Real-time project finances

Better project control. Better margins.

No more chasing figures across spreadsheets. Your data is reused from order to invoice, so you see project profitability before costs hit the accounts and can protect your margins.

Example · Project overview
All projects
Synced with accounts today
Project overview with sample data. Projects with subprojects can be expanded.

P-24108 is below its target margin. Click the project to see which subproject is pulling it down.

Margins can slip away before you notice.

When orders, purchasing, hours, stock and accounts all live in different places, keeping project finances up to date is hard. Costs and commitments show up late, and margins can erode before you have a chance to act.

  • Customer orderSitting in an inbox as a PDF
  • PurchasingPlanned, ordered or invoiced?
  • Billing scheduleWhat is left to invoice?
  • HoursTotted up at month end
  • StockWithdrawals easily forgotten
  • AccountsPosted transactions and payments

Scattered information

Project data is spread across systems and spreadsheets.

Out-of-date figures

Compiling it all by hand makes changes hard to follow.

Lost margin

Variances surface only once there is less room to act.

All your project data in one place. Insight in real time.

ProfitTracker brings together information from your accounts, purchasing, orders, hours and stock. See how new costs and changes affect forecast profitability and cash flow, so you can make better decisions as the project progresses.

You don’t need to change accounting software to get better project control.

Invoices are sent to your accounting software, and posted figures come back daily. Orders, purchasing and invoicing are recorded in ProfitTracker. See which accounting software ProfitTracker integrates with

Getting started is simple.

1

Connect your accounts

Connect ProfitTracker to your accounting software. Keep the system you already use. See the integrations

2

Create your first project

Start from the customer’s order, a project template or a previous project. Add the budget and whatever else you need to track the finances.

3

See the full picture

Follow forecast profitability, purchasing, invoicing and cash flow while the project runs.

Start with one project. Expand when you’re ready.

Try it free

What is one percentage point worth to your bottom line?

Even small shifts in project margins add up to large sums over a year. See what a margin difference means for your project revenue.

pp
Illustrative margin difference per year £200,000 How it’s calculated: 40 × £500,000 × 1% = £200,000

The example shows what a margin difference amounts to over a year. It is not an estimate of what ProfitTracker will save you.

See how simple full control can be.

Get a real-time view of profitability and cash flow across all your projects. Information is reused throughout each project, so you save time and get the insight you need to make better decisions.

  • Real-time profit control
  • No duplicate data entry
  • Insight to improve your margins

Know where your projects are heading, so you can make better decisions along the way.

Keep the accounting software you already use.

The dashboard from the ProfitTracker V1 prototype, with sample data.

What people ask before they start.

Do we need to change accounting software?

No. ProfitTracker connects to Tripletex, PowerOffice Go, Xero or QuickBooks Online and does not replace your accounts. Your accountant works exactly as before.

What is the difference between posted and forecast profit?

Posted profit is what has been recorded in the accounts so far. Forecast profit adds planned revenue, committed purchase orders and forecast costs, so you can see where the project is heading.

How up to date are the figures?

Orders, purchase orders and invoices you record in ProfitTracker count straight away. Posted transactions are fetched from your accounting software every day, and whenever you click ‘Synchronise now’.

How do we get started?

Connect your accounting software and add your first project, from a template, a previous project or the customer’s order. We’re happy to help you set it up.

What does it cost to try?

Free is for one user and one project. You can try Pro free for 14 days with as many colleagues as you like, no credit card required. See pricing

Do we have to give up our spreadsheets?

No, but you’ll need them less. Hours can be imported from Excel, so you can start with what you have.

Is it right for us?

ProfitTracker is built for project-based businesses that buy materials and services for their projects: building services contractors, installers, and manufacturing and engineering firms.