BOS›Industries›Professional services
Professional services
BOS for Professional Services

Hours, rates and monthly plans.
Everything adds up.

For firms, consultancies and independent professionals: proposals in minutes, monthly plans that never miss an invoice, and how much each client leaves you — without building the Excel at month-end.

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Proposals are built from scratch every time. Monthly plans are invoiced by hand and a price increase gets forgotten. The team’s hours live in a spreadsheet nobody fills in, so profitability per client is a hunch.
What changes in practice
Building a proposal: 3 hrs
20 min
with your services and rates loaded and Aurora drafting it
Invoicing monthly plans: 2 days
automatic
with monthly plans invoicing themselves and the increase applied
Profitability per client: a guess
live
with hours, costs and invoicing in one place

Expected results based on how each module is used — not a guarantee. Request a demo with your real case.

How it rolls out

A roadmap for your company.

You don’t need to migrate everything on day one. This is how most companies in the industry move forward once they start with BOS.

PHASE 1 · GET ORGANIZED

Proposals and client portfolio.

Your services and rates loaded once, proposals with the price calculated automatically and your full client portfolio with contracts and renewals.

PHASE 2 · FRICTIONLESS BILLING

Monthly plans and collections.

Monthly plans that invoice themselves with the increase applied, and each client’s account status without chasing invoices.

PHASE 3 · AURORA TAKES THE LEAD

It works alongside you.

Aurora drafts the quote, writes and follows up on payment reminders, and flags the job whose cost overrun is eating into what you bill.

The full picture

Every practice
with its own workflow.

Accountants, consultants and recruiters work differently — BOS adapts to each practice’s workflow while still consolidating the business into one set of numbers.

Proposals in minutes, not hours

The price is calculated automatically from your loaded services and rates — per project, per hour or per monthly plan.

No price increase forgotten

Monthly plans invoice themselves, with the increase applied on time.

What each client leaves you

Real margin per client and per project: hours, costs and invoicing in one place.

Accounting firms

Deadlines and filings per client on the team calendar; client receipts are uploaded to Documents and Aurora reads and reconciles them.

Consultancies

Projects with milestones, an assigned team and hours against budget — you see the overrun before it eats into what you bill.

Recruiting

Every search with its own workflow: candidates, interviews, shortlist and hire — with the success-based charge invoiced at close.

Renewals that don’t slip away

Your full portfolio with contracts, upcoming renewals and account health — before the client says they’re leaving.

Collections without chasing

Account status per client and payment reminders that Aurora drafts and follows up on.

Which service leaves you margin

Billing per partner, team utilization, margin per service — live, not at the quarterly meeting.

After-sales and loyalty

The project closes.
The account is looked after.

In services, growth lies in the clients you already have: renewing, expanding and getting referred.

Project after-sales

Post-delivery requests and complaints with an owner and a status — not in a partner’s inbox.

Renewals and repeat business

Contracts with a renewal date and account health, before the client says they’re leaving.

Referrals

Where each client came from and who referred them, so you can go back to that source on purpose.

Technical capabilities

The foundations that protect
your company’s data.

1

Each company’s data is kept separate from every other account in the database itself, not just on screen. If something fails, access closes — it doesn’t open.

2

Role-based permissions, enforced at four points, from the screen to the database: each person sees and does only what’s theirs to do. Payroll and billing are stored separately, with stricter access.

3

Sign in with your Microsoft or Google account, with two-step verification, and every session is protected and renewed securely.

4

Infrastructure on Supabase (SOC 2 Type 2, encryption at rest, backups with point-in-time recovery) and Vercel (ISO 27001:2022, SOC 2 Type II, DDoS/WAF mitigation) — certifications held by our infrastructure providers, not by BOS as a product.

5

Roles and permissions by practice and by partner: client information and team payroll are kept separate, with an audit trail of every sensitive access.

6

Connects with the systems you already use through a public API and signed automatic notifications (webhooks): it doesn’t force you to replace them — it runs the business around them.

No strings attached

Use what works for you. Nothing more.

Every module is customizable, and its features can be used partly or fully: none of them is mandatory. You can use BOS just as a task planner and leave the rest alone — it stays available, included in the same subscription, for the day you need it.

Customizable modulesPartial or full useNo mandatory featuresEverything else still included
Frequently asked questions

What people always ask.

Does it work for an accounting firm and for a consultancy?
Yes. Each practice’s workflow is different and BOS adapts: deadlines and filings for the firm, milestones and hours for the consultancy, tracking of every search for recruiting.
Is invoicing monthly plans automatic?
Yes: monthly plans invoice themselves, with the increase applied on time and the account statement up to date.
Do I need to log hours?
You can. If you log hours, profitability per client and team utilization come out automatically; if you don’t, you keep measuring by what you bill and what it costs.
How does it consolidate if we have several companies?
Each company kept separate, each currency on its own, and a single consolidated view of results for the partners.
How long does implementation take?
Most start with proposals and client portfolio (Phase 1) and add monthly plans, collections and Aurora later.
Already included

It’s not a separate vertical.
It’s the same system.

Every module comes in the same subscription, with unlimited users. These are the ones companies in the industry use most.

Intelligent living

Less admin.
More billable work.

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