Time & expense budgets
Plan the resources required and track variances as work progresses.
Performance & profitability
The figures you need before the end of the period.
Budgets, actuals, invoices and payments come together to measure capacity, margins, over- and under-recovery, variances and customer receivables.
Fully web-basedData hosted in FranceIndependent software vendor since 1988
Real time from individual entries to the management overview.
Invoicing budgets
Set due dates, deposits, balances and expected revenue.
Capacity planning
Bring together available time, leave and budgeted work.
Margin
Compare the invoiced amount with the cost of time and expenses.
Recovery
Compare the invoiced amount with the commercial value of the work delivered.
Customer receivables
Track due dates, balances, overdue amounts and reminder actions.
From detail to overview
Analyse your business using the dimensions that genuinely structure it.
- Customer, engagement, assignment, phase or project type
- Staff member, group, role or level
- Task, sales code, expense and activity type
- Calendar period, financial year or custom period
- Actuals alone or compared with budgets
Reporting
Ready-to-use reports and flexible analysis.
Operational reports
Nearly fifty configured reports for day-to-day controls.
Pivot tables
Combine dimensions freely and save the views you need.
Excel, PDF & BI
Export results or feed Power BI, depending on your plan.
Workflow
From operations to management decisions.
Collect
Time, expenses, budgets, invoices and payments share the same dimensions.
Compare
Forecast, actual, invoiced, collected and remaining work.
Analyse
Customer, engagement, project, activity, staff member, task or period.
Flag
Identify overloads, overruns, underbilling or outstanding receivables.
Decide
Adjust resources, prices, fixed fees, due dates and priorities.
Detailed features
The features that make the process measurable and controllable.
Capacity planning
Available time, budgets and leave by team.
Budgets
Forecast time, expenses and invoicing.
Margin and recovery
Compare value, cost, invoicing and profitability.
Progress and remaining work
Track long-term projects and milestone invoicing.
Receivables and ageing
Connect operational management and cash flow.
Pivot tables and exports
Build additional views and share them.
Available capacityMetric tracked in the project
Budget / actual varianceMetric tracked in the project
Margin and recoveryMetric tracked in the project
The actual product
See the screens that drive the process.
Open the screenshots at full size to review the information density, fields and available actions.
Who it is for
One core solution, with workflows tailored to each organisation.
Use cases
Make practical decisions using delivery data.
Identify under-recovered engagements
Compare the invoiced amount with the value of time and expenses to prepare engagement adjustments.
Track budget, actuals and remaining work
Identify an overrun before the assignment ends and reallocate resources.
Balance workloads
Bring together capacity, planned time, leave and deadlines to reduce overloads.
Prioritise collections
Use balances and aged receivables to target reminders and measure outstanding amounts.
Frequently asked questions
Points to check during the demo.
Which analysis dimensions are available?
Data can be analysed by customer, engagement, project, activity, staff member, task and period.
Can budgets and actuals be compared?
Yes, for time, expenses and invoices, with progress and remaining work tracking.
Can the data be exported?
Reports and pivot tables can be exported for further analysis.
Build the metrics your management team needs.
The demo uses your budgets, margins, receivables and capacity plans to validate the metrics, permissions and analyses your management team needs.
No commitmentReal business casesDirect discussion with the team