organitz Core
The operational capabilities needed to run the day-to-day business.
PLATFORM & INTEGRATIONS
organitz connects the essential operations of a professional-services business while allowing specialised systems that already work to stay in place.
Start with a complete operational core and extend it where needed through add-ons, API integrations, and custom solutions.
Web & Mobile · API · Roles & permissions · Swiss data hosting
organitz connects the operational areas that depend on each other:
Clients, projects & engagements
People & working time
Services & billability
Resources & forecasting
Billing & expenses
Profitability & reporting
Each process keeps its own purpose while working from a connected operational foundation.
Information does not need to be rebuilt every time it moves from delivery into planning, billing, or management.
The operational capabilities needed to run the day-to-day business.
Existing capabilities can be configured around your operating model, including areas such as working-time structures, roles, permissions, and workflows.
Packaged extensions for requirements beyond the operational core.
Connections, workflows, reports, dashboards, automation, and customer-specific functionality for needs unique to your business.
This gives you a strong standard without forcing every part of your operating model into a rigid template.
Handle incoming supplier invoices.
The complementary workflow covers:
supplier invoice → validation & approval → accounting-ready output
Go deeper into management and performance analysis.
For organisations that need additional metrics, reporting, and management views.
Add more advanced commercial workflows.
For teams that need deeper sales processes beyond the operational client management included in the organitz core.
Additional extensions can be implemented around specific business requirements.
Your accounting platform works? Payroll should stay? Sales already has a CRM?
You do not need to replace everything to use organitz.
Where suitable interfaces are available, organitz can connect with systems such as:
Accounting
Payroll
CRM & sales
ERP
Document management
BI & reporting
Industry-specific software
Internal systems
The goal is not to replace as many applications as possible.
The goal is to remove the gaps between processes that need to work together.
organitz provides API access for technical integrations.
Your IT or development team can use the organitz API for appropriate integrations and automation.
We can also define and implement the required connection with you.
Custom integrations and extensions are delivered as implementation services around the specific requirement.
You choose the model that fits:
build internally · build with us · extend to your needs
Moving to a new operational platform should not mean abandoning useful business history.
Relevant existing information can be migrated depending on its source and structure, including:
Excel data
Master data
Historical information
Structured exports from existing systems
Not everyone should see or manage the same information.
organitz supports:
to structure access across the operational platform.
organitz is available through Web and Mobile, with product data hosted in Switzerland.
A platform does not need every possible customer-specific requirement built into the standard product.
It needs a reliable core and a practical way to extend the areas that matter to your operating model.
organitz combines:
so the platform can evolve without turning every requirement into another disconnected system.
No. Existing accounting, payroll, CRM, ERP, and industry-specific applications can remain in place and connect with organitz where suitable interfaces are available.
Yes. API access is available for appropriate technical integrations and automation.
Yes. Customers with their own technical resources can use the organitz API. We can also design and implement integrations with you.
The extended product offering includes Accountitz, Advanced Analytics, and Advanced Sales.
Yes. Depending on the requirement, custom integrations, workflows, reports, dashboards, automation, and other customer-specific extensions can be implemented.
Yes. Existing data such as Excel files or structured exports can be migrated depending on its source and structure.
organitz product data is hosted in Switzerland.
We'll show you how organitz can fit into your existing operating and technology landscape.