Deliver more.
Bill what you're worth.
Know everything.
TekStack gives professional services firms a single operating system for project delivery, time-based and value-based billing, and organizational intelligence — all built natively on Microsoft 365.
The challenges every
PS firm knows too well.
Professional services firms run on expertise and trust. But most operate on a patchwork of disconnected tools that undercut delivery quality, erode margins, and leave institutional knowledge scattered across inboxes.
Time never gets captured — and revenue leaks out
Consultants guess hours on Friday. Invoices understate the work. Margin leaks out quietly.
- AI-assisted time entry suggests hours based on meetings, emails, and tasks
- Smart prompts in Teams remind consultants to log while work is still fresh
- Time approvals flow to billing automatically — no chasing project managers
- Unbilled hours dashboard shows leakage before the invoice is due
Value-based billing is impossible without the data
Moving to value-based pricing requires solid data on effort and outcomes — and most firms don't have it.
- Project profitability tracked in real time — cost vs. billed vs. realized value
- Milestone billing tied to deliverable completion, not just time
- Historical data across similar engagements informs future pricing
- Custom billing models: fixed fee, T&M, milestone, retainer, or hybrid
Institutional knowledge walks out the door
When a consultant leaves or moves on, everything they know goes with them — and onboarding starts from scratch.
- All client communications across email and Teams captured automatically
- Meeting recaps auto-summarized into next actions on the project record
- Full engagement history searchable across clients and consultants
- New team members ramp faster with complete context at their fingertips
No visibility into project profitability until it's too late
Projects go over budget quietly. By the time finance notices, the margin is already gone.
- Live project margin — budget vs. actuals vs. forecast updated in real time
- At-risk project alerts before overruns hit the P&L
- Resource cost rates vs. billing rates compared automatically
- Project health dashboard visible to delivery leads and finance
The accounting system is always out of sync
Invoices get re-entered manually into accounting. Someone reconciles with a spreadsheet at month-end. Errors slip through.
- Native two-way integration with Business Central and QuickBooks Online
- Invoices flow to accounting automatically — no re-keying
- Revenue recognition, WIP, and deferred revenue calculated in one place
- Finance and delivery always see the same numbers
AI tools are being adopted — but not inside the system of record
Consultants are already using AI — but outputs live outside the system of record, and regulated clients are asking questions.
- AI agents embedded in Teams work on your data, inside your tenant
- AI-generated summaries, next actions, and insights linked to project records
- All data stays in your Microsoft environment — no third-party AI data exposure
- Bring your own LLM via the official Dataverse MCP Server
Everything your firm
needs to run. One window.
TekStack replaces up to 7 disconnected tools with a single platform built natively on Microsoft 365 — so delivery, finance, and leadership all work from the same source of truth.
Service Delivery & PSA
Built for how PS firms actually deliver work. Manage projects, assignments, and utilization with AI-assisted time entry that captures hours from what consultants actually did — not what they can remember at week's end.
- AI-assisted time entry
- Resource assignment & scheduling
- Utilization tracking
- Project budgets & forecasting
- Milestone management
- Customer delivery portal
Billing & Accounting Integration
Support every billing model PS firms use — time and materials, fixed fee, milestone, retainer, or value-based — and push invoices directly to Business Central or QuickBooks Online without re-keying a single line.
- T&M and fixed-fee billing
- Milestone & value-based billing
- Automated invoice generation
- Business Central integration
- QuickBooks Online integration
- WIP & revenue recognition
Project Profitability & Reporting
100+ pre-built Power BI dashboards give every stakeholder the view they need — project margin, utilization rates, realization rates, and billing accuracy — without anyone building a report from scratch.
- Project margin dashboards
- Utilization & realization rates
- Budget vs. actuals
- Consultant performance
- Practice area profitability
- Client-level P&L
Client Management
A full client record that connects every engagement, communication, deliverable, and invoice — so account managers always know the history, and cross-sell opportunities never slip past. All captured automatically from Outlook and Teams.
- Client 360 view
- Engagement history
- Auto-captured communications
- Meeting recap summaries
- Opportunity pipeline
- Relationship health scoring
Help Desk & Client Support
For PS firms that run ongoing support retainers alongside project work — manage support tickets, track time against entitlements, and maintain SLAs, all connected to the same client record your delivery team uses.
- Omnichannel ticketing
- SLA & entitlement management
- Time tracking per case
- Self-service client portal
- Escalation workflows
- Support billing integration
AI that accelerates
delivery — not just admin.
TekStack's AI capabilities are built for how PS firms actually work. From capturing time automatically to turning meeting recaps into structured next actions, AI handles the overhead so your consultants can do what they were hired to do.
MCP Server
Most AI tools bolt on to your data from outside. TekStack's AI works directly inside your Microsoft Dataverse environment through the official MCP Server — meaning Claude, GitHub Copilot, or Azure AI Foundry can query your live project data without any third-party middleware.
