Time Tracking & Profitability
Margin ProtectionConnect actual labor costs to your retainer margins to ensure every client account remains profitable.
Current Tier: Starter
Standard Time Tracking
Basic manual time-logging for staff members.
Staff Timesheets
Manually log hours worked against specific client retainers and projects.
Dynamic Profitability Matrix
Live margin percentages calculating tracked hourly rates vs. fixed retainers.
TechNova Solutions
Healthy
Retainer
£5,000/mo
Labor Cost (MTD)
£1,250
Gross Margin
75%
Lumina Creative
At Risk
Retainer
£2,000/mo
Labor Cost (MTD)
£1,850
Gross Margin
7.5%
Add Client to Matrix
Predictive Forecasting & AI Reminders
AI-driven alerts flagging accounts before they become unprofitable, plus automated timesheet reminders.
Automated Timesheet Reminders
Automatically ping team members in Slack or Email when their weekly timesheets are incomplete.
Smart Scheduling
Predictive Margin Alerts
Vantly AI analyzes burn rates and alerts you mid-month if a client account is pacing to be unprofitable.
AI Forecasting