Question 1

What types of professional services firms does Singoa support?

Accepted Answer

Singoa supports any firm that bills for time and expertise: management consulting, strategy, IT consulting, accounting and CPA firms, law firms, PR and marketing agencies, architecture and engineering firms, financial advisory, and HR consulting. The platform is configurable for hourly, fixed-fee, milestone, retainer, and blended billing models.

Question 2

How does Singoa identify unbilled WIP?

Accepted Answer

Singoa pulls approved time entries from your PSA system (BigTime, Kantata, Harvest, etc.) daily and compares them against issued invoices. Any approved entry that hasn't been invoiced within your configurable WIP aging threshold (typically 7–14 days) is flagged. The system identifies the project, timekeeper, and amount, and either auto-generates the invoice or surfaces it for billing review depending on your approval workflow.

Question 3

How does automatic retainer replenishment work?

Accepted Answer

You set a replenishment threshold for each retainer (e.g., replenish when balance drops below $2,000). Singoa monitors retainer balances in real time as hours are drawn down. When a balance hits the threshold, a replenishment invoice is auto-generated in your accounting system (QuickBooks, Xero, etc.) and sent to the client. You can configure approval steps — some firms auto-send, others want partner sign-off before delivery.

Question 4

What PSA systems does Singoa integrate with?

Accepted Answer

Primary integrations: BigTime, Kantata (formerly Mavenlink), Deltek Vantagepoint/Vision, Harvest, and Replicon. We also integrate with Accelo, TimeSolv, and other PSA systems via API or CSV import. For legal firms, Clio and Smokeball are supported. Timesheet data flows one-way from PSA to Singoa; invoice and payment data flows back from Singoa to your accounting system.

Question 5

Can Singoa handle both time-and-materials and fixed-fee engagements?

Accepted Answer

Yes. Singoa supports all major billing models: hourly T&M, fixed-fee milestone, monthly retainer, contingency, and hybrid. Fixed-fee engagements have budget-vs-actual tracking and over-budget alerts. Milestone engagements have configurable billing triggers tied to deliverable completion or date. Retainers have balance tracking and replenishment automation. Each engagement type has its own billing workflow.

Question 6

How does Singoa handle write-downs and write-offs?

Accepted Answer

When WIP is written down or written off, Singoa captures the write-down amount, the reason, and the approving partner. All write-downs are logged in the audit trail and included in realization rate calculations. The system tracks write-down patterns — if a specific client, matter type, or timekeeper has above-average write-downs, it flags the pattern for practice management review.

Question 7

Does Singoa integrate with QuickBooks and Xero?

Accepted Answer

Yes — both are primary integrations. Singoa connects to QuickBooks Online and Desktop via the Intuit API, and to Xero via OAuth and the Xero API. Invoices generated in Singoa are pushed to your accounting system automatically. Payment receipts in QuickBooks/Xero update the Singoa AR balance in real time. Customer and project records stay synchronized.

Question 8

How does the collections workflow work for professional services?

Accepted Answer

Singoa sends automated follow-up emails at 7, 14, and 30 days past invoice due date. Email templates are customizable per client tier — VIP clients receive softer reminders, standard clients receive standard templates. At 45 days, a partner is notified for personal outreach. At 60 days, the invoice enters a formal collections escalation workflow. All follow-up activity is logged for audit and reporting.

Question 9

Can Singoa enforce billing caps and budget thresholds per engagement?

Accepted Answer

Yes. Engagement parameters from your PSA (budget, billing cap, not-to-exceed amounts) are synced to Singoa. When a timekeeper logs hours that would push a project over the cap, Singoa flags the entry before invoicing. Partners receive an alert with the budget status and options: invoice at cap, request scope expansion, or write down the excess hours. This prevents surprise bills that damage client relationships.

Question 10

How is Singoa priced for professional services firms?

Accepted Answer

Singoa prices based on monthly active engagements and the number of timekeepers, scaling with your firm. There are no per-invoice fees or collection success percentages — you keep 100% of every dollar collected. Tiers start at competitive rates for smaller firms and scale for larger practices. Custom enterprise pricing is available for firms with 50+ timekeepers or complex multi-office structures. All plans include unlimited integrations, collections automation, and reporting.

Metric	Before	With Singoa	Impact
Unbilled WIP Rate	18%	4%	↓78%reduction
Collection Rate	82%	96%	↑17%improvement
Average Collection Days (DSO)	55 days	22 days	↓60%reduction
Time to Invoice from Approval	14 days	<24 hours	↓98%faster
Retainer Lapse Rate	22%	<1%	↓95%reduction
Write-off Rate	4.8% of WIP	1.1%	↓77%reduction
Billing Staff Time per Week	20 hrs / week	3 hrs / week	↓85%time saved

Stop Losing Revenue to Unbilled Work.

Why Does Professional Services WIP Keep Getting Left Unbilled?

Live in Days, Not Months.

Connect Your Systems

Baseline Your WIP

Bill Faster, Collect More

How Does Singoa Automate WIP Billing?

Zero Unbilled Hours — Guaranteed

What Professional Services Billing Results Can You Expect with Singoa?

Calculate Your Professional Services AR ROI.

Your Numbers

Built for Your Professional Services Stack.

PSA & Time Tracking

CRM & Sales

Accounting & Finance

Built for Professional Services Compliance Requirements.

Engagement Letter Compliance

Immutable Audit Trail

Data Confidentiality

Trust Accounting Support

GAAP Revenue Recognition

What Professional Services Teams Are Saying.

Frequently Asked Questions

See Singoa for Your Professional Services Firm.