Budgeting

Advanced Budgeting for Real Profit Forecasts

Create flexible budgets with hourly, fixed, or blended pricing that go beyond tracking spend - Metric AI connects time, expenses, and revenue to reveal real profit and what’s left to invoice.

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Avoid surprises

Budgeting and forecasting

Create budgets that reflect your contracts. Account for changes in bill rates. Apply discounts. Use templates to create predefined budgets.

T&M, Fixed Fee, Retainers.
Setup budgeting and billing to precisely reflect your contracts. Manage multiple rate cards, different fee schedules, and periodic retainers.
Advanced budgets.
For the most complex scenarios combine multiple budget types. Account for changes in bill rates. Use templates to create predefined budgets.
Discounts.
Apply fixed or variable discounts to the project. View total discount and its impact on the profitability.
Invoicing.
Generate invoices directly from your budgets and send them through QuickBooks or Xero - ensuring consistency between planned and billed amounts.
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Flexible billing made simple

Build Budgets for Any Pricing Model

Metric AI lets you build anything from simple budgets to complex hybrid models. Combine different billing types in a single project and see how each affects cost, revenue, and profit in real time.

Time & Material.
Bill clients based on actual hours and rates from your Rate Cards - flexible by project or client, with an optional Cap that defines the maximum billable amount.
Fixed Fee.
Set fixed amounts on specific dates while Metric AI automatically distributes recognized revenue across logged hours for accurate profit tracking.
Retainer.
Perfect for recurring engagements. Schedule repeating payments, spread revenue across logged time, and apply Overage Rates when hours exceed the contracted limit.
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See how planning shapes profit

Plan Time. Shape Budget. Drive Profit.

Every hour you allocate impacts your project budget and profitability forecast. With Metric AI, planned time isn’t just a schedule - it’s a financial signal.

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Budget Forecast

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