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Industry · Professional services

Projects that pay off

Projects, time tracking, billing and CRM in one system, plus a knowledge and archive system with AI research. For agencies, law firms and consultancies.

The challenge

Knowledge that doesn't get lost

Service firms live on time and knowledge. We connect project, time tracking and billing and add an archive system with cited AI research, so know-how stays findable, even when people change.

  • Project & resource planning
  • Time tracking & billing
  • CRM, quotes & pipeline
  • Knowledge & archive system with AI
Beyonetix
SERVICES

What we deliver

Building blocks for service firms

Project planning Tasks, resources and dates.
Time & billing From the hour to the invoice, clean.
CRM & quotes Pipeline, quotes and follow-up.
Knowledge & archive Cited AI research across your corpus.
Document AI Capture contracts and receipts automatically.
AI assistance Draft quotes and copy faster.

Why service firms lose their knowledge, and how you keep it

In agencies, law firms and consultancies the value sits in people's heads, project folders and mailboxes. When a consultant leaves, the knowledge about a client, a tender or a past decision often leaves too. We address this at the technical level: project, time, billing and CRM data converge in one system, and a knowledge and archive system makes the entire corpus searchable. Research inside it is citation-grounded, every answer points to its source (a quote, minutes, a contract) rather than improvising.

This runs on our ESTAYA AI Platform: a RAG system with PageIndex and a knowledge graph over your own documents, served with open-weight models (Llama, Mistral, Qwen, Teuken) on servers in Germany. No US cloud, no handover of your data for training. Document AI captures incoming contracts, receipts and briefings and files them against the right project, so the record stays complete through staff changes and holiday cover.

In practice we connect for you:

  • Project and resource planning with utilisation, phases and budgets
  • Time tracking that flows into billing without double entry
  • CRM with a quote pipeline and traceable follow-up
  • Cited AI research across the full project and knowledge base

The frameworks we work to, GDPR, the EU AI Act, BSI IT-Grundschutz, ISO 27001 and 42001, we implement for your operation. Beyonetix is not a certified body itself; we build the structures your audit needs to pass. Your data stays under your control throughout.

Frequently asked

Industry questions

Does the system fit agencies and consultancies?

Yes. Projects, time tracking, billing and CRM are tailored to service firms; the knowledge system comes from the same platform.

How does the AI help in daily project work?

It finds knowledge from past projects with citations, helps with documentation and proposals, and makes utilisation visible.

Does client data stay confidential?

Yes. Everything runs on our own servers in Germany, on-premise on request, without US cloud.

ERP, tailored

Modules we combine for Professional services

Industry building blocks plus core modules, all in one system instead of five silos. Put together your selection in the configurator and receive a quote within 24 hours.

Fleet Vehicles, dates and costs per vehicle file.
Subscriptions & recurring invoicing Term contracts, automatic invoicing and renewals.
Scheduling & shifts Who works when and where: planning, attendance and reporting.
Service levels & contracts Maintenance and service contracts with deadlines, SLAs and escalation.
CRM & sales Leads, opportunities and customer history in one place, with a clean pipeline.
Quotes & orders From quote to invoice without media breaks, including price lists and discounts.
Purchasing Purchase orders, supplier pricing and goods receipt with clear approvals.
Inventory & logistics Stock, lots and barcode scanning, multiple warehouses included.
Accounting, GoBD & DATEV German accounting with chart of accounts, GoBD-compliant filing and DATEV export.
Projects & timesheets Tasks, milestones and tracked hours, ready for billing.
HR & payroll Employee files, leave, attendance and payroll in one system.
Documents & data room Digital files with AI classification, full-text search and a protected data room.
Helpdesk & tickets Customer requests as tickets with teams, deadlines and a customer portal.

Let's talk about your industry

Concrete, with an eye on your processes.