Every plan includes timesheets, expenses, invoicing, and budgeting. Pro and Ultimate add forecasting, resourcing, and multi-entity control for larger operations.
Min 5 seats
Min 5 seats
Min 5 seats
Timesheets, expenses, invoicing, fee calculations, and reporting. The building blocks of a profitable practice.
We migrate your data, configure your account, and train your team so you can start with real numbers from day one.
Flexible billing terms with no lock-in. Our team is available by email or video call when questions come up.
Ryan McGarrie
Associate Director, Space Zero
The Pro plan is the most popular. It gives you everything in Core plus advanced tools like resource scheduling, income forecasting, WIP tracking and custom reporting.
If you have multiple offices or require change tracking the Ultimate plan is the best fit. It includes multi entity and multi currency operations, BI and data connectors, Zapier and SharePoint integrations, and unlimited custom reporting. You will also benefit from a dedicated account manager and premium support.
Yes, upgrade anytime as your needs change. You can downgrade at the end of each contract term (monthly or annually) if required.
Absolutely. We handle migration and setup, and train your team so you’re up and running quickly.
We import your projects, timesheets, and invoices so you start with real data. Whether you're coming from spreadsheets, WorkflowMax, CMAP, or another system, our team handles the migration.
Our support team is available by email or video call. Ultimate customers also get a dedicated account manager who knows your firm and can help with more complex needs.
