Klayara for Professional services

Utilisation, billing and margin, by person and project.

Consultancies, law firms, accountants and engineering practices use Klayara to join timesheets, billing and CRM into one picture of utilisation, realisation and project profitability — visible to partners, private from everyone else.

Cloud or your serversPer-site permissionsBuilt for you, if you prefer

What you'll see

Dashboards professional services teams run on.

Starting points our BI developers build most often for professional services — each one yours to reshape.

Firm overview

Fees, utilisation, WIP and cash by practice and office.

Utilisation & capacity

Hours by person and team against targets and forecasts.

Project profitability

Budget vs actual hours and margin by engagement.

WIP & lock-up

Unbilled and unpaid work by partner, client and age.

Pipeline & proposals

Opportunities, win rates and expected fees from CRM.

Client value

Revenue, margin and hours by client over time.

How Klayara helps

What changes when the numbers are finally in one place.

Utilisation without chasing timesheets

Billable and non-billable hours by person, team and client from your time system, with gaps and overloads visible weekly.

Know which projects make money

Fees, hours and costs together for true margin per project and per client — before the final invoice, not after.

Cash: WIP, lock-up and ageing

Unbilled work, debtor days and ageing by partner and client, so cash conversations happen early.

Partner-only numbers stay partner-only

Salary, rate and margin columns hidden from everyone without a reason to see them — automatically, everywhere.

Connects to what you already run

No migration. No new system to learn.

Klayara reads from the tools your professional services business already uses. Connect them, relate them once, and every dashboard draws on all of them together.

  • Keep data live in your systems, or import for extra speed
  • Spreadsheets sit alongside databases as equals
  • A connector missing? Tell us — it goes on the build list
See all 50+ connectors
XeXeroQuQuickBooksNeNetSuiteHuHubSpotSaSalesforceExExcelGoGoogle SheetsPoPostgreSQL
Done for you

No analyst on the team? Borrow ours.

Our BI developers connect your systems, build the dashboards above for your business, set up scheduled reports — and stay on hand as your questions grow. You explain what you need to see; we make it appear.

FAQ

Professional services questions, answered.

Something else on your mind? Ask us directly — a person answers.

Can we hide charge-out rates and salaries from most staff?

Yes. Column-level permissions hide or mask sensitive columns for any role, and the rule holds in exports and AI answers.

Our time, billing and CRM are three different tools. Will they join up?

Yes. Connect each, relate them on client and project, and build one dashboard across all three.

Can each partner see their own clients only?

Yes — row-level permissions by partner, team or office, set once.

Can clients see a dashboard of their own engagement?

Yes, through a shared link or an embedded view scoped to their data only.

See Klayara on your professional services data.

Bring the report you rely on most. We'll rebuild it live on the call, from your own systems, and talk through what comes next.

Talk to sales

Prefer to see plans first? See pricing

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