# HRMS for professional services firms in India | Peoplo.ai

URL: https://peoplo.ai/in/en/solutions/professional-services/

> Peoplo.ai for consultancies, law and accounting firms and agencies: letters and documents, leave policies, claims and vendor bills, goals and check-ins.

People, companies and figures in product examples on this page are sample data, not customers.

[Solutions](https://peoplo.ai/in/en/solutions/)

Industry · Professional services and agencies

# HR for firms that sell expertise

Partners don’t want to run HR. Peoplo.ai keeps letters, leave, claims and goals in order so the team can focus on clients.

[Request a demo](https://peoplo.ai/contact/) [See pricing](https://peoplo.ai/in/en/pricing/)

Sound familiar?

## Paperwork

Offer letters, confirmations and experience letters drafted by hand.

## Out-of-pocket costs

Client expenses and vendor bills tracked in email.

## Feedback

Reviews that happen once a year, if at all.

Before and after

## What changes when Peoplo.ai does the groundwork

Today

With Peoplo.ai

Letters drafted from old Word files

Letters generated from your templates

Client expenses tracked in email

Claims with receipts and approvals

Annual reviews, if any

Weekly check-ins with comments

Partners doing HR admin

Agents prepare, partners approve

AI agents at work

## How AI agents help professional services firms

Each agent picks up a trigger, does the groundwork and hands you a result to approve. Here’s what that looks like for you.

[Meet all the agents](https://peoplo.ai/in/en/ai-agents/)

Kili

Trigger

“Update our confirmation letter wording”

Found the confirmation template

Prepared the new wording

Showed a preview

Result

Template change waiting

You: Confirm

Receipt reader

Trigger

Client dinner receipt

Read amount and merchant

Matched Meals category

Checked the per-item limit

Result

Claim line ready

You: Approve the claim

Policy assistant

Trigger

Associate asks about study leave

Found the leave policy

Checked eligibility

Answered with the source

Result

Answer in seconds

You: Nothing, it only answers

How Peoplo.ai helps

## What you get with Peoplo.ai

[Letters from templates Offer, appointment, confirmation, relieving and experience letters in seconds. Core HR](https://peoplo.ai/in/en/platform/core-hr/) [Claims and vendor bills Expenses with receipts, approvals and vendor bills with part payments. Business operations](https://peoplo.ai/in/en/platform/business-operations/) [Regular feedback Weekly check-ins and comments between people and their managers. Performance](https://peoplo.ai/in/en/platform/performance/) [Clear leave rules Leave types, accrual and carry forward enforced the same way for everyone. Leave and attendance](https://peoplo.ai/in/en/platform/leave/)

Through the year

## What it looks like in practice

An illustrative example.

- Monday Confirmation letters generated for two associates.
- Tuesday A vendor bill approved and part-paid.
- Thursday Check-ins flag a client-deadline blocker.
- Month end Payroll reviewed and locked in an afternoon.

The future of work

## Firms will run lean back offices

Professional services firms will keep their people focused on clients, with agents handling the internal paperwork.

Partner time on admin

Partner time on clients

Approvals take minutes, not afternoons.

Yearly feedback

Weekly feedback

Check-ins keep growth conversations going.

Lost receipts

Read receipts

Expenses captured and checked as they happen.

Peoplo.ai is built for this shift: agents prepare, people decide.

Why Peoplo.ai

## Why professional services leaders choose Peoplo.ai

### AI agents that ask first

Agents do the preparation and stop for approval. Approvals go to the audit log, and each agent can be switched off.

### Built for India

Payroll designed to support PF, ESI, PT, LWF and TDS by state, with guides and calculators kept current.

### HR and operations on one record

People, pay, goals, claims, assets and passwords together, so nothing falls between tools.

### Clear prices, fast start

₹79 per employee a month, published in rupees. Import your people from a CSV and start the same week.

ISO 9001:2015 and ISO 27001 certifications are held by the company behind Peoplo.ai. Built for GDPR and SOC 2, with tools for India’s DPDP Act. No SOC 2 certificate yet.

Questions

## Frequently asked questions

Straight answers about Peoplo.ai for Indian companies.

### Can we use our own letter wording?

Yes. Edit the built-in templates or create your own with merge fields. Your letterhead and signature block are added for you.

### Can we track vendor bills too?

Yes. Bills have vendors, invoice numbers, lines, tax and attachments, with approval before payment and support for part payments.

### Can we bill clients for expenses?

Peoplo.ai records claims by category, person and month with receipts, which you can export as CSV for billing.

### Do you support vendor bills?

Yes, with approval, part payments and vendor details.

## See Peoplo.ai set up for professional services and agencies

We’ll run the agents on your policies and payroll rules in the demo.

[Request a demo](https://peoplo.ai/contact/) [Start free trial](https://app.peoplo.ai/signup)

## More industries

[Technology and SaaS](https://peoplo.ai/in/en/solutions/technology/) [IT services and consulting](https://peoplo.ai/in/en/solutions/it-services/) [Financial services and fintech](https://peoplo.ai/in/en/solutions/financial-services/) [Healthcare and pharma](https://peoplo.ai/in/en/solutions/healthcare/) [Manufacturing](https://peoplo.ai/in/en/solutions/manufacturing/) [Retail and D2C](https://peoplo.ai/in/en/solutions/retail/) [Education and edtech](https://peoplo.ai/in/en/solutions/education/)
