Everything a services firm runs on.
Cadence follows your work from the first enquiry to the margin it earned. What you enter in one stage is reused in the next, so nothing is typed twice and the numbers agree.
From enquiry to signed proposal.
Keep every opportunity in one pipeline, price it from what similar work really took, and send a proposal your client can sign from a link.
Brand and website refresh
- Stage
- Proposal sent
- Value
- ₹45,00,000 at 60%
- Viewed by client
- Yesterday, 16:20
- Follow-up
- Call, due today
Estimate started from Commerce Replatform
Pipeline
Enquiry, estimating, proposal sent, negotiating, won or lost. Each with a value, a chance of closing and one owner.
Estimates from history
Start from a past project and its phases come across with the hours they actually took.
Proposals with signing links
Clients read and sign without an account. You're told when it's viewed and when it's signed.
Follow-ups
Dated, owned, and reminded on the morning they fall due.
Convert in one click
The won opportunity becomes a project with its phases, budget, lead and pencilled team.
Weighted forecast
Open value, value by probability, win rate and proposals out, at a glance.
AI proposal drafts
A first draft of approach, scope and assumptions from the opportunity, its estimate and your template. You edit and send.
Win and loss patterns
Why you win and lose work, grouped from a year of closed deals and their recorded reasons.
Phases you can hold to.
Break the work into phases, milestones and tasks, each with a budget in hours and money, and a gate that only opens when the handover is done.
Phase 2 · Discovery
- Budget
- 480h · ₹24,00,000
- Burned
- 64% of hours
- Complete
- 58%
- Handover
- 3 of 4 done
Forecast to finish: 6% over
Phase templates
Your firm's own stages — Brief, Concept, Design, Delivery, Close — applied in one click.
Gated handovers
A checklist, sign-offs and documents per phase. Overrides need a senior approver and a reason, and stay on record.
One owner on everything
Tasks and phases can't be created without one. Hand-overs are logged and both people are told.
Milestones
Dated, owned, and — if billable — waiting in Unbilled work the moment they're done.
Change requests
Costed in hours and money, approved internally and by the client, then added to budget and billed.
Burn against progress
Alerts at 75, 90 and 100 percent, with a forecast to finish at today's rate.
Project brief
How a project is going, its measured risks and what to do this week, in a paragraph.
Handover and change drafts
Gate handover notes and change requests drafted for you; a change's cost is priced from your rate card, never guessed.
See who's free before you promise a date.
Book people against the hours they really have, after weekends, holidays and leave — and let Cadence suggest who fits.
Suggest people · Accessibility, React
- Sara Pinto
- 88 · 2 of 2 skills, 120h free
- Vikram Nair
- 65 · 1 of 2 skills
- Arjun Desai
- 41 · fully free
- Neha Kulkarni
- 41 · fully free
Book or pencil in with one click
Live planner
Everyone's bookings by week or month, against their actual capacity.
Double-booking guard
Warns before someone is over capacity, or refuses it if your firm prefers.
Tentative bookings
Pencil people in for work you haven't won yet. They're confirmed on conversion and freed if it's lost.
Skills
Tag people and filter the planner by what the work needs.
Suggested people
Ranked by skills, free hours, experience with the client and margin, with every reason shown.
AI-assisted picks
If your firm wants it, the AI proposes a team from the same ranked list — and only from it.
Capacity questions
Ask "who's over-allocated in March if we win these?" and get names, weeks and hours.
Skill suggestions
Skills someone's recent projects and tasks show, ready to tag in one click.
Time logged where the work happens.
A timer or a few taps, weekly timesheets with approvals, and a short check-in instead of a status meeting.
This week · Sara Pinto
- Logged
- 34h · 30h billable
- Timer
- Patient Mobile App, 1:12
- Check-in
- Morning plan done
- Blocker
- Waiting on API credentials
Submits Friday
Timers that recover
Left running overnight? Cadence asks what to do with it next time.
Weekly timesheets
Log by day against tasks, submit, approve. Approved time is locked; reopening needs a reason.
Billable by default
Or not — your firm decides, and anyone can mark goodwill hours.
Leave and expenses
Requests, balances, holidays and receipts, with approvals in the same queue. Leave types are yours to define, work from home included.
Day notes on every timesheet
Weekly offs, public holidays, leave and work-from-home days are marked on each day, so a week reads true at a glance.
Your working week
Tick the days your firm works; capacity, leave and timesheets follow. Public holidays come from a suggested list for your country.
Daily check-ins
A morning plan and an evening update, with blockers sent straight to the lead.
Team digest
Blockers first, then who hasn't checked in. Two minutes to read.
Timesheet suggestions
This week's likely entries from your bookings and last week, added one by one, plus anything odd flagged.
Receipt reading and review drafts
Snap a receipt and the claim fills itself in; your weekly review drafts itself from your check-ins.
Invoice what was actually delivered.
Approved time, finished milestones and agreed changes wait in one list until they're billed. Nothing slips through.
Unbilled work
- Commerce Replatform
- ₹6,40,000 · 12 days old
- Fleet Tracking
- ₹3,10,000
- Patient Mobile App
- ₹2,85,000
- Change CR-001
- ₹1,80,000
3 invoices ready to draft
Unbilled work
Every project's approved time, completed milestones and approved changes, oldest first.
