Finance Management

Track Profitability & Forecast Cash Flow in Real Time.

Still managing finances across multiple tools? Magnetic brings everything into one place—so you can track revenue, control costs, and automate invoicing without the hassle.

Free for 14 days | No credit card required

Join 100's of businesses using Magnetic to stay profitable, project after project.

WHAT IS POSSIBLE WITH MAGNETIC

Get the Insights You Need to Stay Profitable

See Which Projects Actually Make You Money

Track revenue, costs, and margins in real time—so you know what’s growing your business and what’s not.

Stop Over-Servicing Before It Hurts Profits

Monitor billable vs. non-billable work to ensure projects stay within budget and you aren’t giving away free work.

Invoice Faster, Get Paid Without Chasing Clients

Automatically generate invoices, track overdue payments, and improve cash flow

Plan Ahead with Revenue Forecasting

Spot potential revenue gaps early so you can adjust your strategy before it impacts your bottom line.

Advanced reporting

Stop Wrestling with Spreadsheets—See Your Profits in Real Time.

Track key metrics like profitability, resource usage, and forecasts. Use real-time data to monitor performance and make smarter decisions.

Profit Margins at a glance

See which projects are driving profits and which are falling short. Get immediate insights into the health of your profit margins across all active and completed projects.

Over-servicing insights

Spot where over-servicing is cutting into profits by comparing billed hours to actual hours worked.

Profitability Trends

Project ROI

Budgets vs Actuals Insights

Cost Tracking

Use actionable insights from Profitability Reports to ensure every project contributes to your business’s growth and success.

Track Over-Serviced projects

Instantly identify projects where hours exceed estimates. Pinpoint where you’re over-delivering and take action to realign efforts with budgets.

Monitor Profitability Risks

Spot projects at risk of profitability loss due to over-servicing. Address issues early to protect your bottom line.

See billed vs actual hours

Monitor Scope Creep

Access Historical trends

Get Client Specific Insights

Quickly access real-time data on availability and capacity to make informed decisions for your projects.

Track Resource Costs & Prevent Budget Overruns

Know exactly how team time affects project profitability—so you can adjust workloads and prevent overspending.

Availability Forecasting

Understand your team’s future availability and plan project timelines accordingly. Avoid overloading team members while ensuring deadlines are met.

Workload Distribution views

Capacity vs Demand Analysis

Utilisation Rates

Quickly access real-time data on availability and capacity to make informed decisions for your projects.

Accurately project revenue

Forecast your revenue with with insights into project pipelines, resource availability, and estimated billings. Stay ahead of potential shortfalls and plan for growth effectively.

Get a detailed outline of pipeline Health

Gain a clear picture of how many opportunities are active, stalled, or progressing toward closure. Identify where deals may need additional attention.

Map out Revenue Potential

Understand Opportunity Aging

Forecast Revenue By Opportunity

Get the insights you need to optimise your sales pipeline and close more opportunities faster with Magnetic’s reporting tools.

finance management tools

Everything You Need to Keep Finances Under Control—Without the Manual Work.

Rate Cards and Estimates

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

Invoicing and Expense Management

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

Cost Management

Gain control over every dollar spent with tools that track expenses against budgets in real-time.

Generate Tax Invoices, Purchase Orders and Credit Notes

Use advanced views like Kanban and Gantt charts to manage tasks and timelines with precision.

Digital Cost Approvals

Skip the back-and-forth—get client approval on cost estimates instantly so work can start without delays.

Multi-currency Billing

Have customers across the world? Magnetic lets you manage this with multi-currency billing.

Currency Customisation

Get clear progress updates and reminders to keep projects on schedule.

Cashflow insights

Monitor inflows and outflows to maintain a healthy cash flow. Get clear indicators of when to cut costs or allocate funds to growth initiatives.

See Just How Easy Managing Project Finances Can Be

Start a free 14-day trial and discover the power of managing project finances in one place.

Try for free

Free for 14 days | No credit card required

INTEGRATIONS

Connect Magnetic to Your Accounting Tools

Connect all your favourite accounting tools in one place for a smoother, more cohesive financial management experience. No manual data entry. No financial blind spots. Automatically sync invoices, expenses and revenue tracking with:

Xero

Automatically sync invoices & expenses to eliminate manual data entry.

Pastel

Align finance & project data for smoother reporting and accurate billing.

Sage

Keep financial records updated without manual tracking.

Know Where Money Goes on Every Project

No more missed revenue, over-servicing, or manual invoicing. Magnetic gives you full financial visibility, automation, and forecasting—so your business stays profitable.

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Trusted by big brands

What some of Our Clients Say

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

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

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.

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

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

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