Consulting, legal, and accounting firms trust Bi369 AI to manage client relationships, project delivery, time tracking, and invoicing — all with AI that handles the admin work so your team can focus on billable hours.
We understand the specific pain points of your industry — and built Bi369 AI to solve them.
The challenge
Tracking billable hours across multiple projects and clients is error-prone and time-consuming.
Bi369 AI solution
Projects module includes built-in time tracking with automatic timesheets. AI Copilot can generate weekly billing summaries from tracked hours.
The challenge
Invoicing is delayed because client approvals, time logs, and billing rates live in different systems.
Bi369 AI solution
Finance module pulls directly from project time logs to auto-generate accurate invoices with the correct client rates and terms.
The challenge
Managing capacity across multiple client engagements makes resource planning nearly impossible.
Bi369 AI solution
Projects module provides a resource calendar showing team availability, utilization, and project load — with AI forecasting for upcoming demand.
The challenge
Client communication history is scattered — relationship context is lost when team members change.
Bi369 AI solution
CRM stores every client interaction, document, and engagement history. New team members get instant context via AI Copilot summaries.
The challenge
Compliance and document management is a manual, high-risk process prone to version conflicts.
Bi369 AI solution
Custom Fields and document management features keep client files, contracts, and compliance records organized and searchable.
Every module works together in one unified platform — no integrations needed.
“Our consultants used to spend 3 hours a week on timesheets and invoicing. Bi369 AI cut that to 20 minutes. The finance module alone paid for itself in the first month.”
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