---
title: ERP for Professional Services | Efficientix
description: "NetSuite for professional services companies: projects, time, expenses, billing and profitability by client in one system."
---

[Skip to content](https://www.efficientix.com/en/erp-professional-services#main)

NETSUITE NEXT AI is now the interface of your ERP [Discover NetSuite Next](https://www.efficientix.com/en/netsuite-next?hsLang=en)

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[![Efficientix](https://www.efficientix.com/hubfs/assets/logo-efficientix-blanco.png)](https://www.efficientix.com/en/?hsLang=en)

- [NetSuite NextIA](https://www.efficientix.com/en/netsuite-next?hsLang=en)
- Solutions
  
    - [**NetSuite ERP**Finance, inventory and operations](https://www.efficientix.com/en/netsuite-erp?hsLang=en)
    - [**NetSuite Next**AI built into your ERP](https://www.efficientix.com/en/netsuite-next?hsLang=en)
    - [**NetSuite EPM**Planning and budgeting](https://www.efficientix.com/en/epm-netsuite?hsLang=en)
    - [**Analytics Warehouse**Advanced analytics](https://www.efficientix.com/en/netsuite-nsaw?hsLang=en)
    - [**Integrations**Celigo, Shopify, payments](https://www.efficientix.com/en/celigo-netsuite-integrator?hsLang=en)
    - [**Services and support**Implementation and support](https://www.efficientix.com/en/services-netsuite?hsLang=en)
    - [**All solutions**Platform, apps and services](https://www.efficientix.com/en/solutions?hsLang=en)
  [NetSuite NextAI is now the interface of your ERP Ask, understand and act from one system. Discover NetSuite Next](https://www.efficientix.com/en/netsuite-next?hsLang=en)
- Efficientix**+**
  
    - [**POS**In-store point of sale](https://www.efficientix.com/en/pos-for-netsuite?hsLang=en)
    - [**Mobile sales**Field sales force](https://www.efficientix.com/en/mobile-sales-app?hsLang=en)
    - [**Suite Fiscal**CFDI and SAT bulk download](https://www.efficientix.com/en/netsuite-erp?hsLang=en)
    - [**Demand planning**Forecast and inventory](https://www.efficientix.com/en/netsuite-erp?hsLang=en)
    - [**Portals**Customers and suppliers](https://www.efficientix.com/en/netsuite-erp?hsLang=en)
    - [**MX+ localization**Mexico, native in NetSuite](https://www.efficientix.com/en/netsuite-mexico-localization?hsLang=en)
    - [**Ask NetSuite**AI assistant](https://www.efficientix.com/en/netsuite-next?hsLang=en)
  [Efficientix+Apps that extend NetSuite to your real operation Native, synced in real time, no complex integrations. See the catalog](https://www.efficientix.com/en/netsuite-erp?hsLang=en)
- Industries
  
    - [**Retail**Stores, POS and mobile sales](https://www.efficientix.com/en/erp-retail?hsLang=en)
    - [**Food and beverage**Lots, expiry and demand](https://www.efficientix.com/en/erp-food-beverage?hsLang=en)
    - [**Wholesale**Multi-warehouse and portals](https://www.efficientix.com/en/erp-wholesale?hsLang=en)
    - [**Fintech and financial services**Auditable finance](https://www.efficientix.com/en/erp-fintech?hsLang=en)
    - [**Livestock**From the pen to the ERP](https://www.efficientix.com/en/erp-livestock?hsLang=en)
    - [**Transportation**Fleet, trips and costs](https://www.efficientix.com/en/erp-transportation?hsLang=en)
    - [**Real Estate**Developments and collections](https://www.efficientix.com/en/erp-real-estate?hsLang=en)
    - [**Telecom and cable (FTTH)**FTTH operations](https://www.efficientix.com/en/erp-for-telecommunications?hsLang=en)
    - [**Manufacturing**Production, costs and inventory](https://www.efficientix.com/en/erp-manufacturing?hsLang=en)
    - [**Professional services**Projects, time and billing](https://www.efficientix.com/en/erp-professional-services?hsLang=en)
    - [**Startups**An ERP that grows with you](https://www.efficientix.com/en/erp-startups?hsLang=en)
    - [**All industries**ERP by sector](https://www.efficientix.com/en/industries?hsLang=en)
  [Success storiesSee how other companies run on NetSuite Real projects in the USA, Mexico and LATAM. See stories](https://www.efficientix.com/en/success-stories?hsLang=en)
- Resources
  
