Time & money
Which jobs are running over their budget?
Every client's job with a budget for the period: what it should take, what it has taken, what is left and how it stands, with the jobs in trouble at the top.
It is the list to work through while there is still time to act, rather than the one you find at year end.
Works with time tracking
Jobs near their budget turn amber and jobs over it turn red, and the report sorts them to the top so the ones that need a conversation are the first thing you read. Narrow it to one service, one client, or only the jobs near or over, and the list gets short quickly.
Look at this period, the last one, any month, or a client's last 12 months, which is where the job that goes over every single year gives itself away.
Click a job and its time is laid out task by task and person by person. The task that ran long, or the partner's day on a job priced for a junior, is there in front of you rather than something to piece together from timesheets.
On a service with stages, each job also gets a bar in the stages' own colours with a tick at its budget, and only the stages that are over are named. You can see that it is always the review on this client that runs long, or the chasing that eats the first week.
Hours are what you plan with. The fee budget shows whether the time spent, at the rates it was logged at, still fits the fee, so it also catches a job that is on track for hours but done by more senior people than planned.
Fee figures sit behind their own permission, so staff who can see the hours do not see what the work is worth unless you let them.
Every client links straight to its services, and every row opens the time behind it. Export the list to CSV for a fee review, or ask your AI assistant about it through the MCP server.
For what each job's time cost against its price over the year, take the same jobs into Cost & Profit.
These answer the question next door. If this report tells you something is wrong, one of them usually tells you why.
Cost & ProfitWhat did your team's time cost — and what is it worth?See the report 
Service Time — Estimated vs ActualYou priced each service assuming it takes X hours. Does it?See the report 
Write-off AnalysisHow much time are you giving away — and why?See the report 
Capacity PlanningWho has more work coming than hours to do it?See the report