PROFESSIONAL SERVICES · ERP AUSTRALIA

ERP for Professional Services Australia PSA, Time, Billing

ERP for professional services firms — consulting, agencies, engineering, legal.

ERP for professional services Australia is how consulting firms, agencies, engineering practices and legal businesses tie time, projects, billing and finance into one system. SyncBricks implements PSA-grade ERP with resource planning, WIP, utilisation and Xero or MYOB integration — vendor-agnostic, delivered from Melbourne.

Common professional services ERP pain points

  • Time captured in one system, billed in another, reported in a third
  • Utilisation and realisation calculated monthly in Excel
  • WIP and write-offs discovered too late
  • Project profitability is a guess until invoices land
  • Resource planning done on a whiteboard or shared sheet
  • Retainers and recurring billing managed by reminders

ERP systems we see in professional services

  • NetSuite (incl. SRP)
  • MS Dynamics 365 Business Central + PSA
  • WorkflowMax
  • Accelo
  • Kantata
  • Deltek

Common integration targets

  • Xero
  • MYOB
  • HubSpot / Salesforce
  • Harvest / Toggl
  • Expense (Weel, Expensify)

What SyncBricks delivers for professional services ERP

  • PSA / ERP selection for consultancies, agencies and engineering firms
  • Time, expense, WIP and billing automation
  • Utilisation, realisation and bench reporting
  • Resource planning and project forecasting
  • Retainer, milestone and T&M billing workflows
  • Xero / MYOB integration for GL, AP and payroll

Measurable outcomes

  • Time capture compliance above 95%
  • Real-time utilisation and WIP visibility
  • Invoice cycle reduced from monthly to weekly where it makes sense
  • Project margin variance surfaced during delivery, not after

FAQ — Professional Services ERP

Which ERP is best for Australian professional services firms?

For 50–500 headcount consulting and engineering firms we most often shortlist NetSuite (with SRP), MS Dynamics 365 Business Central + PSA, and Kantata. For smaller agencies WorkflowMax or Accelo are often enough. We score options against billing complexity, resource planning needs and finance integration.

Can we keep Xero and add PSA on top?

Yes, and for sub-100 headcount this is often the right answer. Kantata, WorkflowMax or Accelo do the PSA work and push invoices, bills and journals to Xero. We build and maintain the integration.

Do you implement resource planning and forecasting?

Yes. We configure bench, capacity, skill tags and project staffing forecasts so operations and delivery leaders see utilisation before month-end, not after.

How do you handle retainers and recurring fees?

Retainer contracts configured with automatic monthly billing, drawdown tracking, overage rules and renewal workflows. Reported against actual hours consumed.