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.
Read Rowland's story →See all industries →Not listed? Discuss your business
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.
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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 / For CFOs
Late invoices, WIP that is a guess and credit notes that come back as disputes usually start upstream, in how work is quoted and tracked. DAY ONE keeps scope, delivered work and billing in one system of record, so finance can explain a charge before the invoice goes out.
Pick the question that comes back at month-end to see where in the path it starts.
The first conversation and the deal behind it.
Scoping and QuotingScope, rates, billing model and approvals.
Scoping and QuotingThe work runs against the agreed engagement.
Delivery and TimeTime and costs sit with the right engagement.
Delivery and TimeEach invoice line traces to its source.
Invoicing and WIPInvoices go to your accounting platform.
Invoicing and WIPStarts at: Bill
Billing rules on the client record set how and when an engagement is invoiced. Time and costs go through approval against the engagement, and time and materials, milestone and expense lines can go out in one run.
Each engagement has a WIP tab with the balance, what is unbilled by age and how the value built up.
DAY ONE holds the client-work and billing record. Your accounting system stays your ledger.
DAY ONE can send an invoice independently, with CSV export if you need a file handoff.
Invoices are pushed from Salesforce to your accounting platform and updates come back. We confirm the handoff for your setup during scoping.
GST is applied on each invoice line. GL codes can default per business unit and be set per client. BAS stays in your ledger.
Customer story
Rowland put its business units on one DAY ONE workflow and kept Xero for accounting. It reports less month-end administration and invoices going out sooner.
Rowland's own reported experience, not a forecast for your firm.
Can't see your question? Ask us directly.
Each item is added to the WIP ledger against its engagement and cleared as it is invoiced. Ask us to walk through a seeded example of the current product.
Yes. DAY ONE can send an invoice independently and export a CSV as a fallback. You can also connect your accounting platform; we confirm the handoff in scoping.
No. DAY ONE is not your ledger and does not recognise revenue. It is the client-work and billing record. Rowland kept Xero for its accounting; your setup depends on your existing systems and processes.
GST is applied on each invoice line. DAY ONE does not do BAS; that stays in your accounting system. GL codes can default per business unit and be set per client.
List prices start from A$17 per user per month for a Consultant licence on DAY ONE for Salesforce, excluding GST, billed annually. Any return figure carries its source, date and sample. Pricing.
Financial data is held in a Salesforce org (your own, or one provided with the bundled edition), and access follows the permissions you assign. Security.
Tell us which WIP or invoice question takes too long to answer.
