Professional Services Automation

Ask us about leading Professional Services solutions native to the Salesforce platform

For Services leaders that care about their people, their margins, and their utilisation. We partner with organisations where alignment is not just an operational preference, but a critical requirement for commercial survival

  • Every brief and pitch tracked.
  • Client Won and managed in one place
  • Pipeline always available

The Industry Service

In professional services,
value is created through expertise, not repeatable assembly lines.

Before Exceleris, our team worked at the intersection of finance, operations, and technology. Across every organisation, we saw the same systemic failures appear repeatedly

Industries

Where Coordination
is the Product

Unlike product-based businesses, specialist service organisations depend on the coordination of people, knowledge, and relationships. Success relies on informed judgement and adaptability.

Yet, most enterprise software is designed for high-volume, standardised workflows, forcing expert practitioners to manage complex engagements through "shadow" spreadsheets and disconnected emails.

XLRS Cloud is built for environments where work is context-specific. We align your commercial commitments, expert practitioners, and delivery capability within a single, high-integrity framework.

The Specialist Environments We Support

The Challenge.

Operational reporting required continual, exhausting manual intervention because the underlying data was almost always out of date.

Learn More

The Challenge.

Operational reporting required continual, exhausting manual intervention because the underlying data was almost always out of date.

Learn More

The Challenge.

Operational reporting required continual, exhausting manual intervention because the underlying data was almost always out of date.

Learn More

The Challenge.

Operational reporting required continual, exhausting manual intervention because the underlying data was almost always out of date.

Learn More

The Challenge.

Operational reporting required continual, exhausting manual intervention because the underlying data was almost always out of date.

Learn More

The Challenge.

Operational reporting required continual, exhausting manual intervention because the underlying data was almost always out of date.

Learn More

Leadership

Solving the Service Coordination Challenge

Specialist service firms face unique "Entropy" that standard ERPs cannot handle. We solve these challenges through systemic orchestration:

Product Innovation – XLRS Cloud

Bank Feeds & Bank Reconciliation

Bank statements are matched against the ledger automatically, so reconciliation stops being a month-end scramble and the cash position is current every day.

Book Consultation

Product Innovation – XLRS Cloud

Expense Management

Exceleris has built a suite of applications that deliver meaningful business outcomes within the XLRS Cloud Offerings. These are currently offered on the Salesforce platform and will be offered across platforms in due time. Most of the applications do not require a specific ERP, but some connectors have dependencies.

Book Consultation

Product Innovation – XLRS Cloud

Bank Feeds & Bank Reconciliation

Bank statements are matched against the ledger automatically, so reconciliation stops being a month-end scramble and the cash position is current every day.

Book Consultation