◆ Professional Services Automation

Accounting Automation for Professional Services Firms

Every billable hour that goes unbilled is money your firm earned and won’t collect. Satva is unifying your CRM, project management, time tracking and accounting into one automated pipeline.

So deals turn into projects, project hours become invoices and invoices become payments without manual hand-offs. A Chartered Accountant on our team is aware of how revenue recognition, milestone billing, and project accounting work.

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Financial dashboard showing revenue charts, cash flow trends, invoice pipeline, and utilization metrics for business analytics

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Project & Billing Challenges

Common Revenue & Billing Challenges in Professional Services

Revenue Leakage From Disconnected Systems

Proposals live in Salesforce. Time tracking lives in Harvest or Toggl. Invoicing lives in QuickBooks. Nobody checks whether every billable hour made it onto an invoice. For a mid-size consulting firm, even a small leakage rate translates to hundreds of thousands of dollars in lost revenue per year.

Project Profitability Is a Black Box

True profitability, revenue minus contractor expenses, allocated software costs, and internal resources at loaded rates, is scattered across accounting, HR, procurement, and project management systems. By the time a project manager spots an unprofitable project, it is too late to course-correct.

Manual Invoicing Slows Cash Flow

Someone exports time data, cross-references the project scope, applies billing rates, adjusts for write-offs, builds the invoice in QuickBooks, sends it for approval, and delivers it. That process takes days, sometimes weeks. With net-30 payment terms, a 2-week invoicing delay puts you on net-45.

Core Automation Capabilities

Professional Services Accounting Automation Solutions

01Connected Business SystemsConnect Your CRM, PM Tool, and Accounting in One Flow.

Connect Your CRM, PM Tool, and Accounting in One Flow. A closed deal in Salesforce or HubSpot triggers project creation with the correct billing setup, budget, and team assignments. Completed milestones trigger invoice creation in QuickBooks or Xero with accurate line items, rates, and terms.

  • Auto-create projects from closed deals with a billing schedule, budget, and team assignments
  • Trigger invoices from milestone completions, no manual assembly required
  • Maintain one source of truth across CRM, project management, and accounting.

Learn more about Connected Business Systems →

02Accounting AutomationFrom Time Entry to Invoice to Payment Automatically.

From Time Entry to Invoice to Payment Automatically. Satva builds workflows that pull time entries from your tracking system, apply correct billing rates and project-specific rules (retainer vs. T&M vs. fixed-fee), generate drafts in your accounting platform, route them for approval, and track payment status.

  • Send invoices within 24 hours of milestone completion, not weeks.
  • Cut DSO by 30%+ through faster invoicing and automated payment follow-up.
  • Eliminate unbilled hours by matching every time entry to an invoice line item.

Learn more about Accounting Automation →

03Financial Reporting & DashboardsReal-Time Project Profitability and Utilization.

Real-Time Project Profitability and Utilization. For every active project: revenue recognized, costs incurred, current margin, and projected final margin. At the firm level: utilization by team member, revenue per partner, and pipeline-to-revenue conversion. When margins drop below the threshold, the system alerts project managers.

  • Know project margins in real time, not at project close
  • Catch underperforming projects early with automatic margin threshold alerts.
  • See firm-wide utilization across teams and roles to improve resource assignment.

Case Study

Recover Unbilled Revenue.
Cut DSO by 30%+.

A mid-size consulting firm reduced unbilled revenue leakage from ~8% to under 1%, cut invoicing from 10-14 days to under 48 hours, and improved DSO by 12+ days with Satva’s CRM-to-accounting automation.

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Why Professional Services Firms Choose Satva

We Understand Proposal-to-Payment

Retainer billing, time-and-materials, and milestone-based fixed-fee are all billing methods that many firms run all three at once. We understand these models at the accounting level, including revenue recognition, work-in-progress accounting, and reporting requirements.

Deep CRM Integration Expertise

We have built dozens of CRM-to-accounting integrations syncing deals, contacts, invoices, payments, and custom objects bidirectionally. We know the API rate limits, data model quirks, and sync conflict patterns.

A Chartered Accountant Reviews Every Integration

Percentage-of-completion, milestone-based, subscription, and retainer models each have rules that affect financial statements. Our CA reviews the billing and revenue recognition logic in every integration we build.

Competitive Rates, Weeks to Value

Reusable Salesforce/HubSpot-to-QuickBooks/Xero modules mean weeks to value, not months, at a fraction of in-house cost. Most firms see ROI within 2-3 months from recovered unbilled hours (3-7%) and faster invoicing (10-15 day DSO reduction).

Professional Services Accounting Automation FAQs

Is Salesforce integrated with QuickBooks?
Yes, one of our most popular integrations We also offer bidirectional synchronization of deals, contacts, invoices & payments. When a deal closes in Salesforce, the integration creates the customer in QuickBooks, builds the invoice, and passes payment status back to Salesforce. We also support custom objects, multi-currency for the same order and tax calculations.
Do you support custom project management tools?
If it has an API, we can integrate it. We have connected Asana, Monday.com, Harvest, Toggl, ClickUp, and custom-built PM tools with accounting systems.
How do you handle revenue recognition for long-term projects?
Our Chartered Accountant understands percentage-of-completion, milestone-based, and subscription revenue recognition. We build the recognition logic directly into the integration revenue is recognized as milestones complete or time is incurred, not just when invoices go out.
What is the typical ROI?
Most firms see ROI within 2-3 months from two sources: recovered unbilled hours (3-7% of previously leaked revenue) and faster invoicing (10-15 day DSO reduction). For a mid-size firm, recovering even 3% of previously leaked revenue translates to significant annual savings.

See How It Works For Your Firm

Your revenue cycle should run as a connected system. Not a series of manual handoffs and spreadsheet exports.

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