    - [// AINetSuite AI: where it truly generates real value](https://www.efficientix.com/en/blog/netsuite-ai-real-value?hsLang=en)
    - [// MIGRATIONThe end of SAP ECC 6.0 support: what are your options?](https://www.efficientix.com/en/blog/end-support-sap-ecc-2026?hsLang=en)
    - [// IMPLEMENTATIONHow long does it take to migrate an ERP to NetSuite?](https://www.efficientix.com/en/blog/how-long-it-takes-to-implement-netsuite?hsLang=en)

  [**Blog**Guides and analysis on NetSuite](https://www.efficientix.com/en/blog?hsLang=en) [**Success stories**Projects delivered](https://www.efficientix.com/en/success-stories?hsLang=en) [**MX+ release notes**Monthly localization updates](https://www.efficientix.com/en/blog/tag/mx-releases?hsLang=en) [**Efficientix Academy**Training for NetSuite users and admins](https://www.efficientix.com/es/efx-learning?hsLang=en) [**Support**Help in English and Spanish](https://www.efficientix.com/en/support-netsuite?hsLang=en)
- About us
  
    - [// HEADQUARTERS · MIAMI1101 Brickell Ave, South Tower, 8th Floor-2A, Miami, FL 33131](https://www.efficientix.com/en/contact?hsLang=en)
    - [// SAN ANTONIO400 Portland Rd, Building #2, Suite 106, San Antonio, TX 78216](https://www.efficientix.com/en/contact?hsLang=en)

  [**Who we are**Meet the team and our story](https://www.efficientix.com/en/about-us?hsLang=en) [**Contact us**Book a demo or write to us](https://www.efficientix.com/en/contact?hsLang=en)

EN

- [Español México](https://www.efficientix.com/es/erp-profesionales)
- [English USA](https://www.efficientix.com/en/erp-professional-services)

[NetSuite login](https://system.netsuite.com/pages/customerlogin.jsp?country=MX) [Book a demo](https://www.efficientix.com/en/contact?hsLang=en)

[![Efficientix](https://www.efficientix.com/hubfs/assets/logo-efficientix-blanco.png)](https://www.efficientix.com/en/?hsLang=en)

**×**

[NetSuite Next · IA](https://www.efficientix.com/en/netsuite-next?hsLang=en) Solutions

[NetSuite ERP](https://www.efficientix.com/en/netsuite-erp?hsLang=en)[NetSuite EPM](https://www.efficientix.com/en/epm-netsuite?hsLang=en)[Analytics Warehouse](https://www.efficientix.com/en/netsuite-nsaw?hsLang=en)[Integrations](https://www.efficientix.com/en/celigo-netsuite-integrator?hsLang=en)[Services and support](https://www.efficientix.com/en/services-netsuite?hsLang=en)[All solutions](https://www.efficientix.com/en/solutions?hsLang=en)

Efficientix+

[POS](https://www.efficientix.com/en/pos-for-netsuite?hsLang=en)[Mobile sales](https://www.efficientix.com/en/mobile-sales-app?hsLang=en)[Suite Fiscal](https://www.efficientix.com/en/netsuite-erp?hsLang=en)[Demand planning](https://www.efficientix.com/en/netsuite-erp?hsLang=en)[Portals](https://www.efficientix.com/en/netsuite-erp?hsLang=en)[MX+ localization](https://www.efficientix.com/en/netsuite-mexico-localization?hsLang=en)[Ask NetSuite](https://www.efficientix.com/en/netsuite-next?hsLang=en)

Industries

[Retail](https://www.efficientix.com/en/erp-retail?hsLang=en)[Food and beverage](https://www.efficientix.com/en/erp-food-beverage?hsLang=en)[Wholesale](https://www.efficientix.com/en/erp-wholesale?hsLang=en)[Fintech and financial services](https://www.efficientix.com/en/erp-fintech?hsLang=en)[Livestock](https://www.efficientix.com/en/erp-livestock?hsLang=en)[Transportation](https://www.efficientix.com/en/erp-transportation?hsLang=en)[Real Estate](https://www.efficientix.com/en/erp-real-estate?hsLang=en)[Telecom and cable (FTTH)](https://www.efficientix.com/en/erp-for-telecommunications?hsLang=en)[Manufacturing](https://www.efficientix.com/en/erp-manufacturing?hsLang=en)[Professional services](https://www.efficientix.com/en/erp-professional-services?hsLang=en)[Startups](https://www.efficientix.com/en/erp-startups?hsLang=en)[All industries](https://www.efficientix.com/en/industries?hsLang=en)

