REPORTING & INSIGHTS

Get the insight you need to grow your business

Powerful reporting, tailored to help your professional service business thrive.

Here’s why our customers value the reports and insights they get from Projectworks

Reporting budgets and forecasts

Understand your business finances

Projectworks has you covered with a number of helpful financial reports. Whether you want to keep tabs on unpaid work, check out your monthly expenses, or see how your actual revenue stacks up against your budget, our reports will give you all the insights you need to run your business.

Not sure what features your team needs most?

Turn insights into actionable plans

Set billable targets for your team and receive real-time performance data on individual, team, and company.

Our operational reports empower you to monitor billable work, set targets, motivate your team, and optimise cost-effective operations.

Utilization target in Projectworks

Turn data into decisions with custom reporting

When data drives your decisions, your impact is even greater. Whether you’re a CEO, project manager, or accountant, you can build and edit the unique reports that matter most to you - right inside Projectworks.

Plug Projectworks into your insights platforms with ease

Projectworks’ API provides a direct connection to your data platform of choice, such as PowerBI. Customise project and business perfomance reports, visualise them the way you need, and share them to your stakeholders knowing your data is always up-to-date.

“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”

Natasha Kearney
Natasha Kearney
Finance Manager
GKC Limited
GKC Limited

Explore more Projectworks features

Resourcing

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

Invoicing

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

Revenue forecasting

Get ahead with the only professional services software that allows you to see your future financials tracked against your project budget.

Choose the plan that suits your business best

Flexible pricing

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.

Prefer to chat?

Our customer team are available to talk through any questions you have. Just book a time and we’ll be in touch.