Software for consulting firms in Panama: hours, projects and profitability.
Projects, billable hours, contracts and collections. You know which client brings in margin and which one is costing you money, before you renew.
You bill hours, but you don't know which ones pay off.
What consulting firms across the country ask us about most.
Hours logged late or never
The consultant logs time at the end of the month, from memory. What isn't logged doesn't get billed.
Projects that go beyond scope
Additional work done without a quote that ends up absorbed by the firm.
Unknown profitability by client
Without the cost of hours compared to what's billed, contracts that lose money get renewed.
Projects, time and billing connected.
It's implemented in stages, in the order that least disrupts your operation.
Scope and stages
Each project with stages, deliverables and owners, visible to the team and the client.
Time tracking
Quick logging per project and task, with rates by consultant profile.
Retainers and hour banks
Track hours used vs. hours contracted, with an alert when they run out.
By milestone, hour or retainer
DGI electronic invoice according to the scheme agreed with each client.
Receivables and reminders
Balance aging and collections follow-up without chasing people by email.
Margin per project
Cost of hours and expenses vs. what was billed, per project and per client.
Everything that applies to a consulting firm, and how far each piece goes.
Fifteen services you can hire separately or together, under a single account owner. Each one has its own page with the scope in writing.
The system and collections
What keeps the operation running every day.
ERP system built on Odoo
The system that shows which client pays and which one drains you.
- Hours by consultant, project and activity
- Different rates by profile and by client
- Reimbursable expenses charged to the project
- Billing by milestone or by hours used
Electronic invoicing in Panama
Billing the DGI accepts, running from day one.
- Electronic invoice folios monitored before they run out
- Electronic signature certificate managed
- Integration module with the ERP
- Support when the DGI rejects a document at month-end close
Which client brings in margin
Billing hours isn't the same as making money on them.
- Profitability by client and by project
- Hours sold vs. hours worked
- Projects that went over budget
AI agents
Each one says what it does and what it doesn't. The limit is in writing.
The client checks progress without calling
It gives the project status and hours used.
What it doesn't do: It doesn't commit to new deliverables or dates.
Quotes the proposal with hours and profiles
Builds the estimate with your rate per profile.
What it doesn't do: It doesn't close discounts outside the range you authorized.
Chases the corporate client's overdue invoice
Escalating reminders with the real account statement.
What it doesn't do: It doesn't negotiate payment terms on its own.
“Which project is going over on hours?”
Asked in plain language, answered from real data.
What it doesn't do: It doesn't show anything the person asking isn't allowed to see.
Hours get logged by talking, not by filling in tables
The consultant says what they did and it's charged to the project.
What it doesn't do: It doesn't make up hours nobody reported.
Answers the phone when everyone is in a meeting
Takes the message with the project context.
What it doesn't do: It doesn't commit the partner to a date.
AI governance
The rules for what an agent can say on behalf of your business.
What the AI can say on your behalf
In writing before you switch it on, not after the first problem.
- What it answers about price, complaints and terms
- What it has to escalate to a person
- Which customer data it can use and which it can't
Who authorizes a change
With partners or several branches, it keeps everyone from changing the agent's script on their own.
- Person responsible for approving script changes
- Log of what changed and when
- Periodic review of what it answered
Monthly AI usage report
Without that number you don't know if it's working for you or you just like it.
- How many conversations it resolved on its own
- How many it escalated and why
- Where it got things wrong and what that cost that month
Where it runs, network and security
The layer nobody notices until something slows down.
The team works from wherever they are
An accessible, backed-up system, without depending on a machine in the office.
- Your own server with tested backups
- Controlled remote access
- Monitoring that alerts before you notice
Office network and guest network, kept separate
Whoever comes in for a meeting doesn't share a network with your case files.
- Guest network separate from the work network
- Coverage in offices and meeting rooms
- Cabling and access properly sized
Client information protected
You work under confidentiality agreements.
- ESET on the team's desktops and laptops
- Managed firewall and access control
- Encryption and backup of deliverables
Custom work and support
When the standard isn't enough, and who answers after go-live.
The client profitability dashboard
With your way of allocating overhead.
- Your own allocation rules
- Rate by profile and by client
- Documented code, in your name
Who answers when it goes down
And not on a Tuesday at 10 a.m., when everything works.
- Assigned account owner who knows your operation
- Response times written into the contract
- Hands-on support through the first month-end close
We don't publish a price for this for the same reason we don't publish one for the system: it depends on the size of your operation, how much data needs to be migrated and how custom it needs to be. A one-hour consultation sets the scope and a fixed price.
From where you are to where you want to be.
Assessment
We look at how you operate today and where time or money is being lost. A fifteen-minute call to define the next step.
Data load and setup
We load clients, active projects, rates by profile and current contracts.
Assisted go-live
We train the team that will use it and support you through the first month-end close.
Ongoing operation
Support with an assigned account owner and contractual response times.
What people ask before signing up.
Can I track hour banks per client?
Yes, with hours contracted, used and available, and a notice when nearing the limit.
Can consultants log hours from their phones?
Yes, time tracking works from any device.
Does it show profitability by project?
Yes, comparing the cost of hours and expenses against what was billed.
How we quote.
We don't publish a price list because it would be made up: two companies in the same industry can need very different things. What we do guarantee is how you get to the number.
Quote after the assessment
After the call, if the case calls for it, a one-hour consultation sets the scope and a fixed price. If the scope changes, it's quoted separately and you approve it first.
Processes, data and users
Projects, time, contracts, billing, collections and profitability. How many people will use it, how much data needs to be migrated and how custom it needs to be.
Support by plan
Ongoing operation runs on a monthly plan, with an assigned account owner and contractual response times. It's contracted separately from the implementation.
Let's find out which client brings in margin.
A fifteen-minute call and you walk away with a clear next step — even if the answer is that you don't need us yet.
Book your assessment
Leave us your details and we'll set it up for the next business day.
You're talking to Génesis, Valtriom's AI