Engagement-level reporting
See revenue, cost, and margin by client, project, and engagement — not just at the firm level.
Accounting for Professional Services
Know which engagements actually make money.
Utilization, realization, and project margin decide whether a services firm grows or just stays busy. OnNumbers gives you engagement-level visibility into where the money is made — and a close you can count on every month.
Per-engagement
Profitability
Predictable
Monthly close
Real-time
Margin visibility
What gets in the way
The problems we see most
- ✕Project profitability is a guess until well after the work is delivered.
- ✕Time, billing, and accounting live in three systems that never agree.
- ✕Partners make staffing decisions without current margin data.
- ✕Month-end close slips, and reporting arrives too late to act on.
How OnNumbers helps
What changes when you work with us
Retainers handled cleanly
Recurring revenue and retainers recognized correctly, with clear visibility into what has been earned.
Predictable close
A consistent, tracked month-end close so leadership reporting lands on schedule.
Margin visibility
Understand which work types and clients drive profit, and which quietly erode it.
The OnNumbers platform
Everything we do, visible to you
The same AI-powered software your accounting team works in is the software you watch. One coherent system, included with every plan.
Live work trackingActive now
- M60%
Mary
Reconciling bank accounts
- JCompleted
John
Reviewing AP
- SOn you
Sarah
Waiting for client invoice
See the work, not just the result.
Log in and watch your accounting team work in real time — who is on what, how far along they are, and what is waiting on you. The end-of-month report stops being a surprise, because you have followed every step to get there.
Financial Close
Track every close in real time
Follow month-end step by step — bank recon, AP, AR, payroll, and tax — with a live progress bar.
AI Pulse
Daily AI analysis of your books
Structured daily analysis of revenue, cash, runway, and anomalies — surfaced same day, not at month-end.
KPI Engine
The metrics that matter, live
Live KPI and KRA dashboards and scorecards — track performance without rebuilding spreadsheets.
Review Account
An always-current health score
An AI-maintained account health score with open problems and prioritized recommendations.
Reporting Engine
Board-ready reports on demand
P&L, balance sheet, cash flow, and trial balance with branded PDF and Excel export.
Budget & Forecast
Plan ahead with live actuals
Budget vs. actual and rolling forecasts tied to your books — runway decisions from current numbers.
AI Financial Insights
AI analysis across your books
AI-powered insight packs for AR, AP, revenue, expenses, and cash — answers without building reports.
Ask AI
Ask your books anything
Ask questions in natural language — AI returns charts, tables, and answers grounded in your data.
Vendor Compliance
Catch problems before they cost you
AI-powered checks for duplicate payments, unusual vendor activity, and risk — surfaced early.
Vendor Expense Management
Clean vendor data, controlled spend
AI-assisted vendor dedup, enrichment, and risk scoring — with spend visibility and ledger write-back.
Transaction Assurance
AI controls on every GL line
AI classification suggestions, policy rules, risk scoring, and approvals on GL transactions.
AI Assessment
Run an assessment anytime
On-demand AI-written read of your financial position, key trends, and what to watch — run it when you need it.
Every capability above is included with every plan, at no additional cost. See how the platform works →
Ready to see your professional services numbers clearly?
Book a call and we will walk through your current setup and what visibility would look like for your business.