Core capability
Clients and engagements
Connect client identity, contacts, service scope, commitments, ownership and commercial terms.
For advisory, accounting, consulting and outsourced service firms
Professional services operations software from intake to billing
Connect client onboarding, engagement scope, recurring delivery, resource assignments, internal review, client requests and billing readiness in one adaptable operating system.
Keep every engagement's scope and status connectedCreate recurring work with clear review stagesSee workload and staffing conflictsTrace approved delivery into billing handoff
One engagement from promise to revenue handoff
Connect client context, delivery work, people, reviews and billing readiness
Professional services work crosses sales, operations, delivery, partners, clients and finance. The engagement workspace keeps each handoff visible without flattening every service into the same project template.
Engagement workspace
Northstar Advisory · ENG-0268
Monthly finance operations · Practice director view
Record overview
Engagement managerMichelle Lee
Current deliverableAugust accounts
Review due23 Aug 2026
Billing stateNot ready
12 yearly
Deliverables
4 assigned
People
2 open
Client requests
1 draft
Billing packs
What needs attention
Live example workspaceBank statement missing
Requested from client · due today
Internal review unassigned
August accounts · due 23 Aug
July milestone approved
Billing pack BILL-3091 prepared
Next action
Review exceptions
A complete operating system
Connect the records, workflows and outside handoffs around the same operation
Start with the core records and daily work, then add the rules, portals and selected integrations that make the operating model specific to your business.
Core capability
Delivery and recurring work
Create deliverables, schedules, tasks, milestones, dependencies and review stages.
Core capability
Resources and capacity
See assignments, skills, availability, conflicts and upcoming demand across engagements.
Component.app customisation
Service-specific operating rules
Adapt onboarding, requirements, review paths and recurring schedules by service or client.
Optional module
Client collaboration
Add a scoped portal for requests, uploads, approvals, deliverables and shared status.
Integration-dependent
Commercial and productivity stack
Connect selected CRM, accounting, calendar, e-signature or payment providers when supported.
Signature operating workflows
See the rule, record, status and next action behind each promise
Each workflow below uses a dedicated product state rather than a generic dashboard, with integration and review boundaries stated where they matter.
Client onboarding
Collect the right intake evidence for the service being delivered
Requirements can vary by service, client type or agreed risk classification. Missing information stays visible with its requester, reviewer and next action.
Workflow evidence
Rule: finance-operations engagements require six intake items
01Create client
02Collect requirements
03Review evidence
04Approve start
Custom + compliance-supporting
Onboarding · ONB-1147
Northstar Advisory
Finance operations · Owner: Aisha Rahman
Company profileReviewed
Authority contactsReviewed
Ownership documentMissing
Start approvalBlocked
Request documentExample product state
Configured controls can support KYC evidence and access; they do not guarantee regulatory compliance.
Deliverable · DEL-8826
August management accounts
ENG-0268 · Owner: Michelle Lee
Client inputs7 of 8 received
PreparationComplete
ReviewerUnassigned
Due23 Aug 2026
Assign reviewerExample product state
Schedules and review stages can vary by engagement or service line.
Recurring delivery and review
Create each service cycle with an owner, deadline and review path
The system turns the engagement schedule into visible work while keeping exceptions and client dependencies attached to the deliverable.
Workflow evidence
Schedule: monthly accounts cycle begins on the first business day
01Create cycle
02Collect client input
03Prepare deliverable
04Review and approve
Component.app customisation
Capacity and billing handoff
Act on staffing pressure and billing readiness before the handoff stalls
Managers see conflicts against live engagement demand. Finance receives an approved billing pack rather than reconstructing what was delivered.
Workflow evidence
Exception: assigned demand exceeds available team capacity
01Review demand
02Resolve conflict
03Approve milestone
04Prepare billing handoff
Core + integration-dependent
Capacity · Week of 24 Aug
Finance operations team
Practice director view
Tax specialists94% allocated
Senior reviewers2 conflicts
BILL-3091Ready for finance review
Draft invoicesNot issued
Reassign workExample product state
Invoice issue and payment status depend on the selected accounting or payment provider.
