See the margins your books can't show you.

ERPAIStack is the AI operations layer for professional services firms running QuickBooks, Xero, and Excel timesheets. It delivers weekly ProServ Operations Reports showing project gross margin, billable utilization, client concentration, and employee variance — the operational metrics your P&L cannot show you. Built for 15–100 person firms generating $1M–$100M in revenue, ERPAIStack requires no migration, no new accounting system, and no Controller on staff. Upload 13 weeks of timesheets and see what your spreadsheets have been hiding. A service line of KCENAV.ai, the AI-native strategic navigation advisory.

No Migration Required

Keep QuickBooks. Keep Xero. Keep Gusto. We read your existing data.

Operational in Days, Not Months

13 weeks of timesheets and an email address. That's the entry requirement.

Weekly Operations Reports

ProServ Operations Report every week. Margins, utilization, variance, concentration.

One report. Every metric that matters.

Your ProServ Operations Report drops every Monday. Project gross margin, billable utilization, client concentration, employee variance. The numbers your P&L was never designed to show.

Project Gross Margin

Real margin per project, per client. The actual money left after fully loaded labor cost.

47.2%
Avg. project margin

Billable Utilization

Who's billing, who's on the bench, and where the capacity is hiding in your team.

71.4%
Team utilization rate

Client Concentration

Revenue distribution across your book. Flags when one client is a single point of failure.

3 / 12
Clients above 15% threshold

Employee Variance

Performance spread across your team. Who delivers above-margin work, who needs support.

±12.3%
Margin variance across team

How visible are your operations?

Answer eight questions about how you track margins, utilization, and client mix today. Get a scored Operations Visibility Assessment with specific recommendations for your firm.

  • Scored across four operational dimensions
  • Benchmarked against 15-100 person firms
  • Actionable next steps based on your score
  • No credit card. No sales call. Just data.
Take the Free Assessment

Operations Visibility Score

Sample
62
Margin Visibility
45
Utilization Tracking
71
Client Diversification
38
Exit Readiness

One front door. Three paths forward.

Every interaction starts with AI conversation. Where it goes depends on what your firm needs right now.

Self-Serve

Run It Yourself

Upload timesheets, get your ProServ Operations Report, and run your firm with better data. AI configures everything. Full capabilities behind premium.

Advisory

Strategic Guidance

AI qualifies and warms the engagement, then connects you to KCENAV for implementation support. For firms that want strategic counsel alongside the tooling.

Marketplace

Compare and Decide

Explore and compare operational infrastructure options through conversational AI. See how different approaches stack up for your specific firm profile.

One-time reports. Actionable answers.

Pay-per-outcome AI analysis tools built for firm owners who need answers, not subscriptions. No ongoing commitment.

Pay-Per-Outcome

Valuation Readiness Analysis

AI-generated analysis of how your firm's operational metrics affect enterprise valuation and exit readiness. Get a Valuation Readiness Score plus a ranked improvement roadmap with estimated $ impact per action.

  • Valuation Readiness Score (0–100) with current multiple range
  • Revenue quality, concentration risk, and margin profile analysis
  • Key risk factors ranked by buyer impact
  • Improvement roadmap with estimated valuation impact per action
  • Benchmark comparison against peer firms

The operational infrastructure landscape, navigated.

Conversational AI helps you compare ERP solutions, understand tradeoffs, and find the right fit for your firm. No vendor bias. Just data.

Solution Comparison

Compare ERP platforms side-by-side on the dimensions that matter to services firms: project accounting, utilization tracking, reporting depth.

Coming Soon

Implementation Intelligence

Real implementation timelines, effort levels, and gotchas from firms your size. Not vendor-supplied estimates.

Coming Soon

Migration Readiness

Understand what moving to a new platform actually requires: data mapping, process changes, team training, true total cost.

Coming Soon

ProServ intelligence, delivered.

Original research on operational performance, margin benchmarks, and infrastructure decisions for professional services firms.

Benchmark Report

Billable Utilization Benchmarks: 15-100 Person Services Firms

Where do firms your size actually land on utilization? We analyzed the data to find out.

Field Guide

The Owner's Guide to Project Gross Margin

What margin by project actually means, how to calculate it without a Controller, and what good looks like.

Analysis

Client Concentration Risk: When One Client Becomes a Liability

The threshold where client concentration shifts from healthy revenue to existential risk. And how to measure it.

See what your spreadsheets are hiding.