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.

Revenue & marginUtilisationTax-ready exports

Reporting dashboard in the Wakti platform

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

Financial reports dashboard in the Wakti platform

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.

Client revenue ranking in the Wakti platform

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.

Related operational guides

Use these guides to define the records, formulas, and controls behind the product workflow.

Project economics

Agency project profitability: calculate margin before the project closes

A practical project-profitability formula, a browser-based margin calculator, and the checks an agency needs before a healthy-looking number can be trusted.

Read the guide

Reporting

Billable utilization: the formula and the decisions behind it

Calculate billable utilization consistently, choose the right denominator, and read the metric alongside realization, margin, and capacity.