The one system your business needs.
Billing, GST, stock, purchase and sales in one open source system. One price per company, every app included, AI on your own key.
- Every app included, one price per company
- GSTR-1/3B, e-invoicing and e-way bills built in
- AI on your own key, or on your own servers
A person on our team replies. The reply time is on your quote.
Billable hours only matter if you know which ones were profitable.
Consultants, agencies, law firms, and surveyors all run on the same underlying problem, often called professional services automation (PSA): time gets spent, but nobody has a real-time answer to whether that time made money. OneYukti connects project tracking, timesheets, and invoicing so profitability is visible while a project is still running, not after the final invoice goes out.
The Real Workflows Behind Professional Services Firms ERP
Real-time margin closes the utilization-realization gap
- Actual costs, labor, expenses, and subcontractor fees track against budgets in real time
- Dashboards show margin at the project, client, and portfolio level
- Closes the gap between utilization (hours worked) and realization (hours actually billed)
Approved time hits project cost the same day
- Time entry supports timers, manual entry, and calendar integration
- Managers review and approve weekly; missing entries and unusual patterns flag automatically
- Approved time rolls into project cost the same day, not two weeks later
Resource planning shows real capacity, not a guess
- Shows team capacity, current assignments, and availability firm-wide
- Filterable by skill, location, and seniority
- Forecasting weeks ahead means an honest start date, not an already-committed team
Invoicing supports mixed billing on one client record
- Invoicing generates from approved timesheets and project milestones
- Supports time-and-materials, fixed-price, and retainer models, even for the same client at once
- Both revenue types post to the same client record as one number
How the Pieces Connect
A timesheet approval is also the next invoice
- A firm's product is hours; value decays with any gap between work and billing
- An approved timesheet updates actual cost against budget and becomes the next invoice basis
- Same motion, making realization a number a firm sees weekly
Capacity forecasts use real logged hours
- Resource planning connects to the same time and project data, not a separate spreadsheet
- A partner sees actual logged hours and actual assignments
- Grounded in what the team is really doing, not a guess about who seems free
One client profile for retainer and project revenue
- CRM and billing share a client record
- A retainer client who also signs a one-off project doesn't become two accounts
- Pipeline, engagements, recurring billing, and invoices roll up to one profile
AI that flags a losing project while there's still time to fix it
Yukti's project profitability agent compares actual hours burned against estimates.
Flags projects trending over budget
Tracks task additions that signal scope creep
Identifies underutilized team members who could be reallocated
Surfaces problems before they show up as a bad quarter in the partners' meeting
Estimate with your own figures
Type what your team handles today. Nothing is estimated until you do; each line item shows the source behind its calculation.
Common Questions
What's the difference between utilization and realization, and does Yukti track both?
Utilization is the share of a team member's available hours actually spent on billable work. Realization is the share of that billable work that actually gets invoiced and collected. Because time entries, project budgets, and invoices all sit in the same system, both numbers are visible on the same dashboard instead of requiring a separate calculation pulled together at quarter-end.
Can we bill the same client a retainer and a one-off project at the same time?
Yes. Recurring billing handles the retainer side, and invoicing from approved timesheets and project milestones handles time-and-materials or fixed-price work, and both post to the same client record. A client running a retainer alongside an active project shows up as one relationship with one combined revenue and margin picture, not two disconnected accounts.
How do we know if a project is losing money while it's still running, not after the final invoice?
Actual costs, labor, expenses, and subcontractor fees, track against the project's budget in real time, with margin dashboards at the project, client, and portfolio level. A project trending over budget shows up in that dashboard while there's still time to adjust scope or staffing, not three weeks after it closes.
Can we see team capacity before we commit to a new engagement?
Yes. Resource planning shows current assignments and availability across the firm, filterable by skill, location, and seniority, with utilization forecasted weeks ahead. That's what lets a partner give a prospective client an honest start date instead of a guess.
How does timesheet data actually turn into an invoice?
Time entries get submitted through timers, manual entry, or calendar integration, and a manager reviews and approves them weekly, with the system flagging missing entries or unusual patterns automatically. Approved time rolls directly into invoicing against time-and-materials, fixed-price, or retainer billing models, so an invoice reflects real approved hours instead of a manually reconstructed summary.
Where a Simpler Tool Might Be Right
A sole consultant billing a handful of retainer clients with simple, predictable scope doesn't need portfolio-level profitability dashboards or resource allocation tooling. A straightforward time-tracking and invoicing app will get bills out with far less setup. This page is for firms managing multiple concurrent engagements, a team whose time needs allocating, or client profitability that isn't obvious from revenue alone.
See OneYukti in action
Whether you are outgrowing a billing tool or evaluating a full ERP for the first time, we can show you what Yukti does differently.