Project Margin Intelligence
Surface the projects that are bleeding money before it's too late, using the data already sitting in your project management tools.
Do you actually know which of your projects are making money and which ones are quietly losing it?
What is the problem?
Most project-based businesses track revenue and costs at a high level, but the per-project picture is often murky. Margins get estimated at quoting stage, then nobody checks again until the project is finished, if at all. The result is a portfolio where some projects are performing brilliantly and others are underwater, and nobody has a clear view of which is which until the end-of-year accounts arrive. By then, it's too late to do anything about it.
How does AI solve this?
We build an AI-powered margin analysis that pulls data from your existing project management and accounting systems, calculates real-time margins across your entire portfolio, and surfaces the projects that need attention. No new data entry required. It works with what you already have.
How does this work in practice?
Connect your project and financial data
We pull from your project management tool, timesheets, and accounting system. Exports are fine if direct integration isn't available.
Calculate true project margins
AI reconciles quoted vs actual costs across labour, materials, and overheads. Every active project gets a current margin figure, not just the estimate from three months ago.
Flag at-risk projects
Projects below your target margin, projects trending downward, and projects with negative margin are surfaced immediately with the contributing factors explained.
Portfolio dashboard
A clear view across your entire project portfolio: margin distribution, team utilisation, and where your profitable work actually comes from.
Pattern detection
Over time, AI identifies which project types, client types, or team configurations consistently produce strong margins and which don't.
What are the benefits for your team?
Catch margin problems while you can still fix them
Knowing a project is underwater at month two gives you time to adjust scope, resourcing, or pricing. Knowing at month twelve doesn't.
No new data entry
Works with data you're already capturing in project management and accounting tools. The intelligence layer sits on top.
Discover your most (and least) profitable work
Many businesses are surprised to learn which project types and client types actually generate the strongest returns.
Better quoting decisions
Historical margin data by project type gives you a factual basis for future pricing, not just gut feel.
Related services
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