Finance Management

Finally, a Simple Way to Manage Project Finances

Easily track revenue, profitability, and forecasts—all in one place, to make decisions that drive business growth.

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Free for 14 days | No credit card required
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Forecasting Reports
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Revenue Reports
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Profitability Analysis
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Expense Management
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Scalable Solutions

See Project Health, Forecast Revenue and Stop Over-Servicing.

Make better business decisions with a single, all-in-one platform that helps you plan, engage, and analyse easily.

Make better business decisions with a single, all-in-one platform that helps you plan, engage, and analyse easily.

Book a demoTry for free
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

PROFITABILITY DASHBOARDS

Boost Project Profitability

Quickly assess the financial health of your projects with our Profitability Dashboard. Visualize revenues, costs, and margins in real-time to ensure each project aligns with your business goals. Make informed decisions to keep your operations profitable and on track.

OVER SERVICING DASHBOARDS

Conquer Over Servicing Challenges

Easily monitor billed hours against project estimates to manage and prevent over-servicing. Keep track of  time spent on each client or project, identify areas where over-servicing may be occurring and adjust service delivery accordingly.

Revenue forecasting

Better Forecast Project Revenue

Get real-time insights into your business’s finances, forecast future revenue and anticipate cash flow needs. Plan for significant investments and ensure your business can adapt to any financial challenges and opportunities.

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Simplify your Financial Workflows With Customised Solutions

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Rate Cards and Estimates

Access tools that generate precise cost estimates and streamlined client rate card customisation.

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Invoicing and Expense Management

Spend less time on invoicing and expense management with an intuitive and easy-to-use dashboard.

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Real-time Visibility and Updates

Stay on top of your projects with real-time updates. See who's working on what, catch bottlenecks early, and make adjustments to keep everything running smoothly.

INTEGRATIONS

Seamlessly Integrate With The Accounting Tools You Already Use

Connect all your favorite accounting tools in one place for a smoother, more cohesive financial management experience. Say goodbye to data silos and hello to tools that effortlessly speak to eachother. .

Xero

Enhance time tracking technology to intelligently populate timesheets, eliminate guesswork and reduce your teams workload

Pastel

Align tasks and timelines for clearer, hassle-free operations, streamlining project management for smoother execution

Sage

Seamlessly link Magnetic with Sage.  This integration ensures improved coordination across your team, helping you manage time effectively and never miss a deadline

What some of Our Clients Say

Trusted by big brands

"Magnetic enables me to accomplish more in a day and to be able to track my time effectively."

Sisathi Reviewer
Sisathi
Online Media,
11-50 employees,  via Capterra

Since implementing Magnetic, our workflow has improved significantly. Our ability to track our work from opportunity to finalisation has been a game-changer for us. Our data maturity on our projects are now a million time smarter, allowing us to make data driven decisions to improve our business.

Ryno Z reviewer
Ryno Z
Head of Learning and Development (50 or fewer emp),  
via G2

Magnetic is easy to use and integrates with Pastel, which very few systems do. It is quick to do CE's and the user level tiering makes control of information easy.

Rene reviewer
Sally
Marketing and Advertising,
1-10 employees,  via Capterra

I have been using magnetic for my business for over 5 years and I am thoroughly impressed with the innovation and advancemnets in the software. It's extremeley UX focused and makes running my agency a much simpler task knowing my accounts and billing is in order.

Craig M reviewer
Craig M
Digital Specialist
Small-Business, 50 or fewer emp, via G2

"We are able to manage the workflow with ease, it is definitely a great time saver. Team leaders are able to view progress reports and hours on a daily basis."

Rene reviewer
Rene
Information Technology and Services,
2-10 employees,  via Capterra

I like the fact that you can track absolutely each and every job with ease and also who was responsible for each task. There isn't much I don't like about this program

Rene reviewer
Jessica
Restaurants,
201-500 employees,  via Capterra