Resources

[Blog](https://www.efficientix.com/en/blog?hsLang=en)[Success stories](https://www.efficientix.com/en/success-stories?hsLang=en)[Efficientix Academy](https://www.efficientix.com/es/efx-learning?hsLang=en)[Support](https://www.efficientix.com/en/support-netsuite?hsLang=en)

[About us](https://www.efficientix.com/en/about-us?hsLang=en) [Contact](https://www.efficientix.com/en/contact?hsLang=en) [NetSuite login](https://system.netsuite.com/pages/customerlogin.jsp?country=MX) [Book a demo](https://www.efficientix.com/en/contact?hsLang=en)

[Efficientix](https://www.efficientix.com/en/?hsLang=en) / [Industries](https://www.efficientix.com/en/industries?hsLang=en) / Professional services

# **ERP for professional services:** projects, time and billing connected.

Control projects, time, expenses and billing by client, and know each project’s profitability with your finance in the same system.

[Book a demo](https://www.efficientix.com/en/contact?hsLang=en)[See solutions](https://www.efficientix.com/en/erp-professional-services#soluciones)

The challenge

## What holds back your operation in professional services

A professional services company sells hours and knowledge, and its margin is decided by how much of that time gets billed. NetSuite connects projects, time and expense capture, billing and revenue recognition with accounting; Efficientix configures it to your billing model.

**Hours worked but not billed**

**Project profitability known only at close**

**Expenses by client without orderly receipts**

**Manual, scattered billing**

What NetSuite does

## What NetSuite does for professional services

### Projects and budgets

Hours and cost budget against actual progress.

### Time capture and utilization

Time entry with utilization visibility.

### Flexible billing

Time and materials, fixed price, milestones and retainers.

### Expenses by client

Expenses with approval and client reimbursement.

### Revenue recognition

Revenue in line with progress and milestones.

### Mexico subsidiary: tax compliance

CFDI 4.0, payment complement and DIOT.

NetSuite modules most used here: [Projects and services (PSA)](https://www.efficientix.com/en/netsuite-erp?hsLang=en)[Financials and accounting](https://www.efficientix.com/en/netsuite-erp?hsLang=en)[Sales, CRM and orders](https://www.efficientix.com/en/netsuite-erp?hsLang=en)

Efficientix solutions

## What Efficientix adds to NetSuite in professional services

### [Expense app The expense app captures and approves travel and expenses by client and project, with tax receipts. Learn more](https://www.efficientix.com/en/netsuite-erp?hsLang=en)

### [Customer and supplier portals The customer portal offers statements and invoices online, and the supplier portal orders subcontractors and vendors. Learn more](https://www.efficientix.com/en/netsuite-erp?hsLang=en)

### [Buk HR with NetSuite Buk HR connects human resources, attendance and team performance with finance and project costs. Learn more](https://www.efficientix.com/en/software-rrhh?hsLang=en)

### [MX+ localization MX+ invoices with CFDI 4.0 and handles payment complements and DIOT from NetSuite. Learn more](https://www.efficientix.com/en/netsuite-mexico-localization?hsLang=en)

### [Paystand with NetSuite Paystand connects B2B collections and payments with NetSuite to reconcile fees faster. Learn more](https://www.efficientix.com/en/netsuite-erp?hsLang=en)

### [NetSuite EPM NetSuite EPM plans revenue, utilization and costs by service line and lead. Learn more](https://www.efficientix.com/en/epm-netsuite?hsLang=en)

### [NetSuite Analytics Warehouse (NSAW) NetSuite Analytics Warehouse shows profitability by client, project and lead. Learn more](https://www.efficientix.com/en/netsuite-nsaw?hsLang=en)

### [Ask NetSuite Ask NetSuite lets you query unbilled hours, WIP and receivables in natural language. Learn more](https://www.efficientix.com/en/netsuite-next?hsLang=en)

[Learn about NetSuite ERP](https://www.efficientix.com/en/netsuite-erp?hsLang=en) · [Implementation services](https://www.efficientix.com/en/services-netsuite?hsLang=en) · [NetSuite support](https://www.efficientix.com/en/support-netsuite?hsLang=en)

Artificial intelligence

## AI in Professional services

### Unbilled hours

You ask which hours have gone more than 30 days unbilled by client and AI returns the prioritized list.

