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Professional Services · Operations

Comprehensive professional services automation from SOW to WIP and managed services.

Unify the lifecycle from initial proposal and SOW to consultant timesheets, work-in-progress (WIP) valuation, milestone billing, and recurring managed-service SLA retainers.

Unbroken operational thread from executed SOW to timesheets, WIP recognition, and billing
Real-time consultant utilization dashboards and forward-looking bench capacity forecasting
Automated milestone and T&M invoicing with audit-ready timesheet and expense attachments
dashboard.neonbee.app/it-consulting
Live Workspace
Neonbee IT Consulting / Systems Integration operations software interface
✦ Sprint Utilisation 92% · SOW milestone signed
Real delivery teams
+24%
Utilisation
−27%
Unbilled WIP
AMC
From projects
1
SOW-to-cash
See it on a real IT Consulting / Systems Integration workflow

A 20-minute demo on your own flow — not a generic tour.

Step 1 of 2

Takes under a minute · no credit card

Chosen by teams in interior design, facilities management, furniture manufacturing and professional services.
Where it hurts today
Discrepancy between consultant hours worked and hours billed on time-and-materials engagements
Sub-optimal bench management and low billable consultant utilization across practice areas
WIP tracked in spreadsheets resulting in unpredictable revenue recognition and delayed invoicing
Project delivery handoffs to managed service support lacking documentation context
What Neonbee gives you
Unbroken operational thread from executed SOW to timesheets, WIP recognition, and billing
Real-time consultant utilization dashboards and forward-looking bench capacity forecasting
Automated milestone and T&M invoicing with audit-ready timesheet and expense attachments
Smooth transition from completed implementation projects into recurring managed service agreements
IT Consulting / Systems Integration work in progress
Professional Services

This is the work. Neonbee runs the business behind it.

Not a generic ERP bent into shape — the flow below is your flow, in your language, from the first enquiry to the recurring contract.

Specialized AI Workforce Available

IT & Professional Services Neura Fleet (10 AI Agents)

10 autonomous Neura agents for MSPs, software houses, and consulting firms.

Scoping & SOW ArchitectSales

Converts client discovery questionnaires into detailed Statements of Work and estimates.

Timesheet & Billing ChaserTime Tracking

Nudges engineers on Slack/Teams for missing time entries before Friday cutoff.

Retainer Burn MonitorCost Control

Alerts project managers when billable hours exceed 70% of monthly retainer budget.

Scope Creep & Change Order GuardScope Control

Flags tasks that fall outside agreed SOW boundaries and drafts change order requests.

Your business flow — one thread

From the first lead to the recurring contract.

Every stage lives in one system. The amber dots are where consultancies typically lose margin — and the ✦ Neura agents underneath work exactly those stages.

1Win the engagementlead → signed SOW
Lead / RFP
CRM
Stale Lead Follow-Up
no lead goes quiet
Discovery & solution architecture
Projects
Estimate + SOW
CRM
⚠ margin leak
Quote Chaser
pending SOWs get chased
MSA + SOW e-sign
Sign
Ask Neura Assist, any time in this phase — “What's our proposal win rate this quarter?”
2Deliver itkickoff → UAT sign-off
Kickoff & staffing
People Connect
Bench Utilization Watch
idle consultants flagged weekly
Sprints / milestones
Projects
Time & expense
Timesheets
⚠ revenue leak
Timesheet Nudge
logged hours match billed hours
Change requests
Projects
Change Order Guard
scope changes never go unpriced
Delivery & UAT sign-off
Sign
Ask Neura Assist, any time in this phase — “Who's on the bench next sprint?”
3Get paidWIP → collections
Milestone / T&M billing + WIP
Accounting
⚠ revenue leak
WIP Aging Sentinel
unbilled WIP flagged before it ages out
Invoicing & revenue recognition
Accounting
Collections
Accounting
Invoice Reminder
overdue invoices chased
Ask Neura Assist, any time in this phase — “How much unbilled WIP is older than 30 days?”
4Turn it recurringthe thread never ends
Transition to managed service
Maintenance
Handover-to-AMC Converter
projects roll into managed service
Retainer renewal + upsell
CRM
Renewal Radar
renewals raised before they slip
recurring — managed service renews, the next SOW lands in stage 1
Ask Neura Assist, any time in this phase — “Which projects are ready for a managed-service offer?”
a stage in your flowwhere money typically leaksrecurring revenuetags = the module that runs that stage · ✦ = the agent working it
Real scenarios

The situations that actually cost you money.

