Pipeline and forecasting

Turn your pipeline into a plan the business can actually deliver

A strong sales forecast means very little if delivery cannot support it. Magnetic connects upcoming opportunities with the operational information behind them, helping commercial and delivery teams understand what is likely to close, and what that demand means fo the business. Plan earlier, reduce surprises and make commitment with a clearer understanding of what happens after the deal closes.

Forecast future demand using weighted pipeline value

See upcoming work by period before it reaches delivery

Give operations more time to prepare for likely demand

Make commercial decisions with delivery context built in

Resource planning

Keep work moving without losing control

Enterprise resourcing means balancing multiple teams, clients, projects and priorities at the same time, Magnetic gives resource managers a clearer view of who is available, where workloads are becoming stretched and where upcoming work could create pressure. Allocate with more confidence and reduce last minute changes that disrupt teams and delivery.

See availability across teams and active projects

Match upcoming demand to available capacity

Identify under-and over-allocation earlier

Reduce clashes between competing client commitments

Project delivery

Create consistency across delivery without forcing every team into the same process

Different clients and service lines often need different ways of working. That should not mean leadership loses visibility or every team builds its own disconnected process.

Magnetic gives delivery teams the flexibility to manage projects in a way that shits the work, while maintaining a more consistent operating structure across the firm

Standardise repeatable work with project templates

Configure statuses around different delivery models

Keep tasks, timelines and project activity together

Give managers a clearer view of progress across the portfolio

Project financials

Protect margin while there is still time to do something about it

Waiting for month-end reporting makes margin a historical number. Magnetic keeps project budgets, time, and costs in view throughout delivery, helping teams see where work is moving away from the plan before over-servicing or overspend becomes embedded in the final result. Give project leaders the financial context they need to act earlier without waiting for finance to close the month.

Track budgets vs actual performance as work progresses

See project margin while engagements are still active

Surface overservicing before it becomes significant

Give delivery teams greater ownership of commercial performance

Reporting and analytics

Give leadership a current view of performance without rebuilding it monthly

Enterprise reporting becomes expensive when every meeting starts with collecting, exporting and reconciling data. Magnetic turns day-to-day project, resource and financial activity into reporting leadership can actually use. Spend less time assembling and more time understanding what needs attention.

Dashboards built from live project, resourcing and financial data

Compare performance across teams, projects and clients

Reduce spreadsheet consolidation and manual reporting

Create a more consistent view of performance across the firm

Workflow automations & approvals

Put stronger operational controls in place without adding more admin

More teams and more spend, usually mean more approvals, more handovers and more opportunities for processes to break down. Magnetic helps firms built repeatable approval workflows into daily operations, so the right checks happen at the right time, without replying on people to remember every step manually.

Route approvals to the right people automatically

Configure rules around different teams and processes

Reduce manual follow ups and approval bottlenecks

Keep a clearer record of decisions and activity

Enterprise capability without enterprise complexity

Get the visibility, control and connected workflows of an enterprise PSA without the heavy implementation, inflated software costs and rigid systems that slow teams down. Magnetic brings pipeline, resourcing, project delivery, and profitability together in one platform, so you can run complex operations without adding complexity to your tech stack.

	Magnetic			Custom Internal Systems
Pipeline + capacity, one view		Higher tier	Separate modules	Depends on internal build
Live margin while work is active		Higher tier		Depends on internal build
Resourcing across teams		Higher tier		Depends on internal build
Project templates and custom statuses			Limited detail
Reporting across teams and clients		Higher tier	Higher tier	Ongoing, internal
Starting price (per user/per month)	From $13 base, custom for enterprise	Custom, not publicly disclosed	$150	Internal cost

Comparison based on information that is publicly available as of August 2026. Features, packaging and prices may change and differ according to the plan, region or contract. For the most up-to-date information, please visit each provider's website.

Customer story

Built for businesses with more moving parts

Billy Einkamerer, Managing Director at Exonic Solutions

“

Christopher Shayo

Brand Communications, Karimjee Group

How Karimjee Group Brought it's studio operations into one view.

