AI-Powered Financial Intelligence for Professional Services
Project profitability and utilization drive your margins, but most firms fly blind until month-end close. OparFinance gives you real-time financial intelligence built for services businesses.
The Professional Services bookkeeping problem
General-purpose accounting tools weren't built for professional services. OparFinance was.
Project profitability is a black box
Between subcontractor costs, internal time, and overhead, knowing if a project is actually profitable takes weeks. OparFinance calculates project margins in real time.
Utilization tracking gaps
Utilization is the single most important metric for services firms, but tracking it accurately across teams and projects is painful. OparFinance integrates time tracking data for live utilization dashboards.
Scope creep erodes margins
Extra work gets done without change orders getting signed. OparFinance monitors project costs against budgets and alerts you when scope creep is eating into margin.
Built for professional services teams
Every feature designed around how professional services businesses actually work.
Project Costing
Every expense, time entry, and subcontractor invoice mapped to the correct project. See margins, burn rate, and estimated completion cost in real time.
Time Tracking Integration
Sync with Harvest, Toggl, Clockify, or your existing time tracking system. Convert billable hours to revenue and see realization rates per team member.
Client Profitability
Understand which clients generate the best margins when you account for all costs including business development, support, and overhead.
Utilization Dashboards
Track billable vs. non-billable time per employee, team, and department. Set utilization targets and get alerts when teams are under-utilized.
Revenue Forecasting
Project future revenue based on pipeline, backlog, and historical realization rates. Model scenarios for hiring, pricing changes, and new engagements.
Realization Rate Analytics
Track the percentage of billable time that actually converts to collected revenue. Identify write-off patterns and improve your billing process.
Up and running in minutes
Three steps to smarter professional services finances.
Connect Your Data
Securely link your accounting software or bank feeds in under two minutes. OparFinance syncs your chart of accounts, vendors, and transaction history automatically.
AI Categorizes & Resolves
Our AI engine recognizes merchants, assigns categories with confidence scores, and flags anything that needs human review. No more manual data entry.
Get Insights & Act
See real-time dashboards, health scores, and proactive alerts. Your virtual CFO, Fin, answers questions about cash flow, profitability, and more.
Ready to transform your professional services finances?
Join hundreds of professional services businesses that trust OparFinance to keep their books clean, categorized, and audit-ready.