An end-to-end back-office platform for private and growing service-providing companies. Manage your client portfolio, track deployed systems and licenses, run invoicing and receivables, capture expenses, monitor budgets, and stay ahead of compliance deadlines — from one operations dashboard.
Everything a private services company needs to run itself — client tracking through closing the books — in a single, role-scoped workspace.
Client master with primary contact, billing terms, deployed systems, service agreements, and prospect pipeline. Activity timeline and per-client document repository.
Per-client registry of deployed systems, software licenses, SSL certificates, and renewal dates — with expiry alerts so renewals never slip.
Invoices with line items, recurring billing, statements of account, payment posting, and AR aging. Journal entries auto-generated on every transaction.
Capture expenses with receipts attached, route through approval, and reimburse staff. Per-project tagging for accurate cost allocation and chargebacks.
Budget periods, chart of accounts, bank account reconciliation, and cash flow visibility. Compare planned vs actual spend at any time.
BIR, SSS, Pag-IBIG, PhilHealth, and contract deadlines with configurable alert rules. Email and in-app reminders so the firm never misses a filing.
Schedule client meetings, assign tasks, track tickets, and log every activity. Calendar view across the firm or filtered to a single engagement.
Employee directory, positions, payroll periods, and travel plans. Time-off and approval flows ready to feed your existing payroll.
One screen for owners and partners: AR aging, monthly revenue, expense burn, upcoming deadlines, and per-client engagement health.
The realities of running a small-to-mid-sized private services company — designed in, not bolted on.
Office staff use the web. Field staff log expenses, tickets, and visits from a phone.
Owners see everything; managers see their team; staff see their assignments.
License, SSL, contract, and compliance expiries surface before they bite.
Snap a photo of a receipt; it’s logged, attached, and pending approval in seconds.
Tag expenses to clients and engagements; see real margins, not just gross.
Every invoice edit, payment posting, and approval is logged with who and when.
Per-client and per-employee document repository with versioning and access logs.
Invoices, ORs, and journal entries formatted for Philippine BIR compliance.
We deploy the suite in 6–8 weeks, migrate your existing client and invoice data, and configure your compliance calendar. Discovery call is free.
Talk to Nikostek →