### Profitability that is anticipated

With progress and hours consumed, AI helps flag projects that will exceed budget before close.

### Client summary

A natural-language summary of a client’s status: projects, billing and collections, for the account lead meeting.

### Questions your team can ask Ask NetSuite

- Which hours are pending billing by client?
- Which projects are over budget?
- Show me team utilization this month.

[Explore Ask NetSuite](https://www.efficientix.com/en/netsuite-next?hsLang=en)[NetSuite Next and AI](https://www.efficientix.com/en/netsuite-next?hsLang=en)

Cases and guides

## Reading for professional services

### [![Villarreal & Buenfil: clearer ops, greater control with NetSuite](https://www.efficientix.com/hubfs/Lucid_Realism_Modern_welllit_industrial_facility_with_clean_pr_0.jpg) Villarreal & Buenfil: clearer ops, greater control with NetSuite How Villarreal & Buenfil achieved financial control, traceability, and operational efficiency by migrating to Oracle NetSuite with Efficientix. Read article](https://www.efficientix.com/en/blog/caso-de-exito-villareal?hsLang=en)

[See all success stories](https://www.efficientix.com/en/success-stories?hsLang=en) · [Blog](https://www.efficientix.com/en/blog?hsLang=en)

FAQ

## Questions, answered

Does NetSuite handle billing by hours, milestones and retainers?

Yes. You can bill by time and materials, fixed price, milestones or retainer, and recognize revenue according to progress.

How do I know a project’s profitability?

Hours, expenses and billing are recorded against the project, and NetSuite compares cost and revenue in real time.

Is it suitable for a small company that is growing?

Yes. NetSuite scales with the number of service leads, projects and entities. We implement with SuiteSuccess.

Can I run more than one entity or country?

Yes. NetSuite OneWorld handles multi-subsidiary and multi-currency with consolidation.

How are travel expenses controlled?

With the expense app: capture, approval and receipts with a cost center by client or project.

Other industries we serve:

[Retail](https://www.efficientix.com/en/erp-retail?hsLang=en)[Food and beverage](https://www.efficientix.com/en/erp-food-beverage?hsLang=en)[Wholesale and distribution](https://www.efficientix.com/en/erp-wholesale?hsLang=en)[Fintech and financial services](https://www.efficientix.com/en/erp-fintech?hsLang=en)[Manufacturing](https://www.efficientix.com/en/erp-manufacturing?hsLang=en)[Startups and scaling companies](https://www.efficientix.com/en/erp-startups?hsLang=en)[Livestock](https://www.efficientix.com/en/erp-livestock?hsLang=en)[Transportation and logistics](https://www.efficientix.com/en/erp-transportation?hsLang=en)[Real Estate](https://www.efficientix.com/en/erp-real-estate?hsLang=en)[Telecom and cable (FTTH)](https://www.efficientix.com/en/erp-for-telecommunications?hsLang=en)[All industries](https://www.efficientix.com/en/industries?hsLang=en)

// NETSUITE

## **Let's talk about** your NetSuite project.

Tell us which system you run today and what you want to solve. We will propose the next step.

[Book a demo](https://www.efficientix.com/en/contact?hsLang=en)[Explore NetSuite ERP](https://www.efficientix.com/en/netsuite-erp?hsLang=en)

Operating in Mexico?

## Does your company have a subsidiary in Mexico?

Run it in the same NetSuite as your U.S. headquarters. MX+ localization brings CFDI 4.0, DIOT and electronic accounting built in, with support in English and Spanish.

[See MX+ for Mexico](https://www.efficientix.com/en/netsuite-mexico-localization?hsLang=en)

[![Efficientix](https://www.efficientix.com/hubfs/assets/logo-efficientix-blanco.png)](https://www.efficientix.com/en/?hsLang=en)

Oracle NetSuite Solution Provider Partner for the USA, Mexico and LATAM.

