DAY ONE Software Information

DAY ONE is a professional services operations platform that gives firms one operating view from Prospect to Payment. Built on Salesforce; works with your existing Salesforce org, or available as a bundled edition if you don’t already use Salesforce. We connect pipeline, proposals, delivery, time, costs, WIP, invoicing, and reporting on the same customer record, with audit-ready traceability and measurable outcomes in 30 days. Quickstart: Prospect to Payment within 30 days. What you can prove in 30 days - First-pass invoicing. - Audit-ready WIP. - A single live operating view. What makes DAY ONE different - Source-linked billing traceability from invoice line items back to time, costs, approvals, and contract rules. - Invoice readiness gates that prevent “not ready” invoices being issued. - Finance-grade WIP integrity so month-end becomes a process, not an investigation. AI and insights you can count on - AI-assisted drafts and alerts grounded in structured delivery and finance data, with audit trails. - Role-based dashboards for realisation, WIP ageing, billing discipline, utilisation, and more. - You stay in control