Project reporting
See project margin clearly.Report from live project data.
Review project P&L, team utilisation, VAT, and receivables from the same records your team uses to run the work.
The problem
Reporting breaks down when the numbers live in separate systems.
If revenue, costs, time, and invoices sit in different tools, every report starts with manual cleanup instead of analysis.
P&L takes too long to assemble
Pulling revenue, costs, and time from several systems turns a routine review into a monthly data exercise.
Portfolio visibility is limited
It is hard to compare projects side by side when each one has to be reconstructed before it can be reviewed.
Tax and receivable views live elsewhere
VAT and overdue invoice information often sit outside the project workflow, which makes follow-up slower.
What you get
Reporting built from project activity.
Per-project P&L
Each project has a P&L built from recorded time, direct costs, and invoicing data instead of manual spreadsheet updates.
- Revenue recognised vs. budget
- Cost breakdown by type
- Current margin vs. target margin
Company revenue view
Review total revenue, total costs, and aggregate margin across projects for any date range you choose.
- All projects in one report
- Revenue, cost, and margin together
- Filter by date range
Team utilisation
See how many hours each person logged and what share of that time was billable.
- Hours logged per team member
- Billable vs. non-billable split
- Useful for capacity planning
VAT and receivables
Check VAT liability and outstanding invoices from the same invoice data already stored in Effici.
- VAT report
- Accounts receivable with ageing
- Overdue amounts clearly visible
Getting started
Work in Effici. Review the reports.
Run projects as usual
Log time, add costs, and send invoices as part of the normal workflow.
Open the report you need
Project P&L, utilisation, VAT, and receivables update from the recorded activity.
Review the numbers
Use the report view to compare projects, track margin, and follow up on overdue invoices.
Who it's for
For service businesses that need cleaner reporting.
Agency and consultancy leaders
Compare clients and projects without waiting for a separate month-end spreadsheet pass.
Studio operators
Keep VAT, receivables, and project margin visible even without a dedicated finance team.
Finance leads
Review the numbers directly from structured project data instead of rebuilding reports by hand.
Related features
Often used together.
Project management
Project data that stays report-ready.
The same project dashboard data feeds reporting without a second system.
Learn more →Project budgeting
Budgets and targets visible in every report.
Set revenue, cost, and margin targets, then compare them against actuals.
Learn more →Time tracking
Utilisation reports from recorded time.
The time data used for invoicing and budgets also drives utilisation reporting.
Learn more →FAQ
Common questions.
What is project P&L reporting for service businesses?
Project P&L reporting shows the revenue, costs, and margin for each client engagement. Effici builds that view from project activity, time entries, direct costs, and invoicing data.
How does Effici calculate recognised revenue?
Revenue is recognised when it is invoiced or, in milestone-based billing, when the billing condition is met. That gives a clearer view than tracking order totals alone.
Can I export the reports?
Time entries can be exported to CSV. Full financial report exports are still on the roadmap.
Does Effici replace accounting software?
Not currently. Effici covers project P&L, invoicing, and payment tracking. For statutory accounting and tax filing, you still need accounting software or an accountant.
How is team utilisation calculated?
Utilisation is the share of logged hours marked as billable. Effici shows that percentage per team member across the date range you select.