Budget Setup
Set up budgets that match how projects are structured
Define project budgets with Fixed Price, Time and Material, or Mixed billing. Costs roll up automatically from milestones to portfolio level.
Financial Management
Track every dollar with confidence across your portfolio
Finance and project teams work from the same live numbers — budgets, costs, and earned value all in one place.
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Without vs With Profit.co
What changes when budgets
are visible
Most teams track project costs in spreadsheets no one agrees on. Here is what that looks like, and what it looks like with Profit.co.
Without Profit.co
- Finance and project teams work from different spreadsheets with different numbers
- Variance is only discovered at month-end when it is already too late
- Budget approvals sit in email threads with no tracking or audit trail
- No clear picture of Capex versus Opex across the portfolio
With Profit.co
- Every team works from the same live budget data in real time
- Variance alerts fire automatically before spending goes off track
- Budget requests route through structured approval workflows with full history
- Capex and Opex tracked separately with independent fiscal summaries
Core capabilities
Built to track money the way projects actually work
Everything you need to plan, monitor, and control project finances in one place.
Expense Tracking
Capture every expense and get alerted before overspending
Log expenses by category and date. Profit.co compares each entry against your budget and fires variance alerts before you go over.
Variance Analysis
Drill into monthly variance at the milestone level
See total budget, actual spend, and variance for every period. Color-coded indicators show which milestones need immediate attention.
Budget Requests
Route budget approvals through structured fiscal workflows
Submit requests with full fiscal year metrics visible. Toggle between Capex and Opex budgets while approvals move through custom governance workflows.
Cost-Benefit Analysis
See project ROI across every quarter at once
Track time-phased costs and benefits across monthly horizons. Separate cost and benefit sections give finance teams a clear view of value realization over time.
More tools, built right in
Control how financial data flows across every project and portfolio in Profit.co.
Bill of Quantities
Itemize materials, labor, and services with unit-based quantity tracking per project.
Resource Rate Cards
Assign standardized hourly cost rates to team members for accurate cost allocation.
Funding Requests
Manage project funding cycles with approval tracking and deployment status at a glance.
Cost Center Management
Organize budgets by cost center with owner and department assignments across projects.
Capex and Opex Tracking
Separate capital and operating expense budgets with independent fiscal year tracking.
Financial Settings Control
Show or hide financial tabs across any project based on what each team needs to see.
Benefit Realization Status
Track benefit delivery progress from Not Started through In Progress to Completed.
Check-in Frequency
Configure realization plan progress tracking as weekly, monthly, or annual cadences.
Billable Projects Toggle
Turn on billing features for client-facing projects with flexible billing model selection.
The Profit.co Platform
Every Process tool built into one product
Profit.co gives your project teams every tool they need to plan, track, and deliver work from one connected place.
OKR Linked Projects
Projects tied to strategic goals
Tollgate Management
Stage-gate reviews and approvals
Scenario Planning
Model delivery options before committing
Project Health and Dashboards
Live health across all projects
Value Realization Office
Measure benefits delivered by projects
Cost Benefit Analysis
Compare costs against expected benefits
Workstreams
Organize work across multiple streams
My Work Items
Personal task and deadline view
Sprint Creation
Build and manage sprint cycles
Demand Management
Capture and prioritise project requests
EVM Dashboard
Cost, schedule, and scope in one view
Task Analytics
Analyze task completion patterns
Sprint Cycles
Run iterative cycles with velocity tracking
Workspace
Central hub for teams and projects
Task Comments & Collaboration
Discuss and collaborate in context
Task Dependencies
Link tasks and sequence work
Releases
Plan, schedule, and ship releases
Master Layout (Custom Fields)
Configure custom fields and layouts
Project Execution Suite
Connect every project to the strategy behind it
Profit.co brings project portfolios, sprint execution, financial tracking, and OKR alignment together so every team delivers work that moves the business forward.
