EveryToolYourFirmNeeds,inOnePlace
From pipeline to payment, Costifys gives architecture and engineering firms complete visibility into every project, every dollar, and every hour.
Pipeline Management
Never lose track of a lead again. Manage your entire business development pipeline from first contact to signed contract, with complete visibility into projected revenue.
- Lead tracking with custom stages and probability scoring
- Proposal generation with templates and e-signatures
- Revenue forecasting based on pipeline probability
- Automated follow-up reminders and activity tracking
Project Budgeting
Build accurate, phase-based budgets in minutes. Monitor burn rate in real time and catch overages before they erode your margins.
- Phase-based budgets with fee structures and milestones
- AI Budget Builder generates estimates from project type and scope
- MoneyGantt visual timeline showing budget vs. actuals
- Automated alerts when projects approach or exceed budget thresholds
Time Tracking
Effortless time entry for your team, with automatic calculations for billable hours, overhead, and utilization.
- Weekly timesheets with timer mode, bulk entry, and approval workflows
- Expense tracking with receipt uploads and project allocation
- Overhead and non-billable tracking for true cost visibility
- Mobile-friendly entry for field work and site visits
Staffing & Resources
Know who is available, who is overloaded, and where to allocate next. The drag-and-drop planner and AI staffing engine keep your team balanced.
- Drag-and-drop resource planner with weekly and monthly views
- AI staffing recommendations based on skills and availability
- Workload balancing with real-time utilization dashboards
- Capacity forecasts to plan hiring and contractor needs
Invoicing & Payments
Generate professional invoices directly from tracked time. Accept online payments, set up recurring billing, and give clients a portal.
- One-click invoice generation from approved timesheets
- Stripe-powered online payments with automatic reconciliation
- Client portal for invoice viewing, approval, and payment
- Batch invoicing for multi-project clients and retainers
Reports & Analytics
Seven built-in report types give you deep insight into your firm's performance. Every metric you need is at your fingertips.
- Profitability, utilization, pipeline, AR aging, budget, timesheet, and revenue reports
- Actionable alerts when key metrics fall outside acceptable ranges
- Profitability analysis by project type, client, and team member
- Exportable dashboards and scheduled report delivery
AI Features
Costifys uses AI to automate the tedious parts of firm management. From generating budgets to writing meeting notes, AI saves hours every week.
- AI Budget Builder creates phase-based estimates from project scope
- AI Staffing engine matches team members to projects
- AI Notes generates meeting summaries and action items
- Smart Inbox prioritizes notifications and suggests next actions
Integrations
Costifys connects with the tools your firm already uses. Sync financial data, calendars, and documents without switching between apps.
- QuickBooks Online and Xero for two-way accounting sync
- Stripe for online invoice payments and subscription billing
- Google Calendar and Microsoft Outlook for scheduling
- REST API and webhooks for custom integrations
See It All in Action
Start your free trial today or book a personalized demo with our team.