versus available hours across every resource, role and team. See who's overloaded and who's on the bench at a glance.

The right person for the work, not just the first free one — matched on availability, utilisation, role and skills. Best-match badges guide the call.

Turn an incoming resource request into three ready-made plans — best single resource, spread the load, or fastest start — then accept one and it becomes bookings. No manual re-entry.

Spot resources trending toward overload before it becomes a problem, and catch people about to free up as projects end — so no one burns out and no capacity goes to waste.

Log time and expenses from your phone as you go — copy last week's timesheet, snap a receipt, pick the project, submit. No paper, no lost receipts, nothing reconstructed from memory on a Friday afternoon.

Route time and expense through the sign-off steps your process needs, so nothing reaches an invoice until it's been approved.

UK Advisory Fuel Rates applied to mileage claims automatically — no manual rate maintenance, no compliance risk, no over- or under-payment.

Import corporate card statements directly — match transactions to projects, flag personal spend, reconcile in bulk. No line-by-line entry for frequent travellers.

Approved time flows to WIP and approved expenses hit project cost immediately — no re-keying, no reconciliation, and the project manager sees margin impact as it happens.

Bill the way each engagement is sold — time and materials, or fixed price invoiced in full or at set stages. Rates and WIP flow through automatically, so invoices reflect what was actually delivered.

Approved WIP turns into draft invoices ready to review, adjust and issue — no manual tallying of hours against billing schedules at month-end.

Issue invoices in your own branding, then post them and project costs straight into Access Financials or Dimensions — no API connectors, no sync failures, no duplicate entry between the PSA and your ledger.

Raise credit notes and write off WIP with a clear disposition — return it to WIP or write it off — and a full audit trail behind every adjustment. The messy end of billing, handled properly.

Configure how gross profit is calculated — simple, contribution, or fully loaded — and which utilisation formula you report on, so the numbers match how your firm actually measures itself. 

Live revenue, margin, utilisation and WIP across the whole business in one board-ready view — drill from firm level to project to resource in a couple of clicks.

Real-time billable utilisation by individual, team, skill and department, with bench cost surfaced against below-threshold resources — so idle capacity shows up early, not in the month-end margin.

Compare budget against actual by project, cost centre and resource — spot which project types, clients and teams consistently deliver, and which quietly erode margin.

Live WIP ageing, invoice pipeline and billing status in one view — so finance walks into month-end already knowing the picture, instead of assembling it from scratch.

Utilisation forecast, available capacity by role and skill, and project staffing gaps flagged before they bite — so you can see where you're over- and under-committed ahead of time.