EveryToolYourFirmNeeds,inOnePlace
From pipeline to payment, Costifys shows A&E firms every project, dollar, and hour.
Pipeline Management
Never lose a lead again. Run your sales pipeline from first chat to signed deal. See projected revenue at all times.
- Track leads with custom stages and win scores.
- Build proposals with templates and e-signatures.
- Forecast revenue from pipeline odds.
- Get auto follow-up nudges and activity logs.
Project Budgeting
Build phase-based budgets in minutes. Watch burn rate live. Catch overages before they hurt your margins.
- Phase-based budgets with fees and milestones.
- AI Budget Builder makes estimates from project type and scope.
- MoneyGantt timeline shows budget vs. real spend.
- Get auto alerts when budgets are near or over.
Time Tracking
Easy time entry for your team. Auto-math for billable hours, overhead, and use rates.
- Weekly timesheets with timers, bulk entry, and approvals.
- Track expenses with receipt uploads tied to projects.
- Log overhead and non-billable time to see real costs.
- Mobile entry for field work and site visits.
Staffing & Resources
See who is free, who is slammed, and where to staff next. The drag-and-drop planner and AI staff engine keep your team balanced.
- Drag-and-drop planner with weekly and monthly views.
- AI staff picks based on skills and time open.
- Balance workload with live use dashboards.
- Forecast capacity to plan hires and contractors.
Invoicing & Payments
Make clean invoices from tracked time. Take online payments, set up auto-billing, and give clients a portal.
- One-click invoices from approved timesheets.
- Stripe online payments with auto match-ups.
- Client portal to view, approve, and pay invoices.
- Batch invoices for multi-project clients and retainers.
Reports & Analytics
Seven built-in reports show how your firm is doing. Every metric you need is right here.
- Reports for profit, use, pipeline, AR, budget, time, and revenue.
- Get alerts when key numbers go off track.
- Profit views by project type, client, and team member.
- Export dashboards and schedule reports.
AI Features
Costifys uses AI to handle the boring parts of running a firm. From budgets to meeting notes, AI saves hours each week.
- AI Budget Builder makes phase estimates from project scope.
- AI Staffing engine matches team members to jobs.
- AI Notes writes meeting summaries and to-dos.
- Smart Inbox sorts alerts and suggests next steps.
Integrations
Costifys plugs into the tools your firm already uses. Sync finance data, calendars, and docs without hopping between apps.
- QuickBooks Online and Xero for two-way sync.
- Stripe for online invoice payments and subscriptions.
- Google Calendar and Microsoft Outlook for scheduling.
- REST API and webhooks for custom work.
See It All in Action
Start your free trial today. Or book a demo with our team.