Professional Services

Built for how professional services firms actually run.

Hapax watches how your firm operates across revenue, utilization, billing, and client delivery — then builds the automations your team needs before the numbers tell you something went wrong.

Get StartedSee use cases
Hapax · Firm Dashboard
Live · Your firm

Revenue Forecast vs. Realization

$180K gap

Firm Utilization Rate

67% · Off target

Pipeline Health

On track

Billing Velocity

2 delays

Built by Hapax after observing how your firm actually works — no configuration required.

Built for your role

What Hapax builds for Professional Services

Select your role to see exactly what Hapax identifies and builds for your workflow.

Managing Partner / CEO10–250 employees

Forecast and realization rate disagree. Which one do you trust?

Forecast says one thing. Utilization says another. Realization tells you 45 days late. Hapax reconciles all three live.

Revenue predictabilityUtilizationPipeline
CPA / Senior Accountant10–100 employees

Month-End in 3 Days. 12 Items Missing. Same scramble every cycle.

Close isn't a time problem. It's a visibility problem. Hapax detects blockers the day they form. Close takes hours, not days.

Month-end closeTimesheet chasing
Controller / CFO50–300 employees

You'll know about the cash problem on the 30th. It started on the 8th.

Cash problems surface 3 weeks late. Hapax watches AR, billing holds, and vendors live. Flags cash risk with runway to fix it.

Cash flowCollectionsVendor risk
Project Manager / Engagement Lead20–250 employees

Every over-budget project was visible at 40% complete.

Scope creep hides in Jira, timesheets, and client emails. Hapax reads all three. Flags drift at 40%, not 80%.

Scope creepDeliverable slippage

Don't see your workflow? Hapax builds it.

These examples are what Hapax has already observed and built for professional services firms. Sign up and the Proactive Advisor identifies what to automate for your specific firm — without you having to define it first.

Get StartedExplore all industries
30+

automation opportunities identified in the first 30 days

<24 hrs

from opportunity to deployed solution