Your clients pay for expertise. Yet your senior staff copy client details between systems, chase approvals by email and build month-end reports by hand. We connect the tools you already run and automate the repetitive steps, so those hours go back to billable work.
Business Services
Custom software for professional services firms whose best people spend half the week on admin.
What your tool stack costs you each month
Xero or MYOB for the ledger, HubSpot or Salesforce for the pipeline, Deputy for people, Asana for the work, SharePoint for documents, and a spreadsheet for everything in between. Each one made sense when you bought it.
Together they mean the same client gets entered four times, nobody can see which jobs make money until month-end, and the firm stalls when the one person who knows the spreadsheet is on leave.
CRM, ERP and workflow automation
Each of these is a page in its own right. In a services firm the systems themselves usually work. It is the handover between them, from won deal to job to invoice, where the hours go.
CRM integration
One view of the client from first enquiry to renewal, instead of a pipeline that lives in one person’s inbox.
View
ERP integration
Time, job cost and invoicing connected, so you know which engagements make money while they are still running.
View
Workflow automation
The onboarding, approval and reporting steps your team does by hand, done by the system instead.
View
Most of your systems work fine. The hours go missing in the handover between them.
How we would start with your firm
We begin with a Rapid Insight Workshop: two sessions mapping how work moves from won deal to job to invoice, and what each manual step costs. About three weeks later you get a roadmap ranked by return.
We replace old systems a piece at a time, so client work and cash flow never stop. If a tool you already pay for can do the job, we will tell you, and you drop the ones that overlap.
A plan management firm that outgrew its spreadsheets
How firms like yours work with us
Each starts with a $9,000 + GST Rapid Insight Workshop. What you do next depends on what it finds.
Ignite
Prove one workflow tool with real staff before rolling it out firm-wide. Fixed price, $25K to $50K, working software in four to eight weeks.
Amplify
One build, scoped in writing and quoted at a fixed price. A one-year warranty, and the code and IP are yours. Typically $100K and up.
Apex
We stay on and clear the roadmap with you month after month, measured against results we agree at the start. From $15K a month, six-month minimum.
Questions business services firms ask us
Yes. Accounting, legal, consulting, plan management and other service firms are core to what we do. The common thread is a firm that grew faster than its systems and now pays for it in manual work.
With a paid two-session workshop that maps your systems, the manual steps between them and what each one costs. You get a ranked roadmap about three weeks later, before you commit to any build.
Usually not. Most firms have a ledger and a CRM that do their own jobs well enough. The fix is the layer between them, so a won deal becomes a job and an invoice without anyone retyping it. That is a smaller, lower-risk project than a replacement.
Yes. We rebuild one process at a time, test each change before it ships and roll out in stages, so client work and billing keep running and you control the spend.
Yes, and it is usually most of the value. We connect the ledger, the pipeline and the work tools so client and job data is entered once and reporting builds itself.
Most builds start around $100,000 as a fixed-price Amplify project, with a 12-month warranty and the code yours to keep. Testing one workflow first runs $25,000 to $50,000 under Ignite. Ongoing work runs as an Apex partnership from $15,000 a month.
Buy it if its standard workflows fit how your firm runs. Packaged tools charge per-user fees every year; a custom build has none and you own the code. Custom earns its place when your process is part of what clients pay for, or when the product forces workarounds and double entry.