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Project profitability and invoicing

Know what the project has earned before the invoice is late.

Aeglio connects project delivery with commercial progress, from the first time entry to the invoice and matched payment.

Built for

Owners, project leads and finance teams responsible for profitable client work.

Each role gets the context it needs without making employees navigate sensitive project financials.

How it works

One continuous process with a clear next step.

  1. Set the project context

    Choose the client, budget method, project tasks, members, managers and billable rates.

  2. Record work and costs

    Capture time against the correct task and connect relevant expenses to the project.

  3. Watch commercial progress

    Compare recorded time, budget use, billable value, invoiced value and the cumulative trend.

  4. Review work ready to invoice

    Filter the exact uninvoiced period and inspect the value before opening an invoice.

  5. Create and deliver the invoice

    Start with the client and selected source work, then send by email or a supported e-invoice route.

  6. Follow collection

    Track reminders and payments, then connect the incoming bank transaction to the invoice.

The real Aeglio workflow

See budget, work and billing progress without changing screens.

The project overview combines decision-level KPIs with cumulative trends and expandable source tables. Authorized users see amounts, while regular employees keep a focused work view.

A real Aeglio project view populated with fictional North Studio data.

A practical example

The margin is healthy, but €5,000 of reviewed work is still unbilled.

Separating billable value, invoiced value and delivery cost tells the project lead that the immediate action is invoicing, not cutting delivery effort.

Read the project profitability guide →

What Aeglio provides

Useful capability at every handover.

Each stage uses records already reviewed in the previous stage, so context stays connected.

Flexible project budgets

Use supported time or financial budget models and see progress against the configured limit.

Billable and non-billable work

Keep delivery effort accurate without treating every recorded hour as client revenue.

Project-level economics

Review total time, budget remaining, billable value, invoiced amount and work ready to invoice.

Source-aware invoice creation

Use the selected project and period instead of reconstructing invoice context manually.

Invoice status consistency

See the same draft, sent, overdue, partially paid, paid and refunded states across Aeglio.

Permission-aware views

Employees can work on assigned projects without receiving the financial overview reserved for authorized roles.

Human control

Aeglio surfaces the numbers, but the team decides what is ready to bill.

Source records remain reviewable before invoicing. Project leads and finance users can resolve missing context, non-billable work or billing-period choices before anything reaches the client.

Questions about this workflow

Does Aeglio calculate accounting profit?
No. Project views show operational and commercial project economics. Statutory accounting profit remains in the accounting system.
Can employees see project amounts?
Only when their role and permissions allow it. Regular employees receive a safe view focused on their own work.
Can an invoice start from a project?
Yes. A project action selects the client and project, while the ready-to-invoice flow can also carry the reviewed date period.

Continue exploring

See the connected workflows and practical guidance around this one.

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