Connect every client's preferred PM tool into one dashboard. Track time, generate reports, and monitor profitability across your entire portfolio.
Managing 50+ client projects across different tools is chaos
Each client demands their preferred tool - Asana, Monday.com, Basecamp, Jira. Your team juggles 10+ platforms daily.
Billable hours scattered across Harvest, Toggl, tool-native trackers. Weekly timesheets take hours to compile.
Manual status reports for each client take 2-3 days. By the time reports are ready, information is already stale.
Can't see project profitability until it's too late. Scope creep goes unnoticed. Some clients cost more than they pay.
Everything you need to deliver exceptional client work profitably
Connect all client-mandated tools into one unified view. See every project regardless of which tool it lives in.
Aggregate time tracking from all sources. Automatic billable vs. non-billable classification with AI assistance.
Beautiful, branded status reports generated automatically. Customize by client, frequency, and detail level.
See project profitability as it happens. Track burn rate, budget consumption, and scope changes in real-time.
Your AI assistant for client management and profitability insights
Generate status report for Client ABC covering last 2 weeks
Compiling data from Monday.com and Harvest... Report ready: 3 milestones completed, 2 in progress. 87% budget consumed. Recommend discussing scope for Phase 3.
Which projects are at risk of going over budget?
3 projects flagged: 1) Acme Rebrand - 92% budget at 70% completion, 2) TechCorp Website - scope creep detected (15 new tasks unbudgeted), 3) StartupX App - resource overallocation.
What's our utilization rate this month?
Team utilization at 78% billable (target: 75%). Top performers: Sarah (89%), Mike (85%). Underutilized: New hire Tom (45%) - recommend pairing with senior projects.
Eliminate manual work with intelligent workflow automation
Auto-generate and send branded status reports on schedule
Aggregate progress from all connected tools
Apply client-specific report template
Generate executive summary with AI
Send to stakeholders on schedule
Automatically initiate invoicing when milestones complete
Detect milestone completion across any tool
Compile time and deliverables
Generate invoice draft with line items
Route to finance for review and send
Track and approve out-of-scope requests systematically
Detect new tasks/requests outside original scope
Calculate impact on budget and timeline
Route change request for client approval
Update project budget upon approval
Measurable improvements in delivery efficiency and profitability
Whatever tools your clients require, we integrate
Join agencies that have transformed their client delivery operations
Join enterprise leaders already revolutionizing their document management, compliance, and business processes with AI.