Treya provides a SaaS platform that unifies pricing, resource planning, project accounting, and invoicing for professional services firms such as custom software developers and IT integrators. The system offers real‑time financial dashboards, drag‑and‑drop deal management, automated invoice scheduling, and resource allocation tools to improve estimate accuracy, utilization visibility, and profitability.
Funding
Funding not disclosed
Founders
Product
Problem
Technology services firms rely on spreadsheets and disparate tools to price projects, plan resources, and track profitability, leading to inaccurate estimates, hidden costs, and limited visibility into financial performance.
Solution
Treya offers a unified SaaS platform that consolidates pricing, resource planning, project accounting, and invoicing for custom software, IT services, and systems integrators. The system provides real‑time financial dashboards, automated deal scoping, and built‑in rate‑card management, eliminating manual data entry and guesswork. Users can create estimates, assign teams, schedule invoices, and monitor utilization from a single interface, enabling predictable, profitable growth without extensive training.
Target Audience
Primary customers are professional services firms such as custom software developers, IT service providers, and systems integrators that need integrated sales, delivery, and financial management.
Features
- Drag‑and‑drop sales pipeline and deal management with confidence‑weighted forecasting.
- Integrated pricing tools ranging from quick estimates to full‑blown team‑builder spreadsheets, linked to a centralized rate card.
- Automated invoice scheduling for fixed‑bid or time‑and‑materials contracts, with PDF export and overdue alerts.
- Lead tracking with notes, reminders, ownership assignment, and status categorization.
- Insights dashboard that forecasts revenue, displays team utilization, and highlights leading performance indicators.
- Project management module that tracks timelines, budgets, timesheets, and profitability against scoped deliverables.
- Resource allocation view to balance workloads and plan hiring needs across the portfolio.
- Unlimited user access at a flat rate, with role‑based visibility controls.