MarginPlan shows real project margins, so you can compare quoted profit against actual delivery cost while there is still time to fix it.
Disconnected tools.
Manual updates.
And you still make it work...
But once delivery starts, it becomes hard to see whether the project is still on budget or profitable.
The true margin often stays unclear until the project is already finished.
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 billed.
MarginPlan tells you what you actually made.
So you know whether the project is profitable, while there is still time to fix it.
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 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 create & assign roles that control exactly what each team member can view, create, or edit. Access can be revoked instantly at any time.
We maintain regular backups. Contact us for details on our backup and retention policy.
You own your data. Workspace admins can export data using the Reports on demand. If you have other data export requirements, contact support
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 access workspace data only for verified support. Access is subject to our internal access control policy.
MarginPlan is hosted in the United States. If your team has specific data residency requirements, contact us before signing up.
Traffic is protected with HTTPS/TLS. Passwords are hashed, sensitive data is encrypted and backups are protected according to our hosting and security configuration.
Create a workspace, add one project quote, and see whether the project is still tracking toward the margin you expected.