PSA Software for Finance & Controlling

Gain full control over agency profitability, automated invoicing, and real-time financial reporting. Troi provides Finance & Controlling teams with a single source of truth for all commercial data, ensuring precise billing, stable margins, and transparent financial health across the entire organization.

80% Budget clarity at a glance
60% less manual work
40% more planning accuracy

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Budget calculation screen showing service items with quantities, units, purchase and selling prices, plus an estimated effort field where AI adds 2.5 hours, increasing the total to 88.5 hours.

For Reliable Financial Planning and Margin Control

Successful agency management requires constant monitoring of project burn rates, precise revenue recognition, and clear alignment with liquidity targets. When financial data is siloed in spreadsheets, Finance Managers lose control over profitability and forecasting accuracy.

Troi brings time tracking, expense management, invoicing, and commercial reporting together in one system. This ensures that every project is financially traceable, and the agency remains profitable within its commercial constraints.

AI driven task effort prediction and project scheduling in Troi PSA showing calculated hours per service item and automatic allocation of project tasks across the timeline for accurate planning, workload control, and profitable project execution

From complexity to clarity

Let’s Talk About Your Goals

Every business works differently and that’s exactly why Troi adapts to you. Tell us about your needs and we’ll show how PSA can support your projects, resources and finances.

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Why Troi is Ideal for Finance & Controlling

Troi combines commercial project management, automated billing, and financial analytics into one shared, real-time data foundation. This creates reliable clarity for Finance teams, moving them from manual data consolidation to proactive financial steering.

Compare planned versus actual costs continuously to safeguard agency profitability
Monitor project margins and work-in-progress (WIP) using visual financial tools
Gain instant visibility into billable hours and non-billable overhead across all departments
Standardize financial reporting for transparent communication with management and stakeholders
Automate complex billing workflows like retainers, fixed prices, and time-and-material invoices

Incoming invoices overview in Troi showing multiple invoices with totals and Start Approval buttons, plus a request approval panel where an approver and a deadline can be selected to trigger the approval workflow.

Financial analysis workspace with charts, calculator, and trading dashboards representing budgeting, forecasting, and financial control in Troi PSA

Key Areas of Finance & Controlling Focus

Troi combines commercial logic and financial management on one central platform. Whether managing internal budgets, external costs, or complex client mandates, your finances remain transparent and audit-ready at all times.

Commercial steering of consulting and service agencies
Automating recurring billing and retainer management
Controlling project profitability in digital and creative departments
Monitoring external costs and freelancer margin contributions
Managing complex multi-currency and cross-border mandates
Integrating project data into accounting and ERP systems

Person pointing at a project management and time tracking dashboard on a laptop during a team meeting

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Typical Use Cases in Financial Management

Effective financial oversight demands reliable data, automated processes, and clear oversight. Troi provides the structured foundation needed to keep the agency on a stable financial path.

Real-Time Margin Control

Monitor project profitability as it happens. Compare labor costs and external expenses against budgets to prevent margin erosion.

Automated Invoicing

Generate accurate invoices based on tracked time and approved expenses with just a few clicks. Support various billing models easily.

Revenue Forecasting

Gain a reliable view of future cash flow based on planned project phases, milestones, and recurring retainer contracts.

Expense & Lead Tracking

Centralize the management of external supplier costs and employee expenses. Ensure all costs are billable and correctly allocated.

Audit-Ready Documentation

Store all commercial agreements and change orders directly within the project. Keep your financial history traceable and transparent.

Commercial Reporting

Generate standardized financial reports for the board or owners. Analyze utilization, realization rates, and departmental performance.

How Troi Supports Sustainable Financial Management

Organize

Shared system for all commercial project data, budgets, and contracts.
Clear workflows for time approval and invoice generation.
Centralized repository for supplier invoices and expense tracking.

Optimize

Significant reduction in manual data entry through automated billing cycles.
Faster month-end closing with real-time access to project performance data.
Elimination of billing errors by connecting time tracking directly to invoicing.

Scale

Scalable financial structures that support agency growth and new locations.
Reliable data foundation for strategic investment and hiring decisions.
Standardized commercial processes that ensure profitability across all units.

Troi PSA for Finance & Controlling – FAQs

How does Troi ensure that all billable hours are actually invoiced?

Troi connects time tracking directly to the billing module, highlighting unbilled services and ensuring no revenue is lost.

Can I manage complex billing models like retainers and fixed prices?

Yes. Troi supports various commercial setups, allowing you to automate recurring invoices and monitor fixed-price progress.

Does Troi integrate with my existing accounting software?

Yes. Troi offers interfaces to common accounting and ERP systems (e.g., DATEV) to ensure a seamless flow of financial data.

How can I monitor the profitability of individual projects in real-time?

Through integrated project controlling dashboards that compare real-time labor costs and external expenses against the budget.

Can Troi handle multi-currency and international tax requirements?

Yes. Troi is designed for international agencies, supporting multiple currencies and flexible tax configurations for global billing.

Our Features for Complete Project Control

The Troi PSA platform connects all key functions you need for smooth project management, from time tracking and task planning to controlling and reporting. Each module builds on the same data foundation, ensuring that every figure, approval, and report reflects your real project performance.

Resource Planning

Troi team resource view showing available time of 85 hours and workload percentages for digital team members

Go To Resource Planning

Time Tracking

Go To Time Tracking

Task Management

Project timeline showing task bars for concept work, landing page design and user testing with allocated hours across calendar weeks

Go To Task Management

Reporting & Controlling

Weekly time tracking chart showing daily working hours and project time with a tooltip displaying 8 hours working time and 4 hours project time

Go To Reporting & Controlling

Digital Document Capture

Invoice approval panel showing invoice numbers, totals, and a Send for Approval action with selected approver.

Go To Digital Document Capture

Budgeting & Estimation

Service list with quantities and an AI estimate tooltip adding two point five hours to planned effort

Go To Budgeting & Estimation

Trusted by Leading Consultancies, Agencies and Creative Businesses

“With Troi, we were not only able to redefine our project controlling to capture key metrics more efficiently — we also significantly increased the speed at which projects are processed through a standardized project and approval workflow.”

Rainer Chabrie, BBDO

“What’s great is that we were able to fully tailor Troi to our specific needs. With Troi, we’ve developed and established standards that support us in our daily work — allowing us to focus entirely on what really matters: our core business.”

Stefan Mauerer, Martin et Karczinski

“In our business, smooth coordination is key. Troi has helped us digitalize and optimize our workflows, ensuring seamless project management — from the initial project brief to the final delivery of our productions.”

Ralf Vockel, Vogelsänger Studios

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