From signed proposal to paid invoice, without re-keying.
Professional firms sell time and expertise, so margin depends on how fast hours and expenses become invoices. Xetuu links the pipeline, the project, the people and the ledger on one customer record.
What gets in the way
Hours that never become invoices
Timesheets in one place and billing in another leak revenue every month.
Profitability known too late
If project cost is only visible at quarter end, you cannot correct a loss-making engagement in time.
Expenses on spreadsheets
Receipts and claims sent by email slow reimbursement and hide client-billable costs.
Built around how professional services businesses work
Win the work in CRM
Leads and opportunities on a pipeline board, with accounts shared with Sales and Accounting.
- Kanban pipeline
- Forecast and win/loss
- Opportunity to proposal
Deliver on plan
Projects, Gantt, task Kanban and checklist templates keep delivery on one timeline.
- Project list and Gantt
- Tasks and checklists
- Hours overview
Staff and costs in one record
Employees, attendance, leave and expense claims share the same system as the projects they work on.
- Expense claims and advances
- Attendance and leave
- Payroll posting to the ledger
Invoice and collect
Invoices, receipts and follow-up levels, with analytic reporting by project or client.
- Invoices and credit notes
- Aged receivable report
- Analytic report by project
How work moves through it
The processes that matter most in this industry, from first touch to the ledger.
Engagement lifecycle
- 1Opportunity
Tracked on the pipeline board.
- 2Proposal
Versioned and sent for acceptance.
- 3Project
Tasks, dates and owners set.
- 4Hours
Time recorded against the project.
- 5Invoice
Billed and collected.
Expense to reimbursement
- 1Claim
Employee submits the expense.
- 2Approve
Manager reviews.
- 3Post
Posted to the ledger.
- 4Reimburse
Paid through Accounting.
- 5Re-bill
Client-billable cost included on the invoice.
What changes
Less revenue leakage
Hours and expenses reach the invoice.
Earlier margin signals
Analytic reporting by project.
Faster reimbursement
Claims flow through approval to the ledger.
One client record
CRM, Sales and Accounting share it.
What is available today, and what is not
We list only what ships. Anything below the line is not available yet.
- CRM pipeline, proposals and invoicing
- Projects with Gantt, tasks, Kanban and hours overview
- HR expense claims, attendance, leave and payroll
- Analytic reporting by project
- Analytics and board packs
- Automatic timesheet-to-invoice generation
- Resource capacity planning
Modules for this industry
Professional Services & Consulting: questions, answered
Can I bill clients for hours?
Projects record hours and Accounting issues invoices on the same customer record. Automatic generation of invoices from timesheets is not available yet.
Does Xetuu handle expense claims?
Yes. HR includes expense claims and advances, with approval and posting to the ledger.
Can I see profitability by project?
Yes. Analytic dimensions and the analytic report show cost and revenue by project or any other dimension.
Does it include CRM?
Yes. Leads, opportunities, a pipeline board, accounts, contacts and campaigns are included.
Run your enterprise on one platform.
Start a workspace, or talk to the Xetuu team about your requirements.