HR for professional services

HR and payroll software for consultancies, agencies and advisory firms

Nexa People handles the people side of a firm whose staff spend their days at client sites, on the road and in the office. Attendance, expense claims, business travel, training and payroll sit on one employee record, so month-end is a review of approved data rather than a chase for receipts.

  • Client-site check-ins
  • Expenses paid on the payslip
  • Training on record
Two consultants talking through a document in a glass-walled meeting room
TravelClient workshop · return flight 1,240.00

Built for

  • Management and IT consultancies
  • Accounting and audit firms
  • Law firms and legal services
  • Marketing and creative agencies
  • Engineering and design consultancies
  • Outsourced and managed services

01Expenses and travel

Client costs claimed, approved and paid back on time

Engagement work runs on taxis, hotels and working lunches, and the receipts tend to pile up until the end of the month. In Nexa People, every claim is recorded against a category with its own per-claim limit and receipt rule, plus a monthly limit for the team. Approvers approve or reject, the employee is notified at each step, and approved reimbursements can be paid on the next payslip. Trips are requested with destination, purpose, dates and estimated cost before anyone books.

  • Categories with per-claim limits, receipt rules and a monthly limit
  • Trip requests approved before travel, with advances and per diem if you allow them
  • Reimbursements paid on the payslip, taxable or not, as you decide
More about expense claims
TravelClient workshop · return flight 1,240.00
Expense claims5 pending

Pending

1 item

  • Food

    NPNina Petrov · Engagement kickoff lunch · 186.50

Approved

1 item

  • Accommodation

    CMCarlos Mendoza · Hotel near client office, 2 nights · 420.00

Reimbursed

1 item

  • Office

    HSHana Sato · Printing for the board pack · 74.20

Managers only see their own team's claims.

02Client-site attendance

A clean attendance record when your people are at the client

Consultants and auditors often start the day at a client's office, not yours. Staff check in from the Nexa People mobile app, and for the people you choose, punches can be limited to a geo-fence, an approved network or a registered device. Punches made without signal are kept and sent later. Office staff can use a biometric terminal at the door, and anyone working from home raises a remote-work request, so every day has a status payroll can read.

  • Mobile check-in with location, selfie, network or device checks
  • Location checked only at the moment of a punch, never in the background
  • Remote-work and correction requests in one approvals inbox
More about attendance
Mobile check-inClient office · 08:41 · location matched
Today · Advisory team12 checked in

Present

1 item

  • Office check-in

    DODavid Okoro · Head office · 08:55 · main entrance

Remote

1 item

  • Remote work

    RMRachel Moore · Year-end close · approved yesterday

Late

1 item

  • Mobile check-in

    TBTom Becker · Client site · 09:22 · grace exceeded

Each day is judged against the person's own shift and grace time.

03Training and qualifications

Know who has completed what, before the client asks

A firm sells its people's expertise, so training can't live in an inbox. Nexa People runs every program from draft to scheduled to active to completed, with sessions, trainers and venues attached. Keep a register of internal and external trainers, enrol staff or let them enrol themselves with manager approval, and mark each person completed or dropped. Completion dates are stamped automatically, and feedback ratings show which programs are worth running again.

  • Programs by category, from technical to leadership and compliance
  • Internal and external trainers with their expertise
  • Enrolled, completed or dropped, with completion dates recorded
More about training
Advanced financial reportingTechnical · external trainer · 9 enrolled
Training programsThis quarter

Active

1 item

  • Managing your first engagement

    Leadership · internal trainer · 7 enrolled

Scheduled

2 items

  • Difficult client conversations

    Soft skills · Boardroom · 12 seats

  • Data protection essentials

    Compliance · online · all new joiners

Completion dates are stamped automatically when someone finishes.

Every day

The rest of running a firm's people, covered

The work that sits around engagements, in the same system and on the same employee record.

01

Payroll with allowances and reimbursements

Run staff on the payroll setup that matches their contract, with recurring allowances, overtime from approved requests and approved reimbursements on the payslip. Every run moves from Draft to Processed to Paid.

02

Reviews and probation

Run annual, half-yearly and probation cycles, give each person KPIs with targets and weightings, and keep a competency library for the skills your service lines depend on.

03

Letters on your letterhead

Write offer, experience, confirmation and appreciation letters from your own templates. Letters are numbered, can require approval before issue and stay with the employee's documents.

04

Dates nobody forgets

Scheduled alerts check every active employee each morning for probation and contract endings, plus ID card, passport and visa expiry for staff who travel to clients.

How it runs

How a pay period runs at a professional services firm

From the first client-site check-in of the month to the payslip and the partner report.

  1. 1

    All month

    Check-ins and claims as work happens

    Staff check in from the office or the client site, and log claims and trip requests as they go. Each claim is checked against its category limit and receipt rule.

  2. 2

    Week 3

    Approvers clear the queue

    Engagement managers approve remote days, attendance corrections, trips and claims for their own team. The employee is notified at every step.

  3. 3

    Before cut-off

    Reimbursements join the payroll

    Approved reimbursement requests marked to be paid on the payslip are picked up by the run, as taxable or non-taxable, so nobody waits for a separate transfer.

