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.

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Free for 14 days
No-credit card required
+4
Agencies using Magnetic reduce admin time by 40% and protect margins from day one.
Magnetic cost Estimate form with dropdowns for status, currency (GBP), and amount, checkboxes for PDF output options, Save and Cancel buttons, and a tags input field.Magnetic stylised finance chart titled Top 5 Internal Item Type, Billed, featuring a pie chart with five coloured segments.Three circular progress bars labeled CE Value, Once-off, and Weighted with varying amounts of red fill.
The Magnetic Difference

Get the Insights You Need to Stay Profitable

From live project margins to future cash flow, Magnetic gives you the financial insights you need to reduce risk and grow sustainably.

See which projects actually make you money
Get real-time visibility into project progress, deadlines, and budgets, so you’re never caught off guard.
Stop over-servicing before it hurts profitability
Monitor team workloads and allocate resources effectively with advanced scheduling tools that prevent overwork and downtime.
Invoice faster & get paid without chasing clients
Identify and cut unnecessary costs with over-servicing insights and profitability tracking.
Plan ahead with revenue forecasting
Leverage live updates and actionable insights to make informed decisions that keep your projects moving forward.
Features

Everything you Need to Keep your Team Aligned and Productive

Magnetic gives your team everything you need to manage projects from end to end, in one intuitive platform. Plan timelines, track budgets, assign resources, get approvals, and collaborate in real time without the chaos of switching between apps.

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Magnetic stylised digital interface showing a budget spent progress circle at 20% alongside an invoice form with fields for contact, company, and address.
Magnetic profitability dashboard showing profitability at 34% and 1,350 units, with a May cost of hours tracked as 10,000.

Revenue Forecasting tools

Stay in sync with real-time updates. See who’s working on what, spot bottlenecks early, and keep projects running smoothly.

Billable vs. non-billable tracking

Track utilisation in real time and see how much time is driving revenue vs. overhead.

Real-time Overservicing Warnings

Get instant alerts when projects risk exceeding scope or budget. Protect margins, keep client expectations on track and prevent over-servicing.

Automated Invoicing and Billing

Turn approved timesheets and expenses into accurate invoices with zero manual effort. Reduce errors and free your team up from admin work.

WIP & Unbilled Revenue Reporting

See the true value of work in progress and unbilled time at a glance. Stay on top of project profitability and improve cash flow predictability.

Live Cash Flow Insights

Understand how delivery billing and payments affect your firms financial health in real time. Make adjustments to keep your business cash-positive.

Kanban views
Gantt charts
Project status views
Scenario planning
Leave tracking
Cross-project visibility
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.

Access Instant Profit and Over-Servicing Insights

Quickly see which projects are boosting your bottom line, and which are draining it. Track profit margins across active and completed projects, and spot over-servicing by comparing billed hours to actual time worked.

Profitability trends
Budget vs. actuals insights
Project ROI insights
Project cost and expense tracking

Stay Ahead of Over-Servicing and Profitability Risks

Easily identify projects where actual hours exceed estimates and flag those at risk of profitability loss. Get early warnings, take corrective action, and keep projects aligned with budgets to protect your margins.

See billed vs. actuals hours
Monitor scope creep
Access historical trends
Get client specific insights

Forecast Revenue and Monitor Pipeline Health

Accurately project revenue by factoring in your project pipeline, resource availability, and estimated billings. Get a clear view of active, stalled, and progressing opportunities, so you can spot gaps early, focus efforts where needed, and plan for sustainable growth.

Map out revenue potential
Forecast revenue by opportunity
Understand opportunity aging
Magnetic vs. generic tools

What Magnetic replaces

When your projects, tasks, and budgets live in different places, mistakes happen. Magnetic brings it all together, so your team can move faster, make smarter decisions, and deliver without the chaos.

Magnetic gives you

Real-time project budgets, forecasts, and actuals in one view
Integrated billing, time tracking, and expense management
Auto-generated invoices based on project progress and timesheets
Margin and profitability insights at the project and client level
One source of truth for financial data, always up to date
Rate card and pricing logic embedded into project setup
Proactive reporting that helps you course-correct in real time
Integrations

Power Up Your Workflow With Easy Integrations

Magnetic connects with your existing tools, from CRM to accounting - so your workflows stay seamless. Plus, with Zapier, you can easily link hundreds of apps in just a few clicks.

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Gmail Icon
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Free for 14 days | No credit card required

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.