Client & project profitability tracking
You can name every client's revenue — but not which ones you actually earn money on, because the cost of delivery hides in salaries. Timix.AI prices every logged hour twice, then rolls revenue, cost, profit, and margin up to each project and client, so "who's profitable?" stops being a spreadsheet exercise.
90-day free trial, full access, no credit card.
Illustrative entries
01 The problem
Busy is not the same as profitable. Most firms know what they billed each client — far fewer know what each client cost to serve, or which ones they'd be better off without.
Revenue lands in the billing run; the hours behind it cost real money that never gets matched back to the client. Until each hour carries a cost rate, profit per client is invisible.
The loudest client and the most profitable client are rarely the same one, but with no per-client margin you're guessing — and pricing the next deal blind.
When a salary changes, tools that use one current cost rate retroactively distort what a finished project actually cost, so last year's margins quietly stop being true.
02 How Timix.AI fits
Profit isn't a separate module here — it falls out of how time is logged: customer rate for revenue, cost rate for cost, margin rolled up four levels.
Each entry computes revenue from the customer rate and cost from the employee's cost rate; profit and margin roll up SubTask → Task → Project → Customer.
Dual rates → revenue/cost/profit/margin rollups across the 4-level hierarchy.
Cost rates are effective-dated, so a salary review changes future cost without retroactively distorting what a finished project actually cost.
Effective-dated cost-rate history.
Revenue Analysis, Project Analysis, and Customer Billing reports rank profit by client and project, exportable to PDF/CSV for the finance pack you already produce. Roles decide who sees the money: Owners and Admins see firm-wide margin, Viewers get a read-only slice.
built-in reports with PDF/CSV export; margin visibility scoped by role across Owner, Admin, Finance, Manager, Member, Viewer.
The same dual-rate math feeds resource utilization, so an under-billing or over-staffed account shows up as both thin margin and low billable utilization — two reads on the same root cause, side by side.
Resource Utilization is measured against each person's work schedule and your national-holiday profiles, not a flat 40-hour week.
Instead of building a report, ask Timix.AI "which clients are below 30% margin?" and get the answer from live data.
Timix.AI chatbot answers margin/budget/hours questions (Starter+); AI Insights on Business.
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.
The full money view: firm-wide margin, per-client and per-project profit rankings, and the customer and effective-dated cost rates that drive every calculation. This is where you decide what to reprice or fire.
Sees margin and utilization for the clients and projects they run, spots the below-target accounts the dashboard flags, and approves the hours that feed the numbers — so the margin you read is the margin that shipped.
Members log accurate hours — the raw material of every margin figure — while Viewers get a read-only profitability slice for a finance partner or board member who needs the numbers but not the rate controls.
03 Try it on your numbers
Create a workspace, bulk-import clients and projects from CSV, set customer and cost rates, and read profit per client on your own numbers, not ours. Full access for 90 days — every report included.
90-day free trial, full access, no credit card.
Prefer to look around first? Pre-seeded IT-services, law-firm and construction demo workspaces are open to everyone and show the same margin rollups on realistic data. Open the IT-services demo
04 FAQ
At the labor level: profit = (hours × customer rate) − (hours × cost rate), rolled up from subtask to project to client to organization. It's the margin of delivering the work, computed from real logged hours.
No. Margin here is labor time only — there's no expense, materials, or overhead-allocation engine, no revenue recognition, and no general ledger. It tells you the profitability of your billable time; your accounting tool stays the system of record.
Nothing — cost rates are effective-dated. A raise applies from its date forward, so historical project cost and margin stay accurate instead of being retroactively rewritten.
On Professional and up, Timix.AI turns billable hours into commercial invoices you can send, and it also produces billing-ready exports (Customer Billing and Unbilled Time to PDF/CSV) to feed the billing or e-invoicing you run in your accounting tool. It won't auto-send on a schedule — you choose when to invoice.
Ready when you are
90-day free trial on every new workspace — full access to everything, no credit card.
