Reporting & Insights
Understand where your time, billing, and revenue actually go with built-in reports that don't need a data warehouse.
No credit card required. Cancel anytime.
The reports your firm actually uses, built in.
Time summaries, aged receivables, billing, realization, and revenue trends - all available without exporting to Excel. Filter by client, user, service, or date range and share with your team.
Reports included
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Time Tracking Report
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Time Entries Report
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Aged Receivables
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Billing Report
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Realization Report
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Revenue Insights
Summarise billable and non-billable time by employee, client, or service type over any date range.
Every individual time log, exportable to spreadsheet for audit or deeper analysis.
Outstanding invoices bucketed by 30 / 60 / 90+ days, grouped by client, user, or date.
Revenue by client, employee, or service type - restricted to admin and owner roles.
Compare billable vs actual hours across jobs and services to find margin leaks.
Trend revenue across periods to plan capacity and pricing changes with confidence.
See where your revenue actually lives. Start your free trial and get your first report in minutes.
No credit card required. Cancel anytime.
Explore More Features
Artificial Intelligence
Ask your firm a question and get a real answer. The Tidyflow AI Assistant has live access to your jobs, clients, and unpaid invoices.
Billing & Payments
Create invoices from tracked time or fixed fees, get paid online, and easily track WIP, billing, and outstanding amounts in one place.
Capacity Planning
See your team's workload before it hits. Forward-looking capacity by member, backward utilisation trends, and per-job drill-down - all from your existing job estimates.
Client management
Keep client chaos at bay - keep all essential info and contacts handy for personalized client attention.
Client portal & requests
Streamline client interactions with a portal for easy document sharing and client requests.
Collaboration
Make collaboration not just productive, but enjoyable, with comments, mentions, notes and inbox notifications.
Document management
Overcome document chaos by securely storing and sharing crucial files, ensuring everything is just a click away.
Electronic signatures
Easily request electronic signatures from clients.
Email Management
A shared inbox built for the firm. Connect Gmail or Microsoft 365 and get every client email linked to the right job and client - automatically.
Integrations
Powerful integrations simplify your workflow. Connect with tools like Xero, QuickBooks Online, and Zapier, or customize with our API.
Proposals & Engagement Letters
Send branded proposals and engagement letters, get them approved, and get paid - all without the back-and-forth.
Time tracking
Optimize your workflow with time tracking. Leverage data to uncover opportunities or extra billable time, enhancing profitability.
Workflow management
Automate and streamline workflows. Avoid missed deadlines with transparent task visibility and accountability.