Agencies, firms, and billable-hour practices.
Know your utilization and your margin, every month.
Two numbers decide an agency’s year: which clients are actually profitable once time and expenses are counted, and how much billable capacity gets billed.
Every night
BOOKS BROUGHT CURRENT
Every day
EXCEPTIONS TO YOUR INBOX
Month-end
ACCRUALS AND ADJUSTMENTS
Business day 3
PACKAGE DELIVERED
The problem
Three systems, and nobody reconciling them per client
Time gets tracked in one system, billing happens in another, and expenses attributable to a specific client or project get coded generically instead of tied back to the engagement that incurred them. Reconciling all three by hand, per client, per month, is exactly the kind of analysis that gets skipped when the team’s busy — which is also exactly when margin erosion on a specific client or project goes unnoticed the longest.
What cruisr does
Margin by client, while there’s still a next invoice
Billing reconciled against time and expenses
By client and by project — not just revenue landing in the bank as one undifferentiated number.
Realization read off the books themselves
What each engagement billed against what it cost to deliver, from the billing and expense data already flowing through QuickBooks or Xero — not a report someone rebuilds by hand each month. Hours stay in your time-tracking system; the money side comes from the ledger.
Client and project margins visible monthly
Not discovered at year-end when a client relationship’s actual profitability finally gets reviewed. Proof: business day 3, every month, not once a year.
The close finishes by business day 3
So a slipping-margin client shows up while there’s still a next invoice, a next scope conversation, or a next staffing decision to make about them.
Confidence-scored coding, with a human on the doubts
Expense misattribution across clients is a common, expensive mistake this is built to catch early. Proof: the same 9-of-1,820 human-reviewed queue used sitewide.
Runs on the QuickBooks or Xero you already have
No migration, nothing installed, no second system for the team to learn. cruisr works on top of the files you already bill from and writes its coding back into them.
See the real state of your books — free, in 48 hours.
No obligation · No migration · Nothing installed
Why not just track this in a spreadsheet?
Reconciling time, billing, and expenses by client in a spreadsheet works for a handful of engagements — it stops working the moment you’re running a dozen at once, because someone has to remember to update it every time a bill goes out or an expense lands. cruisr reconciles this automatically every month, so a slipping-margin client shows up on the close, not at the annual review.
FAQ
Professional services questions
Three about billable work, and the one every operator asks before handing over a bank feed.
See your real client and project margins.
Free, on your own QuickBooks or Xero, delivered in a 30-minute readout.
No obligation · No migration · Nothing installed · No credit card required