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Budgets
Fee and cost sides on every project budget, with a true-up at close.
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.
Did the project actually make money?
Every budget tracks fee and cost, funded by the contract, with real hours and allocations flowing in. Margin reads by client, project, and role, so you see where you made money.
Fee and cost together
Usually kept in two apps.
Funded by contracts
Unfunded work is visible.
Margin by role
See which work pays.
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.
Inside financials & insights.
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.
What financials & insights connects to.
One workspace, so the records here are the records everything else reads.
Switching from another tool?
- Asana
- Trello
- Jira
- ClickUp
- Notion
- Confluence
- Airtable
- Linear
- HubSpot
- Salesforce
- Zoho
- Zendesk
- Toggl
- Clockify
- Google Sheets
- Excel
- Monday.com
- Harvest
If it exports a CSV or a document, it moves. See how to migrate
Questions people actually ask.
Don't see your question? Contact us
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.
Ready to crack the chaos?
One workspace for projects, clients, finance, and everything in between. Every plan starts with a 30-day free trial, no credit card required.