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ARCHITECTURE & CREATIVE FIRMS · MARGIN PROTECTION

Find the margin leak
before you send the invoice.

Every Monday morning you get one concise executive brief from your own data: which projects are over fee, which change requests have no fee attached, and who is falling under their billable target.

$4,500 setup + $500/month
Live in about 2 weeks · Read-only access · Cancel any month
Send us one project export, we'll show you the leak

Read-only access to your own data. No new software to install.

SAMPLE MONDAY BRIEF Delivered via Slack / Email

Monday Margin Brief · Week 41

Studio North Architecture · Source: Function Point / Live Sync
Project Over Fee Fee Consumed Stage Complete
Harbor Clinic Fit-out 112% (+12% over) CD 70%
Elm St. Townhomes 94% (at limit) DD 60%
Change Request (No Fee Attached) Hours Logged Action Needed
Lobby Redesign (Client email Oct 3) 38.5 hrs Send fee amendment
Team Capacity Variance Billable % Weekly Target
2 Team Members Below Target 61% Avg 80% Target
Executive Action: Issue an additional service fee for the lobby redesign before Friday's invoice cycle to protect $7,200 in unbilled scope.
INTEGRATION ARCHITECTURE

How it connects to your systems

No complex team training, no forced workflow adoption. We pipe into your existing time and billing data and deliver high-leverage decisions straight to leadership.

ZERO SURVEILLANCE

100% Read-Only Access

We connect with strictly scoped, read-only API permissions. We never modify your projects, overwrite invoices, or manipulate timesheet entries.

TENANT ISOLATION

Your Data Stays Yours

The Monday brief computes against your firm's private numbers only. We never pool, aggregate, or train public AI models on your billable rates or contracts.

UNILATERAL CONTROL

Revoke Any Time

You can disable our API connection from your own settings with a single click. Cancel your monthly managed plan at any time with 15 days notice.

MULTI-PLATFORM SUPPORT

Not on Function Point?

The exact same Monday brief runs seamlessly if your firm manages projects and time in:

Function Point TitaPro (Native) QuickBooks Online Excel / Google Sheets Monograph & BQE (Roadmap)

If you track hours in spreadsheets or another PSA, export one sample file below. We'll build your custom logic in the 2-week setup sprint.

Clear, Flat-Fee Pricing

One-Time Implementation Setup Complete connection, custom business rules & calibration
$4,500
Ongoing Monthly Brief & Maintenance Monday Slack/Email delivery, rule adjustments, data fixes
$500/mo
Timeline: Live in about 2 weeks · Cancel any month with zero penalty.
PARTNER PROGRAM

Partner with us for your clients

Deliver institutional margin intelligence to your client roster without having to build or maintain complex data pipelines yourself.

FRACTIONAL LEADERSHIP

Ops Consultants & Fractional COOs

Offer Margin Alerts under your own brand or as your firm's secret weapon. Keep clients profitable while expanding your monthly advisory retainers.

  • White-Label Ready: Deliver custom-branded Monday reports with your logo.
  • Predictable Margin: You bill your client $1,000/month, and you keep $500/month pure profit.
  • We handle the API engineering, maintenance, and Monday report automation.
Apply as Ops Partner
ACCOUNTING PROFESSIONALS

Bookkeepers & QuickBooks Pros

Help your creative and architectural clients catch scope creep before their month-end billing gets disputed.

  • 15% Referral Commission: Earn a 15% revenue share on the setup and entire first-year managed fees.
  • Cleaner Invoicing: Eliminate surprise write-offs and client fee negotiations at tax time.
  • Seamless co-consultation on client kickoff calls.
Become a Referral Partner
SECURITY & COMPLIANCE

Security and Data Architecture

Complete clarity on what we access, where your figures are held, and how your access is guarded.

What We Access

Fee budgets, hours logged, rate cards, and change order descriptions. We do not read banking passwords, customer credit cards, or internal personal payroll files.

Where It Is Stored

Processed strictly in memory within secure SOC2-compliant US cloud instances (AWS/GCP). We do not store your financial records on public unencrypted drives.

Who Sees It

Only the assigned deployment engineer under strict mutual NDA during your 2-week setup. Weekly briefs are delivered directly to your authorized Slack or executive email.

How Access is Removed

Simply revoke the OAuth token or API key in your Function Point or QuickBooks settings. Access is instantly cut off, and any cached configurations are purged within 30 days.

ZERO RISK · COMPLIMENTARY AUDIT

Send us one project export

Tell us where to reach you. We'll reply within one US business day with a secure, encrypted upload link for one project file.

In a 20-minute video walkthrough, we will show you exactly where hours and unbilled scope leaked out on that project — completely free.

Confidentiality Guarantee: Protected by standard non-disclosure. Please do not attach raw financial files via email.

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