ERPNext for Professional Services &
Consulting — Manage Projects,
People, and Profitability in One Place
Professional services firms — IT companies, management consultants, CA firms, architects, and agencies — struggle to track billable hours, manage project profitability, and invoice accurately. ERPNext gives you complete project and resource management with timesheet-based billing, retainer management, and real-time profitability — at zero licensing cost.
₹0
LICENSE COST
19+
YEARS GLOBAL
20,000+
BUSINESSES
Delhi
NCR BASED
The Profitability Leaks in Professional Services
Billable hours leak through the cracks. Project margins erode before you notice. Retainer invoices get raised late or not at all. ERPNext automates all of it — timesheet capture, project profitability, retainer invoicing, and resource allocation.
Billable hours slip through the cracks every month
Consultants forget to log time, or log it inaccurately — leading to under-billing and margin erosion that compounds every month.
We don't know which projects are profitable until it's too late
Project profitability is calculated at completion, by which time all the margin has already been eroded.
Retainer clients get inconsistent billing
Monthly retainer invoices are raised manually, often late, sometimes missing, and always reconciling differently from the contract.
Resource allocation is done in WhatsApp and email
No systematic view of who is allocated to which project and who has capacity for new work — leading to overloaded staff and idle bench.
Clients dispute invoices because there's no supporting timesheet
"We didn't take 40 hours for this — show me the proof." Without structured timesheets, disputes are settled by concession.
GST on services, TDS deductions, and advance adjustments are manually tracked
Client-wise TDS deductions, advance adjustments against retainers, and GST on professional services all tracked in spreadsheets.
Complete Project, Resource & Billing Management
Everything you need to manage client engagements, track billable time, and ensure project profitability — all integrated into one system.
Project Management
- Project templates
- Task management
- Milestone tracking
- Project timeline (Gantt)
- Status dashboards
Timesheet-Based Billing
- Daily timesheet entry
- Manager approval
- Timesheet-to-invoice generation
- Billable vs non-billable hours
Resource Allocation & Utilisation
- Team allocation by project
- Utilisation rate per consultant
- Bench tracking
- Capacity planning
Retainer & Subscription Billing
- Auto-recurring invoices
- Advance against retainer
- Monthly billing automation
Project Profitability
- Revenue recognised vs cost incurred
- Budget vs actual
- Per-project P&L
- Consultant margin contribution
GST on Services
- 18% GST on professional services
- Reverse charge
- TDS deduction at invoice
- Advance payment adjustment
Expense Claims & Reimbursements
- Consultant expense submission
- Client-billable vs internal expenses
- Reimbursement via payroll
Service Contract Management
- Contract terms
- SLA tracking
- Renewal alerts
- Service scope vs delivered tracking
CRM & Business Development
- Lead tracking
- Proposal management
- Win/loss analysis
- Client lifetime value
- Pipeline reporting