Zenzo for Professional Services

Know which projects pay for the firm.

Consultancies, IT services firms and agencies sell time and expertise, but utilization, project margin and billing sit in different tools. Zenzo joins them so partners can see where margin is made and where it leaks.

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  • Read-only connections
  • Sensitive data hidden before AI sees it
  • 30+ connectors

Connects to the systems used in Professional Services

JiraXeroSalesforceHubSpotPipedriveAirtableGoogle SheetsPostgreSQLConfluenceSlack
Where the numbers disagree

Where firm numbers
fall out of line.

Time, money and pipeline, finally joined.

TodayNumbers disagree
Practice lead · what they see today
  • UtilizationTimesheets get logged late and edited after the fact.
  • Project marginCosts sit in timesheets, revenue in invoices.
  • Revenue recognitionFixed-fee work is billed on milestones, not effort.
  • PipelineThe CRM shows value, but staffing needs skills and dates.
With ZenzoExplained, with sources
Practice lead · with Zenzo
  • UtilizationUtilization, with the timesheet completion rate shown.
  • Project marginHours, rates and invoices joined for each project.
  • Revenue recognitionBilled and earned revenue side by side.
  • PipelinePipeline translated into hours by role and month.
How it works

From question
to answer you can check.

Follow one Professional Services question through Zenzo, from the moment it’s asked to the evidence behind the answer.

Ask
Which practices win the work they bid for?
Which clients are most profitable after write-offs?How long do invoices take to get paid, by client?
Answer

Which practices win the work they bid for?

Win rate by practice and deal size.

Answered with Zenzo Analyst · from HubSpot and Pipedrive
Evidence attached · sources and query shown

You get a plain-English answer with the evidence attached.

Questions with proof

Firm questions,
answered from the timesheet up.

Margin, capacity and pipeline joined in one place.

Ask what Professional Services asks every week

Margin, capacity and pipeline joined in one place.

How long do invoices take to get paid, by client?

Days to pay for each client against their terms.

Which practices win the work they bid for?

Win rate by practice and deal size.

Tell the partner when a project passes 90% of budget.

An alert on hours burned, posted to the project channel.

Have we done similar work before?

Past proposals and case notes on the topic, cited to the document.

A practice performance view

Answered with Zenzo BI from Airtable and Xero, with the evidence attached.

Decision rhythm

The firm’s calendar,
answered.

Staffing on Monday, project health mid-month, billing at month end.

  1. Monday
    Who is over- or under-booked this week?

    Zenzo deliversBooked hours against capacity, by person and practice.

  2. Project reviews
    Which projects are drifting from budget?

    Zenzo deliversBurn against progress for each project, flagged before it becomes a write-off.

  3. Month end
    What can we invoice, and what is stuck?

    Zenzo deliversUnbilled hours and milestones by client, with the reason each is held.

  4. Pipeline planning
    Will we have the people for the work we’re winning?

    Zenzo deliversWeighted pipeline against available capacity, by skill.

Where each product fits

Start with Analyst.
Add the rest as you grow.

Zenzo products are built to work together on one platform, so each step builds on the one before it.

Live

Zenzo Analyst

Utilization, margin and billing questions across timesheets, CRM and accounting.

Start here
Early access

Zenzo BI

Practice and partner dashboards.

Learn more
Early access

Zenzo Knowledge

Proposals, case notes and methodologies answered with citations.

Learn more
Coming soon

Zenzo Brain

Planned: connecting delivery, staffing and commercial context.

Learn more
Guardrails

Switched on
from the first question.

The controls Professional Services teams ask about first, applied to every query and every answer.

Privacy firewall

Only masked schema metadata is sent to the AI model. Sensitive data hidden before AI sees it.

Column-level masking

Give each role full, masked or no access per table, and redact, hash or partially mask sensitive columns.

Row-level security

Per-role and per-user filters are applied to every query automatically, so people only see their own data.

Tamper-proof audit trail

Every action is logged with personal data scrubbed and a cryptographic signature that proves it hasn’t been altered.

Single sign-on

Sign in with Google, Microsoft, Okta or any OIDC provider, with SCIM to add and remove users automatically.

Your model, your keys

Bring your own API key, choose OpenAI, Azure OpenAI or Anthropic, or run local models with Ollama.

Partners see their practiceRates and salaries maskedClient confidentiality
Explore more

Questions rarely stop
at one team.

These pages pick up where this one ends.

By department
Founders & LeadershipFinanceHR & People
By industry
Media & Advertising
FAQ

Questions from
Professional Services teams.

Still deciding? We’re happy to walk through your own data and questions.

Which timesheet tools does Zenzo support?

Zenzo connects to Jira, Airtable and Google Sheets directly, and to other tools through their database or exports.

Can Zenzo track project margin?

Yes, by joining hours, cost rates and invoices. The calculation is shown so you can check it.

Can we search past proposals?

Zenzo Knowledge (early access) answers from documents such as proposals and case notes, with citations.

Is each client’s data kept separate?

Access is checked on every query and before every retrieval, so people only see the clients they’re allowed to.

Get started

Bring your Professional Services
questions.

Connect a source, ask what your team asks every week, and check the evidence behind every answer.

Get Started For Free Request A Demo
Read-only connections · Sensitive data hidden before AI sees it · 30+ connectors

Check out the plans that fit your team or organization.

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