Tersa
Billing, payments, budgets, and project financials for service teams.
About the Integration
Connect financial operations to client delivery
Tersa is a finance and billing platform designed for project-based and recurring service businesses. The Saaporo integration connects invoices, payments, budgets, and commercial performance with the projects and client relationships that generate them.
Operations teams can understand the financial position of an engagement without maintaining a separate spreadsheet, while finance teams receive cleaner project and client data for billing.
What the integration syncs
- Clients, billing contacts, and commercial entities
- Invoices, payment status, due dates, and outstanding balances
- Project budgets, retainers, and approved change orders
- Expenses, billable amounts, and financial adjustments
- Revenue, margin, and account-level financial summaries
Teams can map Saaporo services, projects, and milestones to Tersa billing items. Financial permissions remain controlled so client-facing users see only the information intentionally shared with them.
Automate milestone and recurring billing
When a Saaporo milestone is approved, the integration can create a draft invoice in Tersa using the correct client, amount, reference, and billing contact. Recurring retainers can generate invoices on a defined schedule, while approved scope changes can be added as separate line items.
Finance teams retain final control before invoices are issued. Once sent, payment status returns to Saaporo so account owners can see whether commercial actions are complete without requesting updates from finance.
Monitor budget and margin earlier
Tersa can combine invoiced value, project cost, expenses, and retainer usage with Saaporo delivery progress. This helps teams identify when budget consumption is moving faster than completed value or when unbilled work is accumulating.
Financial risk can contribute to Saaporo account-health indicators and weekly operating reviews, creating time to adjust scope, staffing, delivery shape, or commercial expectations before the engagement becomes unprofitable.
Common workflows
- Create a draft invoice when a project milestone is approved
- Display payment status in the internal client account view
- Notify the account owner when an invoice becomes overdue
- Track retainer usage against the current service period
- Include margin and budget variance in portfolio reporting
Why teams connect Tersa
Tersa brings financial clarity into the same operating rhythm as delivery. Project, account, and finance teams work from aligned information, invoices are prepared with less administration, and leaders can protect margin without waiting until the end of an engagement.
Questions about bringing client operations into one place.
Saaporo is a client operations platform for agencies, consultancies, studios, and other service teams. It brings onboarding, projects, communication, approvals, automation, reporting, and client visibility into one connected workspace.
Traditional project-management tools organize internal tasks. Saaporo is built around the full client relationship, connecting delivery work with client portals, intake, feedback, approvals, reporting, health, and profitability.
Yes. Each client can receive a focused, branded space to complete onboarding, view progress, access files, review deliverables, leave feedback, approve work, and read updates without seeing internal-only information.
Teams can automate project setup, onboarding forms, task creation, approval reminders, weekly updates, risk alerts, renewal workflows, and other repeatable steps triggered by changes in client or project status.
Starter suits solo operators. Team adds collaboration and approvals. Growth adds automation, retainers, integrations, Saaporo Assist, and risk alerts. Scale adds capacity planning, profitability, advanced permissions, and priority support.
Yes. Starter is available at $0 and includes the core tools needed to organize client relationships, projects, portals, files, forms, and reusable templates.
Yes. Teams can begin with the level that matches their current delivery process and move to a higher tier as collaboration, automation, reporting, or operational-control needs grow.
Annual plans use the yearly prices shown in the pricing section and reduce the effective monthly cost compared with month-to-month billing.
Start with one repeatable client journey: create the client workspace, build the onboarding steps, add a project template, and define the approvals and updates. Once the process works, reuse it across new engagements.
Teams can organize existing client records, projects, files, forms, notes, and recurring workflows inside Saaporo, then move additional processes over gradually instead of changing everything at once.
Yes. Saaporo is designed to connect with the tools teams already use for sales, communication, files, forms, calendars, and reporting. Integration availability varies by plan, with custom options for larger teams.
Internal delivery and external client access are separated. Clients see only the spaces, files, updates, and approval requests shared with them, while advanced permissions are available for teams that need deeper control.
Ready to make client work feel calmer?
Bring onboarding, projects, communication, approvals, automation, and reporting into one connected workspace built for service teams.
