Powerful Features for Modern Teams

Everything you need to manage projects, track time, analyze profitability, and collaborate effectively—all in one comprehensive platform.

Complete Feature Overview

Click on any feature to learn more about benefits, use cases, and capabilities

Time Entry & Timesheets

Streamline time tracking with our intuitive calendar-based interface. Employees can quickly log hours across multiple projects with smart templates and automated workflows.

Calendar interface showing weekly timesheet with multiple projects and color-coded activities

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Time Entry & Timesheets screenshot

Key Benefits

  • Reduce time entry admin by 40%
  • Improve timesheet submission compliance to 95%+
  • Real-time visibility into project hours
  • Eliminate double-entry and manual calculations

Common Use Cases

  • Professional Services: Track billable hours across multiple client projects with automatic rate calculations
  • Consulting Firms: Manage consultant schedules and ensure accurate client billing
  • IT Departments: Monitor internal project time allocation and resource utilization
  • Remote Teams: Enable distributed teams to log time from anywhere with mobile support

Key Features & Capabilities

Calendar-based timesheet interface with weekly and monthly views
Quick entry templates for recurring tasks
Multi-project time allocation in a single entry
Activity tracking with customizable activity codes
Automated approval workflows with email notifications
Mobile apps for iOS and Android
Offline mode with automatic sync
Bulk entry and copy-forward functionality

Financial Reports & Analytics

Gain complete visibility into your financial performance with comprehensive reports covering revenue, profitability, accounts receivable, and expense analysis.

Dashboard showing revenue trends chart, project profitability table, and AR aging breakdown

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Financial Reports & Analytics screenshot

Key Benefits

  • Identify unprofitable projects before they impact your bottom line
  • Reduce AR aging by 30% with proactive collection tracking
  • Make data-driven decisions with real-time financial insights
  • Improve project margins by 15-20% through better cost visibility

Common Use Cases

  • CFOs & Finance Teams: Monitor organizational financial health with executive dashboards
  • Project Managers: Track project budgets and profitability in real-time
  • Account Managers: Manage customer relationships with revenue and payment insights
  • Business Owners: Understand which services and clients are most profitable

Key Features & Capabilities

Revenue Analysis: Trends, customer breakdown, project revenue, billing rates
Project Profitability: P&L by project with 8 advanced filters
Accounts Receivable: Aging reports, collection tracking, payment forecasting
Expense Analysis: Category breakdown, receipt compliance, project cost tracking
Executive Summary: KPI dashboard with organizational overview
Profit & Loss: Comprehensive P&L statements by period
Dynamic resizable columns and custom views
Export to CSV/Excel for further analysis
Scheduled report delivery via email

Resource Allocation & Capacity Planning

Optimize team utilization with visual resource planning tools. Allocate staff efficiently, prevent over-allocation, and maximize billable capacity.

Resource allocation chart showing employee capacity bars with project assignments

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Resource Allocation & Capacity Planning screenshot

Key Benefits

  • Increase billable utilization from 65% to 80%+
  • Reduce resource conflicts and scheduling issues
  • Proactively identify capacity constraints
  • Improve project delivery with better resource planning

Common Use Cases

  • Resource Managers: Balance workload across teams and prevent burnout
  • Project Managers: Plan project staffing and identify resource gaps early
  • Operations Teams: Forecast hiring needs based on pipeline and capacity
  • Department Heads: Understand team utilization and productivity metrics

Key Features & Capabilities

Visual allocation dashboard with time-series charts
Drag-and-drop resource assignment
Capacity vs. demand analysis
Over-allocation warnings and conflict detection
Utilization tracking by employee, project, and department
Skills-based resource matching
What-if scenario planning
Integration with project schedules and timesheets

Advanced Analytics & Reporting

Turn data into insights with powerful analytics tools. Create custom reports, visualize trends, and drill down into the details that matter.

Analytics dashboard with multiple chart types showing project performance metrics

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Advanced Analytics & Reporting screenshot

Key Benefits

  • Discover hidden patterns and trends in your data
  • Create custom reports tailored to your specific needs
  • Share insights across your organization easily
  • Make faster, more informed business decisions

Common Use Cases

  • Business Analysts: Build custom reports and dashboards for stakeholders
  • Executives: Monitor KPIs and track progress toward strategic goals
  • Department Managers: Analyze team performance and identify improvement areas
  • Compliance Teams: Generate audit reports and ensure regulatory compliance

Key Features & Capabilities

Multiple chart types: bar, line, pie, scatter, heat maps
Custom date ranges and period comparisons
Drill-down capabilities from summary to detail
Export to CSV, Excel, PDF
Scheduled report generation and distribution
Ad-hoc query builder for custom reports
Saved report templates
Role-based report access control

Leave Management

Simplify time-off requests and approval with integrated leave management. Track balances, manage policies, and ensure adequate coverage.

Leave calendar showing team availability and pending leave requests

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Leave Management screenshot

Key Benefits

  • Reduce HR admin time by 50%
  • Eliminate leave balance errors and disputes
  • Ensure proper coverage with approval workflows
  • Provide employees self-service access to leave information

Common Use Cases

  • HR Teams: Manage organizational leave policies and track balances automatically
  • Managers: Review and approve leave requests with visibility into team coverage
  • Employees: Submit leave requests and check balances without contacting HR
  • Payroll: Integrate leave data with payroll processing

Key Features & Capabilities

Multiple leave types: vacation, sick, personal, etc.
Automatic accrual calculations
Leave request submission and approval workflow
Calendar integration showing team availability
Balance tracking and leave history
Policy enforcement (minimum notice, blackout dates)
Carry-forward and expiration rules
Email notifications for requests and approvals

Notification System

Stay informed with intelligent notifications. Email integration ensures you never miss important updates about projects, approvals, or team activities.

