Close the month without the spreadsheet scramble
Timesheets, approvals, revenue recognition, and invoicing all run on the data your projects already produce. Invoices flow straight to accounting, and recognized revenue hands finance the numbers to close the books.
Revenue recognized from the work as it's delivered
Invoices generated and synced to QuickBooks & Xero
Trusted by ambitious
high-growth technical teams
Month-end shouldn't mean rebuilding the month
Confirming hours, clearing approvals, recognizing revenue and raising invoices all run on the project data you already have. Nothing gets re-entered in a spreadsheet, so the close moves faster and the numbers line up.
Hours in on time
Smooth time tracking experience with regular timesheets, a timer, and AI-based time tracking using the MCP Server
Approvals that unblock billing
See the timesheets still blocking an invoice, approve them, and let them feed revenue and billing with no re-keying.
One source for the numbers
Revenue and invoices build from the same project data, so finance isn't reconciling two versions of the month.
Recognize revenue from delivery
Recognized revenue comes from the same time, budgets and billing terms your projects run on. Earned revenue and margin stay current while the work is still in flight, giving finance the numbers it needs to close the books.
Revenue recognized from time, budgets and billing type
Fixed-price, T&M and capped T&M handled correctly
Earned revenue and margin up-to-date mid-project
The basis finance needs to close the books
Turn approved work into invoices
Approved hours and billable expenses roll into draft invoices with your rates and billing terms already applied. You review and send instead of assembling from scratch.
Draft invoices built from approved time and expenses
Rate cards, caps and billing type applied automatically
Billable expenses included alongside hours
Review and adjust before anything goes out
Finish the close in QuickBooks or Xero
Send approved invoices to QuickBooks or Xero and get payment status back automatically, without re-keying anything.
One sync to QuickBooks or Xero
Payment status flows back into Operating
No duplicate entry between systems
A clean handoff from delivery to accounting
Firms on Operating are feeling the difference
"Operating played a key role in improving our profitability and utilization. By optimizing processes and tracking, we achieved 40% growth."
Anna Lehto
"Last year, pre-Operating, we absorbed $250,000 in unbilled work due to inefficiencies. This year, it's down to $25,000."
James Shaw
"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."
Timo Hyväoja
"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."
Ville Loppinen
"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."
Alisha David
"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."
John Kavaleff
"We used to jump between HubSpot and Harvest all the time, but with Operating, it's all just there, working together."
Shawn St Mart
"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."
Petya Raykovska
"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."
Brittany Meeks
"We replaced our complex finance projection spreadsheet, and now our HiBob leaves are visible in Operating, keeping our calculations up-to-date."
Jacqueline Enoch
"Centralizing our capacity planning and skill matrix Excels into Operating has made running the business easier."
John Kavaleff
"Operating is the glue between Harvest time tracking, HubSpot, and our reporting. Both the native integrations, and the APIs are great!"
James Shaw
"We connected Operating to NetSuite ERP via APIs and integrated HiBob using the ready-made integration, replacing our homegrown, disconnected systems."
Perttu Paarma
"Operating replaced a ton of spreadsheets that used to link our CRM and time tracking systems."
Ville Loppinen
"Operating replaced a bunch of custom built reports and eliminated the hassle of connecting pipeline, allocations and time tracking."
Adam Grønbeck Andersen
"Operating integrates with HubSpot and Harvest, automatically importing data to plan optimal project teams and workloads."
Alisha David
"We integrated MS Dynamics CRM to Operating via the API, and use the ready-made Harvest integration. We also visualize our data in PowerBI."
Timo Hyväoja
"It's great to have one place to plan all the projects and teams."
John Kavaleff
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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