Professional Services Automation
Custom Software & AI Solutions for Professional Services
We help service-based organizations modernize legacy systems, automate workflows, and embed AI to improve efficiency, accuracy, and client delivery.
Modernizing Professional Services with Custom Technology
Efficiency is the life blood of any professional services firm. Whether it’s preparing proposals, managing client data, or staying compliant with regulations, manual processes and outdated systems eat into billable time and limit growth.
Ticomix helps professional services organizations solve these challenges with custom software development, PSA (Professional Services Automation) solutions, legacy application modernization, and AI integration. From workflow automation and time tracking to compliance reporting and HR screening, we design technology that supports your team—and your clients.
Where We Deliver Value for Professional Services
Every service-based business has unique needs, but these are the areas where modern software and AI create the greatest impact:
Workflow & Project Automation
Streamline proposals, task management, and client delivery with custom PSA software.
Time & Billing Management
Automate time tracking, billing, and payroll to reduce errors and improve profitability.
HR & Workforce Tools
Modernize employee onboarding and pre-employment screening platforms for faster, more compliant hiring.
Compliance & Reporting Dashboards
Simplify environmental, financial, or industry-specific reporting with custom-built solutions.
AI-Powered Insights
Use AI to forecast demand, automate repetitive tasks, and provide smarter client-facing services.
Workflow & Project Automation
Manual processes slow down client delivery and cut into billable hours. PSA (Professional Services Automation) software helps firms operate more efficiently by:
- Automating proposal generation, project setup, and task management
- Creating visibility across teams and projects
- Reducing administrative overhead
- Improving client satisfaction with faster turnaround times
Case Study: Sales Proposal Writing Automation
Ticomix helped reduce proposal creation time by 80% with a custom automation solution. The system streamlined formatting, approvals, and delivery—freeing consultants to focus on clients instead of paperwork.
Time & Billing Management
Accurate billing and payroll are essential to profitability. Outdated systems and manual tracking often lead to errors, disputes, and wasted time.
Ticomix builds custom billing and payroll solutions that:
- Automate time entry and approvals
- Reduce errors in invoicing and payroll
- Provide real-time visibility into utilization and margins
- Integrate seamlessly with accounting platforms
Case Study: Legacy ERP Platform Modernization & Portal Upgrade
We modernized a client’s ERP portal, eliminating inefficiencies and adding self-service tools for reporting and billing. The result: faster workflows and reduced administrative costs.
HR & Workforce Tools
Hiring and onboarding are critical touchpoints for professional services firms. Outdated screening and onboarding systems slow down hiring and create compliance risks.
Ticomix develops custom HR platforms that:
- Simplify pre-employment screening
- Streamline employee onboarding
- Improve compliance with industry standards
- Provide dashboards for HR and leadership
Case Study: Pre-Employment Screening Platform Modernization
We rebuilt a legacy pre-employment screening platform into a modern web app. The solution improved compliance, accelerated hiring, and integrated with other HR systems.
Read our Pre-Employment Screening Platform Modernization Case Study
Compliance & Reporting Dashboards
Professional services firms often manage complex reporting obligations—whether environmental, financial, or industry-specific. Manual processes increase risk and eat into valuable staff time.
Ticomix creates custom reporting dashboards that:
- Automate data collection and validation
- Provide real-time compliance visibility
- Generate ready-to-submit regulatory reports
- Support multiple reporting standards in one system
Case Study: Custom Environmental Reporting Software
We designed and built a reporting platform for a professional services firm that needed to streamline environmental compliance reporting. The solution reduced manual data entry, minimized errors, and provided stakeholders with real-time insights.
AI-Powered Insights
Artificial Intelligence is reshaping professional services, offering new ways to deliver value and increase efficiency. Ticomix integrates AI into workflows to:
- Forecast demand and resource utilization
- Automate repetitive client communications
- Analyze large data sets for faster decision-making
- Support compliance with AI-driven monitoring
Our Approach to Building Professional Services Solutions
We don’t sell products. We build solutions—custom software and embedded AI designed to fit your firm, your processes, and your people.
Our 4-step process keeps you in control from discovery through deployment:

Step 1
Discovery & Scoping
Understand your workflows and challenges

Step 2
Prototyping & Design
Quickly test functionality with stakeholders

Step 3
Iterative Development
Transparent, no-surprise build cycles

Step 4
Deployment & Support
Solutions built to scale with your growth
FAQs About Professional Services Technology Solutions
What is professional services automation (PSA) software?
PSA software helps firms manage proposals, projects, time tracking, and billing in one system. Custom PSA tools from Ticomix streamline workflows and improve profitability.
How do HR teams use workflow automation?
HR teams use automation to simplify pre-employment screening, onboarding, and payroll. Ticomix builds custom HR tools that reduce compliance risks and save time.
Can accounting firms benefit from AI?
Yes. Accounting firms use AI to automate reporting, analyze financial data, and improve accuracy. Ticomix integrates AI into accounting workflows to increase efficiency.
What role does software play in legal and compliance reporting?
Legal and compliance teams often manage complex reporting requirements. Custom dashboards from Ticomix automate data collection, improve accuracy, and make audits easier.
Why modernize legacy systems in professional services?
Outdated systems slow down client delivery, create compliance risks, and increase costs. Modern custom software provides scalability, efficiency, and secure integration with existing tools.
How does AI benefit professional services firms?
AI enables smarter forecasting, automates repetitive admin tasks, and supports compliance by analyzing large data sets faster than manual processes.
Can professional services firms afford custom software?
Yes. Custom solutions often save money long-term by reducing manual work, improving utilization, and integrating with existing platforms.
Ready to Modernize Your Professional Services Firm?
Let’s talk about how Ticomix can help you streamline operations, replace outdated software, and embed AI with clarity and confidence.