Finance Management

Track Profitability & Forecast Revenue 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
+4
Agencies using Magnetic reduce admin time by 40% and protect margins from day one.
The Magnetic Difference

Financial Clarity, without waiting for month-end

Magnetic gives finance teams live visibility into how work is tracking against budgets, rates and forecasts, so you can act early - before margin is gone.

See which projects make money
Understand profitability by project, client or phase in real-time, not after the fact.
Catch budget variance early
Track actuals against budgets and forecast as work happens, not at month-end.
Invoice faster without chasing clients
Reduce delays and write-offs with clearer billing and fewer month-end surprises.
Plan ahead with revenue forecasting
See what's coming next with live pipeline, delivery and revenue projections.
features

Everything Finance Managers need to Track Profit and revenue in real-time

Magnetic gives finance teams a clear view of revenue, margins and billing across every client and project. Track performance as work happens and keep delivery and finance in lockstep without manual updates or reports.

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Revenue forecasting tools
Billable vs. non-billable tracking

Real-time overservicing alerts

Effortless invoicing and billing

WIP and unbilled revenue tracking

Live revenue insights

A Single Financial Source of Truth Across Projects
Shared context between finance and delivery
Both teams share the same delivery data removing the need to reconcile separate views of performance.
Decisions grounded in delivery reality
Finance decisions are informed by how work is actually delivered, not how it was planned or retrospectively reported.
Clear ownership of financial outcomes
Margin, costs and revenue are tied back to specific projects, roles and delivery decisions, making it easier to understand what's driving performance.
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.

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.

Access Instant Project Profitabilty 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

A financial view you dont have to reconcile

When finance data lives across spreadsheets, project tools and accounting systems, finance teams lose time reconcilling numbers. Magnetic replaces that with a single reliable view of revenue, costs and margins.

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

Finance-Ready Integrations that keep your numbers aligned

Magnetic connects with your existing finance and accounting tools to eliminate mismatched data, manual exports and end-of-month guesswork.

View all Integrations
Connect with your wider workflow
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.