📞 (84) 0968 695 865 · contact@dbiz.com
Tuyển dụng Tài nguyên VI | EN
Demo Dùng thử miễn phí

Professional & Financial Services Solution — PSA: projects, timesheet, billing

Professional Services & Finance solution

Run your professional-services firm on data.

Platforms ERP + CX + Data (PSA) for consulting, legal, accounting, IT & finance: project management, timesheet & billable hours, multi-model billing and utilization optimization.

Free consultation Register for a demo →
⏱️ Timesheet & billable hours🧾 Multi-model billing (hourly/fixed/retainer)📈 Optimize utilization & profit
Industry challenges

Challenges for professional-services firms

From time management and billing to project profitability and resources — DBIZ resolves each bottleneck.

⏱️

Manage complex scheduling

Track work hours, billable hours, and allocation across multiple projects.

🧾

Inconsistent billing

Multiple models: hourly, per project, retainer.

📈

Track project profitability

Hard to measure profitability and ROI per project.

👥

Resource allocation

Balance workload and optimize utilization rate.

📄

Contracts & compliance

Contract lifecycle management, e-signature, compliance.

🤝

Customer collaboration

Client portal, SLA and deliverable approvals.

Comprehensive solution

Three technology layers that resolve every bottleneck

From operations and sales to data — on one unified platform.

🛡️ AI ERP (PSA)

Service operations management

Projects, timesheets, billing, resources, finance & talent.

✓
Project management: timelines & milestones, Gantt/Kanban, deliverables, budget & costs, and quick-start deployment templates
✓
Timesheets: quick entry, billable/non-billable classification, approval workflow, mobile, and utilization reports
✓
Billing & invoicing: automated from timesheets, multiple models (hourly/fixed/milestone/retainer), multi-currency & tax
✓
Resource management: capacity planning, skill matrix & talent matching, workload balancing, and conflict detection
✓
VAS-compliant finance, receivables, cash flow forecasting, budget vs. actual; talent (skills, performance, L&D)
Service operations management
👥 AI CRM / CX

Customer relationship management

360° client CRM, contracts, client portal, and SLA.

✓
360° client CRM: engagement history, sales pipeline, contact hierarchy, and client health score & retention risk
✓
Contract management: templates & auto-generation, e-signature, renewal alerts, amendment tracking, and compliance
✓
Self-service client portal: project status, document sharing, invoices & payments, and ticket submission & tracking
✓
Service delivery: SLA tracking, QA checklists, deliverable approval, client sign-off, and risk management
✓
Feedback & satisfaction: post-project surveys, NPS, sentiment analysis, and testimonial management
Customer relationship management
📊 Data + AI

Smart analytics & forecasting

BI, profitability and predictive analytics.

✓
BI: real-time executive dashboards, revenue & profitability, utilization, project performance, and custom reports
✓
Profitability analytics: by project/client/service line, resource cost analysis, and margin trends
✓
Predictive analytics: revenue forecasting, resource demand, churn risk, timeline estimation, and capacity planning
✓
Performance metrics: billable/non-billable ratio, realization rate, collection efficiency, and industry benchmarks
✓
Communication hub analytics: response frequency & time, meeting effectiveness, and client engagement score
Smart analytics & forecasting
Benefits & ROI

Results for professional services firms

Typical figures when deploying DBIZ solutions (varying by each business’s current state).

+35%
Increase billable hoursAccurate timesheets & utilization optimization.
−50%
Reduce admin timeAutomate timesheets & billing.
+40%
Invoice accuracyAutomated invoices from timesheets & expenses.
+30%
Boost project profitabilityMultidimensional profitability analysis.
+45%
Improve utilizationBalance workload & skill matching.
4–8week
Deployment timeRoadmap-driven, with support after go-live.
Professional Services solution · DBIZ

Digitalize your professional-services firm with DBIZ.

DBIZ experts provide free consultation and design the solution that best fits your business.

Free 30-day Trial Contact for consultation →
Free assessment · phased implementation · support after go-live.