Utilisation you can see before the month ends.

Grounded in live records

Every answer is drawn from your own ledger with your permissions applied, and names the documents it used. Nothing is answered from a snapshot or a summary.

A role, not a prompt

Each agent is scoped like a job — accounts payable, procurement, dispatch, period close — with the same limits you would put on the person doing it.

Explicit tool permissions

An agent holds a named list of the actions it may take. Matching an invoice does not imply paying one.

Value and action limits

A hard ceiling per agent, per period, and per document type, which it cannot cross however it is asked.

The queue

What every agent is working on, what is waiting on a person, and what has been held — in one place, with the reason on each item.

Triggers

An arriving document, a breached threshold, a date, or a state change on a record. Agents start on events, not on somebody remembering.

Human approval gates

Anything over a limit routes to a named person, with the reasoning attached, so approving takes seconds rather than an investigation.

Escalation paths

Who it hands to when it reaches a limit, how long it waits first, and what that person sees when it arrives.

Segregation of duties

An agent cannot approve what it raised. The rule that applies to your people applies to your agents.

Full reasoning log

Every step is written to the audit trail on the document it touched, so a decision can be read back months later.

Ask in plain language

The console answers operational questions from live records and offers the next action, rather than handing back a paragraph.

Spend control

Ceilings per agent and per period, so autonomy runs to a budget you set rather than an open account.

Timesheet

Hours per task per day per person, entered against the work rather than reconstructed from a calendar on the last Friday of the month.

Activity type

What the work actually was — and the thing a rate attaches to, so advisory and delivery are not billed identically.

Billable and non-billable

A flag per row, with total billable hours and total billable amount calculated from it rather than worked out afterwards.

Billing rate

What the client is charged per hour, per activity, with a rate card that can differ by customer.

Costing rate

What the hour actually costs, fetched from the activity cost for that employee or from the activity type.

Rates locked on submit

Once a timesheet is submitted neither rate can be edited — which is precisely what makes the margin number worth quoting.

Timesheet from a task

Created straight off the task dashboard, so logging time is a click from the work rather than a separate errand.

Percent amount billed

Billed hours and amount against billable, so under-billing shows up as a number instead of as a quiet write-off.

Timesheet to salary slip

The same submitted timesheet generating pay, so hours are entered once and two systems cannot disagree.

Leads

An unqualified enquiry with its source and territory captured at first touch rather than reconstructed later.

Opportunities

Value, probability, timing, and owner — which is what turns a pipeline into a resourcing input instead of a wish list.

Sales stages

Where a deal actually sits, so early discovery is not reported to the partners as a proposal.

Campaigns and sources

Which channel or referrer produced the work, traceable from the enquiry to the invoice it became.

Quotations

A proposal with scope, rates, validity, and terms, converting into a project when it is accepted.

Clients and contacts

Held once and reused across quotation, project, timesheet, and invoice rather than retyped into each.

Contribution split

A percentage per person on the order, which is how origination and delivery credit stop being an argument.

Targets

Targets by item group and fiscal year per person, with a commission rate where the model uses one.

Cost centres by practice

Each service line or office as a cost centre, with allocation splitting shared cost across several by percentage.

Budgets

Against cost centres and projects, with the action on exceeding set to warn the person or stop the document.

Revenue recognition

Deferred revenue over a service period and WIP against unbilled time, so the month reflects the work rather than the invoicing.

Multi-currency

Clients billed and staff paid across borders, with revaluation posting to the ledger.

Period close

Accruals, reconciliation, and a period lock that stops anyone back-posting into a month you have already reported.

Statutory tax

VAT, GST, and withholding with your region’s filing formats.

Audit trail

Every posting carries who, when, and from which document — which is what an engagement review depends on.

Receivables and ageing

Ageing by client and by partner, off the same ledger the delivery team is looking at.

Material requests

Raised against a project or by hand, with approval routing by value and cost centre.

Purchase orders

Against supplier price lists, with a schedule per line and the project reference carried through.

Subcontractors

Associates and partner firms engaged on a purchase order, so their cost lands on the engagement rather than in overhead.

Supplier invoices to a project

Pass-through cost booked to the project, which is what makes it recoverable and visible in the margin.

Three-way matching

Order, receipt, and invoice reconciled before anything is paid, with the variance visible rather than absorbed.

Payment terms and runs

Scheduled against supplier terms, so a subcontractor is paid on the terms you agreed rather than when someone notices.