Professional Services
Obsidyun for IT Consulting Firms
A client's full history — quotes, invoices, payments — is scattered across old emails.
How it actually runs, step by step
This isn't a vertical-specific tool built just for it consulting firms — it's every part of Obsidyun working off the same record, from the first contact to the books closing themselves. Here's what that looks like end to end in the real product.
A new client starts working with you → They get one record covering every invoice, quote, and payment
No digging through old emails to answer "what do they still owe?".
Customers
A client's account needs a credit limit → It's enforced automatically on future invoices
No one has to remember who's allowed to buy on credit and who isn't.
Customers
The engagement is quoted and accepted → It converts to an invoice in one click
Line items and pricing carry straight through — nothing gets retyped.
Invoicing & Quoting
A payment comes in, full or partial → It's recorded against the right invoice
The balance and the client's status update without anyone re-entering it elsewhere.
Invoicing & Quoting
The engagement needs to actually happen → It's dispatched to a associate with a due date
Not a message hoping someone picks it up — an assigned, trackable task on a shared board.
Tasks & Scheduling
Materials or stock get used on the engagement → Quantity on hand updates immediately
No end-of-day recount at the office — it reflects reality the moment it changes.
Inventory
Stock runs low → A purchase order goes out for approval before it ships
Nothing leaves for a vendor without the right sign-off.
Purchasing
Money moves — a sale, a bill, a payment → It posts to the ledger automatically
Your books are current the moment it happens, not after someone catches up.
Accounting
A new associate joins → They get exactly the access their job needs
Set per data category, not a blanket role that sees everything by default.
Team & Permissions
You run more than one office → Each one reports into the same consolidated view
Compare performance side by side without combining spreadsheets.
Multi-Branch
Other professional services sectors