For professional services firms.
Retainer + milestone billing, time-to-project tracking, contractor 1099 payroll, project-level P&L. Agencies, consultancies, law firms, dev shops, accounting practices — billable by the hour or the deliverable.
Know which projects make money. And which don't.
Retainer · milestone · T&M
Recurring monthly retainers. Fixed-fee milestones with deliverable acceptance. Time-and-materials with WIP/billed reconciliation.
Time-to-project codes
Track time against project + phase + activity. Mobile timer or after-the-fact entry. Approve at the end of the week, send invoices Monday.
1099 contractor payroll
Same flow as W-2 staff. Year-end 1099-NEC + 1096 auto-filed. Contractor portals for self-serve payment history.
Margin per engagement
Revenue recognized to project, hours costed to project, subcontractor spend tagged to project. Net margin on the project dashboard.
WIP balance + AR aging
Unbilled work-in-progress visible at a glance. AR aging buckets with auto-reminder cadence. Collections without the awkward email.
SOWs & e-signature
SOWs and MSAs in the Documents module. E-signature. Auto-fill from project records. Renewal reminders.
Books, time, and HR — heavy.
Our realized rate jumped 14% in two months. Not because we raised rates — because we finally saw which clients we were under-billing.
Bill the work. Know the margin.
Free to start. Import from QuickBooks, Harvest, or Toggl.