Strategy Roadmaps
See Where Every Portfolio Investment Is Tied to Strategy
Visualize strategic themes alongside the portfolio investments backing them. Leadership always sees which initiatives tie to which priorities.
Strategy Execution
Prove Every Funded Project Is Delivering on the Strategy
Link every project to corporate objectives and track delivery against them. Full traceability from capital committed to outcome achieved.
AI Agents
Less Time on Setup, More Time on Governance
AI Agents accelerate project creation and structuring so your team spends less time on setup and more on governance.
See Profit.co EVM Dashboard in Action
Walk away with a live view of your project health and a clear picture of what to fix first.
Integrations ecosystem
Connects to the tools
your teams already use
100+ native integrations that keep your data in sync - so teams check in, update progress, and stay aligned without switching apps.
Browse all 100+ integrations →Customer stories
The results speak for themselves
“We accomplished nearly 90% of our high-level objectives that we set out at the beginning of the year. And these objectives are our direct lead indicators to the success of the business.”
Mark Hudoba
Executive VP, REHAU Building Solutions
“Just in the last year, we saved over $300,000. That made it easy to pitch to the owners to implement OKRs throughout the company.”
Deena Giordano Ullom
VP of People Operations, United Technical Support Services
“For us, the key factor was achieving full alignment between OKRs, projects, and tasks, supported by automation and KPI-driven governance. Profit.co provided a centralized portfolio management system — a single source of truth for all projects.”
David Serra
Head of Transformation & CMO, CELO Industry
“After implementing Profit.co, our employee participation in goal setting jumped from 60% to 80%, and review cycles became 40% faster. Leaders now have clear, real-time visibility into progress.”
Suganya R.
Senior HR, Toyota Connected India
“One of the significant benefits we found was reduced time spent on reviews — 75% reduction of time spent in reviews and 84% reduction in time spent in PPTs for Executives.”
Gerardo Haro
CI Manager, Intuitive Surgical
“With Profit.co, we can assign tasks, track progress, and see how everything contributes to our overall goals and mission. Watching everything come together, from the bottom-up tasks to the overarching strategy, is incredible.”
Catherine Pelton
Communications Manager, RUNX1 Research Program
Enterprise Grade Security
Keep your company’s data secure and compliant with industry-leading security standards and certifications.
SOC 2 TYPE II
ISO 27001
GDPR
HIPAA
FAQs
Questions about Financial Management
Everything you need to know before getting started.
Financial Management in Profit.co lets project and finance teams track budgets, log expenses, monitor variance, and manage approval workflows in one place. Every cost rolls up automatically from milestone level to portfolio level so leaders always see the full picture.
Yes. Any project manager can set up budgets, log expenses, and track variance directly in their project. Finance teams see everything rolled up at portfolio level. Both groups work from the same data at all times.
Yes. Every expense logged in a project updates totals, variance, and progress indicators right away. Threshold alerts fire automatically when spending approaches your defined limits. No manual refresh or report needed.
You can update budget amounts, add new milestones, or submit a new budget request at any time. The approval workflow routes your request to the right reviewers and keeps a full audit trail of every change and decision.
Yes. Profit.co offers a free trial with no credit card required. You can set up budgets, log expenses, and run variance reports from day one.
Most teams are tracking budgets within a day. You define your billing model, set milestone budgets, and invite team members in a few steps. Existing project data imports quickly so you do not start from scratch.
Yes. Profit.co lets you show or hide financial tabs at the project level and apply role-based access so only the right people see budget and cost detail. Sensitive financial data stays visible only to those who need it.
Yes. Profit.co connects with Jira, Slack, Microsoft Teams, Azure DevOps, Salesforce, and more. Financial data stays in sync across the tools your teams already work in every day.
Ready to transform execution?
Stop chasing budget numbers
across spreadsheets
Every cost, variance, and approval lives in one place so your teams always work from the same real-time data.
