Industry experts in streamlining sales and service


Sage Intacct Premier Partner
  Arxis Technology is an Adaptive Insights Certified Gold Partner

Selling and providing services for clients is hard work. Handling all required processes – sales and marketing, general accounting, project accounting, resource scheduling, time and expense management, invoicing and collections, revenue recognition, and reporting – is not for the faint of heart. And managing everything efficiently and profitably can seem impossible!

Arxis knows, understands, (and lives) the exciting, but challenging realities of a growing professional services organization. We have seen the benefits asPS firms integrate internal systems (CRM, finance, and service delivery), streamline the project-to-cash cycle,and automate project accounting, revenue recognition, planning, and reporting.    

Best-in-class solutions and Arxis services can dramatically increase your firm’s efficiency and profitability. Keep reading and let us know how we can help!

Current ChallengesBest-in-Class Solutions
(Sage Intacct, Adaptive Insights) + Arxis Technology

Disjointed project-to-cash process


  • Integrate CRM (Salesforce, Dynamics CRM, Sugar, etc.) with finance and service delivery
  • Assign and track project resources
  • Submit time and expenses and route for approval
  • Invoice based on time and materials or a fixed price
  • Automate revenue recognition using milestones, schedules, % complete, and project completion
  • Eliminate duplicate entry, save time, and reduce errors
  • Improve cash flow; reduce days sales outstanding (DSO) 
  • Lower costs with streamlined project management and billing
  • Enhance customer satisfaction and loyalty

No real-time insight into professional service metrics




  • View the business by an unlimited number of data dimensions, (e.g., client, project, consultant, practice, service line, etc.)
  • Create custom KPIs, such as average client profitability and average revenue / consultant
  • Analyze real-time metrics including project delivery costs, project / client profitability, and employee utilization
  • Abolish manual and error-prone Excel-based reporting and make informed, timely decisions with real-time metrics
  • Leverage more than 25 reports designed for services businesses
  • Provide self-service dashboards for consultants, project managers, executives, etc.

Non-integrated revenue management and project accounting



  • Ensure compliance with revenue recognition standards (without spreadsheets!)
  • Automatically generate billing schedules, contract renewals, & renewal sales opportunities 
  • Quickly forecast deferred, recognized, and renewal revenue
  • Automate accounting and billing for services engagements
  • Provide transparent, detailed bills to customers
  • Cut staff workload; improve accuracy; reduce errors
  • Reduce revenue leakage; decrease risk of customer churn
  • Provide a single point of audit and reconciliation
  • Boost project success with a single-source for project reports, dashboards, and delivery details

Labor-intensive budgeting and forecasting processes




  • Model costs, allocations, and profitability by project, customers, or departments.
  • Plan and forecast revenues using business drivers like billing rates, number of resources, and project duration. 
  • Leverage key assumptions, driver-based planning, and “what-if” analysis
  • Reduce cycle times by up to 90%
  • Jettison Excel-based planning once and for all
  • Enjoy a comprehensive and flexible planning process

Legacy applications  / IT infrastructure hindering growth

  • Access via the web from any device (no IT required)
  • Use the latest version and newest features … always
  • Integrate with other best-in-class solutions (e.g., time and expense, PSA, AP automation, CRM, credit card processing, etc.) Integrations guaranteed not to break!
  • Accelerate user adoption
  • Connect remote users with real-time data, dashboards, and reports
  • Rapidly scale entities, locations, and currencies
  • Consolidate financial and operational data

Moving your business away from your existing data silos and Excel-based processes is not as daunting as you might think. Let Arxis show you how and help quantify the potential benefits / ROI of your investment.

Would you like a complementary assessment of how Arxis + Sage Intacct and/or Adaptive Insights can 
transform your current GL, revenue management, CPM, budgeting, and forecasting?

Schedule Now