IV-INPRO — Decision Package for Independent Professionals
Transform customer, project and income-expense data into verified decision reports. Designed for individual professionals and boutique teams.
Who Is It For?
IV-INPRO is designed for independent working professionals and small teams who want to see how much they earned from which project, which client's payment is delayed, and their net profitability at period-end on a single page.
- Architects and engineers — Project-based income-expense, measurement and progress payment tracking
- Consultants — Client, quote, contract and collection trace
- Financial advisors / CPAs — Client portfolio, periodic profitability, document draft
- Freelancers and boutique teams — Multiple projects, expenses, invoices and collections
IV-INPRO Overview
Users
1 person
First Output
1-page decision report
Data Sources
Manual, XLSX
Price
Free during the pilot
Features
Complete decision chain for the individual professional
Client & Project
Client card, project definition, quote history, contract status and project-based income-expense tracking. Open collections, delayed payments and profitability are visible for each client.
Income-Expense & Cost
Manual entry or XLSX/CSV import for income, expense, cost and invoice records. Category-based analysis, period comparison and budget deviation.
Collection & Document
Collection calendar, delayed payment warning, invoice/document draft and no final document without authorized approval.
Individual Profitability
Project-based, client-based and period-based profitability analysis. Net margin, hourly earnings and project ROI calculation.
Period Summary
Monthly and quarterly period summary. Income-expense summary table, VAT status, cash flow and decision recommendations.
Transaction Trace
Every record, update and output operation is logged with a Trace ID. Historical report recall and change comparison.
Workflow
How is a decision package formed in IV-INPRO?
- Data Entry — Manual entry, XLSX/CSV import or document draft for income-expense, client and project data.
- Validation — Missing column, duplicate record and inconsistency check. System Assistant warns about low confidence signals.
- Matching — Client, project and document matching profile is versioned. Authorized approval is awaited.
- Risk Analysis — Delayed collections, budget deviation, cost anomaly and VAT signals are flagged.
- Decision Report — When blocking issues are resolved and warnings are clearly labeled, a 1-page decision report is produced.
- Trace Record — The report is stored with its source trace and control status. Recallable by Trace ID.
Start pilot with IV-INPRO
Without changing your ERP, a first verified Decision Package with a 10–15 business day target pilot scope.