Fee & revenue tracking
Fee proposals, stage billing, and revenue recognition in one place. Every invoice ties back to the fee you agreed, so you always know what's billed, what's due, and what's still to come.
Practice financials
Know where every fee stands
See fees, profitability, and cash flow in one live view, from proposal to final invoice. Stop rebuilding spreadsheets and start making decisions while they still matter.
Book a demoProject profitability, live
Watch hours and cost burn against fee as the work happens, not three months later in a reconciliation. Catch the projects going underwater while you can still do something about it.
Cash flow forecasting
Project inflows and outflows across every live job, so you can see payroll, subconsultant payments, and fee milestones before they land. Runway you can actually plan around.
Budgeting & practice P&L
Roll project economics up into a practice-wide view of utilisation, overheads, and margin, so partners can see the whole business at a glance.
Right fee, right stage, right numbers. This is practice accounting, made simple.
See every project's money in one live ledger
A real time view of fees raised, work in progress, and what's still owed. Everyone sees the same numbers as projects move from appointment through to final account.
Fee balances, work in progress, and receivables update automatically for fewer manual fixes
In one click, drill from practice totals down to a single project's fees for instant clarity
Work with live updates through the day, not a nightly refresh
See it by project, client, or director, so everyone knows who owes what at a glance
Know if you're making money. Now.
Track fees against actuals by work stage, so you catch a project going over before the fee's gone, not after.
- See fee-vs-actual by RIBA stage with live burn rate and margin
- Get flagged when hours outpace the fee before it eats your profit
- Break budgets down by phase, role, or task
- Roll every project up into one practice-wide margin view
Your books, always in sync.
Push invoices, payments, and expenses straight to Xero or QuickBooks Online — two-way, in real time, no double entry.
- Two-way sync with Xero and QuickBooks Online
- Invoices and payments post to the right accounts automatically
- Map projects to tracking categories and cost codes
- Reconcile in one place — every change flows both directions
See the money before it lands.
Project cash in and out from your invoice schedule and fee milestones, so a slow month never catches you off guard.
- Forecast cash position from scheduled invoices and milestones
- Model best, expected, and worst-case runway
- Spot shortfalls early and adjust staffing or billing
- Track receivables aging at a glance