Convert your firm's Excel workbooks into a shared web app
Project tracking, time and utilization, and client deliverables — off emailed spreadsheets and into one web app your whole team works in.
Consultancies, agencies, and professional-services firms run a surprising amount of the business on Excel — project plans, time and utilization, resourcing, and client deliverables. It's flexible, but as the team grows, emailed copies and conflicting versions quietly cost billable hours.
We convert those workbooks into a web app that keeps the logic your team relies on and adds what a growing firm needs: one shared source of truth, real multi-user access, and reporting that doesn't depend on one person merging spreadsheets.
Where professional services teams hit the wall
Version chaos
Project and resourcing spreadsheets get emailed around, so nobody's sure which copy is current and updates get overwritten.
Utilization is always late
By the time time and utilization are pulled together from individual workbooks, the period is over and you can't act on it.
Client deliverables drift
Deliverable trackers in separate files mean status and due dates slip between the team and the client.
Reporting eats senior time
Partners and managers spend hours stitching spreadsheets into a status or financial view instead of doing the work.
What we build for you
One shared source of truth
Your project, resourcing, and deliverable tracking rebuilt as a single multi-user web app — no more emailed copies.
Time & utilization
Time and utilization captured in one place so resourcing and margin are visible while you can still act on them.
Live reporting
Project status, utilization, and deliverable reports generated on demand instead of merged by hand each week.
Example use cases
- Project and engagement tracking with status, budget, and due dates in one place.
- Time and utilization captured per person and rolled up live.
- Client deliverable trackers shared cleanly between team and client.
- Resourcing and capacity planning everyone works from.
Frequently asked
Will it keep the logic in our current spreadsheets?
Yes. We start from your workbooks, preserve the calculations and structure your team relies on, and rebuild them in a multi-user web app.
Can the whole team use it at once?
Yes. It's a web app built for concurrent multi-user access, so the version-chaos and overwrites of emailed spreadsheets go away.
Can clients see only what we want them to?
Yes. Role-based permissions let you share specific deliverables or status with a client while keeping everything else internal.
What's the cost and timeline?
Quoted up front after a free review. RalphAI, our in-house AI, accelerates the build to keep it faster and lower-cost.
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Learn more →Ready to move your Professional Services spreadsheets?
Send us your files for a free system review — we'll tell you what we see and what it would take, with an up-front quote.
Send us your files