Project management
Manage client projects.See the numbers as you go.
Effici keeps budget, tracked time, costs, and margin on the same project view so you can spot drift early and adjust before invoicing.
The problem
Project status is hard to judge when budget, time, and billing live apart.
Hours in one tool, costs in another, budget in a spreadsheet. By the time you piece it together, the project has already moved on.
No single project view
Time, costs, and invoices are split across different tools. Getting a usable project view takes more work than it should.
Budgets get set and forgotten
The agreed budget is written down once, then checked again when invoicing is already close. That leaves little room to adjust.
Team time and margin stay disconnected
Hours are logged, but the team does not see what those hours do to the project margin until much later.
How it works
A project view built around real numbers.
Create the project from the commercial record
Start from a quote or order so the project begins with the right revenue baseline instead of a second round of manual setup.
- Link to an existing quote or order
- Revenue budget taken from the order total
- Set start and end dates
Add the team with billable and cost rates
Each person can have a billable rate for invoicing and a cost rate for margin. Effici uses both in the same project view.
- Per-member billable and cost rates
- Role tracking for the team
- Rates feed the project P&L
Follow budget and margin while the work moves
As time and costs are added, the project dashboard updates so you can compare actuals against budget during the work, not after it.
- Hours logged vs. hours budgeted
- Revenue recognised vs. revenue budget
- Costs and current margin in one place
Add direct costs to the same project
Travel, subcontractors, software, and materials stay attached to the project instead of disappearing into a separate expense trail.
- Expenses, materials, and third-party services
- Each entry updates the project P&L
- Mark costs as rechargeable to the client
Getting started
Set up the project and keep it current.
Create the project
Start from an order or create the project directly and set the budget basics.
Assign the team
Add the people working on the project with their billable and cost rates.
Review the project view
As time and costs come in, the dashboard shows where the project stands.
Who it's for
Built for service businesses that run client projects.
Creative agencies
Keep fixed-fee projects under control without waiting for month-end to see whether the scope still fits the budget.
Consulting firms
See how each engagement is performing without stitching together project, time, and finance data by hand.
Freelancers and small studios
Handle the delivery work and the business side in one place, with less spreadsheet cleanup in between.
Related features
Often used together.
Project budgeting
Project budgets tied to actual work.
Set revenue, cost, and margin targets and compare them against the live project data.
Learn more →Time tracking
Tracked hours that stay attached to the project.
Time entries feed project visibility, margin, and invoicing without a second pass.
Learn more →Project reporting
Reporting built from the same project data.
Project P&L, utilisation, and receivables all draw from the work already recorded.
Learn more →FAQ
Common questions.
What is project management software for service businesses?
Project management software for service businesses keeps client work, budgets, tracked time, costs, and profitability connected. Effici is built for agencies, consultancies, studios, and similar teams that need a practical financial view of each project.
Can I see if a project is over budget?
Yes. The project dashboard shows hours logged vs. budgeted, costs incurred vs. cost budget, and the current margin as the work progresses.
Does Effici replace my project management tool?
Effici focuses on the financial side of project management: budgets, costs, time, and P&L. It is not a task manager. Teams often use it alongside a task tool like Linear or Notion.
Can multiple people track time on the same project?
Yes. Add as many team members as needed. Their time entries feed the same dashboard and the same invoice proposal workflow.
How does Effici connect projects to invoices?
Each time entry can be marked as billable or non-billable. When work is ready to invoice, Effici shows the uninvoiced billable time in the invoice proposal view so you can draft the invoice from the recorded work.