Services
delivered client services · project or engagement context · relevant rates
Billing for Professional Services
Turn delivered work into client invoices without rebuilding the context
organitz connects clients and engagements, delivered services, rates, and billable expenses directly with customer billing.
Spend less time bringing data together and see more clearly what client work is ready to invoice.
Client billing · Billable expenses · Multiple currencies · Connected finance workflows
Built for businesses that sell professional expertise
Accounting & Advisory · Consulting · IT & Software Services · Agencies · Architecture & Engineering · Professional Services
For recurring professional services, the operating model is simple:
Client
Project /
Engagement
Service
Time & Rate
Billable Expense
Client Invoice
Client
Project /
Engagement
Service
Time & Rate
Billable Expense
Client Invoice
Billing therefore starts from the existing engagement context rather than requiring the team to reconstruct it at the end of the month.
Service and project-time capture itself remains part of Client Delivery.
Know what is ready to bill
organitz brings the relevant billing context together around:
Time
project and service time associated with client work
Expenses
engagement-related costs · billable expenses · supporting receipts
Commercial Context
rates · currency · relevant billing information
This creates a clearer foundation for preparing client invoices.
Keep expenses connected to the work behind them
Expenses are more useful when they remain connected with the engagement they came from.
In organitz, expenses and receipts can remain associated with the relevant employee, client, project, or engagement and follow the applicable approval process.
This makes it possible to distinguish between:
Internal business expenses
&
Expenses that can be passed through to the client.
Billable expenses can then remain connected with the billing process.
Support the billing context your business operates in
organitz supports customer billing with:
- multiple currencies
- client and engagement data already held in the platform
- connected service, rate, and expense information
For Swiss operations, organitz additionally supports Swiss QR invoices and Swiss VAT requirements within the local billing context.
Reduce the handoff between delivery and finance
When delivery information and billing live in disconnected systems, invoice preparation becomes a reconciliation exercise.
Teams need to determine:
- Has all relevant work been recorded?
- Which engagement does it belong to?
- Which expenses are billable?
- Which rates apply?
- What needs to appear on the invoice?
organitz reduces that handoff by building billing on the client and delivery context that already exists.
Keep the accounting system that already works
organitz owns the operational process from delivered client work to customer invoice.
Relevant billing data can then be prepared for downstream accounting or connected with existing finance systems where suitable interfaces are available.
Your accounting platform therefore does not need to be replaced simply to use organitz.
Keep the systems that work. Connect the processes that don't.
Explore Platform, Integrations & API
Customer invoices and supplier invoices are different workflows
organitz focuses on:
delivered work → customer invoice
For incoming supplier invoices, accountitz provides the complementary workflow:
supplier invoice → validation & approval → accounting-ready output
This keeps the two financial processes distinct while allowing them to sit within the broader organitz product ecosystem.
Accountitz is available as an add-on / complementary solution.
Billing and profitability answer different questions
Billing
What are we charging the client?
Which delivered services, rates, and billable expenses belong on the invoice?
Project Profitability
Was the work economically successful?
How are actual effort, costs, billability, budget, and profitability developing?
Billing contributes an important part of the economic picture without becoming the profitability-analysis process itself.
Built for firms that bill for professional expertise
Accounting & Advisory · Consulting · IT & Software Services · Agencies · Architecture & Engineering · Professional Services
When delivery and commercial information stay connected, the path to revenue becomes simpler:
Service
Rate
Billable Expense
Invoice
Without rebuilding the client context between operational and finance workflows.
Frequently Asked Questions
Yes. Delivered services, engagement information, applicable rates, and billable expenses can provide the basis for customer invoicing.
Yes. Expenses can remain associated with the relevant client project or engagement and, where marked as billable, feed into the billing context.
Yes. Multiple currencies are supported.
For Swiss operations, organitz supports Swiss QR invoicing and the relevant Swiss VAT context.
Customer billing belongs to organitz. Incoming supplier invoices are handled by the complementary accountitz solution.
No. Relevant billing and accounting data can be exported or connected with existing systems depending on the available integration.
Billing determines what is charged to the client. Project Profitability evaluates the economics of delivering that work.
Turn delivered work into revenue with less administrative friction
Connect services, rates, billable expenses, and client information directly with billing.
We'll show you organitz around your own delivery and billing workflow.