Industry Pack 04 · Available
Know which clients and projects actually make money
Time, retainers and milestone billing with true project profitability for firms that sell expertise.
Challenges
What makes professional services accounting difficult
The JiriBooks solution
Modules this pack activates
Added on top of the core accounting engine — the ledger, controls and reporting stay the same.
- Projects
- Timesheets
- Client retainers
- Milestone billing
- Staff costing
- Project profitability
Workflow
How transactions flow through JiriBooks
- Step 1
Capture
Log time, expenses and retainer receipts against a client project.
- Step 2
Record
Retainers post as liabilities and release to revenue as work is billed.
- Step 3
Understand
Compare project revenue with staff cost and direct expenses.
- Step 4
Decide
Reprice engagements using measured margin, not estimates.
Financial dashboard
Meridian Travels Ltd · Dhaka branch
- Available cash
- ৳ 4,182,900
- Revenue this month
- ৳ 2,640,110
- Expenses this month
- ৳ 1,317,480
- Customers owe us
- ৳ 1,908,250
- We owe suppliers
- ৳ 742,300
- Net profit this month
- ৳ 1,322,630
Cash flow trend · last 12 periods
Demonstration data shown for illustration.
Reporting
Reports that matter in this industry
- Project profitability
- Revenue by client
- Unbilled work
- Profit & Loss
- AR Aging
Jiri AI
Questions professional services teams ask
- Which projects are running below their expected margin?
- How much unbilled work is outstanding?
- Which clients generated the most revenue this year?
Jiri AI
Grounded in your posted accounting records
Ask Jiri AI
Which projects are running below their expected margin?
Jiri AI answers from posted accounting records for this business only, and sensitive actions remain permission-controlled.
Sensitive financial actions remain permission-controlled and auditable.
Demonstration data shown for illustration.
See JiriBooks for Professional Services
Start with the core engine today and enable the pack as it becomes available for your business.