Ideas to put to work
Where your hours go, and which clients pay for them.
Profitability by engagement
Sofia runs a time report by project, compares it with Xero invoices, and builds an Excel view of margin by client.
Budget warnings in Teams
Sofia checks each project's time summary and, with your approval, messages the engagement partner in Teams when a project nears budget.
Projects set up from won deals
When a Pipedrive deal is won, Sofia creates the Timely client and project, with your approval.
Missing time caught
Sofia compares each person's Outlook meetings with their time entries and lists client meetings with no time logged.
Monthly utilization
Sofia runs a time report by person and drafts a utilization summary for the partners' meeting.
What Sofia can do with Timely
Sofia reads and keeps current
- Time entries
- Projects
- Clients
- Users
Sofia does, with your approval where you want it
- Log time to a project
- Update a time entry
- Create or update a project
- Create or update a client
- Get a project's time summary
- Run a time report
- Create a label
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- XeroCloud accounting for small businesses
- Microsoft ExcelSpreadsheets for numbers, models and trackers
- Microsoft TeamsMicrosoft's chat, channels and meetings hub
- PipedriveSales CRM built around the deal pipeline
- Microsoft OutlookMicrosoft's email and calendar
AsanaWork management for projects and tasks
ClickUpProject management for tasks, docs and goals- monday.comWork management boards for projects and workflows
Let Sofia analyze your Timely hours
Score your firm in three minutes, or talk to our team.