ERP for Consulting Firms | CanTicket
Consulting Firm ERP

Consulting Firm ERP: Billable Hours to Boardroom Clarity

CanTicket helps consulting firms track utilisation, protect margins and bill every hour they earn with real-time project dashboards and Xero integration.

Xero Compatible Native two-way integration
89%
Billable utilisation target for top consulting firms
21 hrs
Lost monthly to admin without CanTicket
$45k
Avg recovered revenue in year one
Real-time
Project dashboards always current

Why Businesses Like Yours Struggle With This

Running your business on disconnected tools creates gaps that cost real money. Here is what we hear from businesses before they switch to CanTicket.

Utilisation Tracking

Consulting firms live and die by billable utilisation. When team members are not logging time accurately and in real time, utilisation reports are stale and unreliable. Partners make staffing and pricing decisions based on last month's data instead of what is actually happening today. CanTicket provides live utilisation data across every consultant and every engagement so decisions are made on current reality.

Project Profitability

Most consulting firms know their revenue by client but struggle to track true project profitability after accounting for all staff time, expenses and overhead allocation. Without project-level P and L visibility, firms cannot identify which engagement types, client segments or partner relationships are actually driving profit. CanTicket makes project P and L visible in real time so you can act on it.

Client Billing Accuracy

When time is tracked in one system, expenses in another and invoicing in Xero, the reconciliation process before each invoice is time-consuming and error-prone. Hours are missed, expenses are omitted and billing disputes arise from inconsistent data. CanTicket consolidates all billable activity into a single job record so billing is accurate and audit-ready every time.

Everything You Need, Nothing You Don't

CanTicket is purpose-built for service businesses that need real-time visibility without enterprise complexity or price tags.

Utilisation Dashboard

See live billable utilisation for every consultant, every team and the firm as a whole. CanTicket calculates utilisation against target hours in real time so partners can identify underutilisation and overloading before they affect profitability or staff wellbeing. Weekly utilisation summaries are available without any manual reporting.

Project P and L Tracking

Every consulting engagement in CanTicket has a live profit and loss view that updates as time is logged and expenses are recorded. Partners see whether an engagement is on track, over budget or at risk before the project closes. Client-level P and L aggregates across all engagements so you can see your most and least profitable client relationships at a glance.

Automated Invoicing

CanTicket generates invoices from time and expense data already in the system. Choose invoice frequency, billing rates and expense reimbursement settings per client, and CanTicket prepares a draft invoice ready for partner review. Approved invoices push to Xero instantly with all line items, tax codes and payment terms correctly applied.

Xero Sync

CanTicket feeds invoice and financial data directly into Xero without any manual reconciliation. Client engagements in CanTicket map to jobs in Xero. Time-based billing, expense reimbursements and fixed-fee milestones all flow through correctly. Your finance team closes the month faster because the data is already accurate.

Xero Certified Integration

Consulting Engagement Financials in CanTicket, Clean Books in Xero

Consulting firms that switch to CanTicket typically close their monthly books 48 hours faster because the invoice data is already accurate in CanTicket before it reaches Xero. Partners review and approve invoice drafts in CanTicket, then a single click pushes them to Xero with all billing rates, expense details and tax codes correctly applied. No double entry, no reconciliation, no errors.

  • Consultant billing rates set in CanTicket and applied to Xero invoices automatically
  • Expense reimbursements tracked in CanTicket and included in Xero invoice line items
  • Retainer and milestone billing supported alongside time-and-materials engagements
  • Client payment status from Xero updates engagement records in CanTicket in real time
  • WIP and unbilled time reports available in CanTicket for monthly financial review

