Software solutions for professional services
In an industry where margins depend on operational precision, having siloed tools is a liability. Our integrated software portfolio provides a single, cohesive platform designed to eliminate administrative friction. Because we develop and own the source code for our core solutions, we can offer the highest level of flexibility and ROI for our customers.
Advanced Finance & AI-Driven ERP
Move beyond traditional bookkeeping. Our Financial ERP is specifically designed for complex, data-intensive environments.
- Robotization & AI: Automate the entire "Purchase-to-Pay" flow with AI-powered OCR, allowing your team to focus on financial strategy rather than manual entry.
- Analytical Depth: Gain a granular view of your profitability with multi-level analytical accounting—track margins by project, department, or individual consultant.
- Paperless Operations: A fully digitalized workflow that ensures every contract, invoice, and expense is instantly searchable and audit-ready.
Business Intelligence & Data Excellence
Turn your operational data into your greatest competitive advantage. We help you move past "spreadsheet chaos" to a single version of the truth.
- Real-time KPI Tracking: Monitor utilization rates, project progress, and billability through intuitive, visual dashboards.
- Out-of-the box Financial Reporting and KPI Standardization
- Predictive Insights: Use your historical data to forecast future revenue and identify potential resource bottlenecks before they impact your clients.
CRM & Client Lifecycle Management
Professional services are built on relationships. Our CRM solutions ensure that every interaction - from the first lead to long-term retention - is tracked and leveraged.
- Pipeline Visibility: Get a clear view of your sales funnel to ensure consistent growth.
- Collaboration: Ensure that your sales, project, and finance teams are always aligned on client requirements and history.
Collaborative Shared Inboxes
Professional communication is often buried in "info@" or "support@" aliases. We help you centralize and automate these interactions.
- Shared Inbox Management: Boost responsiveness and team collaboration with unified communication hubs that ensure no client request ever falls through the cracks.
- Reduce email overload: Keep your inbox organized and say goodbye to email chains.
- Service Level Agreement (SLA) Tracking: track KPI’s like response and resolution times.
Custom Development: Tailoring Technology to Your Unique Expertise
While standard tools cover the essentials, we recognize that your firm’s "special sauce" - the unique way you deliver value - often requires more than an off-the-shelf solution. Our custom development team bridges the gap between your vision and your digital reality, ensuring your technology becomes a proprietary asset rather than a constraint. Our teams are ready to support with:
- Managing the entire product lifecycle: functional analysis, development execution, rigorous testing, go-live management, comprehensive onboarding and support.
- Modernizing legacy applications
- Low-code development based on Microsofts Power Apps and Salesforce
- AI development & integration
They are already trusting us
Cybersecurity & IT Infrastructure solutions for Professional Services
Professional services firms thrive on a foundation of client trust and seamless continuity. At Easi, we provide pragmatic, resilient defenses that shield your sensitive data from sophisticated threats without compromising the agility or mobility of your experts. By securing every layer of your digital landscape, we ensure your firm remains compliant and focused on delivering exceptional value.
24/7 Managed Resilience
Our dedicated Security Operations Center (SOC) provides proactive threat hunting and rapid incident response, ensuring your firm stays protected and operational around the clock.
Identity & Seamless Access
We implement robust MFA and Single Sign-On (SSO) solutions that guarantee only authorized personnel access sensitive client files, maximizing security while improving the employee experience.
Secure Cloud & Connectivity
Whether your team is in the office or on-site, our SASE and cloud security frameworks provide protected, high-performance access to your data, regardless of where it resides.
Future-Proof AI Governance
As you integrate AI to gain a competitive edge, we secure your proprietary models and ensure your data remains compliant, unbiased, and protected against emerging risks.
Tailored Hybrid & Multi-Cloud Strategies
Whether you require the high-security environment of our Cloud2be Private Cloud for sensitive client files or the global scalability of Microsoft Azure, we build hybrid environments that offer the perfect balance of performance and control.
Scalable Architecture for Growth
Our infrastructure solutions grow alongside your firm. Easily onboard new teams, integrate acquired practices, or scale up resources during peak periods - like tax or audit seasons - without the need for heavy capital investment.
Pragmatic Business Continuity (BDR)
We protect your revenue with robust Backup & Disaster Recovery plans. In the event of a disruption, our pragmatic recovery protocols ensure your systems are back online within minutes, minimizing billable time loss.
Modernized On-Premise Support
For firms with specific regulatory or legacy requirements, we provide expert management and modernization of your on-premise infrastructure, ensuring it remains as secure and efficient as the cloud.
They already trust us
"Within the sector, our applications are considered to be state of the art references."
“The relationship with Easi is built on trust, expertise, and proximity.
"Easi’s incident response team was immediately on site and supported us from start to finish."
"Finding a solution for email management and collaboration between colleagues and with external partners gained us highly…
"We are sure that we can always have the latest technologies with Cloud2be"
"I chose Easi because it is a secure solution and I really trusted the person I spoke to"