Fact Sheets

Kyriba for Professional Services

Advanced treasury solutions for consulting, legal, engineering, and professional service firms

Kyriba delivers trusted treasury, payments, and connectivity solutions for Professional Services organizations-covering consulting, legal, engineering, and specialized service firms. Our secure, cloud-based platform centralizes cash visibility, unifies project-based workflows, and drives actionable insights for both treasury operations and client oversight. With workflow automation, AI-powered fraud detection, and best-in-class ERP and bank connectivity, Kyriba helps professional service firms streamline operations, ensure compliance, and enhance client satisfaction.

Why professional services choose Kyriba

  • Solves project-based cash flow volatility, billing complexity, compliance burden, and system fragmentation challenges.

  • Modular, cloud platform scales with growth and multi-client operations.

  • Demonstrated 43% improvement in cash forecast accuracy, 97% productivity gains, and 90% faster system integration.

  • Continuous innovation in AI, API, automation, and treasury digitization with complete data sovereignty.

What sets us apart

  • Connections to 9,900+ banks, 66,000+ prebuilt and pretested format scenarios, fully managed Bank-Connectivity-as-a-Service (BCaaS).

  • 3 billion bank transactions and $15 trillion in payments processed across the globe annually, with specialized capabilities for project-based business models.

  • Industry's only Trusted AI architecture with embedded LLM technology and Agentic AI (TAI) with complete data sovereignty, ensuring sensitive client and financial information never leaves your trusted environment.

Solving professional services challenges

  • Unified cash visibility across all projects and clients, automated project billing workflows, configurable compliance reporting.

  • Seamless integration with ERPs, billing systems, and banks; automated reconciliation eliminating up to 95% of manual processes.

  • Automated regulatory and trust accounting compliance; customizable dashboards for enhanced client transparency.

  • Multi-layered security, AI-powered fraud protection, real-time controls with SOC 1, SOC 2, and SOC 3 Type II reporting.

  • Rapid onboarding, modular platform for mergers and acquisitions and practice expansion.

Use cases and impact

  • Legal Services

    Enhanced client fund segregation, audit-ready documentation, streamlined operations

  • Consulting & Advisory

    Accelerated decision-making, improved resource allocation, enhanced client satisfaction

  • Engineering & Technical

    Optimized project profitability, automated variance analysis, global operations support

Key benefits summary

  • Consolidated view of cash, liquidity, and risk across all client projects and engagements.

  • Automated payments, reconciliations, billing processes, and compliance reporting.

  • AI-powered scenario analysis with natural language queries.

  • Connect to 9,900+ banks globally and major ERP platforms that are common for professional services firms, including SAP, Oracle, NetSuite, and other specialized project management systems.

  • 10,000+ ERP instances connected; extensive open APIs for seamless integration.

  • Automated, customizable dashboards and reports for increased client transparency and regulatory compliance.

  • Committed to the highest standards of data security, compliance, and privacy with proven track record over 20 years in Treasury and Finance cloud SaaS solutions

Ready to modernize your Professional Services treasury? Request a demo today.

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