Rate cards
By role, client and project. The most specific rate wins.
Draft invoice in one click
From a project's unbilled work, ready to check and send.
Retainers
A draft invoice raised on the day, every month, for Finance to send.
Branded PDFs
Your logo, your details, your tax identifiers, your bank details.
Accounting exports
Issued invoices for Xero and QuickBooks import, line by line.
Expenses, tax and TDS
Claims and company spend with the GST or VAT inside them and TDS withheld, marked paid up when people are reimbursed, on their own dashboard.
Payroll in the numbers
Record each month's salaries, suggested from your records with TDS and deductions; profit uses what was actually paid.
Client-ready invoice lines
Line descriptions rewritten so clients understand them. Amounts never change.
Payment reminders
A polite reminder for an overdue invoice, drafted with the right figures, for you to send.
See what makes the business work.
Margins by client, project and service, utilisation against target, a forecast you can stand behind — and how this quarter compares with your usual.
2026-Q3 against your usual
- Utilisation
- 71% · usual 68%
- Margin
- 24% · usual 22%
- Projects over budget
- 33% · usual 25%
- Win rate
- 58% · usual 61%
Over-budget share flagged
Profitability
Revenue against the real cost of every hour, by client, project, service and business unit.
Utilisation
By person, team and month, against each role's target.
Revenue forecast
Booked work plus the weighted pipeline, six months ahead.
Saved and scheduled reports
Keep a view, have it emailed weekly or monthly, or share a read-only link.
Benchmarks
Seven measures over eight quarters against your own usual — and, if you opt in, against similar firms.
Business Analyst
Ask about your figures in plain language, with every claim tied to your own data.
Weekly briefing
If you switch it on, a Monday note from the analyst: what moved last week and what to watch.
Report from words
"Billable hours by client last quarter as a bar chart" becomes a report you can save and schedule.
AI that drafts, explains and suggests. People decide.
Every plan includes AI, in the places the work happens: a timesheet, a proposal, an invoice, a phase gate. It only ever reads what the person using it could see on screen, and nothing it writes is sent, booked or billed without them.
Personal
Help with your own work: the help assistant, answers from the help centre, timesheet suggestions, weekly review drafts, receipt reading.
Team
Drafts and summaries for the projects, pipeline, resourcing and invoices you already work on.
Business
The Business Analyst over the firm's books, a weekly briefing and benchmarks explained. On every plan.
You set who gets what
Each role has an AI level, and the Owner can allow or withhold any single feature for any role.
Figures by default
AI reads figures and names. Anything people typed (notes, descriptions, receipts) only goes to AI once the Owner allows it.
Numbers from your data
Money is calculated by Cadence, never by the model: a change request's cost comes from your rate card, an invoice's amounts never move.
A monthly allowance, and packs
Each plan includes AI requests every month. Monthly or annual AI packs carry on when they run out, and Settings shows every request by source, feature and person.
Secure, shared with clients, and yours to shape.
Client portal
Clients follow progress, approve changes and phase sign-offs, accept proposals, read invoices and download what you share — without a seat. Your team can preview exactly what a client sees.
Dashboards your way
Build dashboards from the figures that matter to you: switch figures on, ask AI to suggest them, or let For you arrange itself from what you open. A project tracker shows vertical, client, tasks, next deadline, remarks, reviews, budget and expenses. Share with colleagues to view or edit; each sees only what their role allows.
A help assistant on every page
Describe your day and it logs the time. Book a colleague onto a project, ask what your week looks like, pull last quarter's report for a team, or ask the Business Analyst why margins moved. It checks each step with you, only offers what your role and plan allow, and says plainly when something isn't.
Your brand, throughout
On Agency and Enterprise, your logo and colour run through Cadence, the client portal, shared reports and proposals.
Role-based access
Owner, Admin, Partner, Finance, Project Lead and Team Member, each editable. Rates, costs and margins are visible only to those allowed.
Two-step sign-in
Authenticator codes for anyone, or required for everyone.
Single sign-on
SAML or OpenID Connect with Google Workspace, Microsoft Entra, Okta and others, with SCIM to add and remove people.
Audit log
Sign-ins, approvals, gate overrides, ownership and invoice changes, kept for your retention period.
Modules you choose
Switch modules on and off. Switching one off hides it and keeps every record.
Your currency, your calendar
Base currency, timezone, working week and holidays set per firm.
Display settings
Larger text, higher contrast, reduced motion, underlined links and readable type, per person.
Your data, exportable
The whole workspace as one file, at any time, and a 60-day backup if you ever close it.
Seats when you need them
Add or remove full seats, contractor seats and extra viewer seats from Plan and billing, whether you pay online or by invoice.
Free viewer seats
Let partners, advisers or investors follow the work: read-only access to the dashboard, projects, tasks, the planner, clients and reports, with no money figures. 20 free on Freelancer, 50 on Studio, 200 on Agency, unlimited on Enterprise.
See what each plan includes on Pricing, or how firms like yours use it on Use cases.
See Cadence in your own work.
Create a workspace in a minute, or book a walkthrough shaped around how your firm already runs.