AI built for Professional Services firms.
Replace your CRM, ERP, project management tools, spreadsheets, and disconnected workflows with one AI that runs your business—from winning work and managing projects to billing, accounting, and financial reporting.
Common Industry Challenges
Contacts, opportunities, contracts, projects, documents, invoices, and communications get spread across CRM, project management, accounting, email, and spreadsheets.
Information captured during sales often has to be handed off, reentered, or recreated once the engagement begins.
Utilization, billable time, staffing, project costs, and employee expenses directly affect profitability but are often difficult to see together.
Budget overruns, scope creep, and poor utilization can erode margins long before they appear in financial statements.
Time, expenses, milestones, contracts, and completed work have to become accurate invoices, often through manual processes.
Off-the-shelf software rarely matches exactly how a firm sells, delivers, approves, bills, and manages its work.
New requirements often lead to another application, integration, spreadsheet, or custom process—adding complexity instead of removing it.
How Zablen solves these problems
Sales activity, contracts, projects, time, expenses, invoices, payments, documents, and financial history can live together instead of across disconnected systems.
Turn won business into the projects, contracts, tasks, and operational records needed to deliver the work without rebuilding information in another application.
Bring project activity, labor, expenses, billing, and accounting together for real visibility into the economics of the work.
Connect time, expenses, contracts, milestones, and other billing inputs directly to customer invoicing and collections.
Use live reporting, custom KPIs, and AI to understand utilization, project performance, receivables, and financial results without assembling data from multiple systems.
Create custom fields, tables, forms, automations, scripts, and AI skills for processes unique to your business.
Because Zablen spans sales, operations, and finance, AI can understand and act on information across the business instead of being confined to a single application.
Example AI
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Relevant Zablen Capabilities
Manage prospects, clients, contacts, activities, and relationships alongside the work and financial activity they generate.
Manage customer commitments, recurring contracts, subscriptions, and sales orders as part of the same business system.
Connect projects to time, expenses, billing, revenue, and financial results.
Capture employee time and expenses with configurable approval processes and direct connections to projects and accounting.
Generate invoices from the way your firm actually bills, including project activity, recurring contracts, and other billing requirements.
Collect and apply customer payments, monitor AR aging, and identify accounts that need attention.
Build reports, dashboards, KPIs, calculated metrics, and drill-down analysis across operational and financial data.
Run your general ledger, journal entries, financial statements, period controls, multi-currency transactions, and other core accounting processes in the same platform.
Create custom fields, data tables, forms, layouts, automations, scripts, triggers, and role-based experiences around the way your firm operates.
Sub-Industry Deep Dives
Accounting Firms
Managing recurring client engagements and deadlines across a growing client base
Tracking staff time, utilization, and the economics of client work
Keeping client information, engagement details, documents, billing, and accounting connected
Turning completed work and billable time into invoices efficiently
Managing approvals and processes that vary by service or client
Connect prospects, clients, engagements, work, time, billing, payments, and accounting instead of managing each stage in a separate application.
Use automations and AI skills to support repeatable client processes, recurring engagements, reminders, and administrative work.
Bring time, expenses, contracts, and completed work into the invoicing process without rebuilding billing information elsewhere.
Analyze revenue, labor, expenses, receivables, and other data together to understand the financial performance of clients and engagements.
Create custom data structures, workflows, forms, and AI skills for firm-specific services and processes.
Consulting Firms
Managing opportunities through project delivery without losing context during handoff
Staffing projects with the right people while maintaining utilization
Tracking budgets, time, expenses, and scope against client commitments
Identifying project margin problems before the engagement is complete
Supporting different engagement models across clients
Carry customer, contract, scope, and commercial information from sales directly into project delivery.
Bring labor, expenses, billing, and project data together to understand performance before the engagement ends.
Ask AI about pipeline, active projects, utilization, billing, receivables, and financial performance without pulling information from separate systems.
Customize Zablen around different engagement types, approval processes, data requirements, and operating models.
Because Zablen spans sales, operations, and finance, AI can understand and act on information across the business instead of being confined to a single application.
Engineering Firms
Tracking labor against project budgets
Managing complex projects, phases, and client requirements
Maintaining visibility into project costs and profitability
Coordinating employee time and expense approvals
Converting project activity into accurate client billing
Bring employee time, project activity, expenses, billing, and accounting together for a clearer view of project performance.
Use reporting, KPIs, and AI to identify projects consuming more labor or cost than expected.
Use custom tables, fields, forms, automations, and AI skills for the information and approvals unique to your engineering practice.
Connect operational work directly to customer billing and accounting instead of reconciling separate project and financial systems.
Because Zablen spans sales, operations, and finance, AI can understand and act on information across the business instead of being confined to a single application.
Architecture Firms
Managing long-running projects with multiple phases and deliverables
Monitoring employee time against project budgets
Coordinating project information, client requirements, and financial data
Handling billing structures that vary by engagement
Understanding profitability before projects are complete
Connect clients, projects, time, expenses, invoices, payments, and accounting in one platform.
Monitor project labor, cost, billing, and financial performance while there is still time to respond.
Customize data, forms, processes, and AI skills around the way your firm organizes and delivers projects.
Let AI retrieve information, analyze projects, create records, and perform routine work across the project lifecycle.
Because Zablen spans sales, operations, and finance, AI can understand and act on information across the business instead of being confined to a single application.
Marketing Agencies
Managing pipeline, retainers, projects, and client billing across different systems
Tracking employee and contractor time against client budgets
Handling a mix of recurring and project-based revenue
Controlling scope creep and protecting client margins
Understanding profitability by client or engagement
Keep the customer relationship connected from opportunity through active work, recurring contracts, invoices, and collections.
Combine revenue, labor, expenses, and other costs to better understand client and project economics.
Manage recurring contracts alongside individual projects and other customer billing arrangements.
Build custom data tables, processes, automations, and AI skills around services and workflows unique to your agency.
Because Zablen spans sales, operations, and finance, AI can understand and act on information across the business instead of being confined to a single application.
Creative Agencies
Managing highly customized client engagements
Tracking project budgets while scope and deliverables change
Coordinating internal employees, contractors, and expenses
Keeping creative work connected to contracts and billing
Understanding client profitability
Customize the operational side of Zablen while keeping projects connected to billing and accounting.
Create custom fields, tables, forms, automations, and AI skills around the way your agency actually works.
Bring client, project, labor, expense, billing, and financial information together.
Use AI to investigate projects, clients, utilization, margins, and other business questions using data from across the firm.
Because Zablen spans sales, operations, and finance, AI can understand and act on information across the business instead of being confined to a single application.
Stop stitching together CRM, project management, accounting, spreadsheets, and custom tools. Bring your clients, people, projects, billing, and financials together in one Business Management AI.