Financial Management for Professional Service Firms

Financials That Start With the Estimate

Everything begins with what was sold

In OpteraOS, financial management doesn't start at invoicing — it starts at estimation.

• BOEs define scope, roles, rates, hours, and budgets
• Estimates flow directly into SOWs and projects
• Financial expectations are preserved — not re-entered

This creates a single financial baseline that carries through delivery.

Flexible Financial Detail — You Choose the Level

Manage finances the way your firm actually works

Every estimate and project in OpteraOS can be structured at the level of detail that makes sense for you.

Supported levels of financial detail

• A single fixed-fee milestone
• A single T&M budget bucket
• Phase-level milestones
• Detailed tasks with: specific roles, specific hours, specific bill and cost rates

You can keep things simple — or go deep. OpteraOS supports both without forcing complexity.

Measure Financial Drift in Real Time

See problems early — while you can still fix them

Because delivery is tied directly to estimates, OpteraOS continuously measures drift.

Track variance across

• Budget vs. actual cost
• Estimated vs. logged hours
• Planned vs. billed revenue
• Margin at project, phase, or task level

Drift is visible as it happens — not buried in month-end reports.

Billing Built From Real Work

Invoice exactly what was delivered

OpteraOS billing is driven directly by approved delivery data.

Billable sources

• Approved time entries
• Approved expenses
• Completed billable milestones

All billable items flow into a billing event, where PMs and finance teams control exactly what gets invoiced — before generating an invoice. Nothing slips through the cracks. Nothing is double-billed.

Unbilled Work — Fully Visible

Know what you've earned but haven't billed

OpteraOS includes a dedicated unbilled work view for every project.

Unbilled visibility

• Time entries, expenses, and milestones
• Grouped by type
• Aged automatically (0–30, 31–60, 61–90, 90+ days)
• Totals by age bucket
• Visual warnings for aging WIP

You always know what's ready to bill — and what's at risk.

Professional Invoicing — Without Accounting Overhead

Built for services billing, not generic accounting

OpteraOS includes full invoicing capabilities designed specifically for professional services firms.

All financial activity is tracked with a full audit trail.

Invoice Settings & Branding

Stay consistent — automatically

Configure invoice behavior once and reuse it everywhere.

Configurable settings

• Company information
• Invoice numbering and prefixes
• Default payment terms
• Tax rates and labels
• Invoice branding (logo, colors, fonts)

Settings apply to new invoices while preserving historical accuracy for past invoices.

Revenue, WIP, and AR Visibility

See where money stands — right now

OpteraOS provides built-in financial reporting tied directly to live data.

Available financial insights

• Revenue by project, account, and period
• Work-In-Progress (WIP) with aging
• Accounts Receivable (AR) aging
• Invoice status and outstanding balances
• Budget vs. actual financial performance

Reports respect permissions and can be exported to CSV and Excel across the platform. (Some advanced visualizations and scheduling are coming soon.)