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Industries / Professional services

Billable work, less busywork.

Consultancies, accountants, and advisory firms live or die by utilisation. SOIS keeps engagements, time, and billing tight, and hands the chasing and reporting to your agent.

The bits that slow you down

You did not start professional services to spend the week on admin. These are the usual culprits.

Utilisation is a guess until month-end.

Write-offs creep in because time is captured too late.

Renewals and scope changes slip through the cracks.


Ask in plain language.

Tell the agent you already use what you need. It reads the context, does the work in SOIS, and reports back. You stay on the actual job.

  • Show me utilisation by consultant this month and who is under target.
  • Draft invoices for completed engagements and flag anything unbilled.
  • Remind me of every engagement up for renewal in the next 60 days.

What you run it with

The modules that matter most for professional services, built in and ready for your agent. Add more from the marketplace any time.

Engagements & projects Time tracking Invoicing Deals pipeline Client portal Reports

See the full app catalogue

Solutions that fit

Start from the part of the operation that matters most to you.

Put the back office on autopilot.

Launch a workspace, connect your agent, and pay only for what it does.