Question 1

What is Profitdrive?

Accepted Answer

Profitdrive is operating software for IT and professional services firms. It connects pipeline, projects, people, and the profit and loss account into a single forward view of company revenue and profit, so leadership can see what drives the number and each team knows where to focus.

Question 2

Who is Profitdrive for?

Accepted Answer

Profitdrive is built for the leadership of IT services and professional services firms: the people accountable for revenue, margin, utilisation and delivery. It fits a founder-led firm where one person still holds the outlook, and a larger firm where sales, delivery, HR and finance each hold a piece of it.

Question 3

Can Profitdrive forecast our forward profit?

Accepted Answer

Yes. Profitdrive builds a firm-level P&L month by month from contracted work, the extensions and change requests delivery expects, the priced pipeline, dated people cost and overhead, and shows it in three cumulative views: Contracted, with extensions and change requests, and with pipeline at full value. Because it is built from the operating data your teams already maintain, the outlook moves when the business moves rather than being rebuilt each month. It is a modelled view of what you already know, not a prediction.

Question 4

How does our sales pipeline connect to profit?

Accepted Answer

Each opportunity carries a Deal Model holding roles, day rates, people cost and the working-day calendar, so margin is visible at the point of pricing and measured against the targets your firm holds to. When a deal is won, the deal model becomes the project plan, with the same roles, people and days, and the work moves from pipeline into contracted in the outlook. Profitdrive is not a CRM: it keeps a light register of accounts and contacts, and it does not integrate with a CRM today.

Question 5

How does Profitdrive connect resource capacity to profit?

Accepted Answer

Every person has a resolved daily cost and a monthly capacity, and utilisation is read across several lenses rather than as one blended figure. Bench, internal projects and leave are tracked separately, and unfilled demand is carried as an Open Role with a price attached. Staffing changes flow through to deal margin, project margin and firm profit without a separate reconciliation step.

Question 6

Can we see project profitability and margin risk?

Accepted Answer

Yes. When a deal is won, its deal model becomes the project plan, with the same roles, people and days. As staffing, phasing and scope change, Project Financials show the project's revenue, cost and margin as they now stand, and you can compare the plan with the outlook. Extensions and change requests are planned as their own priced work rather than absorbed into the original project, so you can see which change moved the margin.

Question 7

How is Profitdrive different from our accounting system?

Accepted Answer

An accounting system records what has already happened. Profitdrive projects what is about to happen. It reads live pipeline, project plans, and people costs to show where profit is heading over the coming months, rather than reporting the position at the end of a period that has already closed.

Question 8

Does Profitdrive replace our accounting or ERP system?

Accepted Answer

No. Profitdrive sits alongside the systems of record. It draws on the same underlying facts, the deals, project assumptions, and people costs, to produce a forward profit view, without replacing the ledger, payroll, or billing systems the firm already runs.

Question 9

Does Profitdrive connect to our accounting system?

Accepted Answer

Xero is the first accounting system connected. You connect Xero and run a sync when you want one. What comes across lands in a controlled accounting workflow inside Profitdrive, where you map it and accept it. Showing accepted Xero months in Financials beside the outlook is in verification and unavailable today; until then, actuals imported by CSV are the comparison path. The connection does not write the outlook: the outlook is built from your deals, plans and people, and what you compare with it sits beside it, not merged into it. Invoicing runs the other way, as an export: Profitdrive produces invoice lines in Xero's format for your controller to review, and you import, approve and issue them in Xero. No other accounting system is connected today, and the system you run does not decide whether Profitdrive fits.

Question 10

What data does Profitdrive run on?

Accepted Answer

Profitdrive runs on real operating data. It reads the deal model for each opportunity, the project plan for each engagement, named people and their costs, and the resulting firm profit and loss. Because the pipeline, delivery and finance views are built from the same data, they agree without a spreadsheet bridge.

Question 11

Can our delivery team record time in Profitdrive?

Accepted Answer

Yes, if you turn it on. Timecards is optional and enabled per firm. It covers weekly time entry, leave and non-project time, with each person's rows already carrying their project assignments, a manager view for completeness and exceptions, and spreadsheet import for existing records. The Team Member seat is the light seat that covers it. Accepted time becomes delivered cost against the project. It is a cost input only: it does not write revenue or the forecast.

Question 12

How is Profitdrive priced?

Accepted Answer

Profitdrive is priced by seat, matched to what each person does. Leadership is A$85 per seat per month, Manager A$45 and Team Member A$15, in AUD excluding GST, billed annually. Monthly billing is A$99, A$54 and A$18. A Leadership seat has full commercial and financial decision access. A Manager seat serves the people who run projects, resourcing and capacity without full firm financial control. A Team Member seat covers time, leave and a personal dashboard, and every person who records time holds one. The price sits where the decisions sit.

Question 13

Is our people and cost data secure?

Accepted Answer

Yes. People cost is treated as a secure area. Individual rates and person records are visible only to those who need them, on a permissioned basis, while the aggregate profit view remains available to leadership. Profit figures can be opened to the project, the deal and the person behind them without exposing underlying pay.

Question 14

How do we get started with Profitdrive?

Accepted Answer

Open the demo to see Profitdrive running on a realistic 40-person services firm. When you want your own tenant, you create it yourself and choose seats at checkout. The outlook then builds from your own pipeline, project, people and overhead data, entered directly or imported from spreadsheets.