Run every client like its own P&L.
Model each engagement the way you bill, watch the budget pace itself in real time, and see the margin behind the work, then invoice straight from it. The structure of a firm, without the finance team.
Know your most profitable client
Billable, cost, and margin for every client. A number, not a gut feel, so you can double down or raise your rate.
Catch a budget before it blows
Retainer, fixed fee, or T&M, every engagement paces itself, so you catch the one running hot while there's still time to act.
Walk into every review ready
Budget used, hours remaining, and the margin behind the work, in front of you before the client asks.
Bill however the client agreed.
Prepaid or non-refundable retainers, time & materials, fixed fee, or milestone billing. Set a budget in hours or dollars, bill at a flat rate, by person, or by task type, and add a not-to-exceed cap on any model so a busy month never becomes an over-run you eat.
Recurring monthly budget, prorated over the term.
At this rate the budget is gone by the 22nd, a week early. Catch it now, not at invoice time.
Spot the client running hot, while you can still act.
Every engagement shows budget against actual as the hours land, with hours remaining and a pace that reads ahead, on, or over. When one is burning too fast, ProjectPacer projects the day the budget runs out, so you catch it mid-month instead of at invoice time.
- On, over, or under pace, with a tolerance band so it's not noisy
- Projected budget-exhaustion date at the current rate
- Hours or dollars, whichever the budget is in
See what each client actually makes you.
Billable, cost, profit, and margin, grouped by client, project, engagement, person, or task type. It's not magic: every entry is priced at the bill and cost rates you set, so you can see exactly where the profit comes from, and where it leaks.
You control who sees it. Billing and costs are separate permissions.
One rate hierarchy, always the right number.
Set a workspace default, then override it for a client, a project, an engagement, a task type, or a person. The most specific rate always wins, so you never hand-pick a rate per entry. And rates are dated: change one and only future work reprices, the past keeps what it was billed at.
The most specific rate wins. Change it later and only future entries reprice, the past keeps the rate it was billed at.
Invoice straight from the hours.
Turn an engagement's tracked time into an itemized invoice: hours grouped by person or task, billable expenses, and a fee or milestone line, all at your resolved rates. Add a discount and tax, and generate a clean, client-ready document — then send the PDF or export it straight to your books.
Show the work. Hide the money.
Billing and costs are two separate switches you set on any role. Give a manager client billing without ever showing them what the team is paid, grant a trusted viewer read-only margin, or lock it all down. The one rule you can't flip: outside collaborators are money-blind by design, they track time and never see your rates or margin.
Put every client on a real engagement.
Set one up in minutes. Pick a model, set a budget, watch it pace.
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