NEW: Engagements. Letters with e-signature, scope that tracks itself and renewals that never slip. See how NEW: Insights dashboards. Billing, unbilled time, utilization and budget burn, live. Take a look NEW: Cloud files. Link Dropbox, OneDrive and SharePoint files to projects without duplicating them. Learn more NEW: Talk to your workspace. Connect Claude via MCP and let AI create projects and tasks for you. See how NEW: Task approval workflows. Client or manager sign-off before work counts as done. See how NEW: Automations. If/then rules that assign, notify and chase for you. See how NEW: E-signatures. Route contracts through ordered signers with a full audit trail. Learn more NEW: Client portal 2.0. Action items, magic links and proofing for every client. Take a look NEW: Email-to-task, intake forms and docs. Work flows in; nothing gets lost. Read the docs
INSIGHTS

The money and time behind the work

What was billed, what is still unbilled, who is loaded and which budgets are burning. Four live dashboards, zero spreadsheet exports.

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The money and time behind the work

Billing at a glance

Invoiced vs collected for the last six months side by side, with the outstanding balance in one number. The gap between the bars is your collections problem, visible before it compounds.

  • Invoiced vs collected, month by month
  • Outstanding balance across open invoices
  • Live from your invoices and payments
Revenue this month$38,400
Pipeline value$104k
Billable hours412h
Open items14

Find the unbilled hours

Approved time that never made it to an invoice is revenue leaking. Insights totals it and lists the projects holding the most, so every invoicing run starts with a checklist instead of a hunch.

  • Total unbilled hours and earnings
  • Top projects holding unbilled time
  • Clears automatically as time is invoiced
V SearchFK
QUALIFIED4
BBartholome KubAcme Studio$4,200
JJacklyn GleichnerBoyer Ltd$2,850
MMarcus DonnellyLarkin Co$7,100
OOkey BrownKreiger Group$1,940

Load and burn, before they bite

Utilization shows who is over and under capacity in the last 30 days. Budget vs actual shows every project burning its budget, red past 100 percent. Both update themselves from timesheets.

  • Per-person utilization against capacity
  • Budget burn per project with overrun flags
  • Respects finance and time report permissions
Discovery
Design
Build
QA
Launch

Everything in the box

Invoiced vs collected
Outstanding balance
Unbilled hours
Unbilled earnings
Team utilization
Capacity percent
Budget vs actual
Overrun flags
Timesheet powered
Permission aware
Six-month trend
Always live
FAQS

Common questions

What do the Insights dashboards show?

Four live views: billing (invoiced vs collected by month plus outstanding balances), unbilled time (approved hours not yet invoiced), team utilization (logged time against weekday capacity) and budget vs actual for every project carrying a budget.

What is unbilled time and why does it matter?

Unbilled time is approved, uninvoiced work sitting in timesheets: revenue you have earned but not asked for. Insights totals it and breaks it down by project so invoicing runs pick it up instead of losing it.

How is utilization calculated?

Logged minutes per person over the last 30 days against an 8-hour weekday capacity. Overloaded people show past 100 percent in red, idle capacity shows at a glance, and the view respects your report permissions.

Who can see Insights?

Sections follow your existing report permissions: finance sections need the finance report permission, time sections need the time log report permission. Admins see everything.

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