Projects, tickets,
and billing. One system.
Kestrio is professional services automation for firms that run project delivery and ongoing support — plan, staff, track, and bill every hour without switching tools.
No card · Live in minutes · Export your data anytime
Portfolio health
Active
24
On track
18
At risk
4
Northstar ERP rollout
On trackHelix onboarding
On trackAtlas data migration
At riskProduct tour
Watch one firm run on Kestrio, start to invoice.
A narrated walk through a sample workspace for a fictional IT services firm. Captions are on by default.
Where services firms leak margin.
Split systems
Delivery in one tool, tickets in another, billing in a spreadsheet?
Blind utilization
Can you say who is free next week without asking three people?
Late margin
Do you find out a project lost money only when you invoice it?
Most PSA tools cover delivery or support. Kestrio runs both on one rate card — so utilization and margin stop being a monthly guess.
One client record
Fixed-scope project. Product sprint. Support ticket.
- ▸Run phases, sprints, and an SLA-backed ticket queue against the same account
- ▸All three price off one rate card, so a client never spans two billing models
- ▸Switch a retainer between project and support work without re-keying anything
Open tickets
SLA met
96%
At risk
4
CSAT
4.8
Resourcing
Know who is free before you promise a date.
- ▸A capacity heatmap shows booked, available, and over-allocated people by week
- ▸Over-allocation trips a threshold at scheduling time, not in Monday standup
- ▸Match on the skills matrix, so the right person is staffed — not just a free one
Capacity · this week
Utilized
87%
Over allocated
3
Available
11
Time to cash
Approved hours become an invoice, not a rebuild.
- ▸Timesheets and expenses carry their rate the moment they are approved
- ▸Invoices draft from that ledger, so nobody retypes a line into a template
- ▸Credit notes apply back to the original invoice instead of a parallel sheet
Invoice INV-2041
Northstar Consulting
$48,200
What you get
Everything a services firm runs — one app.
On day one
14 dashboards, already built.
Not a blank canvas and a BI tutorial. These ship seeded, alongside 40 prebuilt reports you can save as your own views.
Replace the delivery-and-billing patchwork.
Free to start. No card required.
How it works
Live in three moves.
- 01
Stand up
Org, team, rate cards, and projects in minutes.
- 02
Run delivery
Staff, log time, approve, and keep clients in the loop.
- 03
Bill & learn
Invoice from approved work. Watch margin live.
Integrations
Keep the stack you already trust.
CRM stays the source of pipeline, your books stay the source of accounts. Kestrio owns delivery truth.
Put the firm on one ledger.
Start free, or book a walkthrough of delivery, time, and billing on your own workflows.