Everything you need to know about running your PSA on Procxo
From configuring approval workflows to syncing billable hours with your accounting software, here are the answers professional services teams seek before going live.
Procxo uses modular pricing, meaning you only pay for the capabilities your professional services firm actually needs. You can start with a single module, such as time tracking or project billing and add modules like invoicing, approvals, or resource management as your team scales. There are no bloated enterprise bundles or hidden fees.
Yes. Procxo is built around a modular architecture specifically for professional services firms that want to solve one workflow problem first and expand over time. You can go live with time tracking today and add project management, billing, or client reporting at any point without migrating to a new platform or re-onboarding your team.
Yes. Procxo includes a multi-tiered approval workflow across all plans. You can configure approval layers for timesheets, project milestones, and invoices, routing each submission to the right reviewer automatically. Every approval decision is logged, giving you a full audit trail for compliance and client billing accuracy.
Procxo is purpose-built for professional services businesses, including agencies, legal firms, consulting practices, IT service providers, and accountancy firms. Unlike generic project management tools, Procxo connects billable time tracking, project delivery, and client invoicing into a single workflow so service teams can operate with full financial visibility from day one.
Yes. Procxo integrates natively with leading accounting platforms including QuickBooks and Xero, as well as communication tools like Slack and Microsoft Teams. Approved revenue data flows directly from project execution into your general ledger, eliminating manual data entry and reducing reconciliation errors across your finance stack.
Procxo's onboarding is structured for professional services teams and managed end-to-end by a dedicated implementation specialist. The process covers system configuration, workflow setup, approval hierarchy mapping, and integration with your existing accounting and communication tools. Most teams are fully operational within days, not weeks.
Yes. Procxo is built to enterprise security standards, supporting role-based access controls, data encryption, and full audit logging across all modules. The platform is designed to meet the compliance and data governance requirements of professional services firms operating across regulated industries, including legal, financial advisory, and consulting.
Still have questions? Let’s talk about your firm's specific needs.
We’ll walk you through exactly how Procxo can connect your delivery, billing, and accounting workflows into one seamless system.
