Win the engagement
Create quotes from templates and convert accepted proposals into projects.
Cloud ERP for Services
ERP Software for Consulting Firms, Agencies & Service Businesses
KAIONEX Professional Services ERP enables consulting firms, agencies, IT companies, legal firms, and service businesses to manage clients, projects, invoices, employees, and finances efficiently. This leads to improved collaboration, productivity, and performance all from a single platform.
KAIONEX Services · Delivery
Billable week
Utilization
81%
WIP
$42k
- Northwind CMSMilestone 3Ready
- Harbor BrandT&M36h
- Apex LegalRetainerDue Fri
KAIONEX
Services
INV-2041
Ready
2 consultants free
Services
Built for this industry
Time captured
Margin clear
Who Uses It
Consulting Firms
Marketing Agencies
IT Companies
Legal Firms
Accounting Firms
Architecture Firms
HR Consultancies
Event Management Companies
Key Challenges in the Industry
- Client history, project status, and billing live in separate tools, so nothing is easy to find.
- Billable hours are tracked manually, leading to under-billed work.
- Quotations and invoices take too long to put together for fast-moving client work.
- It's hard to see which clients or projects are actually profitable.
How KAIONEX Solves Them
- A single client record ties together communication, projects, and invoices.
- Built-in timesheets capture billable hours accurately as work happens.
- Quotation and invoicing templates turn a client ask into a sent document in minutes.
- Financial reports break profitability down by client and by project.
Operating workflow
How teams use KAIONEX day to day
Staff & track time
Assign teams, capture timesheets, and keep delivery status visible.
Invoice from delivery
Bill retainers, milestones, or time & materials without rebuilding spreadsheets.
Review profitability
Compare utilization and margins by client, project, and service line.
Module mapping
Which KAIONEX modules power this industry
Live
FMS
Quotes, invoicing, collections, and project financials.
Explore FMSIn Dev
EMS
Timesheets, utilization, leave, and upcoming payroll automation.
Explore EMSLive
POS
Optional front-desk or package billing where needed.
Explore POSTop Features
Client Management
Manage client information, communications, and project history in one place.
Project Management
Track project progress, deadlines, and team collaboration efficiently.
Timesheets & Billing
Capture billable hours and convert approved time into invoices.
Quotations & Proposals
Send professional quotes quickly and convert wins into live work.
Document Control
Keep contracts, deliverables, and client files attached to each engagement.
Expense Tracking
Log reimbursable and project costs against the right client work.
Team Utilization
See capacity and assignment load before over-committing delivery teams.
Profitability Reports
Break down revenue and margin by client, project, and service line.
Operational Outcomes
Less under-billed client work
Faster quote-to-invoice cycles
Clearer project and client profitability
Better utilization visibility for managers
Fewer tools for delivery and finance teams
Cleaner client history for account teams
Frequently asked questions
Yes. Timesheets and project records can feed invoices for T&M, milestone, or retainer work.
Client, project, and invoice records live together so account and finance teams share one source of truth.
EMS strengthens timesheets, utilization, and payroll workflows, while FMS covers billing and finances today.
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View solutionReady to run delivery and billing together?
Book a demo to see client, project, timesheet, and invoice workflows in KAIONEX.