One Workspace to Run the Operational Side of Your Firm.
EXP ERP is the operational core of the EXP ecosystem — a single workspace where clients, engagements, time, billing, and documents live together. It integrates fully with EXP Workforce AI and connects seamlessly to the external accounting systems your business already relies on.
The Problem
Why businesses struggle without ERP.
Clients & Matters
Without ERP, manage clients, matters, and engagements from a single workspace with full interaction history.
Time & Billing
Without ERP, log time, generate invoices, and track billing trends without leaving the dashboard.
Documents
Without ERP, upload, organize, and share engagement documents alongside the work they belong to.
How ERP Solves It
EXP ERP brings clients, matters, engagements, tasks, documents, utilization, time, billing, WIP, and receivables into one place — so professionals run the firm from a single dashboard instead of jumping between disconnected tools.
The operational core of the EXP ecosystem
EXP ERP is the operational core. Every other EXP application connects through it — Workforce AI for people, Timepilot IQ for time, AI Revenue for billing, and Sales Suite for pipeline — so the firm has one source of truth.
Capabilities
Primary Capabilities
Everything EXP ERP does, built to connect with the rest of the EXP ecosystem.
Clients & Matters
Manage clients, matters, and engagements from a single workspace with full interaction history.
Time & Billing
Log time, generate invoices, and track billing trends without leaving the dashboard.
Documents
Upload, organize, and share engagement documents alongside the work they belong to.
Utilization & WIP
See utilization, work-in-progress, and outstanding receivables at a glance.
Portfolio Health
Monitor portfolio health and revenue visibility before month-end.
Tasks & Approvals
Sequence tasks by due date and flag matters that need attention.
AI Capabilities
AI embedded natively into ERP workflows — not bolted on.
Smart Matter Flagging
Matters that need attention are surfaced automatically based on activity and deadlines.
Billing Trend Insights
Revenue is visible before month-end through automated billing trend analysis.
In Action
Product Screenshots
Connects With Your Existing Tools
EXP complements your infrastructure — no rip-and-replace required.
Ideal Industries
Built for How These Industries Operate
Professional Services
Clients, engagements, time, and billing.
Accounting & CPA Firms
Client work, deadlines, workforce, and billing.
Government Contractors
Contracts, workforce, timekeeping, and financial operations.
Consulting Firms
Projects, utilization, time, and revenue.
Staffing Companies
Workforce, scheduling, time, and billing.
ROI & Business Impact
Verified capabilities and clearly labeled illustrative outcomes.
1 Place
to run the entire firm
Verified capabilitySeamless
sync with external accounting systems
Verified capabilityDay 1
a complete workspace professionals can run
Verified capabilityImplementation
Live in Days, Not Months
Most businesses are live within 3–5 business days. We handle data migration and setup.
Day 1 — Discovery
A scoping call maps your clients, matters, and the accounting system ERP must connect to.
Day 2–3 — Configuration
Our team configures clients, matters, users, roles, and approval workflows alongside your existing tools.
Day 4–5 — Go Live
Data is migrated and validated; your team is trained in a live session. Most firms are live within 3–5 business days.
SECURITY
Secure From Day One
EXP ERP runs on the EXP platform's shared security infrastructure: SOC-2 inspired architecture, AES-256 encryption, role-based access control, and full audit trails across every workflow. Compliance relationships are stated precisely on the Security & Trust Center — EXP does not claim certifications it has not earned.
FAQ
Frequently Asked Questions
Ready to See ERP in Action?
Book a focused 30-minute demo built around your industry and your specific operational challenge.