Custom ERP and AI Automation
for Professional Services

Professional services ERP connects clients, engagements, projects, people, documents, time, billing and reporting in a coordinated operational system. Psyzilla configures the architecture around the organisation’s service model.

Professional services automation, often called PSA software, connects repeatable service-delivery processes such as onboarding, scheduling, approvals, timesheets and billing through defined workflows. AI assistance can be introduced where suitable data and controls exist.

The architecture can be adapted for consulting, legal, accounting, engineering, creative, technology, people, knowledge and specialist service organisations. Each practice requires assessment of its workflows, terminology and obligations.

Yes. Departments can share appropriate client and business data while retaining their own workflows, terminology, permissions and approvals. The implementation defines the boundaries.

These billing models can be configured alongside milestone, subscription or hybrid arrangements. Rates, taxes, approvals and connected finance services depend on scope and jurisdiction.

Yes. Records, milestones, documents and responsibilities can be adapted to the terminology and delivery model used by the organisation.

A client portal can provide authenticated access to permitted requests, documents, deliverables, approvals, invoices and payment status. Identity and access controls are defined during assessment.

Resource records, assignments, skills, capacity, time and subcontractor workflows can be configured for internal and external teams with appropriate access boundaries.

Multi-office, multi-entity and multi-currency capabilities can be designed around the operating structure. Tax, retention, localisation and access requirements require review for each relevant jurisdiction.

Systems can be integrated where suitable APIs, permissions and technical or commercial access are available. The specific connections are assessed before implementation.

AI agents can assist authorised teams with enquiry classification, drafting, document retrieval, deadline signals, capacity recommendations and report preparation. Available data and human review determine appropriate scope.

AI supports authorised professionals. Legal, medical, financial, employment and compliance outputs require qualified review, and high-impact decisions remain subject to human approval.

Yes. Labels, stages, routing and approval hierarchies can be adapted to projects, matters, cases, campaigns, programmes or other practice terminology.

Migration can be planned after reviewing source formats, quality, permissions, retention requirements and record relationships. Validation and reconciliation are part of the agreed scope.

Yes. A focused implementation can start with the client, engagement, document and billing workflows an independent professional needs, with modules introduced as requirements grow.

Controls can include secure authentication, role-based access, client or engagement boundaries, approval history, audit logs and appropriate retention policies. Safeguards are selected around the data, risks and deployment requirements.

A system can be engineered around a regulated firm’s requirements, subject to assessment and qualified review. Configuration and deployment do not automatically establish regulatory compliance or certification.

The timeline depends on workflow complexity, modules, data migration, integrations, review requirements and rollout scope. Discovery establishes a realistic implementation plan.

Yes. A modular rollout can begin with priority workflows and add billing, portals, analytics, integrations or AI as the operational foundation is validated.

Yes. Discovery can identify specialised records, workflows, reporting and integration needs. Feasibility, safeguards and scope are agreed before development.