Accounting & CPA firms
Tax season, audit fieldwork, an S-corp restructuring — every engagement billed by the hour, by fixed fee, or by value. Timix.AI captures the hours as they happen, burns each engagement's fee down live, and prices every hour against cost — so busy-season leakage stops discounting the bill and realization becomes a number you can defend, not a hope.
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Illustrative entries
01 The problem
A firm's profit turns on three numbers — realization, utilization, and WIP — and busy season attacks all three at once. The leaks rarely look like problems; they look like a slightly short day and an engagement that "ran a little long."
During crunch, staff rebuild timesheets days later — hours get rounded down, small tasks fall below the "worth logging" threshold, and delivered work is quietly absorbed unbilled. Logging time even a day late costs a chunk of accuracy, and firms target 85%+ realization for a reason: under-recording is the largest discount the firm never approved.
Fixed fee is now the dominant model, and it's fully exposed to scope creep. Without the fee burning down live, the engagement quietly runs past it, WIP ages, and the overage becomes a write-off — discovered at write-up time, not while there's still room to reopen the engagement letter.
A leveraged pyramid — staff, senior, manager, partner — mixes hours that cost wildly differently across hourly, fixed-fee, and advisory work. Without cost separated from bill rate, per-engagement realization and per-person utilization can't be computed, so pricing and staffing stay guesses.
02 How Timix.AI fits
Timix.AI isn't your practice-management ledger — it's the time-and-margin layer that captures busy-season hours, burns the fee down before it tips into a write-off, and tells you what each engagement actually realized.
The persistent timer survives navigation, the week grid has Copy Last Week for the recurring fieldwork, and Timix.AI logs from a sentence — "log 40 minutes on the Acme audit, fieldwork." Real-time capture is how absorbed hours stop fading before they reach the bill.
Timer, week grid with Copy Last Week, and Timix.AI sentence logging on all paid plans — every entry recorded at SubTask level with date, duration, and description.
Enter the flat fee as a Fixed Price budget at engagement, task, or subtask level, with soft and hard limits and alert thresholds. The budget burns down against live hours and fires before the engagement tips into a write-off — an early basis for a scope conversation.
Fixed Price budgets with soft/hard limits and alert thresholds — soft warns, hard stops at the moment of entry; budget health computed from live hours.
Every hour carries two rates — the client bill rate and an effective-dated cost rate — so revenue, cost, and margin roll up per engagement and client. Cost rates are dated, so a pay review doesn't rewrite last year's job cost.
Dual rates on every hour — bill rate plus effective-dated cost rate — roll up revenue, cost, and margin per engagement and client (Professional+).
Draft → Submitted → Approved gives partners a clean, defensible WIP record; write-off and mark-invoiced close the realization loop; and Customer Billing and Unbilled Time export to PDF/CSV for the bill you raise. Role-based access keeps rates, margin, and WIP with Owner/Admin, not every timekeeper.
Draft → Submitted → Approved with reject reason and approval history, month/timesheet lock, write-off and mark-invoiced, and Customer Billing / Unbilled Time export to PDF/CSV.
On the reports tab
Built-in report pages ship with every workspace. These are the ones this team reaches for — each one exports to PDF or CSV, billing-ready.
By role
Owner, Admin, Finance, Manager, Member, Viewer — six roles, scoped so each person sees exactly what they should.
Run the practice: stand up clients and engagements, set bill and effective-dated cost rates, wire fixed-fee budgets and alert thresholds, and watch realization, utilization, and WIP across every engagement from the dashboard.
Own a book of clients. Approve or reject submitted hours with a reason, keep the pending queue clear, and catch a fixed-fee engagement running hot before it becomes a write-down.
Staff (Members) log against the engagements they're assigned to via timer, week grid, or one sentence to Timix.AI. Viewers — a partner reviewer or an external examiner — get read-only sight of the numbers, nothing more.
03 Try it on your own engagements
Create a workspace, bulk-import clients from CSV, set each engagement's fee as a Fixed Price budget and every timekeeper's cost rate, then read realization and margin per engagement on your own numbers. Full access, 90 days, no card.
90-day free trial, full access, no credit card.
Want to look around first? Pre-seeded IT-services, law-firm and construction demo workspaces are open to everyone and show budgets, approvals, and per-client margin on realistic data. Open the IT-services demo
04 FAQ
No — there are no named accounting integrations. (A key-authenticated Integration API is available on Professional+.) Timix.AI is the time-and-margin layer that runs alongside your practice-management or accounting software: you capture and price the hours here, then post the bill where you already do.
Yes. Billing types are set per Project, Task, or SubTask, with allowed types inherited down the tree — a fixed-fee tax return and a T&M audit can live in the same client, each computed correctly, while Overhead (OVH) keeps CPE and internal time out of the billable numbers.
Set the client bill rate and each timekeeper's cost rate; Timix.AI rolls revenue, cost, and margin up per engagement and client. The Resource Utilization and Employee Timesheet reports show chargeable time per person, so realization and utilization are numbers, not a feeling.
That's the design goal — a persistent timer that survives navigation, a week grid with Copy Last Week, duration or start/end entry with overlap prevention, and on all paid plans Timix.AI logs an entry from a plain sentence. Real-time capture is how you stop rebuilding the week from memory on Friday.
On Professional and up, Timix.AI generates commercial invoices from tracked hours, though it isn't a full ledger or tax-compliance system. For your books and country-specific compliance, export clean, approved Customer Billing and Unbilled Time data (PDF/CSV) or push it through the Integration API to your accounting software.
Ready when you are
Capture the busy-season hours, burn the fee down before it becomes a write-off, and see what each engagement actually realized.
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