For executives

Better Manage your Business with an all-in-One Solution

Magnetic helps business leaders protect margins, improve delivery, and gain visibility into the metrics that matter — without relying on siloed tools or fragmented reports.

Free for 14 days
No-credit card required
Magnetic revenue forecast dashboard showing total billing of 4,007,700, average net margin billing 37%, total cost estimates 895,450, and average net margin CE's 31%, above a bar chart with increasing values.
Trusted by hundreds of professional services firms worldwide
We needed a platform integrating finance, time tracking and project management to see where we were over-delivering or underquoting - Dylan Kohlstadt, CEO, Shift ONE
Now Shift ONE tracks client profitability in real-time across all accounts
The Magnetic Difference

Run a tighter, smarter operation at scale

Magnetic gives leaders live, cross-functional visibility into the entire project lifecycle—helping you steer growth, reduce delivery risk, and protect margin without needing to chase teams for answers.

Protect margin without micromanaging
Leave static spreadsheets behind - get a real-time view of budgets, margins, and spend, all in one place.
Drive smarter strategic planning
Make confident decisions with live data on revenue, capacity, and commercial performance.
See the business end-to-end
From pipeline to billing, Magnetic connects the dots between sales, delivery, and finance.
Spend time where it counts
Give your leadership team one shared view of what’s working and what needs attention.

Designed for Firms that Bill by the Hour

When margin depends on delivery, and delivery depends on people, visibility is everything. Magnetic is designed to give executives the levers they need to grow profitably, without adding overhead.

Designed for project & time-based work
Optimised for service delivery
Scales with your teams and complexity
Two overlapping cards with circular progress indicators showing 20% for Not Overservicing and 46% for Budget Spend.
features

Tools That Give Executives Clear Operational Control

Magnetic brings together the tools leaders need to track performance, manage risk, and improve commercial outcomes, without relying on fragmented data or delayed updates. These features are built to give executives clarity across delivery, finance, and operations.

Live margin tracking by project

Monitor profit and loss in real time across projects, clients, and teams with full visibility into actuals vs. budget as work progresses.

Revenue forecasting based on delivery data

Plan with confidence using live pipeline, progress, and resource capacity data linked directly to your delivery schedules.

Capacity and resourcing visibility

See team availability and workload in real time. Avoid overcommitment, manage utilisation, and support future planning.

Client & performance reporting

Track financial and operational performance by client, team, or service line to support strategic account decisions.

Billable vs. non-billable time reporting

Understand how time is being spent and how much of it is translating into revenue or draining profitability.

Rate card management by client or project

Maintain accurate pricing across clients and services to ensure billing aligns with scope and commercial agreements.

Timesheet compliance monitoring

Track logging activity to ensure hours are captured on time, improving billing accuracy and delivery forecasting.

Custom permissions and role-based access

Control who sees and edits what, keeping sensitive financial and strategic data restricted to leadership and authorised teams.

Advanced Reporting

Board-ready reporting without Spreadsheet reconcilliation

See the bigger picture with Magnetic’s reporting tools. From profitability to over-servicing, get the insights you need to make smarter decisions, boost performance, and grow your bottom line.

Magnetic Profitability dashboard showing 37% average margin percent, 1,499,000 average margin, 4,007,700 total billing, and a monthly bar and line graph from January to August.

Profitabiliy Reporting

Track margin in real time by project, client, or team while monitoring how time, costs, and scope changes impact overall financial performance.

what you can see:

Margin by client or project
Actual vs. budgeted costs
Your most profitable projects and clients

Over-servicing Dashboards

Monitor time logged versus what’s been scoped or billed, so you can catch unplanned work before it eats into margin.

what you can see:

Time over budget or scoped flagged automatically
Which clients are being over-serviced
Hours logged vs. hours estimated side-by-side.

Revenue Forecasting

Use live pipeline, progress, and resource data to project revenue accurately, month by month or quarter by quarter.

what you can see:

Live projected revenue from real delivery data
Top revenue-generating clients
Forecasts vs. actual delivery capacity

Resource Capacity

Monitor team availability and workload in real time to make informed resourcing decisions, and ensure projects stay on track.

what you can see:

Resource availability vs workload
See overbooked vs. underbooked team members
Plan resourcing based on demand
Proven results

Proven Results for Executive Teams

Magnetic delivers operational control and commercial clarity giving leadership the tools to improve performance, protect profitability, and scale with discipline.

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Improved project margin
Spot overruns early and act quickly to prevent margin loss across clients, teams, and service lines.
More accurate revenue forecasting
Plan with confidence using live delivery, pipeline, and capacity data, no assumptions or manual consolidation.
Better Strategic Allocation of Resources
Identify where to scale, shift, or invest based on performance, utilisation, and commercial return.
Reduced Reporting Overhead
Access board-ready insights in real time, no waiting on updates from finance, ops, or delivery.
Integrations

Connect Magnetic to the tools you already use

Connect all your favourite  tools in one place for a smoother, more cohesive experience.  Need more? Use Zapier to plug into hundreds of other tools, fast.

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Need to connect more tools? Connect Magnetic to 400+ more apps with Zapier

Ready to Run a More Profitable and Predictable Firm?

Get the visibility and control you need to lead better. Magnetic gives executives a clearer view of project performance, revenue potential, and profit risk - all in one place.

Free for 14 days | No credit card required
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4.5 stars on G2 and Capterra