Proposals, invoices, payroll, and books for every Services Firm
ERPS X is the back office for consultancies, agencies, and practices: Sale Quotations for proposals, Sale Orders for engagements, Invoicing per client, Expenses, Employees, Payroll, Time Off, Recruitment, and double-entry Accounting — one workspace per firm.
How ERPS X works for Professional Services
A services firm sells expertise and runs on paperwork: the proposal, the engagement, the invoice, the salaries, the expenses, the books. ERPS X keeps that paperwork in one place. It is not a timesheet or project-planning tool; it is the back office where fees are quoted and billed, people are paid, costs are recorded, and the accounts are kept — inside one company workspace on your own .erpsx.com domain.
Clients live in Customers. A proposal is a Sale Quotation; when the client signs, it becomes a Sale Order; the fee is billed from Invoicing. Your team is in Employees, paid through Payroll, with Time Off for leave and Recruitment for hiring. Travel, software, and subcontractor costs go into Expenses and Purchase against Vendors; company cars sit in Fleet.
Every invoice, pay run, expense, and vendor bill posts a journal to Accounting, so the partners read a trial balance and P&L built from the firm's own records. Users can be locked to a department, so associates never see Payroll. A group with several practices or offices runs each as its own company under one login.
Accounting & audit firms
Client invoicing, staff payroll, and the firm's own books in one workspace.
Law practices
Proposals as quotations, matters as sale orders, fee notes from Invoicing.
Consulting firms
Engagement quotes, consultant payroll, travel expenses, and Accounting per entity.
Marketing & creative agencies
Retainers and projects invoiced per client; freelancers paid through Vendors.
IT services & software houses
Quotations to invoices; salaries on Payroll; licences and hosting in Expenses.
Architecture & engineering
Design fees quoted, ordered, and invoiced; drawings stay in your design tools.
One workspace, the products your operation needs
Every company on ERPS X gets its own domain and databases. Activate the products below on your plan; they share the same customers, items, and accounts.
The firm's back office
Customers, Sale Quotations, Sale Orders, Invoicing, Expenses, Purchase, Vendors, Employees, Payroll, Time Off, Recruitment, Fleet, and Accounting.
The front counter
For firms that also sell over a counter — training materials, prints, or merchandise. Sales and payments post to the same Accounting.
What slows Professional Services businesses down
Proposals and invoices drift apart
The fee quoted, the scope agreed, and the amount billed live in three unrelated documents.
Invoices built by hand
Every fee note is typed in a document editor and tracked in a spreadsheet.
Payroll outside the books
Salaries and leave are calculated in one file and posted to accounts in another.
Expenses reimbursed, never recorded
Travel, software, and subcontractor bills are paid but never sit next to fee revenue.
Everyone sees everything
Junior staff can open payroll and partner-level financials.
Second office, second system
A new practice or entity means another set of files and a year-end reconciliation.
Features built for Professional Services
Quote → Order → Invoice
Sale Quotations become Sale Orders and then invoices in Invoicing without retyping.
Clients on record
Customers holds every client; quotations, orders, and invoices attach to them.
HR posting to accounts
Employees, Payroll, Time Off, and Recruitment in one department; pay runs post journals.
Every cost in the books
Expenses with categories and paid status; vendor bills in Purchase. Both post to Accounting.
Department-locked users
Associates see Sales; HR sees Payroll; partners see Accounting.
A company per entity
Each practice, office, or legal entity on its own workspace and books; one login for the partners.
A day in Professional Services on ERPS X
How work moves through your company — from the first customer interaction to closed books.
Set up the firm
Add clients in Customers, the team in Employees, and suppliers and freelancers in Vendors.
Propose and win
Issue a Sale Quotation for the engagement; on signature it becomes a Sale Order.
Deliver and spend
Record travel, software, and subcontractor costs in Expenses and Purchase as the work happens.
Bill the client
Invoicing issues the fee note from the order; payments received post to Accounting.
Pay and review
Payroll pays the team, Time Off records leave, and the partners read the P&L.
The ERPS X applications behind Professional Services
Open any application to see exactly what it does. All of them live inside the same company workspace.
What Professional Services teams gain
Quote, bill, and books agree
One quotation, one order, one invoice, one journal — nothing re-entered.
Invoices in seconds
Issued from the sale order, not typed from scratch.
Real margin per firm
Fees, salaries, and expenses sit in the same P&L.
Confidential payroll
Department locks keep Payroll and Accounting away from staff who do not need them.
A company per practice
Separate books per entity or office, one login for the partners.
Nothing to install
Cloud workspace on your own subdomain; open it from any office or client site.
ERPS X for Professional Services — common questions
Does ERPS X track billable hours or manage projects?
How do we bill a retainer or a milestone?
Can associates be kept out of payroll and financials?
How do we pay freelancers and subcontractors?
How do we run several practices or offices?
firm.erpsx.com workspace and databases with its own Accounting. Switch between them from one login, and map a custom domain if you prefer.Put your firm's back office on ERPS X
Start a 14-day trial, set up your company, and turn your first proposal into an invoice in a workspace that keeps the books itself.