Professional · $247 a month
Built where the money actually moves.
On product-heavy work, procurement carries 40 to 60 percent of project revenue, and the bookkeepers say 8 to 15 percent of it leaks. Professional exists to run that loop end to end. Here is the reasoning.
Why this tier exists
Two accounting firms that work with interior designers put numbers on the same problem. Complete Controller: designers lose 8 to 15 percent of potential revenue to unbilled small items, freight charges, and rush fees. Logistis, which works exclusively with designers: procurement represents 40 to 60 percent of total project revenue for product-heavy firms, and freight estimated at 10 percent routinely lands at 15. The leak is not a discipline problem. It is what happens when the money’s path crosses tool boundaries.
Every crossing is a place to lose track: a product specced in one tab and approved in an email, an approval that never became a purchase order, a delivery that never became an invoice line. Professional’s premise is that the loop holds only if it runs in one system: source, spec, client approval, markup, purchase order, bill. When each step creates the next one, nothing waits in a spreadsheet to be remembered.
Client onboarding ships in the same tier because it is the front end of the same money: the contract, the deposit, and the scope that procurement later bills against are all set there. And three seats, because this is the first workflow that is genuinely shared. One person specs, another orders, another reconciles.
Why these modules
01 Inquiry Pipeline
Lead capture forms, automatic scoring and qualification, automated response sequences, a proposal builder with tracking.
Carried from Foundation. The front door does not change when the work goes product-heavy; it feeds bigger projects.
02 Client Onboarding
Standardized intake, e-signature contracts, deposit tracking, welcome sequences, project kickoff automation.
Every term procurement will later bill against is set at onboarding: scope, deposit, markup expectations. A standardized intake means those terms exist in the system from day one instead of in a thread. It sits at this tier because it is the opening move of the procurement loop, not a nicety.
03 Project Communication
Milestone-triggered client emails, pre-written templates per design phase, a read-only client portal.
Carried from Foundation, and it earns more here: on product work, most status questions are really order questions, and the answers now come from live procurement data instead of memory.
04 Procurement
Centralized purchase-order tracking, a vendor database, delivery coordination, per-item markup and margins, reviewed and sent product invoices, payment and credit tracking, accounting CSV handoff, and Margin Rail reconciliation—all within the procurement loop.
The reason this tier exists. Orders, vendors, deliveries, and the billing status of every item live on one rail, so an approved item that was never ordered, or a delivered one that was never billed, is a visible exception instead of a silent leak.
Why it stops here
Professional stops before time tracking and the portfolio pipeline, and the reason is scale: both of those disciplines compound with headcount. Hourly capture pays in proportion to how many people can forget to log; portfolio publishing pays in proportion to how many projects finish. At one to three seats, the procurement loop is where the money is, so that is where the tier is.
If you bill hours across a team, or finished projects pile up faster than they get published, the scale argument applies to you: that is Studio.
The math
8–15%
of revenue leaks to unbilled items, freight, and rush fees (Complete Controller)
40–60%
of project revenue moves through procurement on product-heavy work (Logistis)
One six-figure project where nothing slips through pays for Professional for years. That is the wedge: $247 a month against a leak the named bookkeeping source measures in whole percentage points of revenue. That comparison is arithmetic, not a promised result.
Stop the leak where it starts.
No free trial, and no risk: every plan carries a 30-day money-back guarantee. If it doesn’t deliver, you’re refunded in full. Cancel anytime; your data leaves with you.