Data stays in your tenant
Every AI feature — time suggestions, meeting summaries, project insights — runs inside your own Microsoft tenant via Azure AI and Copilot Studio. Nothing is sent to a vendor-owned model. For firms serving healthcare, financial services, or government clients, that's not a nice-to-have. It's a requirement.
Bring your own LLM
Don't want to be locked into one AI provider? You don't have to be. TekStack's Dataverse MCP Server lets you connect whichever LLM your firm has standardized on — Claude, Copilot, or Azure AI Foundry — to your full data model. Same governance. Same security. Your choice of model.
Collective intelligence
Because every engagement, communication, and outcome is captured in one system, your AI has full context — not just one consultant's memory. New hires ramp faster. Returning clients get continuity. And every project your firm delivers makes the next one easier to price, staff, and execute.
Enterprise-grade security
your regulated clients demand.
PS firms serving regulated industries face a question before any contract is signed: where does our data live, and who controls it? With TekStack, the answer is simple — it lives in your Microsoft tenant, under your governance, full stop. No vendor exceptions, no support tickets to understand your own data.
Verticals where this matters most:
Microsoft Dataverse compliance coverage — built in, not bolted on
Dataverse inherits Microsoft's full compliance portfolio: SOC 1, SOC 2, ISO 27001, HIPAA, FedRAMP, and more. Your clients' procurement and legal teams get answers from Microsoft's Trust Center — not a vendor-produced PDF.
Six-layer Microsoft Entra security model
Role-based access across eight types and five levels, business unit hierarchy, row-level security, column-level data masking, hierarchy security, and team-based security — all controlled through Microsoft Entra. No custom auth layer to maintain or audit.
AI that never sends client data outside your environment
TekStack's AI features — time entry suggestions, meeting summaries, project insights — run inside your Microsoft tenant via Azure AI and Copilot Studio. Client data never leaves your environment to power a third-party model. Fully auditable.
Audit-ready by design
Every record change, access event, and data export is logged through Microsoft's native audit framework. Your compliance team can pull a complete audit trail without building custom tooling or waiting on a vendor support request.
One number.
Everything included.
No SI fees. No support tiers. No managed services retainer on top. One subscription covers the software, implementation, and the ongoing partnership.
- CRM or PSA (one module)
- Implementation + data migration
- Unlimited application support
- Max — 1 practice area
- Outlook & Teams integration
- Power BI + AI features + MCP server
- PSA, Billing, Help Desk, Reporting
- Business Central or QuickBooks integration
- Implementation + data migration
- Unlimited application support
- Power BI + AI agents + MCP server
- Outlook & Teams integration
- Everything in Business Edition
- CRM + full marketing automation
- Max — 2 practice areas
- 10 hrs/month customization
- Unlimited staging environments
- Priority support SLA
Pricing in USD · Annual term · CAD, EUR, GBP, AUD available · See full pricing details →
Questions PS firms
ask us most.
How does AI-assisted time entry actually work?
TekStack's AI reviews your consultants' calendar events, emails, and Teams activity to suggest time entries based on what they actually did. Consultants review and approve suggestions in seconds rather than reconstructing their week from memory. Time accuracy improves and billing leakage drops without changing consultant behaviour.
Can TekStack handle both T&M and fixed-fee projects at the same time?
Yes. TekStack supports time and materials, fixed fee, milestone-based, retainer, value-based, and hybrid billing models within the same system — even across different projects for the same client. Billing rules are set at the project level and flow to invoicing automatically.
How does the Business Central and QuickBooks Online integration work?
TekStack connects natively to both Business Central and QuickBooks Online. Approved invoices flow directly to your accounting system without re-keying. Revenue recognition, WIP, and deferred revenue are calculated in TekStack and synced automatically, so finance and delivery always see the same numbers.
How does TekStack help with value-based or outcome-based billing?
Value-based billing requires data: real cost-to-deliver, outcomes achieved, and historical benchmarks across similar engagements. TekStack captures all of this in one system — project costs, time invested, milestone completion, and client outcomes — giving your partners the evidence base to move beyond hourly rates and price on value delivered.
We work with regulated clients. Is the data secure?
Yes. TekStack deploys entirely inside your Microsoft tenant. All data lives in Dataverse, governed by Microsoft Entra with six layers of access control — including row-level security and column-level data masking. There are no vendor-owned data silos and no client data ever leaves your environment. The same controls you use across Microsoft 365 apply to TekStack from day one.
How does TekStack help with knowledge sharing across the firm?
Because all client communications, meeting recaps, and engagement history are captured in one system, every consultant has access to the firm's collective knowledge — not just their own. AI-generated meeting summaries and next actions are stored on the project record, making it easy for new team members to get up to speed or for senior consultants to revisit past context on a returning client.
Ready to deliver more
and bill what you're worth?
No generic demo. We'll walk through TekStack with your specific firm structure — from project delivery to invoicing to accounting — in under an hour.
No obligation · Responds within one business day · Includes implementation with every plan
