From pipeline to payment, in one platform.

Six integrated modules that work together seamlessly. Win more deals, deliver on time, track every hour, and protect your margins — all powered by AI.

CRM & Pipeline

Manage your entire sales pipeline from first contact to signed deal. AI-assisted offer creation turns opportunities into accurate proposals in minutes.

  • Client & contact management
  • Opportunity pipeline with stages
  • AI-assisted offer creation
  • Win/loss analytics & forecasting

CRM & Pipeline module preview

Project Management

Structure projects with phases, work packages, and milestones. Interactive Gantt charts with drag-to-reschedule, dependencies, and critical path visualization.

  • Work breakdown structure (WBS)
  • Interactive Gantt chart with dependencies
  • Resource allocation & capacity planning
  • Baseline comparison & progress tracking

Project Management module preview

Time Tracking & Invoicing

Flexible time entry with approval workflows and automatic invoice generation. From timesheet to payment in a few clicks.

  • Manual & calendar-based time entry
  • Weekly timesheet with approval workflow
  • Utilization dashboard (billable vs non-billable)
  • Auto-generate invoices from approved time
  • Invoice lifecycle: draft, send, track, paid

Time Tracking & Invoicing module preview

Financial Intelligence

Real-time budget vs actual dashboards, margin tracking, and cost allocation. Revenue recognition with multiple accounting methods.

  • Budget vs actual tracking
  • Revenue & margin dashboards
  • Revenue recognition (% completion, T&M, milestone)
  • Expense management with receipt uploads
  • ETC/EAC forecasting with scenarios
  • Risk assessment per project

Financial Intelligence module preview

AI Autopilot

Continuous AI monitoring that detects problems before they become crises. Probabilistic margin forecasting, root cause attribution, and structured interventions.

  • 6 real-time health signals per project
  • Probabilistic margin forecasting (p20/p50/p80)
  • Root cause attribution ranked by margin impact
  • AI-proposed structured interventions
  • Policy guardrails with human-in-the-loop
  • Knowledge base integration (RAG)

AI Autopilot module preview

Reporting & Dashboards

Portfolio-level views for leadership, project-level dashboards for PMs. Export to CSV, schedule automated reports, and build custom views.

  • Portfolio overview with KPIs
  • Project performance reports
  • Custom KPI dashboards
  • Scheduled report delivery
  • CSV/PDF export

Reporting & Dashboards module preview

Ready to see it in action?

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