Resources

Six key finance metrics for professional services organisations

Unlocking Potential

Download The Six key finance metrics for professional services organisations Whitepaper

This whitepaper breaks down the KPIs, calculations, and best practices that professional services organisations use to benchmark performance and unlock growth. It highlights actionable finance metrics that impact cash flow, delivery efficiency, and profitability—along with practical guidance on what affects each metric and how to improve it.

Key highlights:

  • Learn the six finance metrics that matter most for professional services firms focused on growth and continuous improvement
  • Improve cash flow by reducing invoice reissues and tackling common causes like time coding errors, disputes, and delayed timesheets
  • Shorten the billing cycle by removing bottlenecks like late time entry, manual invoice complexity, and long approval/review processes
  • Strengthen collections (DSO) by addressing billing disputes, clarifications, and payment-timing behaviours—and aligning terms to your needs
  • Increase profitability through better utilisation practices and consistent daily time capture across billable and non-billable work
  • Reduce write-offs (revenue leakage) by separating billable vs non-billable work properly and managing scope/change discussions upfront
  • Track and improve project profit with real-time costing visibility and more consistent project performance reviews

About The Sponsor

Swoop Funding is a global fintech platform that helps businesses discover and secure the right funding solutions to fuel growth. Through a single digital marketplace, Swoop connects organisations to loans, equity investment and grants, simplifying the funding journey with tailored recommendations, streamlined applications and expert support.

Sessions

Thought Leadership Session

  • Swoop Thought Leadership

Breakout Sessions

  • Swoop Roundtable Session
    • Roundtable Description
  • Swoop Roundtable Session
    • Roundtable Description

Meet The Team

Christopher Nguyen

Business Development Manager

Christopher Nguyen

Business Development Manager

Christopher Nguyen

Business Development Manager

Christopher Nguyen

Business Development Manager

About The Sponsor

Nectari is a global business intelligence and data management provider that empowers organisations with real-time insights to drive smarter decision-making. Its core solution is delivered as Sage Enterprise Intelligence (SEI) within the Sage ecosystem, fully integrated across Sage platforms, and branded as SEI for Sage X3 and Nectari for Sage Intacct to elevate reporting, dashboards and analytics directly inside those systems.

Sessions

Thought Leadership Session

  • To Be Confirmed

Breakout Sessions

  • SEI For Sage X3 Users – Breakout Room One
  • Nectari For Sage Intacct Users- Breakout Room Two

Meet The Team

Christopher Nguyen

Business Development Manager

About The Sponsor

Sage is a global software company, supporting organisations worldwide through solutions such as Sage X3 and Sage Intacct, trusted by companies like yours. Mysoft has been a Sage business partner for over 20 years, providing implementation and ongoing support to customers, alongside specialist solutions that extend Sage platforms.

Sessions

Thought Leadership Session

  • Authentic AI In Sage Copilot

Breakout Sessions

  • Sage X3 Roadmap – Cowdray Hall
    • Summary of R1 2026 and Sage X3 Roadmap
  • Sage Intacct Roadmap – Sarah Swift Room
    • Summary of R2 2026 and Sage Intacct Roadmap

Meet The Team

Rob Walker

Account Manager

Anna Lasko

Tech Partner Manager

About The Sponsor

X3CloudDocs, developed by Mysoft, is a cloud-based document automation suite for Sage X3. Its modules include Purchase Invoice Automation (PIA), Sales Order Automation (SOA), Electronic Document Management (EDM) & Email & Notification Automation (ENA), helping finance and operations teams reduce manual effort, improve accuracy, and gain better control over document-driven processes.

Sessions

General Talk

  • X3CloudDocs R1 Summary and Roadmap.

Breakout Sessions

  • Breakout One:
    • Smarter Alerts, Faster Action: Pre-Configured ENA Workflows
  • Breakout Two:
    • E-Invoicing Is Here: What It Means for X3 Users

Meet The Team

Shezad Beg

Relationship Manager

Brian Martin

R&D
Director

Paul Mincer

Product Manager

Archie Stevens

Software Engineer