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

DAY ONE Software

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