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Industry
Software for firms that sell time and expertise
In a professional firm, utilisation and realisation are the business. Most off-the-shelf tools measure one and ignore the other.
Risultati
- Utilisation visible weekly, not quarterly
- Billing cycles shortened
- Scope creep caught while it is small
- Clients seeing progress without a meeting
Industry
Casi d'uso
Engagement management
Scope, budget, burn and change control.
Time and billing
Capture, approval, invoicing and revenue recognition.
Resourcing
Skills, availability and forecast demand.
Client portal
Deliverables, approvals and status.
Cosa consegniamo
- Engagement and budget tracking
- Timesheet capture and approval
- Rate cards and billing rules
- Resource planning
- Client-facing reporting
Problems this solves
Utilisation is only known after month end
Time, scheduling and delivery in one system make utilisation and margin visible while there is still time to act.
Project margin discovered too late
Budget versus actual per project and phase, updated continuously rather than at invoicing.
Invoicing takes days
Approved time and expenses generate draft invoices automatically with client-specific rules.
Architecture and integration
- Approval workflow with immutable history on time and expenses.
- Accounting integration for invoices and revenue postings.
- Role-based visibility of rates and margin.
- Calendar integration for resourcing where teams already live in Outlook or Google.
How delivery runs
- 01
Delivery model
Projects, phases, rates, roles and approval rules mapped before build.
- 02
Time and resourcing
Fast time entry and forward resource planning, because adoption depends on both.
- 03
Commercials
Budgets, change orders, invoicing rules and revenue recognition.
- 04
Reporting
Utilisation, pipeline coverage and project margin from live data.
Realistic timeline
Weeks 1–2
Delivery and commercial model.
Weeks 3–9
Time, projects and invoicing in daily use.
Weeks 10–14
Resourcing, reporting and accounting integration.
What moves the price
Rate and contract models
Fixed price, time and materials, retainers and capped budgets each carry their own logic.
Invoicing rules
Client-specific formats, purchase order handling and multi-entity billing add scope.
Resource planning depth
Skills-based and multi-office planning is substantially more than a shared calendar.
Where projects go wrong
Time entry not adopted
Entry is designed for under a minute a day, on mobile, or the data will not exist.
Margin figures disputed
Every figure drills down to the underlying approved entries.
FAQ
Domande frequenti
Can it integrate with our accounting?+
Yes, invoices and revenue postings flow to the ledger automatically.
Can we keep our existing timesheets?+
If they work, yes — we integrate rather than force a change.
Pagine correlate
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