ERP built for Professional Services & Agencies
Track projects, automate accounting, and gain real-time profitability insights all from one connected ERP for service-based businesses.
The Services Challenge
Service-driven businesses thrive on people, projects, and precision. But as teams grow and clients multiply, spreadsheets and siloed tools start breaking under the pressure.
Without unified systems, agencies and service firms face:
- No clear visibility into project costs vs. revenue
- Disconnected invoicing and expense tracking
- Manual reporting slowing down billing cycles
- Inconsistent utilization and profitability metrics
- Delays between client delivery and financial reconciliation
How Xorosoft Wins in Professional Services & Agencies
Here’s why professional-services firms choose Xorosoft and how we deliver in real, measurable ways.
Service Businesses Running on Xorosoft
“Xorosoft gives us one platform for projects, billing, and accounting no more chasing spreadsheets or reconciling by hand.”
— Managing Partner, Necker Marketing
“We now see profitability by client and project in real time something we’ve never had before.”
— Director of Operations, 3Bird Marketing
Modules Most Service Firms Use
Each module is fully integrated so your finance, project, and leadership teams always work from one source of truth.
Measurable Impact
- Profitability visibility: 100 % real-time
- Billing cycle time: ↓ 60 %
- Team utilization: ↑ 25 %
- 🧾 Manual reporting: eliminated entirely
Readiness Checklist – Book Your Demo
Use this readiness checklist to make sure your team is positioned for success with Xorosoft:
- You currently manage project delivery, billing and finance across multiple tools or spreadsheets.
- You lack real-time visibility into project cost vs revenue, or utilization data.
- Your invoicing or billing cycle is slow or error-prone.
- Your utilization rate is below target, and you lack a reliable way to identify idle time.
- You use spreadsheets or manual entries to reconcile project costs, expenses and invoices.
- You have growth plans (new service lines, new clients, larger teams) and you need a scalable operations platform.
- You want a single system of truth for project operations, billing and finance so you can make strategic decisions with confidence.
If you checked three or more boxes above, you’re ready to see how Xorosoft can transform your operations.
Book yourfree demo today and let’s get you on the path to streamlined delivery, predictable profitability and operational clarity.
Case Studies
Here are three professional-services clients who trusted Xorosoft and gained meaningful operational advantage.
Client:
Necker Marketing
Brand Overview:
Digital agency, web & mobile software solutions for startups and scale-ups.
Challenge:
Disconnected systems for project delivery, billing and finance the agency spent hours reconciling spreadsheets and chasing hours and expenses.
Solution implemented:
Xorosoft delivered a unified platform: time/expense capture tied to project work, automatic invoice generation, and integrated financials.
Results:
The agency eliminated manual reconciliation, gained visibility into project profitability across the client base, and cut invoice-cycle time by a substantial margin. They started making staffing decisions by utilization data rather than intuition.
Client Quote:
“Xorosoft gives us one platform for projects, billing, and accounting no more chasing spreadsheets or reconciling by hand.”
— Managing Partner, Necker Marketing
Client:
DNR Sales
Brand Overview:
Manufacturer’s rep group and market-connect firm representing brands and supporting their channel go-to-market.
Challenge:
Needed visibility into which engagements and customer work were profitable, lacked integration between resource costs, client billing and financial reconciliation.
Solution implemented:
Xorosoft implemented resource-time tracking by engagement, tied vendor and subcontractor costs to projects, automated billing and reporting dashboards for margin by customer/engagement.
Results:
The firm now sees profitability by engagement in real time, uses utilization KPIs to staff smarter, and its finance team reduced monthly close time significantly.
Client Quote:
“We now see profitability by client and project in real time something we’ve never had before.”
— Director of Operations, DNR
Client:
K2 Omniverse
Brand Overview:
Emerging services organization (sports/hospitality/membership operations) operating in a flexible service model.
Challenge:
Fast-moving projects, shifting service models, high demand for accurate cost and profitability data to keep margins under control.
Solution implemented:
Xorosoft provided project-based costing, resource-planning across teams, integrated financial analytics to manage service offerings and prioritize high-margin work.
Results:
K2 Omniverse now runs with a clearer operations-to-finance linkage, uses dashboards to identify low margin services, reallocates resources in real time enabling them to scale while maintaining margin discipline.
FAQ Professional Services Edition
1. How fast can we implement Xorosoft for a service-based firm?
Because Xorosoft offers modules specifically built for service firms (project-management, time/expense, invoicing, resource planning), your team can go live significantly faster than generic ERP roll-outs. We streamline configuration to your delivery model, minimizing customisation.
2. Our projects vary greatly in scope and resource type can Xorosoft handle that?
Absolutely. Xorosoft supports flexible project templates, mixed resource types (internal staff, contractors, vendors), cost capture and billing variations (fixed, T&M, milestones). You can tailor workflows to each project type and still maintain consistent financial oversight.
3. Will we still need spreadsheets for finance and reporting?
No. With Xorosoft you’ll have a single system of record. Time, costs, billing, and accounting all live in one platform. Dashboards deliver margin, utilization and cash-flow metrics without manual data-imports or reconciliations.
4. How does Xorosoft help improve utilization and profitability?
By giving you real-time data: who’s staffed on what, what’s billable vs non-billable, what each project is costing and earning. You get predictive insights you can spot under-utilised teams or low-margin work early, and pivot accordingly.
5. What kinds of service-business KPIs can we track?
Typical KPIs our professional-services clients track include: billable utilization rate, project margin %, average revenue per resource, time to invoice, variance from budget, client profitability, cash-conversion cycle. Xorosoft makes all these live.
6. Is the system scalable if my agency/firm doubles in size or adds new service lines?
Yes. Xorosoft is built to scale. As you add new services, resource types or geographies, you stay on the same platform without adding fragmented systems. That means you grow cleanly not by increasing complexity.
7. How secure is our data when we move everything onto one platform?
Data security, user-role control, audit trails and compliance are core features of Xorosoft. You get enterprise-grade protection and governance even as your operations scale.
8. What makes Xorosoft different from other ERP systems for service firms?
While many ERP systems focus on manufacturing, retail or distribution first, and then bolt on service-modules, Xorosoft was built with the service-business model in mind. That means faster alignment, fewer workarounds, and a better match to how agencies, consultancies and IT-services firms really operate.