Revenue recognition, invoicing, and project economics on one platform

Close the month from the same records delivery uses, instead of reconciling exports from different systems

ASC 606-compliant revenue recognition
Real-time forecasting based on what's earned and what's forecasted
Invoices generated from project data, connected to accounting
Operating reporting screen for a consulting firm, showing total tracked hours, the billable value of that time, and a per-project breakdown of hours and value for the month.

Month-end is a reconciliation project that repeats every month

Finance teams at services firms spend the first weeks of every month piecing the numbers back together from projects that are already delivered. Operating builds cost, revenue, and invoices straight from the approved hours, so month-end is mostly checking numbers that are already there.

Professional services revenue recognition

ASC 606-compliant revenue recognition designed to help consulting services teams close their month faster

Project financials you can trust

Forecasted financials take into account what was already recognized, and what's left to earn

Invoices without re-keying

Generate invoices from approved hours, fees and expenses, then push them to your ledger.

Recognise revenue the way the contract works

Approval routes, period locking and a full audit trail mean the hours reaching finance have already been checked by someone who knows the project.

ASC 606-compliant Revenue recognition per billing type

Work in progress and accrued revenue visible

Project progress-based revenue recognition available

Negative revenue corrections supported

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Forecast revenue based on what was earned and what's coming

Compiling an up-to-date revenue forecast is effortless when recognized revenue comes directly from the project numbers, and not from a separate spreadsheet

Earned revenue in the past, forecasted revenue in the future

Invoiced vs. earned revenue to inform the team about future backlog

Export earned revenue numbers directly to your accounting

Compile financial reports faster with all nubmers under one hood

Operating forecast revenue, and know your order backlog — Recognized revenue updates in real time as work happens. Set it against contracted value and you get the number a sales dashboard can't give you: yourStar map with constellations connected by thin white lines on a dark blue background.Vintage-style star map with black dots connected by lines showing constellations on beige background.Blue background with scattered white spots resembling paint splatters or stars.Blue-gray background with scattered small white spots resembling a starry night sky.Gray background with scattered white spots resembling paint splatters or stars.

Get it into the ledger

Invoicing runs off the same records, and accounting integrations carry invoices and status across without a manual export.

Invoices from tracked time, fees and expenses

QuickBooks and Xero integrations

Invoice status pushed back to the project

REST API and MCP Server for custom finance workflows

Operating invoicing screen showing projects ready to invoice for the month, grouped by client, with amounts, invoice status and the approved time entries behind each invoice.Star map with constellations connected by thin white lines on a dark blue background.Vintage-style star map with black dots connected by lines showing constellations on beige background.Blue background with scattered white spots resembling paint splatters or stars.Blue-gray background with scattered small white spots resembling a starry night sky.Gray background with scattered white spots resembling paint splatters or stars.

Firms on Operating are feeling the difference

Anna Lehto

"Operating played a key role in improving our profitability and utilization. By optimizing processes and tracking, we achieved 40% growth."

"Operating played a key role in improving our profitability and utilization. By optimizing processes and tracking, we achieved 40% growth."

70/30 Digital logo

Anna Lehto

CEO

70/30 Digital

James Shaw

"Last year, pre-Operating, we absorbed $250,000 in unbilled work due to inefficiencies. This year, it's down to $25,000."

"Last year, pre-Operating, we absorbed $250,000 in unbilled work due to inefficiencies. This year, it's down to $25,000."

Inventive.io logo

James Shaw

COO

Inventive.io

Timo Hyväoja

"We plan our tentative projects, forecast our revenue, and analyze any deviations in actual hours spent with Operating. There's no going back to the old ways."

"We plan our tentative projects, forecast our revenue, and analyze any deviations in actual hours spent with Operating. There's no going back to the old ways."

Meltlake logo

Timo Hyväoja

CEO & Founder

Meltlake

Ville Loppinen

"We're about 150 people, in different locations and countries. We can keep things efficient and people-focused with a common view of our sales pipeline, allocations, and our team's skills and interests."

"We're about 150 people, in different locations and countries. We can keep things efficient and people-focused with a common view of our sales pipeline, allocations, and our team's skills and interests."

Columbia Road logo

Ville Loppinen

General Manager

Columbia Road

Alisha David

"I used to spend 3 hours per week updating data from CRM to resource allocation sheets. It only takes me 15-20 minutes with Operating."

"I used to spend 3 hours per week updating data from CRM to resource allocation sheets. It only takes me 15-20 minutes with Operating."

