Professional services automation software that runs the work clients see and the admin they don’t: proposals, time, invoices and expenses, next to reviewed updates and approvals.
Professional services automation (PSA) software brings the operational side of client work into one system: winning the work, tracking time against it, billing for it and keeping the client informed. Agencies, consultancies and accounting and law firms use PSA software so proposals, timesheets and invoices don’t live in separate tools that never quite agree.
Most PSA tools are built for the inside of the firm. Angelwood starts from the outside: the client portal where clients read reviewed updates, approve work and pay invoices. The back office sits behind it.
What’s included
Area
What you can do in Angelwood
Proposals and estimates
Build proposals from templates, send them by link, see when they’re viewed and collect e-signatures. Send estimates clients can accept, decline or comment on.
Time tracking
Run a timer or add entries, mark time billable, submit and approve timesheets, and report on billable hours and utilisation.
Invoices and payments
Create invoices with line items, tax and discounts. Clients view and pay them in their portal through Stripe.
Expenses and budgets
Log expenses against a project and track spending and hours against the project’s budgets.
Calendars
Connect Google Calendar or Outlook so meetings can become suggested time entries.
Many small firms run a proposal tool, a time tracker, an invoicing app and a client portal side by side. That works until the numbers disagree: hours in one place, the invoice in another, and the client’s approval buried in email.
One record of the engagement. Proposal, time, expenses and invoices sit with the project they belong to.
One place for the client. Clients sign, approve, read updates and pay in the same portal.
Your project tool stays. Delivery can keep running in Asana, ClickUp, Monday, Trello or Basecamp; Angelwood syncs with them rather than replacing them.
When Angelwood isn’t the right PSA
Angelwood doesn’t include accounting, payroll, tax or a full sales CRM. If you need a general ledger or detailed resource scheduling across hundreds of staff, pair it with your accounting system or choose a dedicated PSA suite. Compare the options with our Scoro, Accelo and Bonsai comparisons.
THE DETAILS THAT MATTER
One platform. From proposal to paid.
01
Win the work.
Send proposals and estimates from templates, follow who has viewed them and collect signatures without a separate e-signature tool.
02
Track it and bill it.
Record billable and non-billable time, approve timesheets, log project expenses and send invoices clients can pay online.
03
Keep the client informed.
Share reviewed updates, collect approvals and see who needs a follow-up, all in the same client portal as the proposal and the invoice.
Professional services automation software manages the operations of client-service firms: proposals, projects, time tracking, billing and client communication in one system.
Is Angelwood a full PSA suite?+
It covers proposals, estimates, time tracking, timesheets, expenses, invoices, calendars and a client portal. It doesn’t include accounting, payroll or a full sales CRM.
Are these features on every plan?+
Yes. Proposals, estimates, time tracking, invoices, expenses and calendar connections are available on Starter, Growth and Agency. Plans differ by seats, client portals and portal features.