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Projects, proposals and invoices for agencies

Catch a losing project while it's still running.

Tasks, logged hours, bookings and rate cards roll up into a live margin for every project and client, and invoices draw on the same numbers.

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No card to start. Every product, every seat, for 14 days.

Example data
Flow* projects for Meridian & Co.: three projects at risk, a portfolio margin of 66.6% and MX$1,866,353 plus $1,412,659 in invoices outstanding (example data)
What it does

Three things it does, shown on screen.

Margin per project and per client

You see a project slipping in week four, not at the invoice.

In , each logged hour is priced at the rate in effect that day and netted against the project's fee, per project and per client. A project flags itself once its hours burn faster than its timeline.

Example data
Margin per project and per client: Example data
Projects and tasks with owners and dates

Anyone sees who owns a task and when it is due without asking, and a late task shows as late.

Break a project into phases and tasks, each with one accountable owner, a due date and real dependencies, and view the same set as a list, board, calendar, timeline or Gantt.

Example data
Projects and tasks with owners and dates: Example data
Budgets, pipeline and proposals

What you sold, what you are pitching and what it will earn sit in one place.

Budgets carry service lines, rates, change orders and vendor markup. A deal can start from a brief, AI drafts its proposal within a pricing guardrail, and a won deal becomes a draft budget.

Example data
Budgets, pipeline and proposals: Example data

Also included

  • Time tracking. Log time against a task, mark it billable or not and leave a note. The same entries feed the margin, the at-risk flag and the capacity view, so there is no second timesheet to reconcile.
  • Invoices from the same numbers. A draft invoice pulls a project's unbilled hours and expenses; approving it assigns the next number in your sequence, renders the PDF and emails the client in their language.
  • Client links for status. Share a client link, no account needed, that shows a project's stage, its timeline and what is coming up next, from the same data the team uses.
  • AI status summaries and risk drafts. Ask the agent about a project's health, margin or capacity and get an answer from the same formulas the screens use. Overnight, it flags a project over budget or creeping in scope and drafts the update.
  • Capacity across the team. Book people ahead, confirmed or tentative, and see over-booking in the next 14, 30 or 90 days; with , approved leave comes off.
  • Tool costs in the margin. Tool costs from flow into each project's margin and each client's profit.
  • Staffing proposed by skills. With , ranks who to staff on an open role by skills and free hours; a person confirms each booking.
  • Invoice chasers drafted. For each overdue invoice, AI drafts the chase message.
  • Burn alerts and a digest. Burn alerts and a morning digest tell the team when a budget is running hot.
  • Agency health. Likely profit and margin across the agency, alert thresholds set by an admin, and an internal board-report PDF.
  • Campaigns on the project. With , a project shows its campaigns, results and pacing.
  • Roles that protect money. Finance sees margins, project managers see delivery but not cost rates, and contractors see only their own work.

What the agency has committed to, who is doing it and whether it is making money.

Projects, proposals and invoices
Example data
What the agency has committed to, who is doing it and whether it is making money.
What Flow* replaces

Four tools and a spreadsheet.

Most agencies run tasks in monday.com or Asana, time in Harvest and capacity in Float, then reconcile all three into a profitability spreadsheet once a month, or run everything through COR. Each tool does its own job well, but none of them knows whether a project made money until someone exports all of them and does the math.

Before

Four tools, each knowing its own slice: tasks, time, capacity or spend

Utilization is rebuilt from timesheets after the month closes

A project's margin shows up in a spreadsheet after the work ships

Client status means someone writing a recap

One place for tasks, time, capacity and budget, so margin comes from data already there

Bookings show who is past their hours before the week arrives

A project flags itself while it is still running

A client link updates itself from the team's own data

Compare with CORCompare with ProductiveCompare with Harvest + FloatCompare with monday.com

Related reading:How do you calculate project profitability at an agency?

Before you start

The AI, your data and the price, plainly.

  • What the AI doesAnswering a question about a project's health, margin or capacity, from the same formulas the screens use
  • What it never doesWho is assigned or booked: a person does that, or a rule an admin set up, never the AI
  • Where your data goesProject, time and financial data goes to Anthropic's commercial API only when a chat turn runs or a scheduled agent job fires, never continuously. Training and retention for those calls follow Anthropic's API terms, not a setting in this product.

Models. Claude Sonnet 5.5 for the project agent, overnight risk drafts and AI-drafted proposals, statements of work and client reports; Claude Opus 5.5 as an optional model an admin can choose for a custom agent. Security and the AI, product by product

Pricing
  • Base$99
  • Pro$249
  • Agency$499
  • a month

Three plans. Every product from Pro up. Annual billing: $79, $199, $399 a month. See the pricing page for add-ons and seats.

Works with
  • Staffing from skills and time offApproved time off and holidays in reduce a person's available hours, and skills rank who to propose for an unfilled role. A person confirms each booking.
    • → : approved time off and holidays
    • → : skills and availability
  • Revision requests from become tasksWhen a reviewer asks for changes on a version in , the request becomes a task on the project, with the file linked.
    • → : a revision request on a version
  • Briefs from ground proposals in When it drafts a statement of work or a proposal, reads your team's recent briefs, so it starts from how your team writes.
    • → : recent brief patterns

Recently shipped

Everything that shipped
  1. Dashboards you can ask for
  2. Proposals your client accepts online
  3. Custom fields, intake forms and agents that run on their own
Questions

Common questions

For agencies, tracks projects, hours and capacity against budget while each project runs. It prices every logged hour into a live margin, invoices from the same numbers, and replaces COR or Asana, Harvest and Float in a spreadsheet.

Track your next project's margin in .

14 days, every product, every seat, no card to start.

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