Professional Services Software & PSA
Spend time on clients, not on timesheets.
We help professional services firms connect CRM, projects, resourcing, time, billing and finance — so utilisation and margin are visible while there's still time to act.
Industry challenges
What holds professional services operations back.
Resource visibility
Who is available, and at what utilisation, is a weekly spreadsheet exercise.
Time capture
Late and inaccurate timesheets delay billing.
Project margin
Profitability is only known after the project closes.
Disconnected tools
CRM, project management and accounting don't talk to each other.
Solutions
What we build.
Projects-to-cash platform
CRM, projects, timesheets, billing and finance connected in Lune or Odoo.
Client portals
Share status, documents and invoices securely with clients.
Workflow automation
Approvals, invoicing runs and reminders automated.
Utilisation & margin analytics
Live dashboards by practice, client and project.
Relevant technology
- Lune Projects & People
- Odoo
- Microsoft 365 integration
- Power BI
AI opportunities
Where AI creates value in professional services.
Proposal & report drafting
Draft from templates and past work, for expert review.
Timesheet assistance
Suggest time entries from calendars and activity.
Margin forecasting
Predict project overruns early.
Products
Tecvisio.AI products for professional services.
Enterprise operating platform
The intelligent enterprise operating platform.
CRM, Projects, People, Payroll and Accounting in one platform.
Use cases
Problems we solve.
Case studies
Professional Services work.
“Tecvisio helped us look beyond AI as a technology trend and focus on where it could create practical business value. Their structured approach to identifying opportunities, evaluating use cases and planning implementation gave us a much clearer direction for our AI journey.”
Relevant services
FAQ
Professional Services questions
Can project costs flow into accounting automatically?
Yes — time, expenses and billing milestones can post directly to accounting in an integrated platform.
Do you integrate with Microsoft 365?
Yes, for identity, calendars and documents.
Let's modernise professional services operations together.
Share the problem you're solving. A senior consultant will respond — not a sales script.