timesheets
billing
→ margin kept
Professionalservices.
Firms sell expertise and bill in hours, but the work runs on proposals, timesheets, engagement letters and spreadsheets. Kiwi turns how your engagements actually run into Operating Code, from proposal to invoice.
Every engagement leaks margin somewhere between proposal and invoice.
The rules that fix it live in threads, spreadsheets and people’s heads. Kiwi writes them down, with the evidence, and runs them.
What Kiwi does for professional services.
Automate proposal and document review
Draft and review proposals, SoWs and engagement letters automatically, against the terms your firm has already approved.
Connect timesheets to billing
Timesheet data flows into billing, and scope creep is flagged while the engagement is still open.
Client-ready analytics packs
Comprehensive analytics packs with zero manual spreadsheet work, built from the same numbers billing uses.
Integrate acquired firms
Bring an acquired firm’s billing, payroll and processes onto yours, with every difference surfaced before day one.
Protect engagement economics
Rates, discounts and write-offs become approved rules, so margin leaks show up before the invoice goes out.
One rule, written down.
Each line cites where it came from. Nothing runs until the owner approves it.
- rule scope_check
- when hours.logged > sow.hours * 0.8timesheets · sow
- notify engagement_partnerpolicy
- except change_order.signedemail · client
- extend sow.hours(change_order)change order
- block invoice if rate != rate_cardrate_card.xlsx
- approved v1.2 by engagement_opsoperator