One platform for delivery, billing, and people.
Consulting and advisory firms lose visibility when projects, billing, utilisation, and HR data live in separate tools. Reporting is slow and decisions are made on stale data.
The duBizz approach for Professional Services
duBizz gives professional services firms a unified platform connecting project delivery, expense, invoicing, and people management. Real-time financial dashboards replace manual reporting and give leadership the insight to make faster decisions.
Key Outcomes
- ✓ Project delivery and billing connected in one system
- ✓ Expense and invoice workflows with approval tracking
- ✓ Employee performance, learning, and workforce planning
- ✓ Consolidated financial reporting across all engagements
- ✓ EDMS for document and deliverable control
The tools your Professional Services team needs
Projects & Portfolio
Projects, phases, versioned charters, team roles, stakeholder register, and live portfolio-level health tracking with RAG status.
Invoice Management
AR and AP invoices, vendor PDF inbox with automated parsing, outbox, approval workflows, and PDF generation via WeasyPrint.
Expense Claims
Staff expense claims with configurable categories, receipt uploads, multi-level approval, policy enforcement, and reporting.
People & Org
Employee records, org units, positions, job roles, languages, tags, compliance items, and full workforce reporting.
Performance Management
Performance cycles, goal setting and progress tracking, check-ins, competency assessments, and development plans.
EDMS
Document management with folder hierarchy, metadata, tagging, version control, bulk actions, and contract document linkage.
Reporting & Analytics
Portfolio dashboards, project health snapshots (RAG), scheduled reports, SQL-template report engine, and CSV/PDF export.
duBizz for other industries
See duBizz in action for Professional Services
Book a personalised demo tailored to your industry and delivery context.