Supreme Optimization logo

Alisha David

COO

Supreme Optimization

John Kavaleff

"Fewer Excel sheets, a reliable future outlook—what's not to like! Centralizing our capacity planning and skill matrix Excels into Operating has made running the business easier."

"Fewer Excel sheets, a reliable future outlook—what's not to like! Centralizing our capacity planning and skill matrix Excels into Operating has made running the business easier."

IONA logo

John Kavaleff

COO

IONA

Shawn St Mart

"We used to jump between HubSpot and Harvest all the time, but with Operating, it's all just there, working together."

"We used to jump between HubSpot and Harvest all the time, but with Operating, it's all just there, working together."

Furo logo

Shawn St Mart

Delivery Lead

Furo

Petya Raykovska

"We switched to Operating to spend less time juggling tools and more time on client work. The reports, plus HubSpot and HiBob integrations, make that easy."

"We switched to Operating to spend less time juggling tools and more time on client work. The reports, plus HubSpot and HiBob integrations, make that easy."

Human Made logo

Petya Raykovska

Director of Ops.

Human Made

Brittany Meeks

"Operating is great—it's a new approach compared to our homegrown spreadsheet setup, but we're quickly getting smarter and gaining clarity, especially for staffing new projects."

"Operating is great—it's a new approach compared to our homegrown spreadsheet setup, but we're quickly getting smarter and gaining clarity, especially for staffing new projects."

Winterberry Group logo

Brittany Meeks

Associate Managing Director

Winterberry Group

Jacqueline Enoch

"We replaced our complex finance projection spreadsheet, and now our HiBob leaves are visible in Operating, keeping our calculations up-to-date."

"We replaced our complex finance projection spreadsheet, and now our HiBob leaves are visible in Operating, keeping our calculations up-to-date."

Founder + Lightning logo

Jacqueline Enoch

CFO

Founder + Lightning

John Kavaleff

"Centralizing our capacity planning and skill matrix Excels into Operating has made running the business easier."

"Centralizing our capacity planning and skill matrix Excels into Operating has made running the business easier."

IONA logo

John Kavaleff

COO

IONA

James Shaw

"Operating is the glue between Harvest time tracking, HubSpot, and our reporting. Both the native integrations, and the APIs are great!"

"Operating is the glue between Harvest time tracking, HubSpot, and our reporting. Both the native integrations, and the APIs are great!"

Inventive.io logo

James Shaw

COO

Inventive.io

Perttu Paarma

"We connected Operating to NetSuite ERP via APIs and integrated HiBob using the ready-made integration, replacing our homegrown, disconnected systems."

"We connected Operating to NetSuite ERP via APIs and integrated HiBob using the ready-made integration, replacing our homegrown, disconnected systems."

Sievo logo

Perttu Paarma

VP of Professional Services

Sievo

Ville Loppinen

"Operating replaced a ton of spreadsheets that used to link our CRM and time tracking systems."

"Operating replaced a ton of spreadsheets that used to link our CRM and time tracking systems."

Columbia Road logo

Ville Loppinen

General Manager

Columbia Road

Adam Grønbeck Andersen

"Operating replaced a bunch of custom built reports and eliminated the hassle of connecting pipeline, allocations and time tracking."

"Operating replaced a bunch of custom built reports and eliminated the hassle of connecting pipeline, allocations and time tracking."

Intellishore logo

Adam Grønbeck Andersen

Partner

Intellishore

Alisha David

"Operating integrates with HubSpot and Harvest, automatically importing data to plan optimal project teams and workloads."

"Operating integrates with HubSpot and Harvest, automatically importing data to plan optimal project teams and workloads."

Supreme Optimization logo

Alisha David

COO

Supreme Optimization

Timo Hyväoja

"We integrated MS Dynamics CRM to Operating via the API, and use the ready-made Harvest integration. We also visualize our data in PowerBI."

"We integrated MS Dynamics CRM to Operating via the API, and use the ready-made Harvest integration. We also visualize our data in PowerBI."

Meltlake logo

Timo Hyväoja

CEO & Founder

Meltlake

John Kavaleff

"It's great to have one place to plan all the projects and teams."

"It's great to have one place to plan all the projects and teams."

Iona logo

John Kavaleff

COO

Iona

Learn how customers
run on Operating

Running a transparent, efficient consulting operation with a human touch

Running a transparent, efficient consulting operation with a human touch

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Predictive sales and hiring decisions,
powered by a Pipedrive integration

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