See margin erosion before it happens, track every project's P&L in real time, and give your delivery leaders the AI-powered command centre they need. One platform for Professional Services profitability.
Built for delivery leaders who refuse to fly blind
Why Delivery Companion
Revenue, cost, and margin across every project. Real-time P&L that updates as time entries sync from Harvest.
Traffic-light system across Financial, Timeline, and Budget Burn dimensions. Composite 0-100 score with configurable weights and early-stage dampening.
AI-powered P&L insights, forecasting, and executive reports. Conversational queries against your delivery data in real time.
Per-member utilisation, planned vs. actual allocation, bench cost analysis, and vendor performance scoring.
Delivery Companion enforces your margin targets. AI catches compression before it erodes your P&L.
Part of Something Bigger
An interconnected AI agentic business operating system. Delivery is one module. Cloud, Sales, HR, Marketing, and Health complete the picture.
Real-time revenue, cost, and gross margin across your entire portfolio. W2 labour, contractor spend, and vendor COGS — all in one view. No more end-of-month surprises.
Revenue attribution
Earned revenue by project — T&M by actual hours, Fixed Fee by timeline progress.
Cost breakdown
W2 capacity costs, contractor actuals, vendor COGS, and overhead allocated per project.
Margin enforcement
Configurable gross margin targets with real-time tracking. AI alerts when compression begins.
Period comparison
Month-over-month, quarter-over-quarter profitability trends with drill-down.
Earned Revenue
$412K
Total Cost
$186K
Gross Profit
$226K
Gross Margin
54.8%
Every project scored 0-100 across Financial, Timeline, and Budget Burn dimensions with configurable weights. Smart T&M handling means no false timeline risk. Early-stage dampening prevents noise.
Composite health score
Financial, timeline, and budget burn weighted into a single 0-100 score with green/yellow/red thresholds.
Budget burn tracking
Real-time budget consumption vs. timeline progress. Projected final cost alerts when burn rate exceeds plan.
Completed scorecards
A-F letter grades for finished projects across Margin, Timeline, Budget Burn, and Scope.
At-risk alerts
Proactive notifications when projects cross health thresholds. No more end-of-month discoveries.
AI analyses your entire P&L for margin compression, utilisation anomalies, cost leakage, and client profitability. Conversational queries give you answers in seconds, not hours.
Smart insights
Automatic detection of margin compression, cost leakage, and utilisation anomalies with recommended actions.
AI forecasting
Scenario analysis across revenue, cost, margin, and risk dimensions. Rolling forecast updates as actuals arrive.
Executive reports
One-click PDF generation for board decks. Period performance, portfolio health, risk assessment.
Conversational chat
Ask anything about your P&L in natural language. Full data context drives accurate, instant answers.
Current margin below target. Contractor costs over estimate. Recommend reallocating W2 capacity from bench.
Potential $48K savingsJake H. and Alex K. have available capacity below target. Combined bench cost $18K/month.
Move to active projectsVendor contractor rates increased without corresponding bill rate adjustment on 2 projects.
Review vendor rate cardsEH-PRJ-0042, CF-WS-0009, and SU-POC-0003 match PS project code patterns. No PSF submissions found.
$85K unclaimedPer-member utilisation, planned vs. actual allocation from Forecast and Harvest, bench cost analysis, and vendor performance scoring. The bird's-eye view your delivery director needs.
Billable utilisation
Per-member billable hours vs. capacity with configurable targets per employee type.
Planned vs. actual
Forecast allocation compared to Harvest actuals. Accuracy % shows how well you're predicting effort.
Bench cost analysis
Unallocated salaried capacity costed in real time. Know exactly what idle engineers cost each month.
Vendor performance
Rate card management, SLA compliance, and cost efficiency analysis for delivery vendors.
Everything your PSA tools give you, plus everything they can't do alone.
Margin visibility
Real-time
P&L across all active projects, always current
Sync frequency
Nightly
Automated Harvest, Forecast, and Drive sync
Report generation
<2 min
From request to executive PDF
Time to value
<2 wks
From onboarding to live dashboard
Get Started
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