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One operating view from Prospect to Payment

Late invoices and WIP nobody trusts start with sales, delivery and finance working from different records. DAY ONE gives professional services firms one system of record, from Prospect to the paid invoice.

Published pricing, from A$17 per user per monthQuickstart: about 30 days for a straightforward scope

NovaTech Care › Customer Telephony Triage LineINV000008
Pending approval
Traced revenue
$72,504.50
Traced cost
$30,759.60
Traced margin
$41,744.90
Hours
241.43
Amount traced to each person's time
Entered byAmount
Elena Rossi$22,755
Tom Westbrook$14,592
David Kim$11,913
Sarah Chen$10,377
Priya Sharma$7,593
James O'Brien$5,275

Posts to your accounting platform when approved. Payment status comes back.

Seeded demo data. The Traces tab of a time and materials invoice: every dollar on it traced to the work behind it.

Find your starting point

I run , I'm , and I want to .

Stop stitching the truth together

Sales can sell one scope. Delivery can work to another. Finance finds the difference when the invoice is due. DAY ONE carries scope, rates, time and billing rules on one system of record, so every invoice line traces back to the work behind it.

See how scope and billing rules are set

  1. Without DAY ONE Sales holds one version of the scope
  2. Delivery works to another
  3. Finance finds the difference at invoice
  4. With DAY ONE one system of record all three work from, and each invoice line traces back to it

Follow the work from first conversation to payment

See the full workflow
  1. Prospect

    Keep the customer, opportunity and proposed work in view.

    How it works
  2. Proposal

    Set the scope, commercial rules and approval path.

    Scoping and Quoting
  3. Deliver

    Run the engagement from what was agreed.

    Delivery and Time
  4. Time and cost

    Capture the work and review exceptions against the engagement.

    Resourcing
  5. Bill

    Prepare invoice lines from the underlying records.

    Invoicing and WIP
  6. Post

    Post the invoice to your accounting platform and close the month. Payment status comes back to the record.

    Integrations

RowlandCustomer story

Rowland brought its business units onto one workflow

Rowland works across PR, digital marketing, communications and training. It moved its client work from Workflow Max onto DAY ONE, kept Xero for accounting and has been live since July 2024.

“DAY ONE is driving significant efficiencies, benefiting our cash flow and output quality.”
Senior Leadership, Rowland
29%Faster time to cash
46%Less admin time
2.5%Margin improvement
3.1monthsTime to return on investmentPayback from go-live, on licence spend.

Reported by RowlandOne firm's result, not a promise for yours and not a forecast.

Questions firms ask first

Can't see your question? Ask us directly.

What is DAY ONE?

DAY ONE is a professional services operations platform on Salesforce. It keeps what was sold, delivered and billed connected.

Do we need to use Salesforce already?

No. On Salesforce; works with your Salesforce org, or available as a bundled edition if you don't use Salesforce. DAY ONE Platform includes the Salesforce Platform; DAY ONE for Salesforce works with your existing org. Compare the editions.

How soon could we start using it?

About 30 days for a straightforward scope, with a sponsor and a core team available each week. See how Quickstart works.

Does DAY ONE use AI?

Yes, as assistance. Your AI assistant reads how your firm sells, delivers and bills from DAY ONE and drafts the work, for example an engagement from your meeting notes. A person approves it before anything changes. See our approach to AI.

Can we see the price before speaking to you?

Yes. Pricing shows a starting licence price.

Tell us where the work stops joining up

Whether the issue is the handover, WIP or invoicing, tell us what your team is trying to fix.

Published pricing, from A$17 per user per monthQuickstart: about 30 days for a straightforward scope

Discuss your business

A short note is enough to start. We will come back with a useful next step.

Tomorrow Software Pty Ltd, trading as DAY ONE Software, collects these details to respond to your enquiry. You can leave optional fields blank, but we cannot respond without your name, email and company. We store your details in Salesforce, our customer records system, and keep a copy on our website for 24 months. We use Google Workspace for email. Some providers handle information outside Australia, including in the United States. Our privacy policy explains how to access or correct your details and how to make a complaint.