We understand entrepreneurs because that’s how we started. In the last 3 decades, we have built and scaled global consulting service companies ranging from hyper-growth startups to multi-billion dollar enterprises.
Relying on conventional spreadsheets and homegrown custom applications resulted in countless wasted hours, drained resources, and ultimately lost revenue and profitability.
Driven by our passion for supporting entrepreneurs, we built the only vertical SaaS platform designed to address the unique scenarios and intricacies encountered by you.
With a single click, you can access a centralized view of service industry KPIs for your business backed by intelligent processes and AI/ML-driven analytics.
Eliminate the spreadsheets & timesheet-dependency, and replace them with a customer PO and effort-centric solution that breaks down barriers between sales, delivery, and finance departments.
With our unique solution, you can streamline operations, eliminate wasted time and resources, and maximize your revenue and profitability.
Getting Started
SuccessPro is a vertical SaaS platform ideal for tech-focused services companies in software development, IT consulting, and managed services, helping streamline operations, scale and improve billing efficiency.
Visit our website to schedule a demo or email us at hello@SuccessPro.ai to get started.
Yes, SuccessPro supports global operations with features for multiple entities, time zones, currencies, and languages, ensuring accurate and compliant operations and reporting worldwide.
Companies typically start realizing ROI within 2 to 3 months due to visibility and improvements in efficiency, cost reduction, billing accuracy, and cash flow.
SuccessPro offers customizable dashboards, reports, billing models, role- based access control (RBAC), custom rate cards, and support for multiple currencies and languages to fit your business needs.
Services Billing
SuccessPro supports multiple billing models essential for IT services, including Time & Materials (T&M), Fixed-Priced (FP), Managed Services, Outcome-Based, and Subscription-Based Engagements.
Yes, SuccessPro ensures billing accuracy and compliance by linking resource assignments to specific purchase orders (POs) and Statements of Work (SOW). This ensures all billable activities match the contractual terms, reducing billing errors and reconciliation effort.
Yes, by ensuring timely and accurate invoicing as well as cost-analysis, SuccessPro helps reduce Days Sales Outstanding (DSO) and speeds up payment cycles, thereby improving your cash flow.
Yes, SuccessPro supports billing in multiple currencies. It automatically handles currency conversions based on the client’s location, ensuring compliance and simplifying the billing process for global projects.
Yes, SuccessPro ensures accurate billing with detailed rate cards established internally or provided by customers, allowing different billing rates for various project components or roles.
SuccessPro offers comprehensive tracking for client billable or non-billable project expenses and miscellaneous charges such as cloud hosting or infrastructure fee, reseller fee, software license expenses.
Services Costing
Yes, SuccessPro offers detailed analytics and reports to track both billable and non-billable activities, allowing users to monitor expenses, compare actual costs against budgets, and identify potential overruns early.
Yes, SuccessPro provides real-time insights into cost drivers, tracks project costs, and identifies areas for cost reduction, helping improve budget management, resource allocation, and overall profitability.
Yes, SuccessPro manages supplier and subcontractors related data including their PO and invoices. It provides various metrics such as supplier margin analysis and individual contractor profitability for accurate cost management.
Yes, SuccessPro supports both customer as well as internal projects. Users can assign resources to non-billable projects against budget lines to track the cost versus budget variances for internal projects.
Yes, SuccessPro offers detailed cost analysis and real-time financial insights, enabling businesses to optimize pricing strategies, ensuring competitive pricing and cost efficiency to enhance profitability and market competitiveness.
Yes, SuccessPro supports intercompany transfer pricing, by providing a billing rate card for intercompany services across multiple legal entities. Also provides transfer pricing report for faster reconciliation, visibility and compliance.
Services Analytics
Yes, SuccessPro leverages advanced analytics to provide real-time insights into KPIs, helping users make informed decisions, optimize resources, and enhance business outcomes.
SuccessPro offers comprehensive project level metrics like Project Estimated Margin, Allocated PO Amount, Confirmed Revenue and Hours, Billable and Non-Billable Expenses. It also tracks project completion percentages and multiple POs assignments for a complete project overview.
