Built for Services
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, and generate detailed invoices alongside your accounting.
Accounting & bookkeeping firms
Organize client accounts, manage retainer engagements, and keep your own books accurate with built-in double-entry accounting.
Trades & field services
Quote jobs, track materials, invoice on completion, and manage multiple service teams across locations.
Consultancies & agencies
Define service packages, manage client relationships, and produce professional invoices and quotes without enterprise overhead.
Invoicing & Quoting
Send professional invoices and quotes in seconds
Define your services once with pricing, descriptions, and tax rules, then pull them into invoices and quotes instantly. Itemize by service type, apply different rates, and convert accepted quotes to invoices with one click.
- Hourly, fixed, and retainer pricing models
- Multi-currency and multi-tax support
- Quote to invoice conversion in one click
- Automated payment reminders for overdue invoices
- Revenue reporting by service, client, or period
Client Management
Every client relationship in one place
Each client gets a complete profile that tracks invoices, quotes, payments, and outstanding balances. Set credit limits, group clients by type or industry, and generate account statements whenever you need them.
- 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
Financial Tracking
Know which services and clients are most profitable
Revenue tracking by service type, client, and period with every journal entry posted automatically. Set up recurring billing for retainer clients so invoices go out on schedule without manual follow-up.
- Automatic journal entry posting
- Revenue breakdown by service, client, and period
- Recurring billing for retainer clients
- Payment tracking and overdue visibility
- Multi-branch consolidated reporting
Go from sign-up to first invoice in under 30 minutes
No technical expertise required. No long 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 and invoice
Send professional quotes, convert them to invoices, and track payments in real time.
Track and report
Monitor revenue, outstanding balances, and financial performance across your practice.
Frequently asked questions
- Is Obsidyun suitable for service-only businesses with no physical inventory?
- Yes. While Obsidyun includes inventory management, it works just as well for businesses that only sell services. Define your services, 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. The 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 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 statements on demand.
- Can I set up recurring invoices for retainer clients?
- Yes. Configure recurring billing for 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. Each office manages its own clients, staff, and operations while everything rolls up into consolidated financial reports for firm-wide oversight.