All your questions, answered
Magnetic is a cloud-based work management platform built specifically for professional-services businesses - agencies, consultancies, architects, engineers, and other project-driven teams. It unifies project planning, time tracking, resource scheduling, CRM, and financial reporting so leaders can see margins, utilization, and cash flow in one place.
Yes. Magnetic is built to scale with you - whether you're a 5-person creative shop or a 150-person firm managing multiple departments and regions.
As your team grows, you can:
- Add new users and roles without disruption
- Roll out additional modules (CRM, scheduling, forecasting)
- Enable advanced permissions, approvals, and team structures
- Integrate with accounting and analytics tools
Core users include creative & digital agencies, management-consulting and IT-services firms, architecture and engineering practices, accounting and advisory teams, and in-house marketing or PMOs that bill hours internally. Teams typically range from 5 to 500 users.
Magnetic combines project management, time tracking, resource planning and financial insights in one powerful platform. Built for agencies and project-based businesses, it goes beyond task tracking, giving you full visibility into profitability, performance and team capacity.
With Magnetic, you can manage everything from quote through to invoice in one place.
Unlike generic project management tools, Magnetic provides deep industry-specific functionality, such as resource optimisation, financial insights, and profitability-focused project management, tailored to professional service firms.
Magnetic is designed to be intuitive and easy to adopt, even for teams moving from manual systems or fragmented tools. Most users feel comfortable within the first day.Key reasons why the learning curve is minimal:
- Visual interface: Clean, structured layouts make navigation simple for non-technical users
- Drag-and-drop Gantt cards: Easily adjust timelines and workloads with familiar gestures
- Built-in guidance: In-app tips and contextual prompts support onboarding as you go
- Minimal setup: Prebuilt templates and sensible defaults help teams get started fast
You don’t need to be a systems expert to get value from day one.
You can start a 14-day free trial (no credit card) or book a live demo with one of our product specialists. Trials include full feature access and sample data so you can explore real workflows.
Magnetic offers comprehensive support with dedicated customer success and onboarding consultants. Magnetic also provides access to a detailed knowledge guide. Our team is dedicated to helping you ge the most out of the platform - from onboarding to ongoing optimisation.
Yes. Magnetic is entirely cloud-based with no software to install, so teams can work from it regardless of location. External collaborators can be invited with controlled data access. Workload views provide real-time visibility across distributed teams. SuperHeroes runs unified operations across Amsterdam, New York, and Singapore on Magnetic.
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Magnetic includes CRM, project management, resource planning, time tracking, financial management, and reporting tools, all integrated into a single platform.
Yes, Magnetic offers detailed time-tracking capabilities including a timer start/stop function, allowing teams to log billable and non-billable hours easily, ensuring no time is left unaccounted for.
Yes, you can create, send, and track invoices directly from the platform, linking them to specific projects and clients for accurate financial management.
Magnetic supports integrations with popular tools like Sage, Xero, Google Calendar, and more.
Absolutely! Magnetic helps you assign tasks effectively, balance workloads, and optimise team utilisation for maximum productivity.
Yes, you can invite external users to collaborate on specific projects.
Absolutely! Save time by creating reusable templates for common project types.
Not a general ledger or accounting module, no. Magnetic handles the professional services side: cost estimates, tax invoicing, WIP management, and profitability reporting. For your accounting ledger, Magnetic syncs directly with Xero, Sage, QuickBooks or Pastel.
Yes. Magnetic supports multi-entity setups (separate projects by company), cross-company billing, and multi-currency rate cards with fixed or automatic exchange rates. SuperHeroes uses this to run multi-currency invoicing across three global offices.
Yes, Magnetic includes a custom report builder alongside its standard reporting suite (profitability, utilization, revenue forecasting, and more).
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We offer a Free Plan (Solo, ideal for single users and freelancers), Essentials, Pro and Enterprise Plans for single users, ideal for freelancers, and several subscription plans for teams, with a 14-day free trial for all paid plans.
There are no set up fees on the solo plan. When it comes to the paid plans, we have various packages depending on the level of customisation required. Want to learn more? Book a demo with our knowledgeable team.
