Projects
Know the margin on every project, not just the company.
Track business lines and projects: budgets, phases, margin and profitability, computed from the same ledger as your books.
The problem
Project costs get tracked in a spreadsheet that's out of date the moment it's saved, while the real numbers sit untagged in the accounting system.
What it does
One ledger, tagged by project
Every invoice line and bill line can carry a project and phase tag, so project P&L comes from posted transactions, not a parallel spreadsheet.
Budget vs. actual, in real time
See budget, contracted value, spend and margin update the moment a transaction posts — no month-end reconciliation.
Phase-level tracking
Break a project into phases with their own budgets, and see which phase is over before the whole project is.
Built for how you name things
Call the section "Projects", "Direction" or "Product lines" — the label is yours to set.
Risk flags, not just numbers
Over budget, negative margin, overdue, or no activity in 30 days — flagged automatically, not buried in a report.
Works together with
Everything included