Professional services & IT
Retainers, delivery, payroll, and collections without a second system for the books.
Billable work closes on Thursday, invoices go out Friday, and payroll still has to match the contracts you already signed.
Sector pains
- Invoices must match the work that actually shipped — not a guess pasted from a timesheet export
- Payroll and statutory papers must sit beside the ledger the accountant already closes
- Follow-ups fall through when sales, delivery, and finance each keep their own client list
Modules that carry the load
- Finance & ledger
- Receivables & payables
- Tax & statutory papers
- People & payroll
- Sales & work
- Platform, security & admin
- Migration & data
How it works
- Keep clients, leads, and work in the same workspace as invoices and roles.
- Raise invoices and apply receipts into receivables that share the ledger.
- Run payroll and country tax papers without exporting people data to another product.
Questions
Can delivery boards sit next to receivables? Yes — work boards and the cash cycle share the same role-gated workspace.
Sales & work holds pipeline, clients, tasks, and boards. Finance opens the same clients for invoices and statements without a sync job.
Do we need a separate payroll product? No — pay runs post into the ledger with statutory papers from the country pack.
Employees, salary history, leave, and pay runs live under People & payroll. Posted runs create journals; HR-only roles still cannot open company cash.
How do retainers bill? Recurring billing and ordinary invoices share clients, tax, and the ledger.
Subscriptions sit under Finance beside one-off invoices so deferred revenue conversations happen on one statement of truth.
Where do shared credentials belong? In the encrypted vault under Management — gated by role.
Client VPN passwords and portal logins stop living in chat. Vault access follows workspace permissions.
Can overseas clients invoice in FX? Yes — document currency on the invoice; LCY snapshots on journals.
Enable the currencies you need, keep dated rates, and age in local currency without rewriting history when the rate moves.
Is Omnizone a public portfolio site? No — it is the operating layer for finance, HR, work, and admin.
Marketing websites and case-study CMSs stay outside Omnizone. The product name on public pages is always Omnizone.
FAQ
Do we need a separate payroll product?
Pay runs post into the ledger with statutory papers from the country pack you apply.
Can developers and accountants share one workspace?
Yes — roles gate finance versus delivery so each person sees what they are granted.