![Oracle NetSuite Solution Provider Partner](https://www.efficientix.com/hubfs/assets/logo-oracle-netsuite-solution-provider-blanco.png)

Follow us

- <https://www.linkedin.com/company/efficientixusa>
- <https://www.youtube.com/@EfficientixUSA>
- <https://www.instagram.com/efficientix.usa>
- <https://www.facebook.com/efficientixusa/>
- <https://www.tiktok.com/@efficientix.usa>

Solutions

- [NetSuite ERP](https://www.efficientix.com/en/netsuite-erp?hsLang=en)
- [NetSuite EPM](https://www.efficientix.com/en/epm-netsuite?hsLang=en)
- [Analytics Warehouse](https://www.efficientix.com/en/netsuite-nsaw?hsLang=en)
- [NetSuite Next](https://www.efficientix.com/en/netsuite-next?hsLang=en)
- [Efficientix+](https://www.efficientix.com/en/netsuite-erp?hsLang=en)
- [MX+ localization](https://www.efficientix.com/en/netsuite-mexico-localization?hsLang=en)

Company

- [About us](https://www.efficientix.com/en/about-us?hsLang=en)
- [Services](https://www.efficientix.com/en/services-netsuite?hsLang=en)
- [Support](https://www.efficientix.com/en/support-netsuite?hsLang=en)
- [NetSuite login](https://system.netsuite.com/pages/customerlogin.jsp?country=MX)
- [Careers](https://www.efficientix.com/en/netsuite-erp?hsLang=en)

Resources

- [Industries](https://www.efficientix.com/en/industries?hsLang=en)
- [Solutions](https://www.efficientix.com/en/solutions?hsLang=en)
- [Implementation guides](https://www.efficientix.com/en/blog?hsLang=en)
- [Tax compliance guides](https://www.efficientix.com/en/blog?hsLang=en)
- [Blog](https://www.efficientix.com/en/blog?hsLang=en)
- [Success stories](https://www.efficientix.com/en/success-stories?hsLang=en)
- [Efficientix Academy](https://www.efficientix.com/es/efx-learning?hsLang=en)
- [Contact](https://www.efficientix.com/en/contact?hsLang=en)

**Headquarters · Miami**1101 Brickell Ave, South Tower, 8th Floor-2A, Miami, FL 33131**San Antonio**400 Portland Rd, Building #2, Suite 106, San Antonio, TX 78216**Phone**[+1 786 984 0191](tel:+17869840191)**Contact**[Write to us or book a demo](https://www.efficientix.com/en/contact?hsLang=en)

© 2010–2026 Efficientix · [Privacy notice](https://www.efficientix.com/en/privacy-policy?hsLang=en)

// CUSTOMER SUPPORT

## **Open a support ticket** with your access.

Enter the email and password we gave your team. You will go straight to the ticket form.

Email Password

Continue to the form

No access yet or forgot it? [Contact us](https://www.efficientix.com/en/contact?hsLang=en).

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    "acceptedAnswer" : {
      "@type" : "Answer",
      "text" : "Yes. NetSuite OneWorld handles multi-subsidiary and multi-currency with consolidation."
    },
    "name" : "Can I run more than one entity or country?"
  }, {
    "@type" : "Question",
    "acceptedAnswer" : {
      "@type" : "Answer",
      "text" : "With the expense app: capture, approval and receipts with a cost center by client or project."
    },
    "name" : "How are travel expenses controlled?"
  } ]
}
```

```json
{
  "@context" : "https://schema.org",
  "@type" : "Service",
  "areaServed" : [ "US", "MX", "Latin America" ],
  "name" : "Professional services",
  "provider" : {
    "@id" : "https://www.efficientix.com/#organization"
  },
  "serviceType" : "ERP implementation",
  "url" : "https://www.efficientix.com/en/erp-professional-services"
}
```

```json
{
  "@context" : "https://schema.org",
  "@id" : "https://www.efficientix.com/en/#headquarters",
  "@type" : "ProfessionalService",
  "address" : {
    "@type" : "PostalAddress",
    "addressCountry" : "US",
    "addressLocality" : "Miami",
    "addressRegion" : "FL",
    "postalCode" : "33131",
    "streetAddress" : "1101 Brickell Ave, South Tower, 8th Floor-2A"
  },
  "areaServed" : [ "United States", "Belize", "Dominica", "Jamaica", "Dominican Republic", "Puerto Rico", "Trinidad and Tobago" ],
  "description" : "Oracle NetSuite Solution Provider Partner serving the United States and the Caribbean: NetSuite implementation, support and SuiteSuccess.",
  "hasMap" : "https://maps.app.goo.gl/HhYmnedBvwKWjYUU6",
  "image" : "https://www.efficientix.com/hs-fs/hubfs/Logos/Logo%20Efficientix%20Semi%20Blanco%20-PNG.png",
  "name" : "Efficientix",
  "parentOrganization" : {
    "@id" : "https://www.efficientix.com/#organization"
  },
  "telephone" : "+17869840191",
  "url" : "https://www.efficientix.com/en/"
}
```