"Before Magnetic, we lacked visibility into studio operations. Now we can clearly see where time goes, changing how we plan, prioritise and collaborate"

Read the Karimjee story

Integrations

Connects to the finance and business systems already in place

Magnetic's operational data connects to the systems your finance, reporting and communication teams already run, so consolidation does not depend on a manual export-and-reconcile step.

Xero

Accounting

Slack

Communication

Sage

Accounting

Google Calendar

Calendar

Zapier

Automation

QuickBooks

Accounting

Campaign Monitor

Email marketing

Ziflow

Proofing

Outlook

Pastel

Accounting

Timeboost

Time tracking

Web Lead Capture

Lead capture

…and 400+ more apps through Zapier. Explore all integrations →

Security and control

Built for enterprise security and control

Keep your business data protected while giving each person the access they need to get their work done. Magnetic combines role-based permissions, privacy controls, two-factor authentication and recorded platform activity to help organisations operate securely at scale.

User roles

Finance lead

Full access

Project owner

Manage

External collaborator

Limited

✓

2FA enforced company-wide

Control who can access what

Set permissions by role and apply additional security controls to sensitive projects and opportunities.

Keep entity data separate

Maintain appropriate separation between entities, while retaining the visibility our organisation needs at a group level.

Enforce two-factor authentication

Require 2FA across your organisation to strengthen account security

Keep a clear audit trail

Track user activity across the platform with recorded users, timestamps and actions.

GDPR compliant

Support your data protection requirements with documented GDPR-aligned processes

Full activity history

Record key user activity across the platform so administrators can see who did what, and when.

Full activity history

Record key user activity across the platform so administrators can see who did what, and when.

Secure Infrastructure access

Infrastructure access is restricted and protected with strong authentication and least-privilege controls

Read our FAQs for more information →

Questions? We have answers.

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What should enterprise firms look for in PSA software?

A strong PSA platform should support the full operational lifecycle of client work, from pipeline and planning through delivery, resourcing, time, budgets and reporting.

Can Magnetic connect sales forecasts with resource capacity?

Yes. Magnetic lets teams review forecast pipeline alongside resource availability, making it easier to understand whether upcoming demand can be delivered with current capacity.

Can different teams use different workflows?

Yes. Project templates, statuses and workflows can be configured for different types of work, allowing teams to retain the processes they need while operating inside the same platform.

Can Magnetic support multiple teams and offices?

Magnetic is designed to manage work, people and performance across different parts of a professional services business, including team, offices and client groups.

Does Magnetic integrate with existing software?

Yes! Magnetic integrates with tools including Xero, Sage, Quickbooks, Slack, Outlook and Google Calendar, with access to 400+ additional through Zapier.

How long does implementation take?

Implementation depends on the number of teams, workflows and data involved. For more complex firms, rollout can be phases by team, office or function to make adoption easier to manage.

Run every department, office and entity in one connected system

More teams shouldn't mean more systems

Every department, its own system

The better Magnetic way

Built for visibility, control and scalable growth

Turn your pipeline into a plan the business can actually deliver

Keep work moving without losing control

Create consistency across delivery without forcing every team into the same process

Protect margin while there is still time to do something about it

Give leadership a current view of performance without rebuilding it monthly

Put stronger operational controls in place without adding more admin

Enterprise capability without enterprise complexity

👋 Take on more work and keep projects profitable

Spend less time on admin and more time moving the business forward

One set of numbers, fewer meetings

Give leadership a live view of the business

Make onboarding simpler from day one.

Grow without adding operational complexity

Built for businesses with more moving parts

Connects to the finance and business systems already in place

Trusted by large, structurally complex organisations

Enterprise software shouldn't take forever to role out.

Implementation built around your business

Hands-on customer success

Support from people who know the platform

Training that helps teams get more from Magnetic

Built for enterprise security and control

Questions? We have answers.

See Magnetic configured around your organisations structure