For agencies, consultancies, and IT service firms

Send the right invoice the moment the work is done.

Agaro ERP keeps your clients, projects, prices, invoices, and payroll in one system. Ask the AI assistant to bill a client and it uses the real customer, the stored price, and your payment terms, then waits for your approval before anything is sent.

New 3

Invoices

Billable claims and their status.

Import Export New invoice

Total invoiced

$184,320.00

Year to date · 42 invoices

Outstanding

$28,750.00

14 open · net 30

Overdue

$6,400.00

3 invoices past due

Collection rate

94.2%

Paid within terms

All42Draft4Sent11Partially paid3Paid21Overdue3

Invoice	Customer	Issued	Due	Status	Total	Amount due
INV-2026-0418	Acme Corp Implementation package	Sep 6, 2026	Oct 6, 2026	Sent	$12,000.00	$12,000.00
INV-2026-0417	Northwind Traders Monthly retainer	Aug 28, 2026	Sep 27, 2026	Overdue	$4,850.00	$4,850.00
INV-2026-0416	Bluebird Studio Brand system · phase 2	Aug 21, 2026	Sep 20, 2026	Partially paid	$2,300.00	$1,150.00
INV-2026-0415	Harbor Logistics Warehouse rollout	Aug 14, 2026	Sep 13, 2026	Draft	$9,600.00	$9,600.00
INV-2026-0414	Acme Corp Training day	Aug 7, 2026	Sep 6, 2026	Paid	$1,800.00	$0.00
INV-2026-0413	Summit Dental Annual subscription	Aug 1, 2026	Aug 31, 2026	Paid	$3,480.00	$0.00
INV-2026-0412	Northwind Traders Data migration	Jul 30, 2026	Aug 29, 2026	Paid	$6,200.00	$0.00
INV-2026-0411	Riverside Clinic Front desk kiosk	Jul 24, 2026	Aug 23, 2026	Overdue	$1,550.00	$1,550.00

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The short answer

What is the best ERP for a professional services firm?

For a services firm with 5 to 250 people, the best ERP is one that connects client records, project work, invoicing, and payroll so nothing is retyped between tools. Agaro ERP does that in a single workspace from $29 per full user per month, with free employee accounts and an AI assistant that drafts and sends invoices using your stored prices and terms, only after you confirm.

The problem

Where services firms lose money today.

Work done, never billed

Hours and deliverables sit in a project tool, invoices live in accounting, and the gap between them is where revenue leaks. Every missed line item is margin you already paid for.

Invoices go out late

Someone has to find the client, the agreed price, the PO number, and the terms before an invoice can be drafted. When that takes days, so does getting paid.

Five tools, no single truth

CRM, time tracking, accounting, payroll, and spreadsheets each hold part of the client. Month end becomes a reconciliation project instead of a report.

Paying a seat for everyone

Most tools charge a full seat for people who only clock in, request time off, or download a payslip.

How it works

How Agaro closes the loop, step by step.

Step 01

Win the client

Leads, contacts, and the pipeline live in Agaro CRM, so the customer record exists before the first invoice does.

Step 02

Deliver the work

Projects, tasks, and approvals connect to the same client and catalog prices.

Step 03

Invoice in one sentence

“Invoice Acme for the implementation package.” The assistant resolves the customer, price, tax, and terms, and the finance engine calculates the totals.

Step 04

Pay your team

Payroll runs from contracts, attendance, and approved overtime in the same workspace. The first 10 employees each month are included.

Lock in early-access pricing for your team.

Leave your work email and we will set up your workspace with you.

In depth

Why services firms outgrow a stack of separate tools

A services business sells time and expertise, so its operating record is the link between a client, the work delivered, and the money collected. When those three live in different products, every invoice and every payroll run depends on someone copying data from one screen to another.

Agaro ERP removes the copying by keeping one record set. The client you closed in CRM is the same customer the invoice is addressed to, the service you delivered carries the catalog price you agreed, and the people who did the work are the employees payroll pays.

An AI assistant that is allowed to act, and only as you

Most AI features in business software summarize. The AGARO Assistant executes: it can create the invoice, assign the task, or prepare the payroll run. It inherits the exact role, module access, and workspace of the person prompting it, so if you cannot do something, the assistant cannot either.

Totals, tax, numbering, and journals are calculated by the ERP engine, not by the model, and anything that leaves the building, such as sending an invoice to a client, waits for your confirmation and is recorded in the activity log.

Pay for the people who run the business, not everyone on payroll

Essentials is $29 per full user per month with every module and role-based access with 5 fixed roles. Scale is $49 and adds full role-based and attribute-based access control (custom access groups, record rules, and field-level security), AI agents, API and MCP access, and multi-company. Employee accounts for clocking in, time off, and payslips are free, and payroll includes the first 10 employees each month, then $4 per employee. A consultant who only clocks in and downloads payslips never takes a paid seat.

Frequently asked questions

What teams ask before they switch.

What does Agaro ERP cost for a services firm?

Can Agaro replace QuickBooks, a CRM, and a payroll tool at once?

Yes. Agaro ERP covers invoicing, payments, expenses, taxes, and reports, plus CRM and payroll, in one workspace. Because every module writes to the same records, there is nothing to sync between tools.

Does the AI assistant send invoices on its own?

No. The assistant drafts and validates the invoice through the finance engine, but sending a document to a customer is a confirmation step. You approve it, and the action is recorded under your name in the activity log.

Do employees who only clock in need a paid seat?

No. Employee accounts are free. They can clock in and out, request time off, and download their own payslips and tax forms. Payroll includes the first 10 employees paid each month, then $4 per employee.

Is there a free plan?

Yes. The Free plan gives one user the CRM: leads, contacts, pipeline, scheduling, and events. Adding a second user or another module moves the workspace to Essentials.

Does Agaro have role-based and attribute-based access control?

Yes. Agaro ERP has full role-based (RBAC) and attribute-based (ABAC) access control. Essentials includes role-based access with the 5 fixed roles, and Scale adds custom access groups with inheritance, access levels per module, read, write, create, and delete rights per data type, menu visibility, record rules, and field-level security. The AI assistant follows the same rules as the person using it, so it can never see or change more than they can.

One system for the whole business, from $29 a user.

We are setting up a small group of early workspaces now. Tell us about your team and we will reply within one business day.

Prefer to talk? Book a 20-minute call

Let's talk

Let's talk about your business.

Tell us what you run today and what is slowing you down. A real person from the Agaro team will walk you through it, no slides.