Your Challenges
Billable expenses fall through the cracks and partner-vs-associate purchasing rules are unclear. Project budgets, WIP, and client-specific markups are reconciled manually, so realization slips before anyone notices. Business development runs in a separate CRM from delivery, so pipeline, staffing capacity, and pursuit spend never line up when it matters.
How VeroTX Helps
Veroli, your AI assistant across Procurement, Finance Ops, and Sales & Marketing Ops, powered by VeroCortex™, enforces role-based purchasing and insurance validation, captures billable expenses and applies client markups for accurate revenue recognition, and connects pipeline, pursuit spend, and staffing capacity on the same Playbook Engine and Execution Ledger, so every hour and dollar flows to the P&L cleanly.
Tier 1 WorkStreams
Procurement
Built for Professional Services Operations
Client-Billable Categorization
Every purchase is automatically classified as client-billable or internal. Project codes are applied automatically, and client-specific markup rules are enforced, so no billable expense gets missed.
Project Budget Tracking
Real-time visibility into project spending. Automatic alerts when approaching budget limits help you course-correct before overruns impact profitability.
Partner vs. Employee Rules
Differentiated purchasing authority based on firm hierarchy. Partners get appropriate flexibility while maintaining oversight and compliance with firm policies.
Professional Liability Validation
Vendor services requiring professional liability coverage are automatically validated. Insurance certificates are collected and tracked, with alerts before expiration.
Time & Materials Markup
Client-specific markup rules apply automatically to reimbursable expenses. From 10% to cost-plus arrangements, the right markup is always applied.
Client Billing Integration
Billable expenses flow directly to your accounting system with proper project codes and client information. Eliminate manual entry and billing errors.
Tier 1 WorkStreams
Finance Ops
Billable revenue capture, extending the same project-budget rigor.
Automated Billable Revenue Capture
Time, expenses, and disbursements are captured against the right engagement and phase so nothing billable is left on the table at month end.
Client-Specific Markup Enforcement
Fixed, cost-plus, and tiered markup arrangements are applied automatically to reimbursable expenses per the master engagement letter.
Revenue Recognition Support
Fixed-fee, T&M, and milestone engagements flow through governed recognition rules with the audit trail your auditors expect.
Partner vs. Employee Billing Rules
Rate cards, discounts, and write-off authorities enforce firm policy based on role and engagement type, automatically.
WIP & Unbilled Aging Governance
Unbilled WIP and aged AR are surfaced weekly with escalations to engagement partners before they turn into write-offs.
Project Profitability Reporting
Real-time gross margin by engagement, client, and partner keeps portfolio health visible before month-end surprises.
Tier 1 WorkStreams
Sales & Marketing Ops
Business development and pipeline operations.
BD Pipeline Stage Tracking
Opportunities move through qualification, pursuit, and proposal stages with clear ownership, next steps, and forecast confidence at every gate.
Proposal & SOW Routing
Proposals and SOWs route through partner, risk, and legal reviews with version control and e-signature captured in the Execution Ledger.
Win/Loss & Pursuit Reporting
Structured win/loss reviews, pursuit costs, and hit rates roll up by practice, industry, and pursuit team for real portfolio insight.
Referral & Relationship Tracking
Referral sources, alliance partners, and key relationships are tracked against opportunities so credit and follow-up never fall through the cracks.
Conflict Check & Intake
New engagements pass conflict, independence, and AML checks before pursuit resources are committed.
Marketing Campaign Governance
Thought leadership, events, and outbound campaigns are planned, approved, and measured against practice priorities and budget.
Already live and proven in other industries on the same platform, available to configure for Professional Services on request.
Real-World Applications
Client Project Expenses
Travel, materials, subcontractors, and other client project costs are tracked automatically. Billability is determined at point of purchase, markup is applied, and everything flows to your billing system without manual intervention.
Firm Operations
Internal spending on technology, office operations, marketing, and business development is controlled with appropriate approval levels. Partner oversight on major expenditures is automatic.
Professional Development
Training, conferences, and certifications are tracked by individual with annual budget enforcement. Know exactly what you're investing in talent development.
Full production maturity in 90 days
Complete visibility into project-level spending
Automated expense integration accelerates invoicing
DEPLOYMENT PATH
Start with one WorkStream. Scale across the enterprise.
Deploy your first Tier 1 WorkStream, prove the outcome in weeks, then extend into adjacent WorkStreams, all on the same platform.
Phase 1 · Deploy
First Tier 1 WorkStream live in production. Core integrations, policy guardrails, and baseline KPIs.
PR, PO, invoice, and exception handling live with ERP integrations.
Phase 2 · Extend
Adjacent modules for that WorkStream. Cross-WorkStream analytics and additional applications as they reach general availability.
Add Sourcing and Supplier Management. Layer in spend analytics.
Phase 3 · Scale
Customer-built agents in the studios. Cross-function WorkStreams across the enterprise.
Extend into Legal and Finance close workflows.
Match your deployment model to your compliance needs
Professional Services firms juggle client confidentiality, project-level data segregation, and engagement-specific residency clauses. VeroTX lets you align deployment with the contract, not the other way around.
Public Cloud
Run on AWS, Google Cloud, Microsoft Azure, or Oracle Cloud (OCI). Pick the hyperscaler and region you already trust for fastest time to value.
Private Cloud / On-Premise
Deploy inside your own datacenter or a dedicated private cloud when data must stay off public infrastructure entirely.
Hybrid
Mix public and private. Keep regulated workloads in-region or on-prem while running analytics and orchestration in the public cloud.
Bring Your Own Cloud (BYOC)
VeroTX runs inside your own cloud account. Data, encryption keys, network policies, and audit logs stay under your governance.
How this maps to your compliance: Every deployment option carries the same enterprise-grade security controls, role-based access, and full audit trails. Pick the model that satisfies client confidentiality, engagement-level data segregation, GDPR / regional residency, and enterprise-grade security controls requirements without changing the platform, the agents, or the workflows. Spin up dedicated BYOC environments for regulated client engagements while running shared services in the public cloud. See Deploy Anywhere →
From AI Pilots to Autonomous Services Procurement
See how VeroCortex™ orchestrates billable expenses, project budgets, and vendor management
Schedule Demo