Learn what it means to be truly AI-native — join our live product demo on Thursday at 10am PT →

Professional Services Automation (PSA)

Execute on projects faster with full billing automation

See a demo

Dr. Kai Klede

Start managing your projects from Everest’s fully realized professional services automation software. Unlike other project tools, you can customize Everest. Bill for time and fixed-cost components together, create custom reports to view per-consultant utilization, and re-scope in-flight projects. Because it lives within your ERP, invoices auto-update and projects bill themselves.

Full-lifecycle project management with total financial integration

Everest’s full-suite professional services automation tool lets you manage projects, guide people, track time, and use AI to speed up everyone’s work. The double advantage with Everest is all that data syncs bidirectionally with your HR system and core ERP, so reports build themselves.

Manage your resources

Gain full visibility into people, roles, availability, skills, utilization, and more.

Track time and utilization

Capture time against projects and tasks and watch it flow directly into financials.

Bill flexibly

Bill for any combination of time and materials, fixed fee, milestone-based, and hybrid services. Make changes and execute SOWs easily.

Recognize revenue automatically

Everest reads your contracts and project updates to generate invoices. It can recognize revenue for you according to contract terms and actual delivery.

Run project costing analyses

Get full insight into labor, cost overruns, margins, team efficiency, and model engagements you’d want to repeat.

Track project health and profitability

Compare actual results to forecasted financials. Manage margin on projects-in-flight and fight scope creep before it sets in.

Handle it all within your AI-native ERP

Everest is the enterprise-ready ERP with a full professional services module. Plus, Everest gives you agents to run reports and an AI tool to build new modules and apps on your own.

AI project staffing

Everest’s AI matches your people to projects based on skill and availability. You can review and edit those auto-generated plans, approve, and assign.

AI project allocations

Use Everest’s AI to assign people to specific tasks based on their overall availability, skills, and utilization.

AI-generated quotes

Use Everest to generate documentation especially quotes based on call transcripts and an overall understanding of the account and ERP data.

Clone successful projects

Use Everest’s AI to duplicate successful projects and, with a prompt, customize them to the next client: “Same project, but $2M budget, and in the healthcare industry.”

Get more done

Use Everest to create a work-to-billed revenue engine

Everest gives you one system for managing the full project lifecycle and execution, but al billing and revenue. There’s no more manual reconciliation between your project tools and accounting. Complete more successful deliveries and operate at precisely the rigor your finance team requires, by default.

1/4

Maximize your team's time with utilization insights

You can’t run a revenue-positive professional services department on spreadsheets and bolt-on apps. It never scales. And most ERPs don’t sync tightly enough with your professional services tool, which means the only way your finance team can understand how you’re delivering on projects is to ask constantly.

With Everest, you can end all the annoying “work about work” and let the system automate the back office part of your services.

Everest lets you see progress and financial impact on one screen

With Everest, you can see the team’s utilization on projects in progress, and know which ones are in danger of cost overrun before it becomes an issue. This helps you manage customer expectations, plan, staff, and run a revenue-positive services team.

Watch: How Rod and Ahad scale services with AI

In this webinar, Rod Cherkas (HelloCCO) and Ahad Arain (Everest) walked through practical AI use cases for professional services, from auto-generating sales handoff docs and smarter requirements gathering to client-specific training materials.

Watch the recording