MarginPlan shows real project margins, so you can compare quoted profit against actual delivery cost while there is still time to fix it.
Service teams lose margin when the plan drifts during delivery, and no one sees it in time.
MarginPlan shows that gap while there is still time to act.
Track each project from quote to delivery, and see whether the margin you planned is still the margin you are making.
A project does not need to be finished before you know whether the margin is safe.
MarginPlan warning: This project was quoted at 50% margin but is tracking toward 17.5%. Review scope, staffing, and remaining delivery before continuing phase 3.
Re-scope the remaining work
Approve a change request
Update future quote assumptions
Not a generic time tracking & invoicing tool. MarginPlan connects the commercial plan to the actual delivery numbers. Built around the way service businesses actually work.
Build quotes from services, roles, rates, expected hours, and expenses so every quote shows expected revenue, cost, profit, and margin before it is sent.
Log time against projects, phases, and roles so project leads can see whether actual effort is tracking above or below the quote.
Generate quotes and invoices from the same project data, so billed revenue can be compared against planned cost and actual delivery cost.
Connect project performance to monthly and yearly revenue goals so owners can see whether current work is enough to hit the number.
Drag-and-drop report builder. Build reports across projects, invoices, time entries, expenses, clients, and services to see where profit is being created or lost. Export to CSV or save reports for your team.
Give each team member the right level of access. Separate views for operators, project leads, and admins, no one sees what they shouldn't.
Most invoicing tools tell you what you earned.
MarginPlan tells you what you actually made.
An invoice can tell you that you billed $20,000.
MarginPlan shows whether that $20,000 was profitable after the planned hours, actual time, delivery costs, expenses, and remaining work are taken into account.
That means you are not waiting until the project is over to discover that the invoice looked healthy but the margin was gone.
So when the project closes, you're not doing forensic accounting. You already know.
MarginPlan is not trying to replace your entire business operating system. It is built to answer one expensive question clearly: is the margin we quoted still the margin we are making?
| If you need… | Use… |
|---|---|
| Basic invoices, time tracking, and business finance planning | A finance/invoicing tool |
| Enterprise-wide PSA, resourcing, CRM, and operational management | A full PSA platform |
| To know whether a quoted project is still protecting margin during delivery | MarginPlan |
No hidden fees. Cancel anytime.
30-day money-back guarantee.
30-day money-back guarantee. Prices are in USD. Questions? Contact us.
Every workspace runs on its own database. Here is exactly how we handle your data.
Each workspace is stored in its own dedicated database. Your clients, projects, quotes, and time entries are never shared with or visible to any other workspace.
Workspace owners assign roles that control exactly what each team member can view, create, or edit. Access can be revoked instantly at any time.
Workspace databases are backed up automatically on a regular schedule. Backups are retained so your data can be restored if something goes wrong.
You own your data. Workspace admins can export projects, quotes, invoices, and time records at any time — no lock-in, no hoops to jump through.
When you close a workspace, all associated data is permanently deleted from our systems. You can request deletion of your workspace at any time.
Platform administrators can only access workspace data for verified support purposes. Access is logged and limited to the minimum required to resolve an issue.
MarginPlan is hosted in the United States. If your team has specific data residency requirements, contact us before signing up.
All data is encrypted in transit using TLS. Workspace databases and backups are encrypted at rest. Passwords are hashed and never stored in plain text.
Create a workspace, add one project quote, and see whether the project is still tracking toward the margin you expected.