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Month close without the spreadsheet marathon

A structured synthesis across delivery, budget, and team — every month closed cleanly instead of assembled by hand.

Business
Recurring / month
€2,480
+3% vs last yr
Premises €1,850
Hosting €420
Insurance €145
Software €65

Delivery: what was accomplished?

The Monthly Review report summarises billable and non-billable hours, open time entries, and approved periods — broken down by project and person.

Your time off 2026
18
Vacation left
4
Sick left
6
Remote left
Balances · 2026
Vacation 18 / 30 left
Sick 4 / 10 left
Remote days 6 / 24 left
5 days carried over from 2025 · expire Mar 31

Budget: how much has been used?

Project budgets measured against logged hours and costs — immediately visible which projects are on track and which have overrun.

Recurring / month
€2,480
+3% vs last yr
Premises €1,850
Hosting €420
Insurance €145
Software €65

Team: utilization and open approvals

Utilization per person, still-pending approvals, and unsubmitted time — all visible at once, so the month can truly be closed.

Team status Jun 2026
1 pending · 3 approved
JM
Jordan M.
Acme Redesign
88 % ✓ Approved
SP
Sam P.
Northwind App
102 % Pending
RK
Riley K.
Helix Mobile
74 % ✓ Approved

Billed revenue

Which invoices were issued and paid this month? The close report shows billed revenue and open items — the foundation for monthly business planning.

Invoice #Monthly summary
All clients · Jun 2026
Closed
DescriptionAmount
Invoiced €24,800
Paid €19,200
Outstanding €5,600
Total €24,800

How it works

  1. Open the monthly report

    Go to Reports and open the Monthly Review for the desired month — delivery, budget, and team are visible immediately.

  2. Resolve open entries and approvals

    Address any outstanding time entries or pending approvals directly from the report before closing the month.

  3. Lock and export

    Export the report as a PDF — the basis for planning, accounting, and client communication.

Built for every role

Admin

Full control over billing, organization settings, and user management.

  • Organization-wide settings and billing
  • User provisioning and role assignment
  • Custom fields and workflow configuration
  • Audit logs and governance exports
  • API access and integrations

Manager

Oversee projects, approve timesheets and leave, and monitor team performance.

  • Project dashboards with budget tracking
  • Timesheet approval workflows
  • Leave request management
  • Team utilization and capacity reports
  • Client-facing project summaries

Team Member

Log time, submit expenses, manage tasks, and request time off — fast.

  • One-click time tracking with project picker
  • Expense submission with receipt upload
  • Personal task board and deadlines
  • Leave balance and request history
  • Weekly timesheet overview

Ready? Start free today.

This is what it actually looks like

Monthly review with hours, utilization, and trends.
A real screenshot from the app. The data is demo data, the product is real.

Join the open beta—free while we learn with you