Guaranteed Profitability: Costing by Project and Man-Hour Traceability.
Overseer lets you know the real margin of every custom contract or project. Control the time invested per resource, manage deliverables and invoice estimates or tickets automatically.
The Overseer Core: Time, Profitability and Progress
Executive visibility to ensure that all your professional projects and contracts generate a superior profit margin.
Actual Costing by Project or Service
Know the exact cost of each project by integrating your team's actual time (man-hours), travel expenses, transportation and the cost of materials. Calculate the real net margin of your operation.
Man-Hour and Activity Traceability
Every hour of work is recorded against a ticket, milestone or project phase. This is essential for Time & Materials billing and for evaluating the productivity of the consulting team.
Project Progress Control
Manage complex projects through work breakdown structures (WBS). Assign owners and due dates, and audit physical and financial progress in real time.
Workflows (BPM) and Deliverable Invoicing
Automate the validation of time and expense reports. Approval of a milestone or deliverable by the client or management immediately triggers electronic pre-invoicing in the ERP.
Key Operational Workflows: From Proposal to Contract Closeout
Process structuring to align professional talent with the organization's billing goals.
Budgets, Tasks and Resource Allocation
Ensure that execution remains aligned with the parameters of the approved quote:
- Contract Budget: Definition of rates by role, estimated hours and travel expense limits.
- Hour Logging (Time Tracking): Daily charging of effective hours directly to the client and project account.
- Margin Monitoring: Continuous comparison of actual vs. projected hours to prevent profitability leaks.
Progress Approval, Invoicing and Closeout
Automated cycle to convert consulting hours into corporate cash flow:
- Deliverable Validation: Internal approval workflow before notifying the client of the service's completion.
- CFDI 4.0 Issuance: Instant invoicing of services or monthly retainers based on released milestones.
- Contract Closeout: Audit of direct and indirect costs and generation of the profitability statement by client.
Key Modules for Professional Services Firms
Unified architecture for managing talent, billable time and tax accounting.
Projects and Time Logging
- Costing by Project and Specific Task
- Man-Hour Control (Time Tracking)
- Time and Task Auditing
- Deliverables and Milestones Management
Invoicing and Accounts Receivable
- Automated Invoicing of Retainers or Service Plans
- Progress Billing and Time & Materials
- B2B Customer Portfolio Management
- CFDI 4.0 Stamping (timbrado)
Human Resources and Payroll
- Payroll Calculation Integrated with Project Cost
- Overtime Control and Compensation Schemes
- Bulk Stamping of CFDI Payroll Receipts
- Contract and Evaluation Management
Travel Expenses and Expense Substantiation
- Travel Expense Request and Approval Workflows
- Mobile Substantiation of Travel Expenses
- XML Validation and Reimbursements
- Expense Allocation to Projects
Treasury and Cash Flow
- Monthly Cash Flow Projections
- Bank Reconciliation
- Multi-Currency Operation
- Subcontractor Payment Control
Accounting and Profitability
- Detailed Income Statement by Client/Project
- Online Electronic Accounting
- Automatic Journal Entries
- SAT Connection and DIOT Compliance
Frequently Asked Questions for Professional Services and Projects
Consultants record their hours worked on the web portal or mobile app, linking them to the client and project account. The area manager validates the timesheet before authorizing its posting to the account statement or pre-invoice.
Yes. You can configure automatic recurring invoicing cycles for maintenance or support contracts (service plans), generating and sending CFDI 4.0 invoices in bulk on the established dates.
Absolutely. By comparing the labor cost of each resource (calculated from their salary and benefits) against the rate billed to the client, the platform produces precise profitability ratios by consultant, department and service.
Schedule a Demo of Overseer Professional Services
See hour logging, travel expense control and the income statement by project in real time.
