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Professional services

One view of every project, and every firm you own

Anodyne connects your CRM, time tracking and accounting, then becomes the one system when your team is ready.

Project data lives in a CRM, time tracking, an accounting system and a margin sheet, and every acquisition adds another set. Anodyne joins them so you see margin by project and by firm within weeks. AI drafts invoices from time and expenses, and people approve the unusual ones.

How it works

  • Connect

    Read-only connectors to your PSA, time tracking, accounting and CRM, in each firm you own. Nothing migrates.

  • Prove

    Start with proposal to invoice, or margin by project. Each workflow replays your own history before it goes live, and any mismatch blocks go-live.

  • Replace

    Replace the PSA, billing and the books one system at a time, once each has proven itself. Or keep what still works.

Proven on your history

  • Replay

    Real history, not test cases.

  • Match

    Any mismatch blocks go-live.

  • Visibility

    See exactly which records differed and why.

  • Deterministic

    Same input, same output, every run.

See each process end to end

Follow a project from the first proposal to the paid invoice, across every system, in one view.

Proposal to invoice

  1. ProposalCRM
  2. ProjectPSA
  3. Time and expensesTime tracking
  4. Invoice reviewApprovals app
  5. InvoiceAccounting
  6. PaymentAccounting

Enter data once

Data moves with the process. Nobody re-types a number from one system into another.

  • Each record links to every system that holds it
  • Changes are checked before they are written

Built-in trust

  • Read-only until you switch writes on, one system at a time
  • AI features are off until you turn them on
  • People approve changes
  • Every action is logged
  • No silent copies of your data
  • Your systems stay the source of truth until you decide otherwise
  • AI works inside fixed rules
  • Each customer gets its own isolated environment and database

Security details: talk to us

Applications

Start from a standard app, or turn a spreadsheet into one.

  • Proposal to invoice

    From the first proposal to the paid invoice

  • Margin by project

    Margin for each project and each firm, on live data

  • Unbilled time

    Time and expenses that are not billed yet, by project and by firm

  • Integrating an acquired firm

    Connect each new firm's systems, and see it next to the others

  • Approvals

    The right person approves, with a full record

  • Month-end close

    A checklist with owners, then a lock

  • Reporting

    Live numbers for leaders and the board

Automate

AI agents do the busywork inside fixed rules, and people approve what's unusual.

  • Drafts invoices from time and expenses, for people to approve
  • Flags time and expenses that are not billed yet
  • Flags a project before its margin slips
  • Answers status questions with data from every system

Every action is logged, and people approve each change

See automations for professional services

From your spreadsheets

The sheets your team runs on become shared apps, with the same columns and rules.

  • Margin sheet → Margin-by-project app
  • Commission sheet → Commissions app
  • Close checklist → Month-end close app

Works with

Product names are trademarks of their owners. Anodyne is not affiliated with them.

Every business is different. Talk to us about yours.

Start with one process

Pick the process that hurts most. We connect read-only, prove it on your history, and you decide what happens next.

Let's make modernization painless, with Anodyne.

info@getanodyne.com