Agree the setup
Map your existing tools and records. Confirm which capabilities and connections are available, the work included and the fees.
Overnhill
The complete
The complete
business operating system
Clients, projects, people and finances in one place. AI agents use those records and your company plan to prepare work, follow up commitments and bring decisions to the right person.
Starting with construction consultancies · first pilot in preparation
How Overnhill works
How your team and agents work together.
Your team manages clients, work and finances in Overnhill. Agents use those connected records and your business plan to find outstanding work and prepare the next action. The person responsible checks it before anything reaches a client.
01 / COMMERCIAL
Clients & commitments
Enquiries, proposals, fees and correspondence establish what the business has agreed to deliver.
Client → proposal → agreed scope
02 / OPERATIONAL
Work & people
Stages, tasks, time and capacity show what is happening and who is responsible.
Project → stage → person → time
03 / FINANCIAL
Money & performance
Fees, costs and invoice records connect delivery with profitability and billing.
Fee → delivery cost → invoice
Company plan
Objectives, budgets and working rules give the agents and your team a reference for checking progress and deciding what needs attention.
Used across the businessA construction consultancy example
From completed work to an approved invoice.
A project stage is complete and the client has accepted it, but the fee has not been invoiced. Follow how Overnhill connects those facts, prepares the invoice and asks the finance lead to approve it.
Overnhill.Interactive example · sample data
Construction consultancy / Example project
Owner Project leadProject 024
Agreed project fee£24,000
Accepted stages£18,000
Already invoiced£12,000
Ready to review£6,000
Connected records
4 sources- 01Fee agreementStage 3: £6,000 on client acceptanceClient
- 02Stage acceptanceAccepted 7 working days agoProject
- 03Invoice recordStages 1 and 2 billed. Stage 3 unbilled.Finance
- 04Billing ruleInvoice within 5 working days of acceptancePlan
Why this needs attentionThe work is accepted.
The work is accepted.
The fee is still unbilled.
The billing rule, acceptance record and invoices point to the same outstanding action.
Prepared for the finance lead
DraftDraft invoice / Project 024£6,000Excluding VAT · subject to review
- Work
- Stage 3 — accepted deliverable
- Fee basis
- Signed stage fee agreement
- Supporting record
- Client’s stage acceptance
What the agent used
The agreed terms and the delivery record.
The illustration shows the agent assembling an invoice draft and covering note from the existing records. It does not assume a new fee or that payment has been received.
Fee agreementAcceptanceInvoice history
Review the covering note
Not sentYour edits stay in this page and are cleared when you leave.
Decision owner
Finance lead
Check the amount, fee basis and recipient before approving any client-facing action.
This only updates the illustration. Nothing is sent.
Activity record
Awaiting decision- Billing gap identified
Billing agent · fee, acceptance and invoice records linked.
- Invoice and note prepared
Billing agent · £6,000 excluding VAT, ready for review.
- Finance lead’s decision is pending
Use the Approval tab to approve the example or return it for checking.
The decision stays with the work
See what happened and who approved it.
In the proposed workflow, the project, billing task and approval history remain connected. Your team can see why an action was prepared and who authorised it.
No decision has been made in this example.
Guided product illustration · no connection to live accountsClient-facing actions require approval
£18,000 accepted work − £12,000 already invoiced = £6,000 to review. These are example figures, not a customer result or promised saving.
Discuss your workflowExplore the full operating system
Client-facing work stays under your team’s control.
First industry edition
Built around construction consultancy work.
Fee proposals, project stages, staff time and invoicing belong to the same job. The first edition brings them together for the people delivering professional project work.
Construction consultancy softwareFirst release in development. Pilot scope and availability are confirmed before any commitment.
A connected project record
01
Fee & scope
What was agreed with the client
02
Delivery & time
What the team has done
03
See the source records at each stage.Invoice & review
What is ready to bill and who checks it
Your controls
Decide what each agent can do.
Each role has defined access and responsibilities. A person approves anything that reaches a client. The activity record identifies the agent, reviewer and resulting action.
Access, approvals and activity records- Access
- Only the records permitted for the role
- Actions
- Tasks and spending limits set by you
- Client work
- A named person approves it
- Exceptions
- Missing or conflicting information goes for review
- History
- Sources, decisions and actions remain attributable
Putting it to work
Start with a workflow your team can check.
Agree the records, responsibilities and connections first. Test representative work before giving an agent permission to act.
Test with your team
Check sample records, calculations, drafts and exceptions. Name the people who approve work and own the system.
Introduce daily use
Train the team, set agent permissions and establish the review routine. Record actions and check their results.
Further editions
The same operating system, with industry-specific records.
These editions are planned. Register your interest to discuss the requirements and timing.
View all industry editions