  4. 4

    Payroll day

    Payroll runs and is approved

    Nexa People builds a draft payslip for each person from attendance, leave, overtime and reimbursements. Finance reviews every line, holds anything doubtful and marks the run paid.

  5. 5

    After payday

    Partners get the numbers

    Payroll cost and headcount reports, filtered by department and cost centre, are emailed to partners and finance as CSV files on a schedule. Employees view their payslips in the app.

In depth

How HR software helps professional services firms

A professional services firm is its people. Consultants, auditors, lawyers and designers are what the client pays for, and they spend much of their time somewhere other than the firm's own office. That makes the basics harder than they look. HR needs to know who was working, and where, without a terminal at the client's door. Finance needs every client-related cost to arrive with a receipt and an approval. Partners want the payroll cost of each department without waiting for a spreadsheet. Nexa People puts attendance, claims, travel and payroll on one employee record, so each of those questions has one answer.

Attendance for a mobile team works best when it's light. In Nexa People, staff check in from the mobile app wherever the engagement takes them, and you decide who needs extra checks: a geo-fence, an approved network, a registered device or a selfie. Location is only checked at the moment of the punch. Office staff can still use a biometric terminal, and people working from home raise a remote-work request that goes through approval. Every day ends up with a status that payroll can read, judged against the person's own shift and grace time.

Expenses are where firms lose the most time. A single engagement can create dozens of small claims for travel, hotels and client meals, and chasing receipts at month-end is nobody's favourite job. Nexa People sets the rules up front. Each category has a per-claim limit and a receipt rule, and the team has a monthly limit. Trips are requested with destination, dates and estimated cost before anyone books, and travel advances and per diem can be allowed in the settings. Approved reimbursements can be paid on the payslip, so the money arrives with the employee's pay.

A firm's reputation rests on what its people know, so development has to be visible. Nexa People runs training programs with sessions, internal or external trainers and venues, and records who enrolled, who completed and who dropped, with completion dates stamped automatically. Performance cycles can be annual, half-yearly or tied to probation, with KPIs and a competency library that describes the technical, leadership and behavioural skills your service lines need. When a client asks who on the team has completed a particular program, the answer is a filtered report rather than a search through email.

Billable hours and client invoicing usually stay in your practice management tool. Nexa People handles everything around them: offer and experience letters from your own templates, onboarding checklists for each new joiner, help desk tickets for payroll and policy questions, and alerts for probation endings and expiring passports or visas. Payroll is configurable rather than fixed, with your own tax slabs, allowances and pay schedules, and any of the 100 built-in reports can be emailed on a schedule. The Nexa AI agent can find pending claims or prepare approvals, and always asks before it changes anything.

FAQ

HR software for professional services: your questions

Anything else? Talk to our team.

Nexa People suits consulting and advisory firms because it combines client-site attendance from the mobile app, expense claims with limits and receipt rules, trip approvals, training records and configurable payroll on one employee record. The best choice depends on your policies and team size, so it's worth seeing it run against your own data first.

With Nexa People, each claim is recorded against a category that has its own per-claim limit and receipt rule, and you can set a monthly limit for the team. Claims move from pending to approved or rejected to reimbursed, the employee is notified at each step, and approved reimbursements can be paid on the next payslip.

In Nexa People, staff check in and out from the mobile app. For the people you choose, punches can be limited to a geo-fence, an approved network or a registered device, with an optional selfie. Location is only checked at the moment of the punch, and punches made without signal are stored and sent later.

Yes. In Nexa People, a trip is requested with the destination, purpose, travel dates and estimated cost, then approved or rejected before travel. Approved trips are marked completed when the traveller returns, and travel expenses are recorded by category. You can also choose whether travel advances and per-diem rules apply.

Yes. Nexa People lets employees submit reimbursement requests from self-service, itemised with dates, categories and receipt numbers. Once approved, a reimbursement can be included in the payslip as taxable or non-taxable, so it arrives with the employee's pay instead of as a separate transfer.

Nexa People records training programs with sessions, internal or external trainers and venues, and tracks each enrolment as enrolled, completed or dropped, with the completion date stamped automatically. Programs can be grouped by category, such as technical, leadership or compliance, and feedback ratings show which ones are worth repeating.

No. Nexa People records attendance, leave, remote work and overtime for payroll, not time billed to client matters or projects. Most firms keep billable hours and invoicing in their practice management tool and use Nexa People for HR, expenses, travel, training and payroll.

Yes. Nexa People lets you build templates for offer, experience, warning, appreciation, confirmation and your own letter types. Letters can be numbered automatically, require approval before they're issued and carry your letterhead, and each one stays with the employee's record.

Yes. Nexa People can email any HR, attendance, leave, payroll or separation report as a CSV daily, weekly or monthly, with your saved filters such as department or cost centre. Each schedule can go to up to 25 recipients, and failed deliveries are retried automatically.

Start free today

See Nexa People set up for professional services

Try the platform free with a sample company, or book a demo and we will walk through it with your own professional services setup.

  • 01Payroll, attendance and leave
  • 02Hiring and onboarding
  • 03Ready in minutes