Your forward P&L, built from the deals you price and the people who deliver them.
Price a deal on the people who will deliver it. When you win, it becomes the Project Plan and feeds your P&L for the months ahead, with your actuals beside it. Work in the product directly or through your AI, which prepares Deal Models and plan updates for you to review before they take effect.
Focused on IT and professional services firms that bill their people out, including firms with several business units.
One set of numbers for the firm
Deals, delivery, people and company financials use the same definitions and calculations.
Pipeline
Projects
People
Financials
From the deal to the company result
Price, staff and deliver the work against the same economic definitions. Actuals then sit beside the outlook, not in a separate reporting process.
Price the deal on the people who will do it
Staff the Deal Model with named people or standard cost rates and see the margin before the proposal goes out.
Deliver on the case you sold
When you win, the Deal Model becomes the Project Plan with the same people, rates and margin target.
See who you need before you win the work
Utilisation includes demand from open deals, so you can hire or free people before the work lands.
See where profit is heading
Your P&L for the months ahead moves when a deal, a plan or a person's cost changes. Contracted, Extensions and Pipeline stay apart, so you see what moved it.
Set the plan on the work you already have
Start next year's plan from the work you already have and see the bookings needed each month.
See what actually happened, and where
Your accounting system stays your ledger. Timecards arrive filled in from the plan and people confirm their week, so delivered days sit beside the plan on the project they belong to.
Read the position. Prepare the change. Put the decision on record.
Profitdrive already connects the deal, delivery, people and financial records behind the position. Work through your AI to question that position, prepare a Deal Model for an existing opportunity, or prepare supported plan and staffing changes. In Profitdrive, each proposed change shows the current and new values for the person with authority to review and confirm it.
A confirmed change uses Profitdrive’s existing permissions and product rules. Its history records the change. A question or read-only comparison can help prepare a decision without itself becoming a recorded change in the work measures.
Check what your AI needs to connectSales
“Prepare a deal model for this delivery team and period.”
A proposed Deal Model based on the firm’s people and costing assumptions.
Delivery
“Move this assignment to the agreed start date.”
A proposed assignment change against the existing plan.
Finance and operations
“Compare this month with budget by business unit.”
The permitted comparison figures for the relevant period, ready to discuss.
Measure your move towards AI-supported work.
Profitdrive measures qualifying recorded changes by business area and over time, distinguishing Human from Human + AI. Use that evidence to decide where AI could take on more within agreed authority.
Human
A person completes the recorded action or change.
Human + AI
AI prepares the change. It appears under Open in My actions for an authorised person to review and confirm.
Next: Fully AI
AI completes defined work under standing permission, with an agreed scope and owner, recorded changes and an exception path.
AI-assisted changes stay reviewable
These measures count qualifying actions recorded in Profitdrive, not time saved or work outside the system.
Look inside each area
Pick an area to see the screen, the work it supports and how it connects to the firm’s economics.
Keep opportunities and margin current
Keep stage, value and close date current on each opportunity, and add a Deal Model when a client asks for a proposal.
See the margin before you send the proposal
Build the deal in phases from named people or standard cost rates, plus software, hardware and expenses, and see contingency and contribution before it goes out.
See what you expect to book, month by month
See the value expected to close each month by stage, client or owner, including opportunities without a Deal Model yet.
See what those deals do to profit in the months ahead
See each modelled deal's revenue, delivery cost and contribution margin across the months it would be delivered.
See each client's commercial position in one list
See each client in one row: bookings, open pipeline, revenue to date and ahead, invoiced and outstanding.
See every live project, and the plan it is running on
See every live project against the plan it was won on. Extensions and change requests sit in their own phases, so unsigned work stays visible.
Run the project on the case you sold
Update the plan as delivery moves and see the effect on revenue, cost and contribution margin before it reaches the company outlook.
Price extra scope before it is absorbed
Add extra scope as its own phase, with its own people, dates and price. It stays apart from Contracted work until it is signed.
See what changed, and why margin moved
Compare the current plan with its baseline or budget and see which drivers moved revenue, cost and margin.
Read the project portfolio by month
See project revenue, delivery cost and contribution margin by month, as Contracted or with + Extensions.
Confirm the week against the plan
People confirm or correct their planned week. Managers see who has not confirmed and where time differs from plan.
Keep the cost behind each person current
Keep each person's cost, availability and leave current. Every Deal Model and Project Plan uses them.
See who is busy, and on what
Six months of capacity per person, split by band and free time, so a staffing problem shows before you win the deal.
Turn an unfilled role into visible demand
An unassigned role on a deal or plan shows here with its dates and target rate, so the gap stays visible while the decision is open.
See the workforce cost behind the plan
Billable, non-billable and support-staff cost in one monthly view, behind the delivery cost in your forward P&L.
See the company outlook on one monthly P&L
Read the P&L from revenue to Operating Income by month, with project margin, delivery cost and SG&A in one structure.
Build the plan on the business you already run
Set the target, see the gap, and publish the result as your Budget or Forecast.
Compare actual results with the outlook
Read Actual, Outlook and the difference for each month and line, and open Why to see what caused it.
Compare actuals, budget and outlook in one structure
Actuals from your accounting system fill the ledger lines and confirmed timecards add project and client detail, beside budget and outlook.
Bring in your actuals
Import your actuals by CSV once a month, from any accounting system, or connect Xero. Map your accounts to the P&L lines once, then check and accept each month. Xero also brings in sales invoices and supplier bills, so you see what is invoiced and outstanding for each client.
Keep planned overhead visible in company profit
Keep planned overhead as dated items by category and supplier. They flow into the SG&A line of the forward P&L.
See the outlook and the work behind it
Revenue and Operating Income in all three bands, with the deals creating upside and the contracted work ending soon.
See what changed in the pipeline
See which deals were won, slipped, lost or changed value since a date you pick, ranked by revenue impact.
See utilisation, rates and headcount behind the outlook
Utilisation, charge and cost rates and FTE by month, with the deals and open roles driving them.
Set the financial year and currency
Set the financial year, country and reporting currency once for the whole app.
Set the assumptions behind every deal
Set the cost basis, working calendar, employer on-cost and margin targets once, so every deal and plan is costed the same way.
What stays connected
Nobody enters price or cost twice. Sales, delivery, HR and finance each hold part of the picture, and every view reads from one set of entries.
Three bands, never one blended figure
Contracted is signed work. + Extensions adds likely continuations. + Pipeline adds qualified deals at full value. The Dashboard, Financials and Utilisation use these same lenses; project views keep signed work and draft extensions distinct.
A cost change applies from the date it takes effect
Enter a new salary or rate with the date it takes effect. Every deal, project and future month uses it from then on, and past projects keep the cost they were delivered at.
What stays in your accounting system
Your accounting system stays your ledger for tax, statutory reporting, invoicing and revenue recognition. Profitdrive shows your actuals beside the outlook.
What happens to your P&L when a deal slips?
A late start date or an unsigned extension moves from the Project Plan to the P&L as soon as it is saved.