Dashboard — cash reality, accrual view, true cost of delivery, pricing health, and weekly activity at a glance.
Ask your business anything. In plain English.
OpsAdvisor is an AI advisor built directly into the tool — connected to your live data. No spreadsheets, no manual analysis. Just ask a question and get a specific, data-driven answer in seconds.
You ask:
"How many hours do I need to work to break even overall?"
OpsAdvisor answers:
Based on your YTD data, you need to bill $12,567 more. At $150/hr that's 84 hours, at $200/hr it's 63 hours. You already have 36.3 uninvoiced hours tracked — you're 30–45% of the way there.
OpsAdvisor — answering real financial questions with your actual data.
Everything you need. Nothing you don't.
Financial clarityTrue profit, not just revenue
P&L at standard, premium, and strategic rates — not just what hit your bank.
Cash vs. accrual view
Switch between what you've collected and what you've earned.
Pricing health alerts
Know before month-end if you're on track to break even.
Fast invoicing
Turn tracked time into branded invoices in seconds. PDF export included.
Most profitable customers
P&L per customer — see who's genuinely profitable and who costs you.
Break-even by project
Know when each project pays for itself and what to charge next time.
True cost per project
Real hours plus expenses — what the project actually cost to deliver.
Pricing intelligence
After every project, see what you should charge for similar future work.
Full business P&L
All projects and customers rolled into one clear health view.
Where time really goes
See hours split across sales, admin, marketing, and billable work.
Reclaim productive hours
Shift effort toward work that grows the business once you can see the drain.
Affordable monthly fee
No large upfront cost. Built for small business budgets.
Built for how service businesses actually work.
Time tracking
Clock in, log time, track every hour by project and category.
Log time with a clock-in button or manual entry. Assign hours to projects and categories like meetings, development, and admin — so you know exactly where your time goes.
- Clock In / Clock Out from any screen
- Project and category assignment per entry
- Log view and weekly view
- Filters by project, category, date range, and status
- Export to CSV
Invoicing
Professional invoices in seconds. Payment status at a glance.
Generate branded invoices directly from tracked time and expenses. Track status from created through sent to paid, with full history on every invoice.
- Branded invoice generation from tracked time
- Full status history — created, sent, paid
- PDF and receipt download
- Outstanding balance visible on dashboard
- Duplicate for recurring engagements
Project intelligence
Know what every project cost — and what to charge next time.
True cost of delivery analysis, budget burn tracker, hours by category, and recommended pricing for future work — all on one project page.
- True cost at standard, premium, and strategic rates
- Hours by category donut chart
- Fixed price profitability analysis
- Budget burn with visual break-even indicator
- Recommended pricing for similar future projects
Reports & analytics
Your full business, summarized in one view.
Project Summary, Hours Analysis, P&L, Break-Even, Expense Analysis, Time Heatmap, Daily Habits, Projections, and Accountant view — all filterable by date range.
- All projects side-by-side: hours, P&L, margin, effective rate
- Company totals roll up automatically
- Pricing intelligence for fixed-price projects
- Time heatmap to visualize effort patterns
- Accountant-ready view for tax reporting
Built for service businesses that bill by time or project.
You invoice clients for time or projects
Consultants, coaches, designers, developers — anyone who wants to know if they're actually making money.
You've ever underpriced a project
Worked harder than expected and realized too late you didn't charge enough. Pricing intelligence fixes that.
You're using multiple disconnected tools
Time in one app, invoicing in another, expenses in a spreadsheet. This brings everything together.
You want to grow with confidence
Growth without financial clarity is risky. This gives you the data to make confident decisions.
Ready to see what your business is really doing?
Schedule a walkthrough and see it with your own numbers.
Schedule a Walkthrough