Adapt beyond a standard PSA template
Standard PSA connects projects, resources and financials; Component.app can model the client-specific work between them
Extend the operational backbone with service-specific intake, recurring delivery rules, review controls, portals and connected data around each engagement.
Standard category software
PSA software typically manages projects, resources, time, expenses and financial oversight.
With Component.app
Component.app can add custom engagement records, requirements, roles and workflows where a standard project model is not enough.
Recurring service rule
Monthly finance operations
Cycle startFirst business day
Client input dueDay 5
ReviewerDifferent from preparer
Billing triggerAfter approval
Component.app customisation · Administrator review required before rule changes are published
AI-assisted and human-reviewed
AI can prepare an engagement brief with sources and partner control
The assistant works inside the engagement context, identifies the records it used and leaves the manager responsible for approval.
Named business context
Visible source records
Review before action
ENG-0268 · Engagement assistant
User instruction
Prepare the review brief for August accounts and list unresolved client inputs
Sources used
DEL-8826
Client request CR-441
Engagement scope v2
July review notes
Proposed result
Draft summarises completed preparation, the missing bank statement, two review observations and the proposed next actions. No client update has been sent.
Role-based daily experience
Different views, one shared operating record
Staff, managers and outside participants see the actions appropriate to their role while working from the same underlying handoff.
Delivery staff
See assigned engagements and the next review step
Work from the client, scope and deliverable context instead of separate task lists.
My delivery queue
4 due this weekOpen deliverable →
Partners and managers
Review workload, stalled work and billing readiness
See client dependencies, review bottlenecks, staffing conflicts and approved milestones across the practice.
Practice oversight
5 need attentionReview portfolio →
Clients
Respond to requests in the engagement context
An optional portal can collect files, approvals and questions while showing only shared status and records.
Northstar client portal
2 actions requiredUpload source file →
A practical change
From status reconstruction to a connected engagement workflow
Before
Sales-to-delivery handoffs are reconstructed from email
Recurring services depend on personal reminders
Partners ask teams for workload and status
Finance rebuilds the reason for an invoice
With Component.app
The engagement connects scope, owners, requirements and current work
Each cycle appears with client input, preparation and review stages
Portfolio oversight shows capacity, stalled work and exceptions
Approved delivery produces a traceable billing-ready handoff
Professional services operations software explained
A configurable operating layer that can extend professional services automation
Professional services automation commonly connects project delivery, resources, time, expenses and financial management. Component.app can extend that foundation with service-specific onboarding, recurring workflows, client portals and review controls.
Engagement-led operations
Keep the client promise, active delivery, people, review and commercial state in one context.
Service-specific workflows
Model recurring or ad-hoc requirements that do not fit one generic project template.
Explicit integration boundaries
Treat CRM, accounting, calendar, e-signature and payment actions as selected connections, not built-in guarantees.
Direct answers
Questions about fit, controls and integrations
Is this professional services automation software?+
It can cover and extend PSA-style operations. The page focuses on connected client engagements, recurring delivery, resources, reviews and billing handoffs, with the exact scope configured for the firm.
Can onboarding requirements vary by service or client?+
Yes. Requirements, owners, reviewers, access and start criteria can be configured by service, client type or another agreed classification.
Can recurring client work be created automatically?+
A configured schedule can create the next delivery cycle with owners and review stages. Teams remain responsible for exceptions, approvals and client-facing outcomes.
Does it replace our accounting or CRM system?+
Not necessarily. Selected CRM and accounting providers can remain systems of record and connect to Component.app when the provider and technical setup support it.
Can the platform guarantee KYC or professional compliance?+
No. It can support evidence collection, access controls, review steps and decision history, but the firm remains responsible for its professional and regulatory obligations.
How is AI controlled?+
AI can read agreed engagement records and prepare a brief or draft with visible sources. Staff review, edit and approve the result before it is sent or used for a consequential decision.
Professional Services Operations Software
Connect every client engagement from intake to billing readiness
Bring one onboarding, recurring delivery or review workflow to a demo and see how Component.app can model the records, roles and controls around it.
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