Financials and insights that show where to look.

Budgets, margin, and client health, from the records you already keep.

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What can you do with financials & insights?

Fee and cost on every budget
Plan and outcome on one record.
Funded by contracts
See unfunded work before it starts.
Alerts at 80 percent
Not a surprise at 130.
Margin by role
Not just by project.

How do you know the business is healthy?

Margin, overruns, client health, and the forecast, all read from live work.

Did the project actually make money?

Each budget tracks fee and cost, with real hours flowing in. Margin reads by client, project, and role.

Fee and cost togetherUsually kept in two apps.
Funded by contractsUnfunded work is visible.
Margin by roleSee which work pays.

When do you find out about an overrun?

At 80 percent, not 130. Alerts check on a schedule, and increases go through approval.

Which clients are quietly going wrong?

Client health combines delivery, money, and relationship signals, so a quiet, late-paying client shows up before they cancel.

What will revenue actually be?

The forecast uses your own win rates, and snapshots show how it changed month to month.

Inside financials & insights.

Budgets

Fee and cost sides on every project budget, with a true-up at close.

Funding links

Budgets draw from contract deliverables, so unfunded work shows early.

Change requests

Budget increases go through approval, with who asked and why.

Budget alerts

Get warned at 80 percent, not 130.

Client budgets

A yearly budget per client, above the project budgets.

Profitability

Margin by client, project, and role, with recognized, invoiced, and collected kept apart.

Forecasting

Pipeline weighted by your own win rates.

Revenue bands

Committed, likely, and possible revenue over time.

Client health

Delivery, money, and relationship signals in one score, updated on a schedule.

Across the workspace

Budgets that match reality.

Each project budget has a fee side and a cost side, funded by the contract. Burn comes from approved time and expenses, alerts fire at your threshold, and increases go through approval.

What this removes

The budget spreadsheet beside the project, and the overrun nobody saw coming.

See how records connect

What financials & insights connects to.

One workspace, so the records here are the records everything else reads.

See every feature

Pairs with

Reporting & dashboardsDashboards read live records, so every number is current.Billing & contractsInvoices fill in from approved hours, milestones, and receipts.Time & resourcingLog an hour once. It flows into invoices, payroll, and forecasts.

Questions people actually ask.

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How are project budgets structured?

Each has a fee side, a cost side, and a true-up at close. Budgets draw from contract deliverables.

When do budget alerts fire?

At thresholds you set, checked on a schedule. Increases go through approval.

What goes into the client health score?

Delivery, commercial, and relationship signals from your records, updated on a schedule.

Can we see margin by role?

Yes. Margin by client, project, deliverable, and role, from live cost and bill rates.

Where does the forecast probability come from?

From your own win history, with committed, likely, and possible revenue tracked over time.