Professional Services

Delight your customers and grow your business

Differentiate yourself from your competitors. 

Whether you are a sole trader or a consulting firm, Financials for Office 365 is designed to help you spend less time managing your business functions and more time satisfying your customers. 

When you’re unable to plan your resources, and manage your core business functions well, it becomes near impossible to deliver quality services and run a competitive business.
Don’t spend too much time doing repetitive tasks. Automate key tasks so you have more time to provide exceptional customer service. We combine job costing, inventory management with general ledger and service contract management in a single solution to help you get things done more efficiently. Focus on delivering great services and impressing your customers.  

Empower your employees in the field

Say goodbye to scraps of paper. The ability to access all your vital information at a client site means you'll always be prepared.  Financials' universal application means your team can save customer information, create sales quote and approve invoice anytime, anywhere. 

Avoid heavy costs

Stop paying for what you aren't using.  The great thing about Financials for Office 365 is you only pay for what you use, and you can change your subscription anytime. 

Tailored solutions for a growing professional services business.

Project Management

Create time and materials and fixed price projects with phases, tasks and sub-tasks and specific prices for items, resources and general ledger expenses.


Create sales invoices from sales quotes for inventory items or services.


Keep track of all your items and prices, create bills of materials, organise your warehouse into bins and gain meaningful insights from Financials advanced reporting.

Job Costing

Keep your projects on time and budget while accounting for your resources and items used.

Service Management

Stay updated with your agreements with your customers.


Avoid delays or cost overruns with time sheet review and reporting for an individual or a machine.

How can Financials for Office 365 help my business?

Financials for Office 365 can help you manage and plan your resources, automate processes and leave you with more time for you to impress your customers. 

  • BCD Pinpoint Online Accounting System
    • May Tunque, BCD Pinpoint

    "We decided to go digital as it helps our business stay relevant and to differentiate ourselves from the competition."

  • SkyJet Online Accounting System
    • Rey Bendecio, SkyJet Airlines

    “The setup went well and everyone in the team is extremely happy. They are writing reports and commenting on how easy it is.”

  • Agentis IT Online Accounting System
    • Alex Richard Herrara, President of Agentis IT

    "Financials for Office 365 has helped Agentis save a huge amount of time in the creation of financial statements."

  • Online Accounting Solution for Wholesale Business
    • Maree Campbell, Finance Manager

    "We needed cloud software which provides advanced reporting capabilities, and Financials for Office 365 is a solution that could cater to our business requirements."

So much more than just accounting software.


Want to save time and money? When it comes to accounting, consider software that helps you see the big picture which includes notification alerts and advanced reporting with powerful dimensional tagging tools.

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Unable to move stock quickly? Immovable stock is costly and bad for business, so consider software that manage sales demand forecasting, with advanced inventory capabilities like batch, lot, and serial tracking, and automatic re-order triggers.

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Multi Company

Can’t find software to manage your business entities? Don’t worry Financials has multi-company capability, and can handle inter-company transactions, and reporting consolidation.

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Looking for an accounting software with make-to-stock or make-to-order capabilities? We got your back. Financials handles everything from light assembly to multi-level bill of materials production.

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Jobs and Project Costing

Having troubles managing your resources effectively? Your accounting software should help you be more profitable when it includes full job planning with budget vs actual tracking, work in progress calculation and automated invoicing triggers.

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Fixed Assets

Need to keep track of your fixed assets? Get detailed view of your fixed assets including depreciation, maintenance and disposal information on these key tools owned by your business.

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Professional Services Business Guides

Explore these guides to help you run and market your business.

Grow your business with the award winning cloud accounting software.

Got a question? Contact us

    • Financials for Office 365 2015 Presidents Club for Microsoft Dynamics
    • 2014 Microsoft Partner of the Year Award Finalist
    • NSW Business Chamber Business Awards 2014 Regional Finalist