Professional services operations platform on Salesforce. Deploy it in your existing org, or use the bundled edition if you don’t use Salesforce.
Stop stitching the truth together
The messy middle is where margin leaks and trust breaks. DAY ONE turns pipeline, delivery, and finance into one governed Prospect to Payment chain.
- Billing that matches the work, with traceability back to time, cost, approvals, and contract rules.
- Audit-ready WIP, so month end is a process, not an investigation.
- Earlier margin warnings, because delivery and finance stay connected in the same operating view.
- AI you can count on, grounded in structured delivery and finance data with source links and audit trails.
Quickstart: Prospect
to Payment, typically in 30 days
Get to audit-ready WIP, first-pass invoicing, and a live operating view. Quickstart is a scoped rollout focused on the commercial spine, with locked acceptance criteria and a rehearsed billing cycle before go-live. A typical implementation runs to 30 days where a sponsor can make decisions, a small core team is available weekly, and we go standard first.
Your services value stream
On one operating spine
Governed Prospect to Payment
Bring pipeline, engagements, delivery, time, costs, WIP, and invoicing onto one customer record, with clear ownership and process gates.
Billing that matches the work
Every invoice line traces back to time, cost, approvals, and contract rules. GL codes map cleanly back to your accounting platform.
AI and insights you can count on
Structured data gives AI and analytics a solid spine. AI-assisted drafts & alerts are grounded in delivery & finance data with auditable source links. You stay in control.
Built on Salesforce
Integrate your stack.
Keep the commercial spine governed.
DAY ONE connects to the tools your teams already use, while keeping the commercial spine controlled in one place. Exact integrations are confirmed during Quickstart discovery.
Insights & perspectives
Explore insights, strategies, and real examples for tightening delivery, improving billing discipline, and protecting margin.
