Platform
One data model behind delivery, billing, people, and pipeline.
Every module reads and writes the same records, so nothing is re-entered as work moves from one team to the next.
How it holds together
One record, four teams, no re-entry.
A project is created
Scope, budget, department, and the staffed team — the record every other module reads from.
Work is logged against it
Timers and timesheet entries attach to the project someone is actually staffed on, split billable and non-billable.
A milestone becomes billing-ready
Delivery marks the milestone complete; that same flag is what finance's invoice request is built from.
Reporting reads the original
Dashboards aggregate the same records, so a budget answer and a delivery answer can't disagree.
One permission model — across every module.
Access is decided by granular permissions, not seat types. What a role can see in Projects is decided the same way as what it can see in Billing.
Modules
Every part of the platform, in one place.
Enable what you need now; the rest stay available without a migration.
Delivery
People
Governance
See the whole platform in one walkthrough
We'll show a milestone becoming an invoice, and how a role's permissions shape what it sees.
Request a demo