Notification center dropdown showing recent alerts and unread count

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Notification System screenshot

Key Benefits

  • Reduce response time to critical issues
  • Keep stakeholders informed automatically
  • Minimize meetings with proactive notifications
  • Ensure timely approvals and reviews

Common Use Cases

  • Project Teams: Get alerts when tasks are completed or blocked
  • Managers: Receive notifications for items requiring approval
  • Stakeholders: Stay updated on project milestones and changes
  • Everyone: Customize notification preferences to reduce noise

Key Features & Capabilities

Production-ready SMTP integration (Gmail, Outlook, SendGrid)
In-app notification center with unread tracking
Configurable email templates with variable substitution
Asynchronous queue processing with retry logic
Per-user notification preferences
Digest mode for consolidated daily/weekly emails
Real-time notifications for critical events
Organizational isolation with RLS compliance

Expense Tracking

Simplify expense management with integrated receipt capture, approval workflows, and project assignment. Track reimbursements and project costs in one place.

Expense submission form with receipt image and project selection

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Expense Tracking screenshot

Key Benefits

  • Reduce expense report processing time by 60%
  • Improve receipt compliance from 70% to 95%+
  • Accurate project cost tracking with automated expense allocation
  • Faster reimbursement cycles improve employee satisfaction

Common Use Cases

  • Consultants: Submit project expenses with receipt photos from mobile
  • Finance Teams: Review and approve expenses with full audit trail
  • Project Managers: Track project expenses against budgets
  • Accountants: Export expense data for accounting system integration

Key Features & Capabilities

Mobile receipt capture with OCR
Expense submission with project/category assignment
Multi-level approval workflows
Mileage tracking and calculation
Per diem and allowance management
Receipt compliance tracking
Reimbursement status tracking
Integration with accounting systems
Expense policy enforcement

Discussions & Collaboration

Enable team collaboration with in-app discussions, @mentions, task assignments, and AI-powered insights. Replace scattered email threads with organized project conversations.

Discussion thread showing comments with @mentions and task assignments

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Discussions & Collaboration screenshot

Key Benefits

  • Reduce email volume by 40% with centralized discussions
  • Improve project communication and decision tracking
  • Faster issue resolution with contextual conversations
  • Better knowledge retention with searchable discussion history

Common Use Cases

  • Project Teams: Discuss issues, decisions, and updates in project context
  • Remote Teams: Keep distributed teams aligned with threaded discussions
  • Stakeholders: Follow project conversations without joining every meeting
  • Knowledge Management: Build searchable repository of decisions and solutions

Key Features & Capabilities

Threaded discussions with email integration
@mention functionality to tag team members
#WBS-code references to link work items
Task assignments from discussions
File attachments and screen sharing
AI-powered summarization and action item extraction
Full-text search across discussions and comments
Read/unread tracking per user
Email notifications for mentions and replies
Discussion types: general, issue, decision, task, announcement

AI-Powered Insights

Leverage artificial intelligence to uncover insights, automate routine tasks, and make smarter decisions. AI assists with summarization, categorization, and predictive analytics.

AI insights panel showing project risk score and recommended actions

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AI-Powered Insights screenshot

Key Benefits

  • Save 5-10 hours per week with AI-assisted workflows
  • Discover insights you might have missed manually
  • Predict project risks before they become issues
  • Automate repetitive analysis tasks

Common Use Cases

  • Executives: Get AI-generated executive summaries of project status
  • Project Managers: Receive proactive risk alerts based on patterns
  • Analysts: Use AI to categorize and tag large datasets automatically
  • Teams: Get meeting summaries and action items automatically extracted

Key Features & Capabilities

Discussion summarization with key points extraction
Automatic action item identification
Sentiment analysis for team morale tracking
Predictive project risk scoring
Smart categorization and tagging
Natural language search queries
Anomaly detection in time and expense data
Conversational AI chatbot for system help

Multi-Organization Support

Manage multiple organizations, clients, or business units from a single platform. Perfect for holding companies, MSPs, and multi-entity businesses.

Organization selector dropdown showing multiple client organizations

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Multi-Organization Support screenshot

Key Benefits

  • Consolidate multiple systems into one platform
  • Reduce IT overhead and licensing costs
  • Maintain data isolation between organizations
  • Centralized administration with distributed management

Common Use Cases

  • Holding Companies: Manage multiple subsidiaries with separate data
  • MSPs: Provide time tracking services to multiple clients
  • Franchises: Support franchisees with centralized platform
  • Consultancies: Maintain Chinese walls between client engagements

Key Features & Capabilities

Complete data isolation with Row-Level Security (RLS)
Organization-specific customization (branding, fields, workflows)
Hierarchical organization structures
Role-based permissions per organization
Centralized user management with SSO
Consolidated cross-org reporting (with permissions)
Per-organization billing and subscription management
White-labeling options for service providers

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