Know the margin before you invoice.
Retainers, project budgets and billable hours in one place — so profitability is a number you watch, not one you discover.
avg. billing gap closed / quarter
avg. blended margin visibility
client-ready timesheet approval
tools connected
What agencies configure first.
The four settings that make the rest fall into place.
Bill rate per client
Set rates per client, per project or per person. Margin recalculates as hours land.
Retainer burn-down
Watch a monthly retainer draw down live, with an alert before it runs out.
Billable vs non-billable
Tag internal work separately so utilization reporting stays honest.
Client-ready exports
A PDF your account manager can send without reformatting anything.
Client hours, ready to bill.
Tracked and manual entries sit side by side with their bill rate attached. Approve the week in one pass and the invoice total is already correct.
FAQs
Can I set different rates for the same person across clients?
Yes. Rates resolve most-specific-first: task override, then project, then client, then the person default.
Does it handle fixed-fee as well as time-and-materials?
Yes. Fixed-fee projects track hours against a budget cap; T&M projects bill straight from approved hours.
Can clients see their own hours?
Not directly — but scheduled PDF and CSV reports can be emailed to a client contact automatically.
How does this replace our invoicing spreadsheet?
Approved hours carry their bill rate into invoice-ready totals, exported or pushed to QuickBooks, Xero or Stripe.
We found $14,000 in unbilled hours the first month we turned on Finances.
Stop finding out the margin too late.
Free for 14 days, full access to Finances and reporting.