Not feature lists — the specific moments that quietly cost a IT Consulting / Systems Integration business money, and the exact steps Neonbee runs instead.

1

Unbilled WIP sitting at 45 days

The moment: A time-and-materials engagement where invoicing waits for the delivery lead to compile hours.

On your current stack

Timesheets land late, approval takes a week, and the invoice goes out a month after the work. Cash sits in WIP and some hours are written off as too old to defend.

With Neonbee
Consultants book time against the SOW work package as they go
Missing timesheets are chased by the system before cut-off
Approved time converts to a draft invoice on the billing cycle
Aged WIP is visible per engagement before it becomes unbillable
Timesheets · Projects · Accounting · Signal

WIP converts to invoices on a cycle instead of whenever someone gets to it.

2

The change request delivered as 'good relationship management'

The moment: Mid-implementation, the client asks for an extra integration that wasn't in the SOW.

On your current stack

The delivery lead says yes to protect the relationship. It costs three developer weeks that were never priced, and the project margin turns negative.

With Neonbee
The request is logged against the SOW as a change, not as a task
It's estimated and priced before any work starts
The client approves it in writing, with the revised schedule attached
The approved change updates the project budget and the plan
Projects · CRM · Sign

Scope changes are priced decisions rather than relationship gestures.

3

Project ends, revenue ends

The moment: A successful implementation goes live and the team rolls off.

On your current stack

Support requests arrive by email to whoever was on the project. It's answered for free for months, and the managed-service contract that should have followed is never proposed.

With Neonbee
The go-live creates the support entitlement and its SLA
Post-go-live requests become tickets against that entitlement
Work outside it is quantified — and becomes the managed-service proposal
The contract carries a renewal date with an owner
Support · Maintenance · CRM

The implementation converts into a managed-service annuity rather than free aftercare.

Free playbook

The IT Consulting / Systems Integration Business-Flow Playbook

The full flow above, mapped step by step — with the margin leaks marked and how teams plug them. Free, by email.

Inside Neonbee

The work, the money, one connected view.

A live view from the Accounting module — CFO-grade statements, computed from the same connected record that runs the rest of your business.

Neonbee Accounting module — live view
See your workflow in it Book a demo
20 minutes · on your real workflow · no commitment
Live in days, not months

Pre-configured for your vertical. Import your contacts and items, switch on the modules you need, start working.

One bill replaces 10+ tools

No Zapier fees, no integration maintenance, no sync drift. One price, per seat, all modules included.

AI with guardrails

Neura assists proactively, but every action that moves money or commits your company asks for your approval first.

Questions, answered

What most teams ask before the demo.

Straight answers — and anything we haven't covered, ask us live on the call.

Ask us directly
How long does it take to get live?

Most teams are up in 3–5 days. We configure your trade settings, migrate your customers, products and open jobs, and train your team in two 45-minute sessions.

Can we keep using our existing accounting tool?

Yes. Neonbee has a complete double-entry accounting engine built in, but we also sync 2-way with QuickBooks, Xero, Sage and Tally if you prefer to keep your accountant where they are.

Does the AI act on its own?

Neura has two modes: Assist (answers, drafts, summaries) and Execute (real actions through agents). Every Execute action lands as an approval card — nothing runs without your sign-off, and everything is audited.

Is our data used to train AI models?

No. Your data stays yours — it is never shared or sold, and Neura reasons over it privately to help your business only.

What if we only need a few modules?

That's the normal path. All 20 Operations modules share one record, but you switch on only what you need and add the rest when you're ready — pricing follows what you use.

Next step

See Neonbee run a IT Consulting / Systems Integration business.

A 20-minute demo on your own workflow — comms, operations and Neura, working end to end.

Book your 20-minute demo

On your real workflow · no commitment · reply within one business day