Solutions
Project economics meet bank balances for professional services
Cash signals for firms with work-in-progress revenue recognition — health, runway, and AR for project-based businesses.
WIP and milestone billing distort cash timing. API outputs help partners see when recognized revenue has not yet converted to collected cash — a common blind spot in firm-wide dashboards.
Engagement-level keys
Use `account_id` per engagement or per client according to your risk policy; merge upstream for firm rollups.
When engagements pause, document pause windows so distress flags do not fire on artificial troughs with no billable activity.
Partner distributions
Model guaranteed draws as recurring outflows separate from discretionary bonuses so runway reflects true fixed cash drains.
Client prepayments and retainers
Tag retainer balances distinctly from earned AR so health scores do not treat unearned cash as operating strength.
Practice group rollups
Aggregate by practice group for management reviews while preserving engagement JSON for disputes on write-downs or collections.