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.

How is CanTicket different from Asana, Trello or Monday?

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.

Does CanTicket work with Xero?

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.

Who is CanTicket for?

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.

How much does CanTicket cost?

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.

How hard is it to switch to CanTicket?

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.

Does CanTicket track what our AI usage costs?

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.

Why does tracking AI consumption matter for financial transparency?

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.

Professional Services ERP

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.

Project Lifecycle Management

Professional services firms manage dozens or hundreds of client engagements simultaneously, each with its own scope, timeline, budget and billing arrangement. Without a system that tracks the full lifecycle of each engagement from initial brief to final invoice, critical details are lost, billing is delayed and clients are left wondering about the status of their work.

Team Utilisation

Knowing how your team is spending their time across client engagements is essential for capacity planning and profitability management. Without real-time utilisation data, professional services firms cannot accurately forecast capacity, identify who is overloaded and who has availability, or make confident decisions about hiring and growth. CanTicket provides that visibility without requiring complex scheduling software.

Financial Visibility

Many professional services firms have a clear view of revenue but a blurry view of profitability. When costs are not tracked at the engagement level, it is impossible to know which clients, which service lines and which team compositions are actually generating profit versus consuming it. CanTicket makes financial visibility granular so leadership decisions are based on real data.

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.

Full Job Lifecycle

From the first brief to the final invoice, every engagement in CanTicket follows a structured lifecycle. Each stage is visible to the relevant team members, costs and time are tracked throughout, and the system prompts billing actions at the right time. Nothing gets stuck in someone's inbox and no engagement goes unbilled.

Utilisation Reporting

See real-time and historical utilisation across your entire team. CanTicket calculates billable utilisation, total utilisation and recovery rates by team member, team and firm. Reports are generated automatically so partners spend time analysing the data rather than compiling it.

Live Financial Dashboards

Every engagement in CanTicket has a live financial dashboard showing budget vs actual, margin percentage, unbilled WIP and projected final cost. Roll-up dashboards show the same metrics across all active engagements so principals always have a current view of firm-wide financial health.

Xero Native Integration

CanTicket and Xero work together without any manual data transfer. Invoice drafts from CanTicket appear in Xero automatically. Payment notifications from Xero update engagement status in CanTicket. The two systems always show the same financial picture, regardless of which one your team is working in.

Professional Services Operations in CanTicket, Accounting Perfected in Xero

Professional services firms use CanTicket to manage the operational complexity of client delivery while relying on Xero for accounting and compliance. The integration between the two systems is seamless and two-directional. Client data, invoice data and payment data flow between CanTicket and Xero automatically so your operations team and your finance team always have accurate, consistent information without any double data entry.

Engagement invoices generated in CanTicket and pushed to Xero in one click

Client and contact records synchronised between CanTicket and Xero continuously

Expense categories and billing codes mapped to Xero chart of accounts on setup

WIP and unbilled time visible in CanTicket and reconciled against Xero automatically

Monthly billing cycles automated in CanTicket with invoice output direct to Xero

Frequently Asked Questions

What types of professional services firms use CanTicket?

CanTicket is used by a wide range of professional services firms including management consultancies, accounting practices, legal firms, architecture and engineering firms, IT consultancies, HR advisory firms and marketing agencies. The common thread is that these businesses deliver services on a project or retainer basis, bill for time and expertise, and need real-time visibility into profitability and team utilisation. CanTicket is designed to serve all of these business types with a single, flexible platform.

How does CanTicket handle work in progress (WIP) tracking?

CanTicket tracks work in progress as time and costs are logged against engagements throughout the billing period. The WIP balance for each client and each engagement is visible in real time so partners can see the total unbilled value of work completed. At billing time, WIP is converted to invoice items automatically so nothing is missed. The WIP position is also synchronised with Xero for accurate balance sheet reporting.

Can CanTicket support a firm that uses both hourly and fixed-fee billing?

Yes. CanTicket supports multiple billing models simultaneously. Some engagements can be billed on a time-and-materials basis while others use fixed fees, milestone payments or monthly retainers. The system handles the billing mechanics for each model automatically, including calculating variable bills from time logs and tracking progress against fixed-fee milestones. Principals get a consolidated financial view across all billing models.

How does CanTicket improve invoice accuracy for professional services firms?

Invoice accuracy improves dramatically when billing is driven by data in CanTicket rather than manual reconciliation. Every hour logged, every expense recorded and every milestone reached in CanTicket is automatically included in the relevant invoice when it is generated. Partners review and approve the pre-populated invoice rather than building it from scratch. This eliminates the omissions and errors that occur in manual billing processes and reduces billing disputes with clients.

Does CanTicket help with proposal and scope management?

CanTicket supports the connection between proposals and delivery by letting you set up a job from an approved proposal with the agreed scope, budget and billing terms already defined. As delivery progresses, the team tracks time and costs against the agreed scope. When additional work is requested outside the original scope, it is captured as a variation with its own budget and billing treatment. This keeps the original engagement clean and the additional work clearly documented and billable.

Keep profits up and the team in check.

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AI, dashboards & the future of work

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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AtlasKeeps the team in balance

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MadiYour margin watchdog

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OptiKills the admin tax

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Map monday.com boards to real-time job margin.

In development

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

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Professional Services ERP That Grows With Your Firm

Why Businesses Like Yours Struggle With This

Project Lifecycle Management

Team Utilisation

Financial Visibility

Everything You Need, Nothing You Don't

Full Job Lifecycle

Utilisation Reporting

Live Financial Dashboards

Xero Native Integration

Professional Services Operations in CanTicket, Accounting Perfected in Xero

Frequently Asked Questions

Connect Every Job, Every Team Member and Every Dollar

Related Resources

AI, dashboards & the future of work

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