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Why Platform Modules Lifecycle
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Professional Services Automation

Unify your
quote-to-cash
lifecycle.

One platform for CRM, projects, resourcing, time, expenses, billing and reporting — built for consultancies, agencies, IT providers and engineering practices.

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Multi-tenant by design Multi-currency PostgreSQL or MySQL

Onboarding

New company · Technology

LIVE
  • Chart of accounts 109
  • Product catalogue 15
  • Expense items 29
  • Tax groups 5
  • Numbering sequences 11
Ready to invoice in < 1s

19

Industry chart-of-account templates

109+

Accounts provisioned on company creation

< 1s

From company created to invoice-ready

9

Integrated modules on one data model

01 The problem

Five systems.
None of them agree.

Most services firms don't lack software — they have too much of it. The pipeline lives in one place, delivery in another, hours in a third, and the ledger only finds out at month end.

Pipeline

Deals tracked in a spreadsheet nobody owns after Friday.

Stale forecast

Delivery

Won work re-keyed by hand into a second, unconnected tool.

Re-keying

Timesheets

Billable hours arrive late, in three different formats.

Leakage

Accounting

Finance reconciles against operations once a month, manually.

Blind spots

Invoicing

Numbering, tax and payment terms applied from memory.

Rework

Reporting

Margin per project calculated after the quarter has closed.

Too late

02 The platform

The operating system
for professional services.

Wateka removes tool fragmentation by unifying the entire quote-to-cash lifecycle on a single account-scoped data model. A figure entered once is the same figure everywhere it appears — on the project, on the invoice, and in the general ledger.

Every line item maps to a GL account through its category, so profitability and utilisation are a query, not a reconciliation exercise.

No setup project

Creating a company provisions a full chart of accounts, tax groups, catalogues and document numbering automatically. You start invoicing, not configuring.

Margin you can see

Costs, hours and revenue post to the same ledger as they happen, so project and portfolio profitability are current — not a month-end reconstruction.

Built to scale

Multi-tenant with complete data isolation per account, role-based access, and multi-currency with the exchange rate snapshotted at transaction time.

Fits the practice

Nineteen industry templates, from consulting and legal to engineering and healthcare. Responsive to 360px with dark mode throughout.

03 Modules

Nine modules.
One data model.

Every stage of the engagement lifecycle, integrated by design — so data entered once flows everywhere it is needed.

01

Sales & CRM

Leads, contacts, accounts and an opportunity pipeline. Quotes with sections and approval flows, converted to projects on signature.

  • Pipeline stages
  • Quote builder
  • Segments
02

Project Management

Phases, tasks, milestones and budgets across every engagement, with portfolio oversight and profitability per project.

  • Gantt & Kanban
  • Milestones
  • Budgets
03

Resource Management

Capacity planning and allocation across teams, with utilisation tracked against billable targets.

  • Capacity
  • Allocation
  • Utilisation
04

Time & Expense

Timers, weekly timesheets and receipt-backed expenses, each flagged billable or not and routed through approval.

  • Timers
  • Timesheets
  • Approvals
05

Financials & Billing

Invoices, credit notes, bills, purchase orders and recurring billing. Per-line tax groups, payment terms and AR tracked to settlement.

  • AR & margins
  • Multi-currency
  • Tax groups
06

Custom Workflows

A workflow engine with 25+ node types for approvals, escalations and rule-based automation configured per practice.

  • 25+ node types
  • Approvals
  • Rules
07

Documents

Versioned document management with folders and sharing, plus KYC tracking against customers and vendors.

  • Versioning
  • Folders
  • Sharing
08

Reporting

Drag-and-drop dashboards for utilisation, profitability and pipeline, with scheduled delivery and PDF, Excel or CSV export.

  • Dashboards
  • Scheduled
  • Exports
09

Accounting

A hierarchical chart of accounts, double-entry journals, bank reconciliation, fiscal periods, equity and loan tracking.

  • General ledger
  • Reconciliation
  • Fiscal periods

04 The lifecycle

From first enquiry
to settled invoice.

Six stages, one continuous record. Nothing is re-entered, and every figure traces back to the transaction that produced it.

  1. 01

    Capture

    Leads and enquiries land in CRM with source, owner and value.

  2. 02

    Quote

    Proposals built from the product catalogue, routed for approval.

  3. 03

    Deliver

    Won quotes convert to staffed projects with schedules and milestones.

  4. 04

    Record

    Time and expenses logged against tasks, approved in one flow.

  5. 05

    Bill

    Invoices raised on your billing model, AR tracked to settlement.

  6. 06

    Learn

    Margin, utilisation and pipeline report back into planning.

Get started

Run your practice
on one system.

Create a workspace, pick your industry, and start with a chart of accounts already built for it.

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