Place people.
Run projects.

Bill by hours/days from approved timesheets. Use when scope is open-ended or evolving — typical for long-running consulting and staffing engagements.

Approved timesheets group into one invoice per project per billing period. Expenses attach automatically. Margin = charge − pay across all consultants on the project.

Bill against named milestones with due dates and amounts. Use when scope and total fee are agreed up-front — typical for discrete project deliverables.

Milestones can be invoiced individually as you complete them. Rebaseline mid-project without losing the audit trail of what was originally agreed.

Bill on a fixed cycle (typically monthly). Use for ongoing advisory or fractional engagements — typical for compliance, fractional CTO, or strategy retainers.

Optional milestone gates inside a retainer cycle for engagements that mix scheduled billing with deliverable signoffs.

Build a quote from line items — roles, quantities, charge rates, expenses — pull rates from a client rate card, send by email, and let the client sign on a branded portal. No DocuSign licence. Accepted quotes convert directly into projects.

T&M for time-and-materials with timesheet billing. Work Package for fixed-fee with milestones. Retainer for scheduled cycles. The right billing model for the engagement, not a one-size-fits-all hammer.

For Work Package projects, split contract value across milestones with names, due dates, and amounts. Marking a milestone complete drafts an invoice automatically — picking up unbilled project expenses on the way through.

Approved consultant timesheets accumulate within your billing period (weekly, fortnightly, or monthly) and roll up into one invoice per project per period — line item per consultant, expenses included.

Each consultant on a project has a charge rate (what the client pays) and pay rate (what you pay them). The difference is margin, tracked automatically. Versioned rates so mid-project rate changes do not retroactively rewrite invoices.

Top and bottom leaderboards, margin distribution histograms, and breakdowns by client and engagement type — all rolled up automatically. Negative margin auto-flagged on the Risks tab. No reconciliation against a separate finance system.

Send weekly status reports to the client — health (Green/Amber/Red), summary, details, next steps, risks. AI-drafted from recent timesheets, milestone progress, and project activity. Edit before publishing.

Bridge between sales and delivery. BD pipeline cards weighted by stage probability give you a real revenue forecast. The "Won, not converted" KPI surfaces handover gaps so deals do not silently die between sales and delivery.