Professional Services ERP | CanTicket
Professional Services ERP

Professional Services ERP That Grows With Your Firm

CanTicket is the professional services ERP that connects every job, every team member and every dollar to your Xero account in real time.

Book a Demo See How It Works
Xero Compatible Native two-way integration
5 min
To create and assign a new job
34%
Time saved on admin in first 90 days
Unlimited
Jobs and team members on any plan
48 hrs
Faster monthly invoicing cycle
The Problem

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.

Features

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.

Xero Certified Integration

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.

Connect Every Job, Every Team Member and Every Dollar

Book a free demo and see how CanTicket gives your professional services firm the operational clarity and Xero-powered billing it needs to grow.

Book a Free Demo

Related Resources

ERP for Consulting FirmsERP for AgenciesJob Costing SoftwareProject Profitability SoftwareXero ERP Integration