Yes, SuccessPro provides real-time insights into workforce productivity and utilization rates through metrics like Total Utilization Trend, Billable Utilization, Utilization by Role, and Available Capacity etc.
Yes, SuccessPro tracks key risk indicators like Revenue at Risk, Project Overrun Cost, and Active Project %Completion, Project Health Indicators, enabling proactive risk management and timely interventions.
Yes, the analytics dashboards in SuccessPro are highly customizable. Users can tailor views to their specific needs, selecting various metrics to create personalized dashboards for various roles such as finance, delivery management, and executives etc.
Yes, SuccessPro supports strategic planning and growth with insights into historical data, current performance, and future projections. Metrics like Total Revenue, Profitability by Customer and BU/Practice, and Margin Analysis help guide resource allocation, market opportunities, and growth strategies.
Services Revenue Management
Yes, SuccessPro leverages advanced analytics to provide real-time insights into KPIs, helping users make informed decisions, optimize resources, and enhance business outcomes.
Yes, SuccessPro minimizes revenue leakage by tracking and automating all billable activities. It ensures that all services rendered are accounted for and billed accurately, reducing the risk of missed billing opportunities. Features like accurate invoicing, and comprehensive reporting help prevent revenue loss, and the revenue at risk report ensures no revenue is overlooked.
Yes, SuccessPro automates revenue recognition for various billing types such as T&M, fixed-fee, and subscription-based contracts. It aligns with project milestones, delivery schedules, and contract terms, reducing manual effort and errors.
Yes, SuccessPro provides detailed revenue analytics by customer, project, practice, and region using metrics like Average Revenue Per Person (RPP), Revenue at Risk, and Revenue Concentration by Customers and Competencies. These insights help identify high-performing areas and growth opportunities.
Integration
SuccessPro plans to integrate financial systems, CRM platforms, and HRMS to enhance operational efficiency. Custom integrations can also be developed based on specific business needs.
Currently, SuccessPro does not offer APIs, but customizable APIs are on our roadmap. APIs will allow businesses to connect their existing software solutions directly with SuccessPro for a more efficient and personalized workflow
Security and User Management
SuccessPro is working towards SOC 2 and ISO compliance by implementing robust controls and practices. We are documenting and formalizing these controls and plan to apply for formal SOC 2 certification soon to meet high standards of security, availability, and confidentiality.
Yes, SuccessPro ensures data privacy and user permissions through comprehensive Role-Based Access Control (RBAC) and customizable Data Access Policies. RBAC assigns specific roles to users based on their job functions, and Data Access Policies control which data each role can access. Account administrators can customize these roles and policies to maintain privacy and security.
Onboarding and support
Onboarding typically takes 1-2 weeks, depending on your business's complexity and needs. Provisioning and configuration activities can take around 2-5 days, and data migration activities around 1-2 weeks.
During onboarding, you’ll receive dedicated support from the SuccessPro team, including walkthroughs, bulk upload templates for data migration, and any other assistance needed to get started successfully.
SuccessPro offers efficient data transfer with bulk upload capabilities and tailored templates to streamline the migration process.
Yes, historical data can be imported based on data availability and your business requirements.
SuccessPro offers revenue-based pricing tailored to your business needs. For detailed pricing information and to understand the features included, please contact our sales team at hello@SuccessPro.ai
Driven by a shared purpose to drive impactful innovation for the technology service industry.
Location: Bengaluru, India
Type: Hybrid/Remote
As a Senior Software Engineer focused on front-end development with React, you will design, implement, and maintain scalable web applications. You will collaborate with cross-functional teams to enhance user experience and interface design.
Location: Bengaluru, India
Type: Hybrid/Remote
As a Senior Software Engineer specializing in backend development with a strong focus on Java, Spring Boot, and Micronaut, you will be responsible for designing, implementing, and maintaining scalable and high-performance server-side applications. You'll play a pivotal role in developing robust solutions that not only meet our business needs but also leverage the full potential of cloud-native technologies. Collaborating closely with cross-functional teams, you'll ensure technical excellence and innovation.
We would like to know what you have got. Please email us your resume.