See where every dollar and hour is going
Real-time financial reports, operations analytics, client-level breakdowns, and tax-ready exports — built into your workspace, not bolted on.
Financial reports that reflect reality
Revenue, margin, and profitability broken down by project or client — pulled directly from your invoices, timesheets, and expenses. No spreadsheet exports, no reconciling.
- Revenue by client and project, month-over-month trend
- True margin — revenue minus team cost and expenses
- Outstanding vs. collected across all currencies
- Drill from a summary number down to the source entries
Operations analytics for the whole team
Utilisation, throughput, and workload across every member — so you can staff the next project with data, not gut feel.
Revenue & margin
Total and outstanding revenue by client and project, monthly trend, and margin after team cost — with a currency breakdown for multi-currency workspaces.
Invoice aging
Aging buckets (Current, 30, 60, 90+ days), overdue rate, and average days to payment. Know exactly how much is owed and how long it's been sitting.
Expense breakdown
Expenses by category, project, and team member. Billable vs. non-billable split and vendor breakdown — identify where project costs actually go.
Budget vs. actuals
Budget consumed % and hours consumed % per project. Burn rate and projected totals. Separate views for T&M, Fixed, Milestone, and Retainer billing.
Team utilisation
Utilisation rate against capacity, billable value generated per member, and throughput by team. Spot underutilised capacity before it impacts revenue.
Tax & compliance
Tax reports generated straight from your invoicing data. Automatically categorized invoices ready for quarterly filing — export to CSV or PDF.
Know which clients are actually profitable
Client-level breakdowns show revenue, cost, and margin per relationship — so you can renegotiate the ones that aren't earning, and double down on the ones that are.
- Revenue and margin per client, ranked
- Hours logged and expenses charged, by engagement
- Compare current-period vs. prior-period per client
- Flag clients trending toward negative margin
Tax-ready, export-ready, audit-ready
Every invoice is automatically categorized for tax reporting. Actuals vs. forecast, side by side, so variances surface before they become problems.
Tax & compliance reports
Quarterly tax reports generated from your invoicing data — categorized, totalled, and export-ready.
Export anywhere
CSV or PDF export on every report. Share a live link with clients or leadership without leaving Wakti.
Your team's billable work,
finally in one place
Projects, timesheets, expenses, invoices, and approvals — connected end to end. Set up your workspace in under 2 minutes.
Built for agencies, consultancies & professional services teams