Drive Efficiency and Client Satisfaction with monday.com + Xero
Elevate your firm’s productivity and client management with an integrated solution designed for professionals. From project tracking to invoicing, we’ve got you covered for just $1,000/year.
The #1 Work Management Software on G2 Based on 8,500+ Customer Reviews
Empower Your Firm for $1,000/year
Our comprehensive monday.com package is custom-built for professional services firms looking to streamline operations and enhance client delivery.
Perfect for lean teams of 5, giving your key stakeholders the tools to collaborate and manage tasks efficiently.
Purpose-built for professional services.
Manage client engagements, track deliverables, and collaborate seamlessly, all from a single platform.
Automate your firm’s accounting.
Sync monday.com with Xero to manage invoicing, track billable hours, and monitor cash flow — all in one place.
Expert onboarding to align monday.com with your firm’s workflows, plus training to ensure your team is operating at peak efficiency from day one.
Watch How Our Solution Simplifies Client & Project Management
See how monday.com can transform the way you manage your client projects and financials.
Why Professional Services Firms Choose This Solution
Seamless Client Engagement Management
From initial onboarding to final deliverables, manage every client interaction and project milestone in a single system, ensuring that nothing falls through the cracks.
Billable Time Tracking & Automated Invoicing
Keep track of billable hours and automate invoicing with Xero integration, ensuring faster payments and clearer cash flow management.
Boost Operational Efficiency
Automate repetitive tasks, streamline project workflows, and manage team resources more effectively. Focus on delivering value to clients while we handle the rest.
Tailored for Professional Teams
Whether you’re a legal, consulting, or accounting firm, this solution scales to your needs. Two licenses fit perfectly with a small team setup, and our system can grow as your firm expands.
Our Proven Implementation Plan for Professional Firms
STEP 1
Consultation to Understand Your Firm’s Needs
We’ll start with a deep dive into your firm’s workflows to ensure monday.com is customised to suit your specific client management and project delivery requirements.
STEP 2
Full Setup & Xero Integration
Our experts will configure your monday.com environment, integrating it with Xero for seamless invoicing and financial tracking. Project management and CRM systems will be aligned with your firm’s objectives.
STEP 3
Onboarding & Training for Your Team
Receive tailored training sessions for your team, ensuring everyone can fully leverage the platform from day one. We’ll help you unlock the full potential of monday.com and Xero for your firm.
Simple, Transparent Pricing for Professional Services Firms
BEST VALUE - SAVE 15%
ANNUAL PLAN
$1,000/year
Includes two licenses, customised CRM and project management system, Xero integration, and full onboarding and training.
MONTHLY PLAN
$96.25/month
Offers flexibility if you prefer
a pay-as-you-go model.
Select your preferred payment method and get started immediately with our trusted payment gateways.
Hear from Professional Firms Like Yours
Frequently Asked Questions from Professional Services Firms
Xero integration allows you to automate invoicing, track billable hours, and monitor your firm’s financial performance seamlessly within monday.com. It simplifies accounting while providing full visibility of your financial health.
We offer personalised onboarding based on your firm’s needs, plus tailored training sessions to ensure your team is fully equipped to use monday.com effectively for client and project management.
Xero integration allows you to automate invoicing, track billable hours, and monitor your firm’s financial performance seamlessly within monday.com. It simplifies accounting while providing full visibility of your financial health.
Absolutely. monday.com scales with your firm, and you can add more licenses as your team expands.
Yes, we offer ongoing email and phone support, and your team will have access to our online resources to ensure you continue to get the most out of monday.com.
Yes, you can switch between the annual and monthly plans or cancel at any time without any hidden fees.
Transform the Way You Manage Clients & Projects Today
Sign up now to experience the benefits of a fully integrated solution built specifically for professional services firms. From project management to financial tracking, we’ve got you covered.
ABN 67 659 842 305
Contact Info
- support@smartventuring.com.au
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