Software for Professional Services

Run your projects, people and finances in one connected platform. Unit4 software gives professional services firms the clarity to improve margins, plan resources with confidence, and deliver better client outcomes.

What your firm needs from an ERP

Your people are your product. Every billable hour counts, every project has to deliver, and matching the right talent to the right work at the right time can make or break your margins.

That's why generic ERP systems often miss the mark. You need software that understands how service-driven businesses actually run, from opportunity through to cash collection.

Unit4's ERP for professional services connects project management, resource planning, financials, HR, and billing in a single platform. Your teams spend less time wrestling with admin and more time doing the work that matters to your clients.

Right for Your Business

Our solutions support all types of service- and project-focused businesses around the world, offering unbeatable industry-specific knowledge and functionality.

Here are some examples of key service industries where we help transform the way people work.

Architecture and Engineering

Architecture, Engineering and Construction

Business and Professional Services

Business and Professional Services

IT & Software Consulting

IT & Software Consulting

Management Consulting

Management Consulting

How Unit4 helps professional services firms perform

Project financials and billing

Track project costs, revenue, and margins in real time. Automate billing workflows and reduce disputes so your finance team can focus on strategic priorities instead of chasing numbers. With a single financial model, your accounts stay up to date and in balance, even across multiple entities and currencies.

Consultancy resource planning

Match the right people to the right projects through skills-based resource planning. Reduce bench time, avoid over-allocation, and keep utilization rates healthy. Managers get real-time visibility into capacity and skills across the business, so staffing decisions happen faster and with more confidence.

Financial management and forecasting

Bring budgeting, forecasting, and reporting together with AI-powered analytics. Work from a single source of truth for your financial data, simulate different scenarios and make faster, better-informed decisions. Self-service dashboards keep everyone aligned without waiting on the finance team to pull reports.

People experience

Attract, develop, and retain top talent with integrated HCM tools. From onboarding and performance management to skills tracking and engagement insights, give your people a better experience at work, and give your managers the visibility to respond quickly when things change.

Frequently asked questions

What types of professional services firms use Unit4?

Unit4 works with a wide range of professional services firms, including management consultancies, IT and software consulting companies, architecture and engineering practices, and business services organizations. The platform scales from mid-size firms to large, multi-country operations.

Can Unit4 ERP software integrate with other business tools?

Yes. Unit4's platform is designed to connect with external applications and data sources, so your teams can maintain necessary governance and workflows without switching between disconnected tools.

How is Unit4 software different from generic ERP?

Generic ERP systems are typically designed around manufacturing or retail workflows. An ERP built for professional services, like Unit4, puts project delivery and people management at the center. This means stronger support for resource planning, project accounting, and skills-based staffing as standard.

What is consultancy resource planning?

Consultancy resource planning is the process of assigning consultants and specialists to projects based on their skills, availability, and business priorities. Unit4's resource planning tools give managers real-time visibility into team capacity and competencies, helping reduce bench time and improve project delivery.

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Discover how financial clarity can simplify complex projects,
improve decisions, and boost profitability with confidence.
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Find out why you need to modernize to thrive, and discover 7 strategies for professional services firms to harness ERP effectively.
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Ready to see what Unit4 can do for your firm?

Get in touch with our industry experts and find out how Unit4 PSA software fits your business.