ZANUS AI FOR PROFESSIONAL SERVICES — PSA & INTEGRATIONS

Keep your PSA. Add the intelligence.

Your PSA — the project-and-billing system the firm runs on — stays the system of record. Zanus becomes the system of work: connectors sync clients, projects and time data both ways, the intake pipeline files what arrives, and AI-drafted recaps flow back where they belong. No rip and replace.

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Private tenant or your own server · unlimited users · engagement-confidentiality-conscious architecture

Integration with existing PSA and billing systems

No rip and replace: the PSA, the billing system and the calendars stay — the AI layer connects to all of them.

What it does

PSA connectors

Clients, projects, budgets and time entries mapped field by field, with a dry-run preview before anything writes — push, pull or two-way, your choice.

CRM connectors too

Salesforce and HubSpot connectors keep the pipeline synced — the RFP the AI triaged appears where your BD lead already works, push, pull or two-way with dry-run.

REST API + webhooks

A full API for whatever else the firm runs: document management, resource planning, client portals — data in, results out, under scoped keys.

One question across all your systems

The budget lives in the PSA, the deliverable in the engagement library, the pipeline in the CRM — and the AI reads across all of it. “Where do we stand with this client?” becomes one question with one grounded answer.

Field mapping with dry-run preview
Each system stays master of its own records
Every sync event on the audit record
External systems appear as blocks on the automation canvas

REST API and webhooks connecting firm systems

Documents routed through the intake pipeline

Documents flow back where they belong

The utilization recap, the drafted proposal section, the kickoff checklist: finished documents return to the client and project records through the same connectors — reviewed and approved by your professionals first.

AI output filed to the client record
Approval workflow before anything writes back
Webhooks notify your systems in real time

Professional-services software is priced per consultant per month, with AI gated to enterprise tiers — tooling costs scale with the very head-count the firm bills by, and new business still hits voicemail while everyone is billable. Zanus AI: the new-business front office AND the engagement back office, unlimited users, flat price — in your private tenant or on a server your firm owns.

Questions, answered

Which PSAs do you support?

Connectors are mapped per deployment — bring your PSA and billing system to the demo and we walk through the exact integration path for your stack.

Does client data pass through third parties?

No. The connectors run inside your tenant — or inside your building on the on-premises option. Data moves directly between your systems.

Keep your PSA. Add the intelligence.

What it does

One question across all your systems

Documents flow back where they belong

Questions, answered

See it working on YOUR firm — the demo IS the product.