ERP for professional services firms that automates invoicing and manages projects from a dashboard
Recover up to 15 hours per week per employee and increase billing by 40% with automation. Proven results with dozens of professional services firms.

Time spent on projects
Client collection speed
Automated team tasks
Do you know how much time professionals lose on administrative tasks?
These are the most common problems that limit the growth of firms, agencies, and consulting companies.
Manual invoicing
An average of 15–20 hours per week spent on invoicing, payment tracking, and administration
Missed opportunities
Up to 35% of clients lost due to lack of systematic follow-up
Cash flow problems
60% of firms face collection problems due to lack of automated control
Project delays
26.6% of professional services projects are delivered late.
CASE STUDY: A 25-person marketing agency reduced administrative time by 75% and increased its client portfolio by 60% by automating processes.
The most complete ERP solution for agencies, firms, and consulting companies
Automate, optimize, and deliver your professional services projects on time with a cutting-edge, cloud-based ERP integrated with Artificial Intelligence.
Project and client management
Manage multiple activities from a centralized platform with real-time visibility.
✅ Phase and deliverable management
✅ Client and prospect tracking
✅ Team time and productivity control
✅ Profitability reports and analysis per project

Features designed for firms and agencies
Each module is designed to address the specific challenges of firms and agencies, optimizing project, client, and resource management while ensuring efficiency and measurable results across all your operations.
Billable time tracking
Automatic tracking of hours by client, project, and partner with direct billing
Flexible billing
Automatic generation by time, project, retainers, or mixed schemes with electronic invoicing (U.S. standards)
Profitability analytics
Trends by client, partner, service, and project with margins and productivity
Professional client portal
Clients can check progress, invoices, documents, and make online payments 24/7
Project management
Progress, budget, deliverable, and project profitability control.
Automated collections
Automatic payment tracking, reminders, and A/R aging reports
Why do professional services companies choose NetSuite and Efficientix?
- Complete automation from time tracking to billing Integrated system: from time tracking to collections with a client portal included
- Fast implementation tailored for professionals 12-week implementation adapted to U.S. professional services
- Scalability from local agency to international firm Grows with you: from 10 users to teams of 100+ professionals
"I got my personal life back. I used to work up to 12 hours a day. Now I leave on time and projects are delivered as scheduled."
Founding Partner
B2B consulting firm
Real results from professional services companies like yours
Property Management Firm - 5 partners, 40 employees
Before Efficentix
❌ Administrative time: 18 hrs/week per partner
❌ Monthly billing: $425K USD
❌ Past-due portfolio: 45% of invoices >60 days
❌ Active clients: 120
After (8 months)
✅ Administrative time: 4 hrs/week per partner (-78%)
✅ Monthly billing: $700K USD (+65%)
✅ Past-due portfolio: 12% of invoices >60 days (-73%)
✅ Active clients: 185 (+54%)
RESULT: $300K USD monthly increase + 14 hours per week freed up per partner
Optimize your firm, agency, or consulting company
Join the dozens of firms that have automated their operations
Request your free demo
Frequently Asked Questions about Oracle NetSuite for firms and agencies
Oracle NetSuite is a modern, end-to-end business management software that centralizes accounting, finance, CRM, billing, and project management in a single platform.
Firms, agencies, and consulting companies use it to gain full control over clients, projects, and profitability with real-time visibility.
It enables accurate billing, efficient resource allocation, and automated reporting—reducing errors and administrative time.
NetSuite is a robust and comprehensive platform that, with more than 50,000 implementations over its 25+ year history, is well adapted for professional services companies.
It offers functionalities such as flexible billing by hours, milestones, or recurring contracts, cost control per project, and real-time consolidated financial reporting.
In addition, it includes collaboration tools and customizable dashboards that give project managers and CFOs full visibility.
By automating processes such as tracking billable hours, project-based billing, expense reconciliation, and consolidated financial reporting, NetSuite reduces manual errors and processing time. This translates into lower operating costs and improved overall efficiency.
Companies that implement NetSuite report a 73% reduction in overdue accounts and a 75% reduction in manual tasks.
The cost of implementing NetSuite varies depending on the company’s size and specific needs.
For a firm with 20 users, first-year licensing and go-live costs can start at around $30,000 USD. Factors such as the number of projects, billing complexity, and required modules directly impact the final price.
To receive a tailored quote for your operations and goals, click here.
An ERP like NetSuite allows project and operations managers to monitor progress, resource allocation, and costs in real time. This full visibility helps prevent delays, ensures accurate billing, and keeps clients informed with automatic status updates. By guaranteeing on-time and transparent deliveries, it builds trust and strengthens business relationships.
Oracle NetSuite ensures the security of your data with globally distributed servers and a robust infrastructure that includes two-factor authentication (2FA), strong password policies, role-based access, and advanced encryption. It also complies with international security standards such as SOC I, SOC II, ISO 27001, and ISO 27018—guaranteeing the protection of your business data at all times.
It also integrates with HR platforms and collaboration tools, making it possible to manage the entire project lifecycle seamlessly.
NetSuite centralizes financial management, accounting, project-based billing, CRM, and cost control in a single platform.
It includes customizable dashboards and real-time reports that allow project managers and team leaders to monitor performance, expenses, and client profitability—enabling fast and accurate decision-making.
NetSuite, as a 100% cloud-based ERP, eliminates the need for on-premise infrastructure and reduces maintenance costs—unlike Odoo or Microsoft Dynamics BC. In addition, NetSuite integrates artificial intelligence for predictive analysis and automatic updates.
This ensures a platform that evolves with your business, providing faster decision-making and full visibility for more profitable operations.
We have a solid track record implementing Oracle NetSuite for professional services companies in Mexico. Since 2010, we’ve successfully completed more than 100 projects across industries including retail, distribution, manufacturing, and services.
We have multiple success stories where we’ve helped companies centralize scattered information and optimize their operations.
In addition, we are recognized as a 4-star Solution Provider by the Software Selección portal.