Business Central for professional services firms

Services firms sell time and expertise. The ERP needs to capture time accurately, bill it correctly and show project profitability while there is still time to act.

Processes we support

Project setup and budgets

Projects with tasks, budgets and billing rules by contract type.

Time and expense capture

Timesheets and expense entries posted to projects.

Resource planning

Capacity and utilization across people and projects.

Billing

Time-and-materials, fixed-price and milestone billing.

Profitability

Margin by client, project and service line.

Challenges we see

  • Timesheets late or captured outside the ERP
  • Unbilled work discovered at month-end
  • No live view of project margin

Typical integrations

  • Timesheet and mobile apps
  • CRM systems
  • Power BI profitability dashboards
  • Power Automate approval flows

Talk to us about ERP for professional services

Let's discuss it. Tell us what you are trying to fix or build, and we will tell you plainly whether and how we can help.