Frequently Asked Questions

What makes CanTicket suitable for consulting firms specifically?
Consulting firms have a specific set of operational needs: billable time must be captured accurately, utilisation must be monitored in real time, project P and L must be visible at the engagement level, and billing must be fast and accurate. CanTicket is built around these requirements. Every feature in the platform is oriented toward helping consulting firms capture more of the revenue they earn and deliver more value to clients without increasing administrative overhead.
How does CanTicket track billable vs non-billable time for consultants?
In CanTicket, every time entry is marked as either billable or non-billable against a specific engagement. Billable time flows into the engagement's invoice and counts toward the consultant's billable utilisation. Non-billable time is tracked separately for internal visibility. Partners can see both billable and total utilisation across their team in real time, which is essential for capacity planning and performance management.
Can CanTicket support multiple billing models within the same firm?
Yes. CanTicket supports time-and-materials billing, fixed-fee engagements, retainer arrangements and milestone-based billing all within the same firm. Different client engagements can use different billing models and the firm can see a consolidated financial view across all models simultaneously. This flexibility is particularly valuable for consulting firms that serve clients across different industries with different commercial preferences.
How does CanTicket help consulting firms recover more revenue?
The primary way CanTicket increases consulting firm revenue is by closing the gap between work done and work billed. When time is tracked in real time against specific engagements, nothing is forgotten at billing time. CanTicket also helps firms identify scope additions that should be billed as variations rather than absorbed into the original engagement. Most CanTicket consulting clients recover between $30,000 and $60,000 in previously lost billing in their first year.
Is CanTicket suitable for specialist or niche consulting firms?
CanTicket works for any consulting firm that bills time and manages client engagements, regardless of the consulting discipline. Management consulting, technology consulting, financial advisory, HR consulting, legal consulting and many other specialisations all use CanTicket successfully. The platform is configured to match your specific billing rates, engagement types and reporting requirements rather than forcing you to adapt to a generic template.

Bill Every Hour You Earn

Book a free demo and see how CanTicket helps consulting firms track utilisation, protect margins and close the books faster with Xero integration.

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AI, dashboards & the future of work

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Where AI stops being a talking point and starts showing up in the numbers. CanTicket meters what AI costs per job the same way it meters people, connects to the rest of your stack through its API, and reports both to the finance and board views that need them.

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AtlasAtlasKeeps the team in balance

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MadiMadiYour margin watchdog

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*monday.com is in development — everything else here is live today.

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A quick tour of live job margins, the Xero sync, and the AI team keeping every job honest.

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Product tour
2 min · margins, Xero & the AI team

See where your margin really goes.

Book a walkthrough and we'll show you CanTicket — ERP, job costing and real-time margin software for small business and professional services teams — mapped to your own jobs and your own Xero.

Quick answers

See all FAQs

CanTicket is cloud ERP and job management software for small businesses and professional services teams. It brings project management, time tracking, job costing, invoicing and staffing into one system with live margin visibility, so you can see exactly what every job, client and staff member is earning or costing in real time — connected to the Xero you already run.

Project management tools like Asana, Trello and Monday show you what work is happening, but not what it is worth. CanTicket is job costing and project profitability software as well as a small business ERP — it tracks real-time margin on every job, so you manage profit, staffing and capacity, not just task status.

Yes. CanTicket offers a two-way Xero ERP integration that pulls real cost, payroll and invoice data straight from Xero and maps it to every job. Your job costing and margin reporting run on actual accounting numbers, not estimates — which is why it is popular accountant- and advisor-recommended small business software.

CanTicket is built for service and project-based small businesses — agencies, marketing and creative studios, consulting firms, IT services and professional services teams, typically between $500K and $5M in revenue. If you deliver work through people's time and need better ERP, staffing and profitability visibility than spreadsheets can give, CanTicket is for you.

CanTicket uses one flat per-seat price with everything included — job management, job costing, project profitability, real-time margin tracking, Xero integration and the AI team — with no feature gating and no per-tier gouging. See the pricing page for current rates.

Most teams migrate in a few clicks. Your boards, tasks, time and staffing come across from tools like Asana, Harvest and Trello, and CanTicket connects straight to Xero — so you are adding real-time margin and ERP visibility to your existing workflow, not rebuilding your small business software stack from scratch.

Yes. Data is encrypted in transit and at rest, tenant-isolated per company, and never sold. Full detail on our security and privacy practices is on the security page.

Yes. Every AI action the CanTicket team takes — Madi checking margin, Atlas balancing capacity, Opti clearing admin — is metered and attributed to the job, client or department it ran for. AI consumption shows up as a real, itemised cost line alongside labour and expenses, not as an invisible platform fee, so you always know what the automation is costing you and where it is being spent.

AI is quietly becoming a real operating expense, and in most businesses it sits in a single unallocated software bill nobody can break down. Tracking consumption per job puts that spend where it actually belongs: your job costing and project profitability numbers include the cost to serve, your margin reporting stays honest, and the expense flows into Xero already coded — so your accountant, your board and your clients see the same defensible figure.