Capture once
Reuse information throughout the workflow.
Professional Services Automation
organitz connects clients and engagements, people, working and project time, leave, expenses, billing, resource planning, forecasting, and reporting on one operational platform.
See where time goes, who is actually available, what is ready to bill, and how your projects, engagements, and business are performing.
Built in Switzerland · Data hosted in Switzerland · Web & Mobile
Clients & contacts · projects · recurring engagements · services · budgets · deadlines · documents
Employee records · employment percentages · working structures · teams & roles · leave & absences · working time · overtime
Capacity · utilisation · assignments · resource planning · future workload · forecasting
Services · rates · billable expenses · customer invoices · multiple currencies · billing workflows
Budget vs actual · utilisation · project & engagement profitability · reporting · MIS
Web & Mobile · API · integrations · add-ons · data migration · custom extensions
For accounting & advisory firms, consultancies, IT & software services, agencies, architecture and engineering firms.
When clients, people, time, projects, planning, and billing live in separate systems, teams duplicate work and important business signals arrive too late.
organitz creates one connected operational data model.
Reuse information throughout the workflow.
Turn time, services, rates, and expenses into billing data.
Base capacity on actual schedules, leave, and existing workload.
See budget pressure, resource constraints, and profitability while you can still respond.
Client & Contacts
Project / Engagement
People
Time & Services
Expenses & Billing
Profitability
Capacity & Forecast
Employment capacity, schedules, calendars, leave, and working-time rules determine real availability behind the workflow.
An employee record alone does not tell you who will actually be available. A timesheet alone does not tell you where that time created value.
organitz connects both.
Employee records · documents · employment percentages & history · schedules · teams · roles & permissions · leave & absences
Expected vs actual · calendars · breaks · overtime · adjustments · balances · configurable rules
Employment capacity + schedule + calendar + leave + workload → available capacity
Working-time tracking answers:
How much should this person work - and how much did they actually work?
Project and service time answers:
For which client, engagement, and service?
organitz connects client, project or engagement, activity, time, rate, and billability.
Recorded time becomes reliable input for billing, resource planning, forecasting, and profitability.
Manage clients, contacts, projects and recurring engagements, ownership, services, budgets, agreements, documents, and deadlines in one operational context.
Time, services, and expenses stay attached to the right engagement and can feed directly into customer billing.
Client
Engagement
Service
Time
Rate
Expense
Invoice
Who has capacity? Where will the next bottleneck appear? What new work can you take on?
organitz calculates availability from employment capacity, schedules, leave, and existing assignments.
Which projects and engagements make money? Where is more time being consumed than planned?
Compare budgets, actual time, billable and internal services, expenses, costs, and billing on the same operational data.
For Swiss operations, organitz additionally supports the local workforce and invoicing logic required by the DE-CH and FR-CH markets.
Your accounting works? Payroll should stay? Your sales team already uses a CRM?
Connect organitz with accounting, payroll, CRM, ERP, document management, BI, industry software, and internal systems.
Use the organitz API.
We design and implement the connection.
Clients & engagements · people · working & project time · services · leave · expenses · billing · resources · forecasting · reporting & profitability
Integrations · workflows · reports · dashboards · automation · customer-specific functionality
Add-ons
Process incoming supplier invoices.
Extend management and performance analysis.
Add deeper commercial workflows.
organitz originated from the operational requirements of a Swiss fiduciary firm and was developed together with software specialists.
That is why it connects what professional-services businesses actually manage together:
Client
Engagement
Owner
Service
Deadline
Time
Invoice
Profitability
Start with a complete operational core and extend the platform as needed with add-ons, integrations, and customer-specific functionality.
We'll show you organitz around your own workflows and requirements.