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Magnetic
Product
The platformPlatform overview
CRM & ForecastingTrack deals and forecast the revenue they bring in.Project ManagementScope, schedule and budget each project on one record.Resource ManagementBook people against real capacity, weeks ahead.TimesheetsLog time against the task, the project and its budget.Finance ManagementBill from recorded work and see each project’s margin.Reporting & DashboardsLive margin, utilisation and pipeline reports.

Also in Magnetic

AutomationsAutomate reminders, approvals and routine admin.AI project briefingNewStart every project with a clear, approved brief.Maggie AIComing soonAsk a question and get an answer from live project data.

Integrations

XeroQuickBooksSageGoogle CalendarOutlookGmailZapierZiflowCampaign Monitor
Solutions
By industry
AgenciesOne system for the whole agency, pipeline to invoice.ConsultingRun your consulting firm profitably.EngineeringProjects, people and margin for engineering firms.

Architecture

Run your architecture practice profitably.

In-house teamsResourcing and delivery for internal teams.
By role
ExecutivesFinance managersOperations managersResource managersAccount servicesTimesheet users
By size
Small teamsMid-sized firmsEnterprise

Latest from the blog

How to Calculate True Project Margin: The Cost Most Firms Miss

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Why Magnetic

Why Magnetic

Case studies

How firms like yours run on Magnetic.

Compare Magnetic

Side by side with the tools firms switch from.

About us

The team behind Magnetic.

Partner programme

Turn client relationships into recurring revenue.

G2

4.5

on G2 and Capterra

Case studies

Exonic SolutionsBilly Einkamerer, Exonic Solutions

Exonic Solutions

80% improvement in project visibility.

Hoorah DigitalClyde Mallon, Hoorah Digital

Hoorah Digital

Runs a multi-office, multi-model agency on Magnetic.

See every case study

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Resources

Learn

Blog

Articles on running a profitable services firm.

Product updates

What is new in Magnetic.

Knowledge base

Help articles for every part of Magnetic.

FAQs

All your questions, answered.

Guides and templates

Agency best practices

How profitable agencies run, from brief to invoice.

Glossary

Project and finance terms, defined.

Templates

Free templates for project plans and reports.

Free tools

Profitability calculator

See a project’s true margin in two minutes.

Overservicing calculator

Find the unbilled work in your team’s hours.

Guide · 15 min read

What is professional services automation? The complete guide

Read the guide

Pricing
Book a demoTry for free
Book a demoTry for free
Magnetic
How to Improve Productivity in a Fast-Paced Work Environment: 5 Time Management Tips
Feeling Swamped? Conquer Your Workday with These 5 Time Management Hacks (Project Managers & Team Leads)
Jenna Green
11 min to read
Smiling professional standing in front of a purple background with a revenue tracking dashboard overlay showing 45% completion, $45,000 in earned revenue, and $25,000 invoiced.
Magnetic
WIP vs. Invoicing: Why Progressive Revenue Recognition Matters for Professional Service Firms
Are your financials lagging behind your delivery? Discover why service-based firms are moving beyond invoice-based reporting and how WIP revenue recognition can give you a real-time view of earned revenue, margin, and project performance.
Julian Blonski
3 min to read

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Magnetic

Magnetic is an all-in-one workflow management platform designed and built for professional services firms.

Designed and Engineered with ❤️ in 🇩🇰🇬🇧🇿🇦
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