Track work, billing and collections
ERP for service companies
Manage clients, service revenue, expenses, invoices, collections and project-level visibility from one secure workspace.
ConsultanciesAgenciesProfessional firmsService operators
b.Biloo ERP
Sample dataIllustrative industry workspace
Illustrative previewProfessional services
01Client and service records
Priority 1
Connected02Invoice and collection tracking
Priority 2
Connected03Recurring operating expenses
Priority 3
ConnectedPublic information preview only. No customer data is shown.
The problem businesses recognize
Service companies frequently deliver work before billing, invoice without consistent follow-up and struggle to connect project activity with cash collection.
The management position to create
Biloo keeps client records, invoices, expenses, receivables and performance connected so owners know what was delivered, billed and collected.
Relevant capabilities
Prioritize the controls that matter most in professional services.
The implementation can focus the workspace, user access and reporting around these operating requirements.
Client and service records
Connected to the same controlled business records used across the wider Biloo workspace.
Invoice and collection tracking
Connected to the same controlled business records used across the wider Biloo workspace.
Recurring operating expenses
Connected to the same controlled business records used across the wider Biloo workspace.
Project or engagement visibility
Connected to the same controlled business records used across the wider Biloo workspace.
Receivables aging
Connected to the same controlled business records used across the wider Biloo workspace.
Revenue and margin summaries
Connected to the same controlled business records used across the wider Biloo workspace.
Daily workflow
A clearer operating rhythm from activity to review.
Create the client record
Maintain the organization, contacts, service terms and outstanding position.
Invoice completed work
Create a clear billing record and track partial or full collection.
Review profitability
Compare service revenue, expenses and unpaid balances by period.
Recommended product foundation
Modules commonly combined for this industry.
Customers & suppliers
Maintain customer and supplier histories, balances, contacts, transactions and follow-up information.
Explore module →Sales & invoicing
Create sales, issue professional invoices, track collections and understand revenue without moving between disconnected tools.
Explore module →Finance & cash flow
Monitor cash, income, expenses, receivables, payables and operating performance from one decision-ready workspace.
Explore module →Reports & analytics
Review performance, trends, balances and operational signals without rebuilding reports in spreadsheets.
Explore module →See this workflow using your business context
Request a demonstration focused on professional services.
Share the team structure, current records and main control problem. Biloo will use the session to show the most relevant workflow.