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Functions in troi ai·on

Time TrackingProject EstimationReporting & ControllingDigital Receipt CaptureIntegrations & APIsProduct overview
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Consulting, with the billable share in view

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Companies working with troi

Run mandates and fee models in one system

Consulting and professional services firms run mandates on consultant days that are either billable or not, under time and materials, fixed fees, retainers or caps. troi holds the mandate, the staffing and the fee model on one record, from the proposal to the closing invoice.

Phases, deliverables and milestones per engagement in task management, each carrying the days it was quoted with.

Billable share per consultant, over any period.

Time and materials, fixed fee, retainer or cap, with what has been consumed of each so far.

Travel, accommodation and subcontractor invoices captured on the road through digital receipt capture.

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Protect the rate on every mandate

Consulting and professional services firms run mandates on consultant days that are either billable or not. troi puts the recorded days next to the quoted ones while there is still an engagement to steer. Every recorded day carries a billable or non-billable flag, so the billable share stays visible under time and materials, a fixed fee or a cap.

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Every engagement, with its rate attached

troi keeps the mandate, the staffing, the recorded days and the fee model on one record. Whether the engagement runs on time and materials, a fixed fee or a cap, the billable share stays visible while the work is still running.

  • Seen from above, a woman with curly hair sips from a mug at a wooden desk, a phone in her hand and a laptop with charts beside her

    Every fee model held

    Time and materials, fixed fee, retainer or capped, each with its own rules for what reaches the invoice.

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    Billable share in view

    Recorded days split into billable and non-billable, per consultant and per mandate, straight from time tracking.

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    Staffed on real availability

    Who is free, who is already on two mandates and who is travelling, taken from resource planning.

Adaptive Resource Planning for organizations in transformation

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Every project gives the next one a head start.

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One price per plan, with seats included

Four editions, each with everything from the one before. Coming from troi five? Your data and your plan move with you.

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FAQs

What is PSA software for consulting firms?

Software that holds mandates, staffing, recorded days and fee models in one system, so the billable share and the realized rate are visible while an engagement is still running rather than after it closes.

Does troi support different fee models?

Yes. Time and materials, fixed fee, retainer and capped engagements each carry their own rules for what reaches the invoice, and what has been consumed of each is visible at any time.

How is billable utilization measured?

Every recorded day carries a billable or non-billable flag, so utilization can be read per consultant and per period.

Can external partners and freelancers work on a mandate?

Yes. External contributors can be staffed on an engagement and record against it, and their invoices are assigned to the mandate as billable costs.

How are travel and subcontractor costs handled?

They are captured where they occur, by photo on the road or by upload, assigned to the mandate and carried through approval into the accounting export.

Build the way you work best

Your company already creates the experience. It becomes intelligence in troi. AI helps turn intelligence into action. And every action makes the next project better.

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Your next project will be the best.