Track Live Profitability Across Every Client & Project

Magnetic connects delivery, time and billing into one system, giving finance teams real visibility into project margins, cashflow and revenue forecasts without waiting for manual reports

Free for 14 days

No-credit card required

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Agencies using Magnetic reduce Missed billing and protect margin from day one

4.5 stars on g2 & capterra

Case Study

The Magnetic Difference

Accurate data. predictable revenue. clear margins

Magnetic connects projects, people and billing in one place - so you can see where money is made or lost and act before it's too late.

Live project profitability

See whether projects are profitable while they're running, not weeks later.

Faster, cleaner billing

Automate reconciliation between time, cost and invoicing to reduce errors.

Smarter revenue forecasting

Forecast cashflow using live delivery and pipeline data - not outdate reports.

Connected finance operations

Run delivery, resourcing and billing from one accurate source of truth.

Why Agency Finance Teams Love Magnetic

Magnetic gives agency finance teams a clearer view of how work, time and money connect. Run a more predictable business without living in spreadsheets.

Recognise revenue across live and completed projects

Forecast revenue with visibility into upcoming work

Bill accurately with connected time and costs

Keep scope, spend and delivery aligned

Plan hiring and resourcing with clear capacity data

See profit while projects are still running

Set project budgets with real cost and margin data

Work from one system without switching between tools

Get started with Magnetic

Magnetic’s New Expense dashboard with fields for job, item type, and amount, along with a budget button and a billable-hours pop-up showing capacity categories such as allocated, tracked, remaining work, and available hours

Agency finance management tools

Everything you need to Track profit and Revenue in one platform

Magnetic helps finance leaders manage revenue, margins and billing accuracy - with delivery data connected automatically.

See Risks before clients do

Magnetic tracks budget, scope and delivery in real time, so you know if a project is over budget or behind schedule without waiting for end-of-month reports.

Magnetic Finance Bar chart showing remaining budget amounts by month from January to August with three categories per month and the title Remaining Budget, Over-Servicing And Under Billing.

Live budget vs. actuals

Live margin %

Scope variance alerts

Profitability views

Bill accurately. Get paid faster. Protect cashflow

Invoicing in magnetic is tied directly to tracked work and project scope so invoices go out on time and revenue isn't missed. Agencies shorten billing cycles without reconcilling spreadsheets.

Magnetic Finance dashboard screen showing a highlighted 'New Tax Invoice' button and a table with columns for Name, Opportunity/Project, Status, Amount, and Due Date.

Retainer and project billing

Accounting intergrations

WIP / unbilled reports

Stop unbilled work from eroding profit

Magnetic shows where delivered hours exceed scope in real time by client, project or role. Finance teams can spot margin risks early and intervene before over-servicing turns into write-offs.

Unbilled time

Margin impact

Over servicing variance

Plan hiring & workload with live capacity

Magnetic combines pipeline value, propability and delivery capacity to give finance teams a forward looking view of revenue. See what's likely to land, when it's expected to land and whether that team can deliver it.

Weighted pipleline

Forecast by period

Forecast by client

Capacity impact

See true profitability, not just revenue

Magnetic gives finances teams a real-time view by client, project and service. By connecting delivery data to costs and billing, you can see how work is performing as it runs - not weaks later in reports.

Live margin by project

Actuals vs. budget

Cost & revenue tracking

Magnetic vs. generic tools

Speadsheets can't show profit in real time

When projects, people and budgets live in different systems, finance teams get partial insight. Magnetic connects them giving you a complete, real-time view of profit.

Magnetic gives you

Real-time profitability per project

Overservicing alerts

Integrated capacity + delivery + billing

Executive reporting without spreadsheets

Fast, intuitive timesheet experience with reminders built in

Generic tools

Task lists without financial context

spreadsheets for budgets, timelines and invoicing

Disconnected systems and high admin costs

Delayed visibility into margin & resourcing

Excel spreadsheets for budgets, timelines, and tracking

Plan. deliver. improve. repeat

Stay on top of profitability from Proposal to payment

Magnetic gives finance teams a single view of budgets, time and delivery so you can spot margin risks early, stay on top of billing and make faster, data-backed decisions.

Get a 15-minute walkthrough

Win

Set project budgets and margin targets early with full visibility into planned costs and resourcing.

Plan & Execute

Track planned vs. actual costs in real time and see how resourcing impacts profitability

Deliver & Track

Identify over-servicing early and take corrective action before it impacts revenue and margin.

Report & Grow

See which clients and jobs actually make money and use the data to make better budgeting decisions.

See it in action

Explore Magnetic with a self-Guided Tour

Replace multiple systems

Expert onboarding & support

Ongoing feature updates

Real Feedback

What agency leaders say

Real stories from teams transforming workflows with Magnetic.

4.5

Stars out of 5 on g2 and capterra

Magnetic has been an excellent choice for us. The system is easy to use and meets all of our tracking needs perfectly. I really appreciate that it’s customised to our specific requirements, which makes our workflows so much smoother.

11 July, 2025

Christine, M.

Small business

Operations Manager

"Powerful solution for our agency's team"

Kara Fox

Small-Business (50 / fewer emp.)

"Helps internal processes flow smoothly"

Neesha Hassan

Traffic Manager, small business

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

Xero

Sage Accounting

Connect with your wider workflow

See Just How Easy Managing Projects Can Be with Magnetic

Magnetic gives you real-time visibility across people, delivery and finances, so you can spot risks early, protect margin and make confident decisions as you grow.

Book a guided demo Try for free

Free for 14 days | No credit card required

4.5 stars on G2 and Capterra

FAQs

Everything you need to know about project management with Magnetic

We already use tools for projects, time and finance. Why add another?

Because profit sits in. the gaps. When projects, people and billing aren't connected, you can't see where money is being lost. Magnetic brings it into one system built for agencies.

How quickly can we get set up?

Most agencies are up and running within 2 weeks. We assist with data important and team onboarding so you can start seeing live margins right away.

Will my team actually use it?

Yes! Magnetic is built for agencies, not IT departments. Timesheets, scheduling and reporting are simple to use, so adoption sticks without endless training.

How does this help me as an agency leader?

It gives you a clear view of profitability, resourcing and pipeline health in one place - so you can make confident calls on hiring, client workload and growth without relying on spreadsheets.

Can Magnetic replace our spreadsheets and task tools?

Yes, Agencies typically replace multiple spreadsheets, task boards and scheduling tools with Magnetic. You keep one system of record for delivery & profit.

What kind of ROI should we expect?

Agencies using Magnetic reduce admin time by around 40%, cut over-servicing and often avoid unnecessary hires. The result is stronger margins and faster growth.

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