Run projects, people and profit from one place.
Cadence is professional services automation for firms that sell their time and expertise. Plan the work, staff it, track it, bill it and see what it earned, without the spreadsheets in between.
- Projects, time and billing together
- One owner on every task
- Live margins and utilisation
Built for firms that sell their time.
Design, architecture and engineering firms
Multi-phase delivery with many contributors, where a phase should only move once its handover is complete.
Agencies and creative studios
Retainers, sprints and one-off jobs side by side, each with its own budget and its own margin.
Consultancies and professional services
Utilisation, billable hours and invoicing that agree, without a month-end reconciliation.
Founders, partners and principals
Pipeline, forecast, margin by client and cash still to invoice, in one honest view.
From enquiry to margin, in six stages.
What you create in one stage is reused in the next. Nothing is typed in twice, so the numbers agree.
Now · Proposal sent, follow-up due Thursday
- 01 · Win
Turn an enquiry into a signed proposal.
Build the estimate from similar past projects, send the proposal and keep the follow-up on someone's list.
WinPlanStaffTrackBillLearnNow · Proposal sent, follow-up due Thursday
- 02 · Plan
Break the work into phases you can hold to.
Phases, milestones and tasks, each with a budget in hours and money, and a gate that only opens when the handover is done.
WinPlanStaffTrackBillLearnNow · 4 phases, 38 tasks, 620 hours budgeted
- 03 · Staff
See who is free before you promise a date.
Bookings by day, week or month, with leave and skills taken into account and double booking flagged.
WinPlanStaffTrackBillLearnNow · Two designers free from Monday
- 04 · Track
Log time where the work happens.
A timer or a few taps, weekly timesheets and approvals, and scope changes costed before they are done.
WinPlanStaffTrackBillLearnNow · Phase 2 at 64% of budget, 58% complete
- 05 · Bill
Invoice from what was actually delivered.
Raise invoices from approved time, milestones or retainers, and see every hour that hasn't been billed yet.
WinPlanStaffTrackBillLearnNow · 3 invoices ready to send
- 06 · Learn
See what makes the business work.
Margins by client, project and service, utilisation against target and a forecast you can stand behind.
WinPlanStaffTrackBillLearnNow · Margin by client updated today
Use one module, or all of them.
Start with time tracking or resource planning and add the rest when you're ready. Switching a module off never loses its data.
Projects and phase gates
Fixed fee, time and materials, retainer or sprint. Phases advance only when the handover checklist is complete, and every override is recorded.
Time tracking
Timers that recover, weekly timesheets with holidays, leave and WFH marked, and approvals.
Resource planning
Who is booked, on what and for how long.
Budgets and burn
Alerts at 75, 90 and 100 percent, before the month ends.
Change requests
Scope changes costed, approved, then billed.
Check-ins
A short morning plan and evening update instead of a status meeting.
Invoicing
From approved time, milestones or retainer schedules, with rate cards by role, client and project.
Reports
Profitability, utilisation and pipeline, shareable in a click.
Expenses and payroll
Claims with tax and TDS, reimbursements marked paid up, and monthly salaries in the profit figures.
Your own dashboards
Pick the figures that matter, ask AI for a set, or let it learn from what you open. Share them; everyone sees their own access.
Help assistant
On every page: logs your day from a description, books people, sums up your week, opens reports for any period and brings back insights, within your role.
The same numbers, seen from every seat.
One honest view of the business.
- Pipeline and probability-weighted forecast
- Margin by client, project and service
- Utilisation trends against target
- Cash waiting to be invoiced
- A Business Analyst to question the figures
AI on every plan, where the work happens.
Ask the assistant on any page, draft a proposal, brief a project, suggest this week's timesheet, read a receipt, tidy an invoice, ask the business a question. AI only sees what you can see, the Owner decides who gets what, and nothing goes out without a person.
- Personal, Team and Business levels by role
- Notes stay out until the Owner allows them
- Money calculated by Cadence, never by the model
What changes for your firm.
Fewer surprises at month end
Budget alerts arrive while there is still time to act.
Nothing delivered goes unbilled
Approved time and finished milestones wait in one list until they are invoiced.
Every task has an owner
Work can't be created without one, and handing it on is logged.
Status without the meeting
Check-ins roll up into a digest leads can read in two minutes.
Start with one module
Turn on time tracking or resourcing first, and add the rest when you're ready.
Numbers that agree
Time, budget, invoice and margin come from the same entries.
See Cadence in your own work.
Create a workspace in a minute, or book a walkthrough shaped around how your firm already runs.