Professional Services Integration Platform
Connect your CRM, project management, time tracking, and billing systems — so clients, engagements, and invoices stay consistent across every platform, without rekeying between them.
Consulting, legal, accounting, and professional services firms use Koodisi to automate client onboarding, project workflows, invoicing, and HR operations — reducing non-billable administrative overhead across the firm.
The integration problems behind the backlog
Three integration problems Koodisi was built to solve for professional services teams.
Client onboarding
A new engagement means creating the same client four times
CRM, project management, time tracking, and billing each need the client set up, by hand, in sequence. The engagement can't start until the last one is done, and any typo along the way surfaces later as a billing dispute.
Revenue leakage
Time entered in one system never reaches the invoice
Hours logged in project management have to be moved into billing before they can be invoiced. When the handoff is manual or late, billable work quietly falls out of the cycle and nobody notices until the month closes.
Access management
Consultants keep client system access after the engagement ends
Onboarding provisions access across internal and client systems; offboarding depends on someone remembering all of them. What gets missed stays live, across client environments you don't fully control.
Client Onboarding and CRM
New client onboarding involves data collection, system setup, and handoffs across multiple teams. Koodisi automates the process from signed contract to active project.
- New client record creation across CRM, project management, and billing systems
- Onboarding checklist automation with task assignment and deadline tracking
- Document collection and approval routing for engagement letters and NDAs
- Client portal access provisioning on engagement kickoff
Billing and Finance Operations
Professional services billing is complex — time-based, milestone-based, and retainer models all require different workflows. Koodisi automates the data flows behind each.
- Time entry sync from project management tools to billing systems
- Invoice generation triggers on project milestone completion
- Accounts receivable follow-up automation for overdue invoices
- Revenue recognition data sync to ERP for accurate financial reporting
HR and Resource Management
Professional services firms live and die by utilization. Automating HR data flows keeps resource allocation accurate and onboarding fast.
- New hire onboarding across HRMS, IT provisioning, and client systems
- Resource allocation sync between HRMS and project management platforms
- Certification and compliance training tracking workflows
- Offboarding access revocation across all client and internal systems
Why Koodisi for Professional Services
- Reduced non-billable overhead
- Automate the administrative workflows that consume billable capacity — onboarding, invoicing, and data entry.
- CRM and project system sync
- Keep Salesforce, project management, and billing tools in sync without manual data entry or custom integrations.
- Approval workflows with audit trail
- Engagement approvals, write-off requests, and policy exceptions — all routed, tracked, and logged automatically.
- Scalable without headcount
- Handle more clients and more complexity without growing the operations team — automation absorbs the volume.
- Decision tables for engagement rules
- Model rate cards, write-off thresholds, and approval tiers as a readable grid instead of nested code — verifiable by the partners who own the policy.
- Fallout management with Engage
- Failed billing syncs and rejected entries route into a managed retry and fallout queue with transaction logs, rather than an email alert nobody owns.
- Execution-level observability
- Error counts, P50 and P99 latency, and per-activity Gantt traces for every run. Production metrics are retained for three months.
Every system in your professional services stack
Connect the platforms your teams already run — through native activities where they exist, and through Koodisi’s REST Client for everything else.
CRM & client data
- Salesforce
- HubSpot
- Microsoft Dynamics 365
- Client portals via REST Client
Project & delivery
- Jira
- Project management tools via REST Client
- Time tracking systems via REST Client
- Data Tables
Finance & billing
- Oracle NetSuite
- Billing platforms via REST Client
- Relational databases
- Payment gateways via REST Client
HR & identity
- Workday
- SAML and OAuth providers
- Identity Provider activities
- SCIM provisioning via REST Client
Documents & formats
- SFTP file exchange
- CSV and fixed-width
- XML and JSON conversion
- Compression and encryption
Collaboration & reporting
- Slack
- AWS S3 and Azure Storage
- Approval workflows
- Scheduled reporting
Don’t see your system? Anything with an API connects through Koodisi’s REST Client — no waiting on a vendor roadmap.
Browse all connectors →FAQ
Common questions
What professional services teams ask before they build on Koodisi.
Want to go deeper? Talk to a solutions architect.
From the Blog
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