The platform
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Consulting and advisory
Technology services
Marketing and communications
Professional practices
Built environment
Customer story · PR and communications
Rowland put its business units on one path
PR, digital marketing, communications and training, run from one workflow, with Xero kept for accounting.
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Running the firm
Running the platform
Working with us
Guide for finance leaders
Audit-ready WIP
What a work in progress register needs before it survives a question, and where it usually breaks.
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Getting live
Published pricing
From A$17 per user per month
Excluding GST, billed annually. Consultant licence, DAY ONE for Salesforce.
Compare the editions →See the price list →Need a figure for your firm? Discuss your business
Customer stories
Guides and tools
Guide for finance leaders
Audit-ready WIP
What a work in progress register needs before it survives a question, and where it usually breaks.
Read the guide →See all insights →Can't find it? Discuss your business
Talk to us
Get in touch →Already a customer? Email support@dayone.software
Home / How it works
Sales, delivery and finance each rebuild what was agreed. DAY ONE is one system of record from Prospect to Payment.
DAY ONE is a professional services operations platform, built on Salesforce. The proposal becomes the structure for delivery. Time and costs attach to it, and WIP and invoices draw on those records, so nobody rebuilds the scope, rates or approvals.
On Salesforce; works with your Salesforce org, or available as a bundled edition if you don't use Salesforce.
Every step works on the same record. The example is a NovaTech Care engagement, seeded demo data.
Owned by Sales
Keep the customer, opportunity and proposed work in one place.
NovaTech Care, a customer telephony triage line.
Owned by Sales
Set the scope, rates, billing model and approval path.
A time and materials contract, $280,000, from 24 Sep 2026 to 14 Jan 2027.
Scoping and QuotingOwned by Delivery
Start from what was agreed; changes and approvals stay on the engagement.
A $150,000 Design & Build milestone, with two deliverables.
Delivery and TimeOwned by Delivery
Capture time and costs against the engagement and review exceptions.
Tom Westbrook’s task, Build & Configuration, takes the hours.
ResourcingOwned by Finance
WIP shows billable and pending work. Each invoice line traces back to its source.
The WIP balance, $72,504.50, is billed on one invoice for the same amount.
Invoicing and WIPOwned by Finance
Send the invoice and close the month. Updates come back from your accounting platform.
With no integration, the invoice goes out by CSV export.
See IntegrationsUse the Salesforce org you already run, or take DAY ONE with Salesforce included.
A working flow in about 30 days for a straightforward scope, with a sponsor who can decide and a core team available weekly.
When a line is queried, finance needs the answer from the record, not a hunt through systems. The Traces tab shows revenue, cost and margin traced back from the invoice, and the amount by person.
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DAY ONE does the job a PSA does for the commercial chain: contract, delivery, time, work in progress and invoice. It runs on Salesforce, next to your accounting platform.
No. DAY ONE Platform includes Salesforce; DAY ONE for Salesforce works with an existing org. Compare the editions
No. DAY ONE handles the operational and commercial record through invoicing. You can send invoices without an accounting integration, with CSV export as a fallback. Where you connect an accounting platform, invoices are pushed from Salesforce and updates come back.
Quickstart is the route to a working Prospect to Payment flow in about 30 days for a straightforward scope. It needs a sponsor who can decide, a core team available weekly and standard-first configuration. See Quickstart
Tell us which handover, billing or reporting question matters to you. A member of the team will talk through the relevant Prospect to Payment steps and answer questions about your Salesforce setup and current tools.
You do. With your own Salesforce org, your data is held in that org. With the bundled edition, it is held in a Salesforce org provided for you. You own it. See Security.
Sales Cloud runs the opportunity. DAY ONE runs the work after it: contract, delivery, time, work in progress and invoice. They work together on Salesforce.
Start with Quickstart. List prices start from A$17 per user per month for a Consultant licence on DAY ONE for Salesforce, excluding GST, billed annually. See Pricing.
Tell us what you are trying to fix and which systems you use.
