Professional Services

Run your practice from one platform

Consulting firms, agencies, and professional service providers use B.O.S. to manage clients, projects, finances, and contracts in one place.

Professional services challenges, solved

The Challenge

Juggling multiple client projects

How B.O.S. Helps

Organize every client into projects with tasks, timelines, and dependencies. See all active work at a glance from your dashboard.

The Challenge

Getting paid on time

How B.O.S. Helps

Create professional invoices, track payments, and send reminders. AI parses receipts and expenses for accurate billing.

The Challenge

Managing contracts across clients

How B.O.S. Helps

Store all contracts, request digital signatures, and get alerts before renewals expire. QR verification for document authenticity.

Key features for professional services

Client Portal

Give each client their own portal to view projects, invoices, and submit requests.

Invoicing & Billing

Professional invoices with multiple payment methods and payment tracking.

Contract Management

Digital signatures, expiration tracking, and centralized document storage.

Project Planning

AI-powered task planning with milestones, deadlines, and dependency tracking.

Streamline your practice

Client management, billing, and contracts in one platform.

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