Yes, we offer a 20% discount for businesses that choose to pay annually instead of monthly.
Magnetic works for teams of 5 to 500 users, with most customers in the 25–100-person range. Essentials and Pro plans require a minimum of 5 users; Solo is free for single users.
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The implementation time varies based on your organisation’s size and requirements but typically ranges from 1 to 4 weeks with our dedicated onboarding support.
Yes, we offer live training sessions, webinars, and an extensive help center with articles and videos to guide your team through the platform.
Yes, Magnetic offers build-in tools for data import and our team can assist you getting your data imported.
No, Magnetic is entirely web-based, meaning you can access it from any browser without any installation required.
Our onboarding team works with you to customise workflows, templates, and settings to match your business processes.
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Yes, Magnetic is fully compliant with GDPR and other relevant data privacy regulations to ensure the protection of user data.
Yes, you can define roles and permissions to control access levels for team members, ensuring sensitive data is visible only to the right people.
Your data remains accessible for a limited period after cancellation, and you can export your data at any time before the subscription ends.
Yes. Everything sent between your browser and Magnetic is encrypted, so it cannot be read if somebody intercepts it. Passwords are stored only as a one-way code that cannot be turned back into the original. Logins for connected systems such as your accounting package are encrypted separately with the key kept away from the data it unlocks.
Yes, and an administrator can make it compulsory for everyone in your organisation. Codes come from an authenticator app on the user's phone, such as Google Authenticator or Authy, rather than by text message. If a code is used twice the login is blocked and your administrators are notified.
Yes, your people can sign in with a Magnetic username ans password, or with their google account.
Yes, Magnetic records every action with the time, the person and what changes, and you can look back through your own company's history from inside the platform. Records are kept for at least six months. Changes to a project also show up in its comment thread, where ordinary users cannot delete them.
Magnetic sets a minimum length and rejects passwords built from the user's own name, your company name, or obvious choices such as "password". Anyone still using an old password that breaks the rules is asked to update it at their next login.
Need deeper detail or a guided walkthrough?
You can reach out to our support team via live chat, email, or phone. Our help center also provides a wealth of articles and guides.
Our support team is available 24/5, Monday through Friday, to assist with any issues you may encounter.
You can report bugs directly through the platform’s support tab or by contacting our support team. Our developers prioritise resolving bugs quickly.
We welcome your feedback! You can submit feature requests through the platform or to our support team, and we review them each week for future updates.
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Magnetic is purpose-built for professional services firms, not adapted from a generic project management tool. See the full breakdown on our comparison page, including how we compare to Scoro, Productive, monday.com, ClickUp, and others.
Yes. Magnetic can assist with data import, and our onboarding team helps transfer clients, users, active jobs, and tasks during setup. See our pricing page for what's included at each plan level.
Most firms switch not because their current tool is bad, but because they run three or more disconnected tools to cover what Magnetic does natively. If you are stitching together a PM tool, a time tracker, and a spreadsheet for financials, you pay more and see less than with one connected system.
No. Our customer success team manages the transition with your team, and you can run Magnetic alongside your existing tools during the switch. Chapu Chartered Accountants moved a 60-person firm in one week; Spur Corporation's marketing team migrated in about a week.
Teams typically get buy-in by showing what changes: real-time visibility over budgets, timelines, and resourcing; less admin chasing; and simpler client reporting. We can provide pitch decks or a tailored demo for your team leads. Book a demo.
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Yes. Magnetic syncs tax invoices, credit notes, supplier invoices, manual journals, expenses, and item types directly with QuickBooks.
Yes. Magnetic integrates natively with Xero, Sage, QuickBooks, Pastel, Google Calendar, Ziflow, Campaign Monitor, and Zapier. Zapier connects to hundreds of additional apps. See the full list on our integrations page.
Yes. Magnetic offers an open, documented API for teams that want to build their own connections beyond our native integrations and Zapier.
Accounting (Xero, Sage, QuickBooks, Pastel), calendar (Google Calendar), proofing (Ziflow), email marketing (Campaign Monitor), and automation (Zapier). Full details and setup on our integrations page.
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