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Product · Finance

Profitability that stays
visible every day

When finance data is rebuilt after delivery, decisions arrive too late. Keep rates, costs, and invoice readiness tied directly to project work so margin conversations are grounded in live numbers.

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Finance dashboard showing invoices, revenue, costs, and profitability trends in light modeFinance dashboard showing invoices, revenue, costs, and profitability trends in dark mode

01 · Invoice readiness

Finance management UI - replace with supplied asset

670 × 420

Move from delivered work to invoice-ready lines

Connect billable entries, rates, and project rules so teams can prepare invoicing without stitching data together manually. Fewer end-of-month surprises and less rework before sending.

02 · Margin visibility

Finance management UI - replace with supplied asset

670 × 420

See profitability as projects evolve

Track revenue, cost, and margin signals while work is ongoing. Delivery and finance can course-correct earlier when scope, staffing, or burn starts drifting.

03 · Cash and revenue forecasting

Finance management UI - replace with supplied asset

670 × 420

Forecast with delivery context built in

Use planned work and recorded progress to project incoming revenue and risk. Leadership gets a clearer view of what is likely to close this cycle and what needs action.

04 · Cross-team alignment

Finance management UI - replace with supplied asset

670 × 420

Keep finance and delivery on the same source

Project managers, consultants, and finance teams read the same data surface. Reviews focus on decisions and tradeoffs instead of reconciling different spreadsheets.

At a glance

  • Invoice-ready financial data tied directly to project work
  • Live margin visibility across teams, clients, and projects
  • Forecasting grounded in planned and completed delivery
  • Shared source of truth for delivery and finance workflows

More from the product

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Live margin by client, project, and team, with invoices that flow to your bookkeeping.

Customer icon

Customers

Deals convert to projects, with pipeline, delivery, and profitability per customer.

Timer icon

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Timers, one-click logging, and approvals, with every hour priced into project financials.

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