Connected Systems for Professional Services Firms | Abaci

Professional Services

Track, manage and oversee funds, investments, portfolios and organizational assets from a single connected platform - providing complete visibility, governance and control across your financial operations.



A central hub for managing funds, investments and assets.

Funds & Assets Management provides a single source of truth for tracking portfolios, investment funds, physical assets and financial holdings across your organisation. Assets are categorised, monitored and governed through structured workflows, giving teams complete visibility into ownership, performance and value.

Built for organisations that need accurate asset records, investment oversight and strong financial governance, helping stakeholders understand what they own, where it is, how it is performing and who is responsible for it.

What professional services teams gain with Abaci.

Built around each client

Tailor workflows, data, reporting and user experiences around different client requirements without creating a separate system each time.

One platform, many service models

Support different clients, services and operating models from the same underlying platform while keeping each experience appropriately separated.

Turn specialist delivery into repeatable processes

Capture how your teams work and build it into reusable workflows that can still flex when individual client needs differ.

Give clients their own experience

Provide tailored applications, portals, reporting and interactions while keeping delivery connected to the same underlying operation.

Control across every client

Apply permissions, approvals, auditability and governance consistently even where processes and requirements vary.

Scale complexity without multiplying systems

Take on more clients and services without introducing another spreadsheet, application or manual process for every variation.

Clarity across every engagement

Bring client work, time, costs and billing into a connected operating flow. Teams can see utilisation, work in progress and profitability as work happens, while supporting different clients, matters and service models.

  • Clearer utilisation and capacity
  • Faster work in progress to billing
  • Better visibility of client and matter profitability
View sector
Run · Client billing cycle

Workflow

Live
Collection
Approved time and expenses collected
Work in progress
Work in progress reviewed and valued
Invoicing
Client invoices being prepared
Performance
Utilisation and profitability ready to update

Technology that fits professional services.

Abaci connects project, client and operational data across the systems and processes your organisation already relies on.

abaci Intelligence

abaci Intelligence | Your data in one placeBring your data together from any source into one trusted place.

ERP
Spreadsheets
Files
Databases
Emails
Abaci

Working with Abaci.

01

Start with what you have

We work with your existing systems, processes and technology to understand how the operation works today and where change will have the greatest impact.

02

Connect your operations

Progressively bring your workflows, applications, controls, reporting and data into one governed environment.

03

Operate with confidence

Teams gain better visibility, stronger control and more reliable delivery, with a platform that can continue evolving with the organisation.

Let's build a more connected way to deliver client work.

See how professional services firms are unifying projects, resourcing, compliance and delivery in one platform.

Book a Consultation