Client records
Maintain billing details, contacts, tax information, payment terms, and a complete transaction history for each client.
Service businesses
Professional Services
Connect clients, engagements, expenses, invoices, collections, and financial reporting without forcing service work into a product-based process.
eSolverBooks / Reports / Profit & loss
One connected workflow
See the complete operational and financial picture
Service organizations need to understand more than total revenue. eSolverBooks connects client billing with project-related costs and collections, helping teams follow the financial position of each engagement and the business as a whole.
Core capabilities
Everything the workflow needs to stay connected
Flexible invoicing
Prepare invoices for fixed fees, milestones, retainers, recurring work, or other agreed service arrangements.
Project expenses
Classify employee, supplier, travel, and operating costs against the relevant client or engagement.
Receivable visibility
Track issued invoices, receipts, credits, outstanding balances, due dates, and collection activity.
Approval controls
Use roles and review steps to keep expenses, billing, and financial adjustments accountable.
Performance reporting
Review income, cost, outstanding balances, and project contribution from connected transaction data.
How it works
A clear path from setup to reporting
Set up the engagement
Create the client record, define billing terms, and prepare the relevant project or cost structure.
Record delivery
Capture billable milestones, related expenses, supporting documents, and internal approvals.
Bill and collect
Issue the invoice, follow the receivable, record payment, and review financial performance.
Business outcomes
Turn connected records into practical control
More consistent client billing
Project costs connected to financial records
Clearer outstanding client balances
Better engagement-level visibility
Get started
Build this workflow around your business
Discuss your current process, data, team, and reporting requirements with eSolverBooks.