Project Financial Software

Project accounting  that maximizes profits and minimizes pain.

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Budgets, estimates, WIP, pre-bills, bookings, invoices, milestones, percentage complete and basic costs — they are all vital factors to the success of every project. And ultimately, of your company. Every detail is critical to knowing exactly where you stand at any given time.

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Full view of a project’s financial health

PROJECT FINANCE: Access a comprehensive financial view related to all your projects at any time and make swift adjustments as they’re needed.

  • Get anytime access to project-related financial data — revenue, bookings, backlog, billing, budgets and rate realization
  • Filter data easily by region, practice and/or group breakdowns
  • Track project profitability with revenue cost and margin views at the project or portfolio level

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Project Expenses by Revenue
Project Finance

Billing and invoicing the way you want

BILLING AND INVOICING: Develop and configure pricing and billing processes that satisfy customer demand and maximize your revenue — without driving up administrative costs.

  • Automate bid to bill process and share with sales, services and finance
  • Combine different billing types on the same project
  • Bill by time and expense, flat fee, retainer
  • Eliminate errors with flexible configuration, workflow and controls
  • Generate invoices or integrate billing events to your financial backend of choice

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Grow project margins

PROJECT MARGIN: Track planned revenue, cost and profit margin to evaluate if the project meets profit targets before it even kicks off.

  • Track planned revenue and profit margin as projects progress
  • View detail on expenses, hours submitted, bills submitted, processed and paid
  • Analyze profit margin, expenses, and related financial detail by region, practice, and groups

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Grow Numbers
Rev Rec

Manage rev rec as projects progress

REVENUE RECOGNITION: Connect directly to milestones or project completion percentages. Calculate and record revenue as projects complete.

  • Set up revenue recognition rules to match your business need or processes
  • Import revenue transactions into your financial system
  • Get visibility into what is ready to bill, has been billed and what has been invoiced

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Create and track project budgets

PROJECT BUDGETING: Create one or more budgets for each project. Track actual time & expenses.

  • Auto-create budgets from opportunity detail or use our flexible budget calculator
  • Monitor actuals in real-time against the budget as it happens
  • Use access and workflow rules to control budget approval and requested changes

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Project Funds Remaining

Explore Project Financials

5 Proven Ways to Protect Your Margins

Manage project financials to maximize profits. Download this whitepaper and get the proven strategies and insight you need to make it happen.

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