Platform overview

The operational system your practice actually runs on.

Five jobs that used to live in five spreadsheets, now one connected ledger — from the first logged minute to the paid invoice and the forecast it informs.

01 · Time capture

Every billable minute, captured at the source.

Timers, calendar sync, and Teams/Slack capture mean hours are recorded as work happens — not reconstructed on Friday. Approvals and rate cards are built in.

TriAxis time-capture view — billable sessions logged by date, project, task and category
02 · Project & task

Plan and staff against budget and deadline.

Scope engagements, assign teams, and track burn against budget in real time. Partners see which matters are on track and which are quietly going over.

TriAxis projects view — active engagements with base-amount, milestone and start-date columns (client names redacted)
03 · Billing automation

From delivery to GST invoice in one click.

Six billing models — hourly, fixed-fee, retainer, milestone, capped and value-based — with GST-ready invoicing and automated reminders that shorten the cash cycle.

TriAxis GST-ready tax invoice — line items with HSN/SAC codes, SGST/CGST split and total (client and bank details redacted)
Differentiator · 04 Revenue intelligence

The layer that turns operations into margin.

Leakage alerts, unbilled-time tracking, WIP ageing, forecasting and client-health scoring — the intelligence no spreadsheet gives you.

Go deep on Revenue Intelligence →
TriAxis Revenue Intelligence — pipeline value, ready-to-bill and invoiced totals across deliverables
05 · Client management

One record for every client relationship.

Engagements, documents, communication and billing history against a single client record — so anyone picking up the account is instantly up to speed.

screenshot · client 360

Integrations

Sits on top of the stack you already trust.

Zoho Books GST Portal Tally · coming soon Microsoft Teams Slack
Ready to see it on your numbers? Request a Demo
TriAxis — Agent View
/platform/
# TriAxis Platform — the operational system your practice runs on

Five jobs that used to live in five spreadsheets, now one connected ledger —
from the first logged minute to the paid invoice and the forecast it informs.

## The five jobs
- 01 Time capture — every billable minute captured at the source. Timers, calendar sync, and Teams/Slack capture record hours as work happens; approvals and rate cards are built in.
- 02 Project & task — plan and staff against budget and deadline. Scope engagements, assign teams, track burn in real time.
- 03 Billing automation — from delivery to GST invoice in one click. Six billing models (hourly, fixed-fee, retainer, milestone, capped, value-based) with GST-ready invoicing and automated reminders.
- 04 Revenue intelligence (the differentiator) — leakage alerts, unbilled-time tracking, WIP ageing, forecasting and client-health scoring. See /revenue-intelligence/.
- 05 Client management — one record for every client relationship: engagements, documents, communication and billing history.

## Integrations
Zoho Books, GST Portal, Microsoft Teams, Slack, and Tally (coming soon).

## Contact
Request a demo at /contact/ · hello-triaxis@avantinsights.com