Capital PSA
Proffesional Services Automation Platform
Sales and HR Management
Basic Customer Management
Partner, Supplier and Reseller Management
Simple Opportunity Management
Contractor Management
Skills Management
Time and Expense Tracking
Consultant Timesheets by Project and Work Category
Expense tracking and customer invoicing
Timesheet detail, rules and constraints
Approval Workflows
Utilization tracking
Project Administration
Project Setup and Metadata Configuration
Contract and Change Order Management
Consultant and Role Assignments
Billing Rules and Rate Card Setup
Financial Performance
Project Management
Resource Utilization and Management
Project Status Reports and Milestone Management
Managing Scope and Change Orders
Hourly Budgets vs Actuals
Forecasting and planning
Supplier Portal
Contractor Supplier Management portal
Hours Reporting
Personnel Management
Timesheet Management
Invoice Review
Financial Management
Accounts Receivables
Accounts Payables
Cashflow Management
Bank Account Management and Reconciliation
Basic Financial Reports
Reporting
Revenue reports and Basic P&L
Hours Reports by Project, Consultant, Category
Revenue Distribution Reports
Monthly Revenue Reports
AP vs AR report
Notifications and
Scheduled Jobs
Automatic Reminders
Customizable reports
Aggregate Reports daily, weekly or monthly
Completely customizable and extensible reporting
Tailored to Fit
Unlike rigid SaaS platforms, our solution is fully customizable and built around your processes—not the other way around. From workflows to billing rules to dashboards, everything can be configured to match your unique business needs. We don’t just hand you a product—we partner with you like family to ensure it fits perfectly and grows with you, all while staying affordable.
