Industry Solutions
Tessera ERP for Professional Services
Connect finance, inventory, purchasing, and approvals with workflows designed for professional services teams.
Overview
What Tessera ERP helps you achieve
A connected operating system for professional services organizations: inventory, purchasing, approvals, reporting, and controls in one place.
Project budgeting with real-time margin insights.
Built for professional services execution with audit-ready controls and fast reporting.
Time and expense tracking tied to billing.
Built for professional services execution with audit-ready controls and fast reporting.
Resource planning across client engagements.
Built for professional services execution with audit-ready controls and fast reporting.
Integrations
Challenges
Common pain points we solve
Most professional services teams struggle with visibility, controls, and reporting. Tessera brings those workflows together.
Time tracking and billing are inconsistent.
Standard workflows + approvals + reporting reduce risk and improve speed.
Project profitability not visible in real time.
Standard workflows + approvals + reporting reduce risk and improve speed.
Resource allocation lacks clarity.
Standard workflows + approvals + reporting reduce risk and improve speed.
Approvals and expense control are manual.
Standard workflows + approvals + reporting reduce risk and improve speed.
Reporting is delayed across teams.
Standard workflows + approvals + reporting reduce risk and improve speed.
Workflows
Key workflows for Professional Services
These are the most common workflows professional services organizations implement first for fast ROI.
Project tracking
Designed for consistency across branches, sites, and approval layers.
Billing support
Designed for consistency across branches, sites, and approval layers.
Approvals
Designed for consistency across branches, sites, and approval layers.
Expense controls
Designed for consistency across branches, sites, and approval layers.
Reporting
Designed for consistency across branches, sites, and approval layers.
Client visibility
Designed for consistency across branches, sites, and approval layers.
Common use cases
Modules
Recommended Tessera modules
Start with the core ERP foundation, then add modules that match your professional services workflows.
Tessera ERP
Core workflows: purchasing, inventory, approvals, reporting.
Learn moreAccounting & Finance
Reporting, controls, and financial visibility across teams.
Learn moreHR & Payroll
People operations, payroll workflows, and compliance support.
Learn morePoint Of Sale
Sales, stock updates, and branch performance visibility.
Learn moreStories
What success looks like
Outcomes teams expect after implementing standardized workflows, approvals, and reporting.
Faster decision-making
Leadership gets near real-time reporting for inventory, spend, and operational performance.
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Tighter controls
Approvals and audit trails reduce leakage and keep compliance workflows consistent.
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Operational consistency
Teams follow a shared process across branches, sites, and departments.
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Questions we hear from Professional Services teams
If you want, we can walk through your exact workflows in a short demo.
Can we track project profitability?
Yes. Dashboards help you see profitability and cost drivers earlier.
Can we standardize approvals?
Yes. Approvals improve governance and reduce delays.
Does it support multi-team reporting?
Yes. Consolidate performance across teams and services.
Get started
Get a professional services demo
We will map your workflows, recommend a rollout plan, and show the dashboards your team will use day-to-day.
In the demo
- Industry workflows + approval controls
- Inventory, purchasing, and reporting dashboards
- Implementation timeline + support plan
- Module recommendations for your team
Industry page: /industries/professional-services