Ensure your projects are successful with revenue forecasts
Get ahead with the only workflow management software that allows you to see your future financials.

Discover the powerful insights Projectworks provides professional service firms
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Understand your project performance
Gain valuable insights into your project's future financial health by comparing projected burn to your budget and projected revenue. This enables you to ensure you won’t overspend and can maximize the margins of your projects.
See risk ahead of time and take action
Projectworks streamlines financial management, allowing you visibility into your costs and revenue. Projected margins will be generated which allow you to adjust your planned resources or billing in real time and see instantly how this will impact your bottom line.
There are also additional reports built into Projectworks that show margin by company, project, or individual. Explore our reporting & insights tools to learn more.

Understand your future revenue opportunity with quotes
Projectworks enables you to send quotes directly within the platform. You can easily edit and send multiple iterations, enabling you to work with your clients untill they approve the quote.
Using the contractual status of your projects, you can view your future revenue opportunity and more effectively manage your cashflow.
Customized insight for your unique business
Projectworks empowers you with tailored financial insights. You can effortlessly analyze your financial data by GL code, access a comprehensive forecast change log, and make informed decisions by comparing invoiced revenue to projected figures.


“We have tried a number of different tools including Mavenlink, WorkflowMax and Accelo. Projectworks is our favorite by far. It's the right balance of advanced features but simplified functionality”

Explore more Projectworks features

Invoicing
Pre-populated invoices sync seamlessly with your accounting software, saving you time and helping you get paid faster.

Resourcing
Plan successful projects with the ability to see who is available, at capacity or over-allocated at a glance.

Reporting & insights
Built-in reports and a custom reporting engine tailored to help professional service businesses grow.
Try Projectworks for free
Start a free trial and try Projectworks for yourself. No credit card needed and you’ll be up and running in no time.
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Our customer team are available to talk through any questions you have. Just book a time and we’ll be in touch.