FINANCE MANAGEMENT

Take Charge of Your Business Finances

Unlock powerful tools for streamlined operations, enhanced forecasting accuracy, and effective financial management, empowering you to make strategic decisions with confidence.

Book a demo

WHAT IS POSSIBLE WITH MAGNETIC

Empower Finance Teams to Lead with Confidence

‍Get a Clear View of Your Business Health

Visualise key performance indicators, track project profitability, and monitor client engagements with unparalleled precision

‍Streamline Your‍Financial Processes

Combining the strengths of Magnetic with your current systems, so you can benefit from a cohesive financial management experience that enhances accuracy and saves valuable time

Forecast and Plan with Confidence

Anticipate future financial trends and plan strategically to ensure sustained growth and financial stability with forecasting tools that provide accurate, real-time financial insights

Manage Project Delivery
and Costs

Easily monitor billed hours against project estimates to manage and prevent over-servicing with detailed reports that help you track the time spent on each client or project.

easy to use crm tools

Optimise Financial Health with Advanced Dashboards

Make better business decisions with a single, all-in-one platform that helps you plan, engage, and analyse easily.

PROFITABILITY DASHBOARDS

Boost Project Profitability

Quickly assess the financial health of your projects with our Profitability Dashboard. Visualize revenues, costs, and margins in real-time to ensure each project aligns with your business goals. Make informed decisions to keep your operations profitable and on track.

Get started

REVENUE FORECASTING

Master Financial Planning

Get real-time insights into your business’s financial trajectory, forecast future revenue and anticipate cash flow needs with accuracy. This forward-looking tool helps you plan for significant investments and ensure your business can adapt to any financial challenges and opportunities.

Get started

OVER SERVICING DASHBOARDS

Conquer Over Servicing Challenges

Easily monitor billed hours against project estimates to manage and prevent over-servicing. Keep track of time spent on each client or project, identify areas where over-servicing may be occurring and adjust service delivery accordingly. This control is crucial for maintaining client relationships and ensuring project profitability.

Get started

INVOICING AND EXPENSE MANAGEMENT

Simplify Financial Workflows

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

Get started

RATE CARDS & COST ESTIMATES

Customised Solutions for Diverse Financial Needs

Access tools that generate precise cost estimates and streamlined client rate card customisation. Empower finance managers to boost budget accuracy, reduce financial risks, and optimiSe project profitability.

Get started

REAL-TIME VISIBILITY AND UPDATES

Stay Informed with Instant Project Updates

Keep your projects on pulse with real-time updates. From who's working on what to catching bottlenecks early, stay ahead of the curve and adjust in real time—keeping your projects smooth and your team in sync

Get started

TECH STACK INTEGRATIONS

Seamlessly Integrate With Your Finance Tech Stack

Compatibility with leading accounting software means no more data silos. Enjoy streamlined financial management through seamless data synchronisation.

Sage

Seamlessly link Magnetic with Sage. This integration ensures improved coordination across your team, helping you manage time effectively and never miss a deadline