Financial Reporting
See margin and cash outcomes from the same data your team logs—without a month-end reconciliation export. For utilization and staffing load, see capacity planning.
Income Forecast
Predict future revenue based on active projects, retainers, and historical data. Plan with confidence.
Financial Dashboard
Get a complete view of your financial health. See revenue, expenses, profit margins, and cash flow at a glance.
Client profitability
Analyze which clients and projects drive margin—including forecasts based on logged time and sold work.
Sales pipeline forecast
Weighted pipeline reporting complements sales & quotes for revenue you have not yet delivered.
Expense Tracking
Categorize and track expenses. Generate expense reports and keep spending visible.
Budget Alerts
Get notified when projects hit 75% or 90% of budgeted time. Stay ahead of overruns before they happen.
Comprehensive Reports
Profit & Loss Reports
Track revenue, expenses, and profit margins over time. Identify trends and optimize your business model.
Accounts receivable aging
Track outstanding invoices and follow up before cash flow gaps hit payroll or contractor payments.
Client Profitability
Analyze which clients are most profitable. Make data-driven decisions about pricing and client relationships.
Revenue by Project
Break down revenue by project type, client, or time period. Understand what drives your business.