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
- Traced revenue
- $72,504.50
- Traced cost
- $30,759.60
- Traced margin
- $41,744.90
- Hours
- 241.43
| Entered by | Amount |
|---|---|
| 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.
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.
- Without DAY ONE Sales holds one version of the scope
- Delivery works to another
- Finance finds the difference at invoice
- 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
Prospect
Keep the customer, opportunity and proposed work in view.
How it worksProposal
Set the scope, commercial rules and approval path.
Scoping and QuotingDeliver
Run the engagement from what was agreed.
Delivery and TimeTime and cost
Capture the work and review exceptions against the engagement.
ResourcingBill
Prepare invoice lines from the underlying records.
Invoicing and WIPPost
Post the invoice to your accounting platform and close the month. Payment status comes back to the record.
Integrations
Customer 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.”
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