Industry solution · Professional services

ERP for a business that sells time, not goods

Consultancies, software houses, agencies and financial services have no warehouse to reconcile. What they have to get right is harder to see: which project paid, which retainer is used up, and whether an hour reaches the invoice without a person retyping it.

LAYER 1Platformone core, every sectorLAYER 2Capabilitiesprojects, time, billingLAYER 3Servicesyour practice
Three layers. The two below are shared with every sector; only the top one is configured for your practice.

Sound familiar?

Where a services business loses its margin

The project was profitable, on paper

Hours went in a spreadsheet, expenses in another, the invoice was written by hand. Nobody can say which project actually paid.

Retainers are consumed by memory

A client bought a monthly bundle. Whether it is used up by the 20th is something a person has to remember, not something the system says.

The same hour is entered twice

Once in a timesheet, once in the invoice. Between them sits a person and a chance to get it wrong.

Every country adds a system

A subsidiary in another currency, another VAT regime, another chart of accounts. The consolidated picture arrives late, if at all.

How it is built

Three layers, and only the top one is about services

LAYER 1

Platform - one core, shared by every sector

The same core that carries a manufacturer or a distributor. Nothing here is specific to services.

  • contacts and companies
  • quotes and contracts
  • invoicing and payments
  • accounting
  • documents (DMS)
  • users and permissions
LAYER 2

Capabilities - what the platform already does

These are not plans. Each is either a package we sell today or something built and running in a delivered project.

  • project and task management
  • timesheets
  • expenses and reimbursements
  • subscriptions and recurring invoicing
  • multi-company and multi-currency
  • customer portal
  • e-signature
  • Payhawk integration
LAYER 3

Services - what we configure for your practice

The layer that differs from firm to firm: how you bill, what counts as billable, and which number the partners look at on Monday.

  • billable and non-billable hours
  • profitability per project and per client
  • retainer consumption
  • resource planning across teams
  • invoicing by contract, by milestone or by subscription
  • cross-border consolidation

Delivered

Two service businesses, one core

Evrotrust

Bulgarian fintech

Evrotrust Technologies modernised its accounting operations on PLANA t-core one: core accounting tasks automated and a customer portal, so clients get their documents without an email to the finance team.

Payhawk

corporate expense management

A joint integration: invoices, travel expenses and payments flow from Payhawk into the accounting without manual entry, and companies see their spend in real time instead of at month end.

Fifteen client companies carry this sector tag today, seven of them outside Bulgaria - the Netherlands, Germany, Spain, Luxembourg, Switzerland and the United Kingdom. Cross-border is the normal case here, not the exception.

How it runs

What a rollout looks like

STEP 1

Analysis

We follow one project from the quote to the last invoice and mark where the number stops being trustworthy.

STEP 2

Time and expenses

Timesheets and expenses first, because without them profitability is an opinion.

STEP 3

Billing

Contracts, milestones and subscriptions, so invoicing stops being a monthly assembly job.

STEP 4

Support

We stay on after go-live, through the first quarter close.

One platform

The capabilities behind this

Each capability is described once and reused by every sector. Follow one to see what it covers in full.

Tell us which project you cannot price

30 minutes. We follow one engagement from the quote to the invoice and say plainly where the number stops being trustworthy.