Procurement & Spend Control
RFPO
Software-as-a-service request for purchase order system.
In most organizations a purchase becomes visible to finance at the moment the invoice arrives — long after the decision was made and the money was effectively spent. RFPO moves that visibility to the front of the process. Requesters submit a structured request; approval routes automatically by amount, department, vendor, and category; budget is checked against commitment before a PO is ever issued.
The result is a procurement trail your controller, your auditor, and your department heads can all read from the same screen — without anyone chasing an email thread to find out who said yes.
- Configurable multi-tier approval chains with delegation and escalation
- Budget and commitment checks before spend, not after
- Vendor, catalog, and category controls that enforce policy quietly
- A complete, immutable audit trail for finance and compliance
Automation Reuse & Governance
Agent Marketplace
Where automation gets sold, traded, and shared instead of rebuilt.
Organizations that adopt automation quickly discover a second problem: every team builds its own, none of it is discoverable, and the same workflow gets solved five times at five different levels of quality. Agent Marketplace turns that sprawl into an asset. Teams publish agents once; everyone else finds, licenses, and runs them under clear ownership and permissions.
It works internally as a shared catalog across business units, and externally as a channel — partners and customers can license what you have built, turning an internal capability into a revenue line.
- Publish, version, and deprecate agents with real ownership
- Permissions, review, and approval before anything reaches production
- Usage metering and chargeback so value is attributable
- Internal catalog or external storefront from the same platform
Pre-Sales & Delivery
SOW Generator
AI-assisted statement of work generation, in your firm's language.
Scope is where professional services margin quietly leaks. A statement of work takes a senior person two days to write, every author words it differently, and the assumptions that would have protected the engagement are the first thing dropped under deadline pressure. SOW Generator inverts the work: a structured intake produces a complete draft — deliverables, assumptions, exclusions, milestones, acceptance criteria, and pricing — so your experts review and sharpen instead of starting from a blank page.
Your approved clause library and legal boilerplate govern the output, which means consistency is enforced by the system rather than by whoever remembers to check.
- Proposal turnaround measured in hours instead of days
- Approved clause and assumption libraries applied every time
- Consistent scope language across every author and practice
- Fewer change orders born from ambiguity nobody caught
Revenue Operations
Constellation
An AI-driven CRM that tells you what to do next, not just what already happened.
Traditional CRM is a filing cabinet that bills by the seat. It records history accurately and tells you almost nothing about where to spend Tuesday. Constellation is organized around the relationship graph — the people, accounts, and signals that actually move a deal — and keeps itself current from the work your team is already doing, so pipeline hygiene stops being a weekly guilt exercise.
It is named for what it reveals: individual points of contact that mean little alone, connected into a pattern you can navigate by. Leaders get a forecast grounded in behavior rather than optimism; sellers get their evenings back.
- Next-best-action guidance grounded in real account activity
- Pipeline that updates from work, not from manual data entry
- Early warning on stalling deals and quiet relationships
- A forecast leadership can defend to a board
Workforce Operations
Attendance
Presence you can prove — for payroll, funding, safety, and compliance.
Wherever attendance carries money or obligation, it is still tracked on paper, in a spreadsheet, or in a system nobody fully trusts. The cost is rarely one big failure; it is a steady drip of payroll leakage, funding claims that cannot be substantiated, and administrators spending their week reconciling records by hand.
Attendance captures presence the way each group actually works — kiosk, mobile, badge, or roster — then flags only the exceptions for human review. Reporting is built for the people who ask hard questions: auditors, funders, regulators, and finance.
- Multiple capture methods across sites, shifts, and field teams
- Exception-based review instead of line-by-line reconciliation
- Scheduling, absence, and accrual rules enforced consistently
- Audit-ready reporting for funding and compliance requirements
Bid & Cost Management
Estimator
Full-service estimating that turns your best estimator's judgment into a company asset.
In most organizations estimating lives in one senior person's spreadsheet. Bids wait on their calendar, margin assumptions live in their head, and the day they retire the company loses a pricing model it cannot rebuild. Estimator makes that knowledge institutional: a governed library of labor rates, materials, assemblies, and margin rules that produces complete, consistent estimates in a fraction of the time.
Compare scenarios side by side, keep a version history that survives negotiation, and carry an approved estimate straight through to proposal and contract without re-keying a single number.
- Reusable cost libraries and assemblies your whole team can bid from
- Rapid estimate generation with scenario and what-if comparison
- Margin discipline applied consistently across every bid
- A clean handoff from approved estimate to proposal and contract
Billing & Cash Flow
Invoicer
Invoices that keep pace with the work, with approvals that hold up.
Billing is usually the last thing done and the first thing rushed. Line items get missed, unbilled work ages quietly, and the disputes that follow cost far more in relationship than in dollars. Invoicer assembles invoices and line items from the records you already keep — time, milestones, deliverables, and expenses — then routes every draft through a comprehensive approval workflow before it reaches a client.
Anomalies surface while they are still cheap to fix: missing detail, unusual amounts, work that fell outside scope. You bill closer to delivery, and you defend the invoice with the record rather than from memory.
- Draft invoices assembled from time, milestones, and expenses
- Comprehensive multi-stage approval with full reviewer history
- Exception flagging before send instead of dispute after
- Shorter billing cycles and measurably lower days sales outstanding