FP&A software for professional services
Agencies and consultancies run on project margin and cash timing. From the books Reportly delivers the P&L by client or project (the classes in your accounting system), the partner pack by practice area, and the 13-week cash forecast. Utilization and realization come from your time system, by upload, and sit next to the ledger numbers in the pack.
Illustrative preview — not customer data
What breaks in professional services finance
The same three failures show up in almost every professional services team we talk to.
Time leaks quietly
Utilization slips a few points a month. The margin is gone before invoicing.
Project margin arrives late
You learn a project lost money when it closes, not in week two.
Cash lags the work
Long payment terms mean profitable months and empty accounts.
The numbers the owner asks about
Reportly builds the ledger figures from your accounting system; non-ledger figures come in by upload or manual entry and sit next to them in the pack.
Services performance pack
Illustrative dataBuilt for how services firms make money
- 01
Project and client margins
See profitability by project, client, or team from the classes in your accounting system. Test yours with the gross margin calculator.
- 02
Utilization economics
- 03
Cash timing
Long payment terms make cash forecasting essential. Reportly projects it automatically in budgeting and forecasting.
- 04
Partner-ready reporting
Monthly packs by practice area, generated by management reporting.
What a month looks like with Reportly
Close the books, and the reporting takes care of itself.
Actuals land
Time, cost, and revenue sync from your accounting classes.
Margins by project
Every client and project shows its own margin, no rebuild required.
Capacity check
Utilization meets the hiring plan. Demand decides the next hire.
Partner pack ships
Practice-area reporting goes out the same week the month closed.
The vocabulary, defined
Plain-English definitions of the terms this page uses. More in our glossary.
Utilization
The share of available hours that are billable. The core services efficiency ratio.
Realization rate
The share of billable hours you actually collect on, after write-offs and discounts.
Project margin
Revenue on a project minus its direct delivery cost, as a percentage.
Days sales outstanding
The average days between invoicing a client and getting paid.
Professional services FAQ
Built for how professional services really works
Every plan starts with a 14-day trial.