Whatever You Bill For, Obsidyun Handles It
Hourly rates, fixed project fees, monthly retainers — or any combination. One platform that adapts to how your business actually works.
Legal Practices
Manage client matters, track billable hours, generate detailed invoices, and maintain compliance records — without juggling between your practice management tool and your accounting software.
Accounting & Bookkeeping
Organize client accounts, manage recurring retainer engagements, and issue invoices — while keeping your own firm's books accurate with built-in double-entry accounting. Practice what you preach.
Trades & Field Services
Quote jobs, track materials used, invoice on completion, and manage multiple service teams across locations. Stop losing receipts and tracking jobs in your head.
Consultancies & Agencies
Define service packages, manage client relationships, track project revenue, and produce professional invoices and quotes — all without the overhead of enterprise project management tools.
Everything You Need to Run Your Practice
Manage clients, billing, and finances without the bloat of tools built for manufacturing or retail
Service Catalog
Define your services once with pricing, descriptions, and tax rules — then pull them into invoices and quotes instantly. Hourly, fixed, or retainer pricing. Your catalog, your way.
Client Management
Every client gets a complete profile — contact details, transaction history, outstanding balances, and credit terms. Stop digging through emails to find who owes what.
Service Invoicing & Quoting
Create professional invoices and quotes in seconds. Itemize by service type, apply different rates, describe work performed, and convert accepted quotes to invoices with one click.
Financial Tracking
Know exactly which services and clients are most profitable. Revenue tracking by service type, client, and period — with every journal entry posted automatically. No manual bookkeeping.
Recurring Engagements
Set up recurring billing for retainer clients and never forget to invoice again. The system tracks each billing cycle and generates invoices on schedule — eliminating hours of admin work.
Multi-Office Operations
Running multiple offices? Each location manages its own clients, staff, and reporting — while you see consolidated financials across your entire firm from one dashboard.
Built Around How Service Firms Actually Operate
You sell expertise, not widgets. Here's how Obsidyun handles the two things that matter most: client relationships and billing.
Client Management & Relationships
Every service business runs on client relationships. Obsidyun gives each client a comprehensive profile that tracks every interaction: invoices sent, quotes issued, payments received, and outstanding balances. You always know where each engagement stands.
Set credit limits to manage risk, group clients by type or industry for targeted management, and generate client statements that summarize account activity over any period. For firms with multiple offices, clients can be assigned to specific branches while remaining visible across the organization.
- Detailed client profiles with full contact history
- Outstanding balance and credit limit tracking
- Transaction history across all engagements
- Custom client grouping and segmentation
- Client statements and account summaries
Billing & Revenue Tracking
Service businesses need flexible billing. Obsidyun supports hourly rates, fixed project fees, and retainer-based pricing — or any combination. Define your services in the catalog with their standard rates and tax configurations, then pull them into invoices and quotes as needed.
Payment tracking shows which invoices are paid, partially paid, or overdue at a glance. Automated reminders follow up on outstanding amounts without manual effort. Revenue reports break down income by service type, client, time period, or branch — giving you clear visibility into which parts of your practice are performing and where to focus.
- Flexible pricing: hourly, fixed, and retainer models
- Multi-currency and multi-tax support
- Automated payment reminders for overdue invoices
- Quote-to-invoice conversion in one click
- Revenue reporting by service, client, or period
Go from Sign-Up to First Invoice in Under 30 Minutes
No technical expertise required. No 6-week implementation. Just set up and start billing.
Define Your Services
Add your service offerings to the catalog with descriptions, rates, and tax rules.
Add Your Clients
Import or create client profiles with contact details and billing preferences.
Quote & Invoice
Send professional quotes, convert them to invoices, and track payments in real time.
Track & Report
Monitor revenue, outstanding balances, and financial performance across your practice.
Frequently Asked Questions
Common questions about using Obsidyun for service businesses
Is Obsidyun suitable for service-only businesses with no physical inventory?
Yes. While Obsidyun includes full inventory management, it works equally well for businesses that only sell services. You can define your services in the catalog, invoice clients, manage finances, and run reports — without needing to set up any stock or warehouse configuration.
Can I manage both products and services together?
Absolutely. Obsidyun's catalog supports both physical products and service items. You can create invoices that mix product sales with service charges, apply different tax rules, and track revenue separately for each category.
How does client management work for service businesses?
Each client has a detailed profile that tracks all invoices, quotes, payments, and outstanding balances. You can set credit limits, add notes, group clients by type or industry, and generate client statements on demand.
Can I set up recurring invoices for retainer clients?
Yes. You can configure recurring billing for clients on retainer or ongoing service agreements. The system tracks each billing cycle and supports both automatic and manual invoice generation.
Does it support multiple offices or branches?
Yes. Multi-branch support lets each office manage its own clients, staff, and operations while rolling up into consolidated financial reports for firm-wide oversight.