Professional services firms
Consultancy, agency, IT shop, or law practice — every services firm bills the same four numbers: hours, utilization, rates, and margin. You don't need a six-figure PSA rollout to see them. Timix.AI puts time, rates, budgets, and margin in one place — the honest core of a PSA, without the weight or the per-seat shock. (Already know your category? Jump to your industry below.)
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Illustrative entries
01 The problem
Billable hours in one tool, utilization in a spreadsheet, rates in someone's head, profit in a quarterly guess. The data exists — it just never sits in one place where it can tell you anything.
Consultants jump between engagements all day. When logging time across projects is friction, it gets reconstructed on Friday from memory — or skipped. On a T&M engagement every forgotten hour is revenue you already paid a salary to earn.
Utilization is only as honest as the time behind it and the schedule it's measured against. Built on patchy entries and a flat assumed work-week, the percentage on the dashboard is a story, not a measurement — so capacity decisions rest on sand.
Without a cost rate behind every billed hour, you know revenue but not margin. Which engagements and which people actually make money stays hidden until the books close — too late to reprice, restaff, or walk away.
02 How Timix.AI fits
Hours, rates, budgets, utilization, and profit in one place — the parts of a PSA a small or mid-size firm actually uses, at a fraction of the complexity.
Customer → Project → Task → SubTask holds every engagement, with customer and cost rates cascading down. Each hour computes revenue and cost, so profit and margin roll up from the work item all the way to the firm — not in a separate analysis, but as you log.
Dual rates roll revenue, cost, profit, and margin up across four levels — SubTask to Customer.
Run advisory on Time & Materials next to fixed-scope delivery on Fixed Price next to internal enablement on Overhead, all in one client tree. Each billing type computes correctly, so the mix you actually sell is modeled honestly.
3 billing types — T&M, Fixed Price, OVH — coexist in one tree, with allowed types inherited downward.
Per-user work schedules and reusable profiles set each person's real working pattern, and per-org national-holiday profiles adjust capacity by country. Resource utilization and team performance reports are then measured against reality, not a flat 40-hour assumption.
Per-user work schedules plus per-org, per-year national-holiday profiles feed capacity and utilization.
Time flows Draft → Submitted → Approved — each entry reviewed and approved or rejected with a reason, with a Pending Approvals queue and full Approval History. Built-in report pages — Customer Billing, Unbilled Time, Budget vs Actual and more — export to PDF or CSV.
Approval workflow with history plus built-in report pages, PDF and CSV export; six roles — Owner, Admin, Finance, Manager, Member, Viewer.
03 Try it on your firm
Create a workspace, add a couple of clients and engagements, set customer and cost rates and a work schedule, and log a week. Read utilization and profit per project on your own numbers — full access, every feature and report, for 90 days, no card.
90-day free trial, full access, no credit card.
Want a populated firm to walk through first? Live, pre-seeded demo workspaces are open to everyone — the IT-services and law-firm organizations show the same hours, rates, and reports on realistic data. Open the IT-services demo
04 FAQ
No, and that's the point. Timix.AI is the time-and-billing-data core a service firm uses every day — hours, rates, budgets, utilization, approvals, profit, and commercial invoicing (Professional+) — without the resource-planning, heavy billing engine, and platform weight of a heavyweight PSA. For country-specific cleared e-invoicing, it exports clean numbers to whatever you account with.
Yes. Billable work uses Time & Materials or Fixed Price; non-billable internal work uses Overhead, which stays out of the billable totals. Utilization is measured against each person's work schedule and your national-holiday profiles, and shown in the resource utilization and team performance reports.
Yes — each hour carries a customer rate and a cost rate, so revenue, cost, profit, and margin roll up per project, per client, and per person. Cost-rate history is effective-dated so margins stay correct as salaries change.
Yes — on Professional and up, Timix.AI generates commercial invoices from your hours (line items, tax, branded PDF). It also produces billing-ready reports — Customer Billing, Unbilled Time, and more — as PDF or CSV, so you can bill or e-invoice from your accounting tool where local rules require it.
All of them — the engine is the same. Consulting and engineering firms, IT services and MSPs, law practices, and creative agencies all run on one client → project → task → subtask tree with dual rates and approvals. The industry pages below show the same machinery in each field's own vocabulary.
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