fbpx Skip to content

How Easily Can You Access Financial Data to Tackle the Complexity of Business and Professional Services Reporting?


Time Tracking and Expense Management are Too Manual

Evaluating critical KPIs like utilization rates requires time-consuming static data dumps into Excel for formatting and manipulation. You need faster visibility into the KPIs that tell you the health of your business.

Icon Clock Timing 01

Answering One-Off Questions Takes Too Long

Responding to ad hoc questions about billable hours, project status, job costs, and revenue recognition is a time-consuming, manual process when the need for answers is urgent.


Data Access and Integration from Other System is Lacking

You need a single source of truth for reporting, but struggle to access and integrate data across platforms like your project management system and your ERP, leaving you reliant on IT or consultants to create and maintain your reports and analytics.

Fast, Accurate Business and Professional Services Reporting Software for Finance Teams

Accelerate Challenging Business and Professional Services-Specific Reporting

Whether you are using Oracle EBS, Sage, Microsoft Dynamics, or JD Edwards, you can quickly create the GL reporting you need. Easily report on your KPIs with the ability to build drillable reports for utilization rate, net labor multiplier, and overhead rate. Find quick answers to questions about your average collection period, current ratio, and debt-to-equity ratio.

Busprofservices Feature 1 (1)

Create Real-Time, Drillable Reports for Your GL and Beyond

Enable the finance team to build refreshable reports using easy-to-configure, pre-built templates, or by creating a custom report in minutes, without help from IT or consultants. With direct access to accurate data from your ERP, users can drill into journals, balances, and subledger transactions to find and quickly fix reconciliation or data integrity issues. Go beyond the GL for project management reporting and have a single source of truth for reporting on project status, billable ratios, project budget vs. actual, and time tracking.

Busprofservices Feature 2 (1)

Tackle One-Off Questions With Ease

Create ad hoc reports on project costs, utilization, and revenue, then drill down into the detail to answer questions from other departments and clients. Create and format your reports exactly how you need them.

Busprofservices Feature 3 (1)

Help Executives and Functional Leaders Visualize Key Metrics

Create live dashboards to track project margins, billable utilization, revenue per employee, project overruns, and resource requirements. Provide executives with project- level analytics to identify areas for improved profitability, efficiency improvements by project, and resource allocation.

Busprofservices Feature 4 (1)

Create a Single Source of Truth for Reporting and Analytics

Integrate data across your ERP and other professional services software such as expense reporting, time reporting, and CRM software for a consistent, accurate view of your business. Rationalize reporting across multiple ERP systems following mergers and acquisitions. Create a single source of truth for reporting without requiring specialist skills so you can de-risk and accelerate delivery of your BI and analytics projects.

Busprofservices Feature 5 (1)

Integrates with:



  • Deltek Ajera
  • Deltek Maconomy
  • Deltek VantagePoint
  • Deltek Vision
  • Deltek Vision Cloud


  • Viewpoint Spectrum
  • Viewpoint Vista

MRI Software

  • MRI Commercial Management
  • MRI Financials
  • MRI Horizon
  • MRI Horizon CRE
  • MRI Qube Horizon
  • MRI Residential Management


  • Epicor Avante
  • Epicor BisTrack
  • Epicor CMS
  • Epicor Enterprise
  • Epicor Epicor SLS
  • Epicor iScala
  • Epicor Kinetic
  • Epicor LumberTrack
  • Epicor Manage 2000
  • Epicor Prophet 21
  • Epicor Tropos



  • Sage 100
  • Sage 100 Contractor
  • Sage 200
  • Sage 300
  • Sage 300 CRE (Timberline)
  • Sage 500
  • Sage 50cloud Accounting
  • Sage AccPac
  • Sage Adonix Tolas
  • Sage Estimating
  • Sage Intacct
  • Sage MAS
  • Sage X3


  • 24SevenOffice
  • A+
  • AARO
  • AccountEdge
  • Accounting CS
  • Accountmate
  • Acumatica
  • Alere
  • Anaplan
  • Aptean
  • Assist
  • ASW
  • Aurora (Sys21)
  • Axion
  • Axis
  • BAAN
  • Banner
  • Blackbaud
  • BlueLink
  • Book Works
  • BPCS
  • Cayenta
  • CCH
  • CDK Global
  • CedAr e-financials
  • CGI Advantage
  • Clarus
  • CMiC
  • CMS (Solarsoft)
  • Coda
  • Coins
  • Colleague
  • CPSI
  • CSC CorpTax
  • Custom
  • CYMA
  • DAC
  • Data Warehouse
  • Datatel
  • Davisware Global Edge
  • Davisware S2K
  • Deacom
  • DPN
  • e5
  • eCMS
  • Eden (Tyler Tech)
  • Emphasys
  • Entrata
  • Etail
  • Expandable
  • Famous Software
  • Fern
  • FinancialForce
  • FireStream
  • FIS
  • FiServ
  • Flexi
  • Fortnox
  • Foundation
  • Fourth Shift
  • Friedman
  • Full Circle
  • GEMS
  • Harris Data (AS/400)
  • HCS
  • HMS
  • IBM Cognos TM1
  • IBS
  • IBS-DW
  • In-House Developed
  • Incode
  • IQMS
  • iSuite
  • Jack Henry
  • Jenzabar
  • JobBOSS
  • Jonas Construction
  • M1
  • Macola
  • Made2Manage
  • MAM
  • MAM Autopart
  • Manman
  • Mapics
  • McLeod
  • MFG Pro
  • MicrosOpera
  • MIP
  • Mitchell Humphrey
  • Movex
  • MRI
  • MSGovern
  • Munis (Tyler Tech)
  • New World Systems
  • Onesite
  • Onestream XF
  • Open Systems
  • PDI
  • Penta
  • Plexxis
  • PowerOffice
  • PRMS
  • Pro Contractor
  • ProLaw
  • Q360
  • QAD
  • Quantum
  • Qube Horizon
  • QuickBooks Desktop Premier
  • QuickBooks Desktop Pro
  • Quickbooks Enterprise
  • QuickBooks Online
  • Quorum
  • RealPage
  • Retalix
  • Ross
  • SmartStream
  • Spokane
  • Springbrook
  • Standalone DB with ODBC/DSN connection
  • Standalone IBM DB
  • Standalone Oracle DB
  • Standalone SQL DB
  • SUN
  • Sunguard
  • SunSystems
  • Sys21
  • SyteLine
  • TAM (Applied Systems)
  • Thomson Reuters Tax
  • Timberline
  • Traverse
  • TripleTex
  • Unit4
  • Unit4 Agresso
  • Unit4 Business World
  • Unit4 Coda
  • USL Financials
  • Vadim
  • VAI-System 2000
  • Vantage
  • Vertex
  • Visma
  • Winshuttle
  • Wolters Kluwer CCH Tagetik
  • WorkDay
  • Xero
  • xLedger
  • Xperia
  • Yardi
  • Yardi-SaaS
Is Busunusual Em6cashflow Resource (2)

Cash Flow Analysis: Cash Management Has Never Been so Critical

Are you being asked to provide answers to many new scenarios like: Where your Cash flow will be in a certain number of days? Which vendors are overdue?

To learn how best-in-class businesses are solving these problems, watch this 20-minute video to see:

  • Ease of building Cash flow dashboards or reports
  • Automatic updating directly from your ERP
  • Drill-down capabilities
  • Sophisticated visualizations
Legal Shield Logo

“With Spreadsheet Server we now have the ability to do more in less time, we can now accomplish more with fewer resources.”

Legal Shield Logo Twila Shelton Controller at Legal Shield View Customer Story

Speak to an Expert