From timesheet to invoice to ledger, without the gap.

Professional Services

Time, expenses, and project budgets feed billing directly — so utilization, realization, and revenue are always current.

Bill everything you earn

Time and expenses flow to invoices with your billing rules applied automatically.

See utilization live

Capacity, staffing, and project health in real time — not in a month-old report.

Learn every cycle

Project margin ties back to the ledger, engagement by engagement.

How Professional Services runs on Intentrun, from first number to final call

Run projects on budget

Period close
Professional Services summary

Highlights

Next steps

Reconciled
  • Track budget vs. actual per engagement
  • Monitor utilization by team and person
  • Flag over-budget projects early
  • Manage change orders and scope
  • Plan hiring against pipeline

Bill accurately and on time

Trigger

First business day, 7:00 am

Refresh plan

Pull actuals, roll the forecast

Alert owners

Variances above threshold

Send digest

What changed and why

  • Generate invoices from approved time
  • Apply retainers, milestones, and rate cards
  • Track WIP and write-offs
  • Escalate unbilled work
  • Recognize revenue per contract terms

Grow the practice profitably

Measure realization and recovery rates

Compare client profitability over time

Price new work from historical margin

Track practice-level cash flow

  • Measure realization and recovery rates
  • Compare client profitability over time
  • Price new work from historical margin
  • Track practice-level cash flow
  • Report by partner, practice, or office

Built for firms that sell time

The timesheet system, the billing tool, and the ledger should never be three different versions of the truth.

General ledger
Bank feeds
Inventory
Payroll
CRM
Spreadsheets
Data warehouse

Put Intentrun to work across your engagements.

Pick one workflow that matters, and our implementation team will have it live on Intentrun within weeks.

Discuss a Services deployment

Stop chasing the numbers.
Start running on them.

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