Financials dashboard
[placeholder]Net revenue, WIP, realization, and margin — per client and per project.
What's coming
Any billing model
Time and materials, fixed fee, retainer, or success fee — tracked per project.
WIP to cash
Follow work from logged to ready-to-bill to invoiced to collected, with aging and stale-WIP warnings.
Margin and realization
See net revenue, billing and collection realization, and margin per client and per project.
Rates done right
Workspace rate cards with per-project overrides; cost rates stay admin-only.
Every billing model, tracked
Run time-and-materials, fixed-fee, retainer, and success-fee work side by side, and follow each one from logged hours through to cash.
- T&M, fixed fee, retainer, success fee
- WIP from logged to ready-to-bill to collected
- Aging and stale-WIP warnings
WIP & billing
[placeholder]The margin lens partners want
See net revenue, billing and collection realization, and margin by client and project — with workspace rate cards, per-project overrides, and cost rates kept to admins. (Premium)
- Margin and realization at a glance
- Rate cards with per-project overrides
- Cost rates stay admin-only
Client P&L
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