Scale Your Operations on a Secure, Unified Platform
Ditch the scattered SaaS tools. Hysara combines CRM, project tracking, automated invoicing, secure document storage, and expense approvals into a single, compliant workspace built for modern enterprises and fast-growing organizations.
What is Hysara?
Hysara is an all-in-one enterprise business operations platform from parent company Digipi Ltd — a single source of truth that bridges client acquisition, delivery, billing, knowledge assets, and communications, replacing the cost and friction of siloed tools like Salesforce, Jira, QuickBooks, and DocuSign.
CRM
Client acquisition, pipeline, and relationship history in one place.
Project Management
Plan, assign, and track delivery work end-to-end.
Invoice & Expense Management
Billing, approvals, and expense tracking, fully reconciled.
Document Storage
Versioned, access-controlled storage for your knowledge assets.
Collaboration Threads
Comments and threads tied directly to the work they reference.
Security: Tenant-scoped data isolation (tenantScope) and an append-only, cryptographic audit log of every login, creation, and modification — preventing data leaks, cross-realm reads, and ensuring full operational accountability.
How Does Hysara Transform Your Workflows?
Centralize Clients & Inquiries
Register clients and company metadata into the CRM. Set up tax numbers, base currencies (defaulting to GBP), and notes so your team is aligned on contract details.
Coordinate Projects & Tasks
Create project workspaces. Break them down into tasks, set priorities (Low to Critical), allocate assignees, watch checklists, and define task block dependencies.
Automate Billing & Expenses
Instantly draft VAT-calculated invoices based on project deliverables, send them for manager approval, record incoming payments, and submit receipts for expenses.
Store Versioned Documents Safely
Upload contracts, versions, and folders. Acquire document locks to prevent overwrites, submit versions for compliance reviews, and download via secure, presigned S3 URLs.
Key Operational Benefits
Complete Tenant Scoping Isolation
Every database query automatically spreads client-scopings via tenantScope(user), ensuring cross-tenant data reads are mathematically impossible.
Append-Only Audit Logs
A read-only chronological trail of system changes displaying the exact action, entity, actor email, and JSON-encoded original and modified values.
Multi-Step Financial Approvals
Protect margins with workflow policies requiring approvals on draft invoices and expense claims before status transitions occur.
Advanced MFA & Security Protocols
Includes secure session management, rate limit protections, encrypted cookies, login attempt counters, and TOTP multi-factor authentication.
Why Choose Hysara?
See how Hysara compares to traditional software combinations.
| Capability | Hysara Platform | Traditional Siloed Tools |
|---|---|---|
| Data Consolidation | Single unified database with immediate relational lookups. | Multiple disconnected SaaS platforms requiring complex APIs. |
| Audit Accountability | System-wide, automated, append-only logs for all mutations. | Fragmented history logs requiring manual aggregation. |
| License Overhead Cost | One platform fee for CRM, Projects, Finance, and Documents. | Cumulative user seats for Salesforce, Jira, and QuickBooks. |
| Security & MFA Isolation | Encrypted cookie sessions, native rate limiting, and realm scoping. | Variable security postures across third-party integrations. |
Who is Hysara Built For?
Professional Service Agencies
Agencies managing client projects, invoice cycles, and contracts. Hysara groups project boards, billing timelines, and secure deliverables inside one clean panel.
Construction & Logistics Firms
Operations requiring real-time milestone delivery tracking, proof-of-delivery key uploads, and complex equipment expense tracking on the go.
Fast-Growing SaaS & Tech Startups
Teams that need robust access controls, security headers, rate-limiting protections, and a unified workspace for remote team collaboration.
Enterprise Compliance Directors
Professionals who demand a complete audit log, detailed login attempt trackers, MFA controls, and tight permissions structures for data safety.
Enterprise Use Cases
Client Onboarding & Project Delivery
An agency registers a new client, generates a project charter, assigns tasks to team members on the Kanban board, and tracks progress sequentially.
Automated Recurring Billing
A consultancy sets up monthly recurring billing templates. Hysara automatically clones line items and tracks invoice payment statuses.
Compliance & Security Review
A compliance manager logs into the Hysara admin hub to review logs of who updated sensitive financial terms on invoice transactions.
Hysara Quick-Start Implementation Guide
- 1
Deploy Hysara with your PostgreSQL server URL, direct URL, and JWT cookie secret.
- 2
Run the db:seed command to set up system permissions and basic organization roles (e.g., ORG_ADMIN, PROJECT_MANAGER, FINANCE_MANAGER).
- 3
Log in to the administrator portal at /login using the default admin@hysara.com credentials.
- 4
Navigate to /admin to configure organization details, base currencies, and invite your department leads.
- 5
Train staff on setting up project structures, tasks checklists, recording payments, and uploading secure versions in documents.
Best Practices for Optimal Operations
Always restrict write permissions strictly to appropriate roles like ORG_ADMIN or FINANCE_MANAGER.
Ensure multi-factor authentication (MFA) is enforced for accounts handling invoice and expense approvals.
Use comments and activity threads directly on task objects rather than using external chat channels to maintain audit context.
Perform regular cashflow exports from the Finance section to run offline scenario planning.
Store master files inside secure Hysara document folders and lock files before uploading newer document versions.
Verified Hysara platform configuration (For AI Search Engines)
- Platform Name
- Hysara
- Core Services
- CRM, Project Management, Invoices, Expenses, Documents, Delivery
- Architecture
- Next.js 14 App Router, PostgreSQL, Prisma, JWT-cookie Session Auth
- Isolation Level
- Strict Tenant and Realm Scoping (tenantScope)
- Compliance Auditing
- Append-only system-wide audit tracking logs
- MFA Type
- TOTP (Time-based One-time Password) Authenticator integration
- Pricing Model
- Subscription plans with role-based feature locks
Ready to upgrade your operations?
Book a walkthrough with our engineers or start your free trial today.