troi collects continuously
Every recorded hour, booked cost and accepted quote updates the figures behind it as it lands.
Roles
Finance, without rebuilding the month from exports
troi keeps hours, costs and invoices on the same records, so the month closes from the system rather than from spreadsheets.
Every figure, from the record it came from
Controlling in a project business usually means collecting. Hours from one tool, costs from a second, invoices from a third, then reconciling all three. troi keeps them on the same project from the start, so the month can be closed from the records rather than rebuilt from exports.
Billable hours from time tracking sitting on projects before the invoice run, by client and by period.
Incoming and outgoing invoices arrive pre-coded through digital receipt capture, with their approval step behind them.
Excel in one step, and DATEV for the books through integrations.
A month in controlling
Unbilled
Recorded hours not yet invoiced, by client, by project and by period.
Margin
Revenue, contribution and margin per client, project and service, moving as the hours arrive.
Billing run
What is ready to invoice, what is waiting on approval, and what was written down.
Export
Filtered to what you need, then out to Excel or into the accounting system.
The month closes on figures that were true three weeks ago
By the time hours, receipts and invoices have been gathered and reconciled, the period they describe is over and the decisions they should have informed are already made. troi keeps the figures current as the records arrive, so reporting and controlling becomes a view rather than a project of its own.
How it works
How troi closes a month
troi updates the figures as every recorded hour, booked cost and accepted quote lands. You decide what is invoiced, what waits and what is written down, per project and per client. Pre-coded entries then export in a DATEV-compatible format, with the booking journal behind each one, so the month closes from the records rather than from exports.
You run the billing
Decide what is invoiced, what waits and what is written down, per project and per client.
troi hands it to the books
Pre-coded entries export in a DATEV-compatible format, with the booking journal behind each one.
An example
A month-end in a forty-person firm
At the end of September, 1,240 billable hours are recorded and 1,090 are invoiced. The 150 unbilled hours are €20,250 at €135, and troi shows that 96 of them sit on two projects waiting for approval rather than on anything a client has disputed.
Every month closes
from the same records
Entries reach the project the day they are made
01 · Recorded as it happensHours, costs, approvals
The close reads what the system already holds
03 · Closed from the systemNothing reconstructed
Return Loop
04 · The next estimate
FAQs
What does PSA software do for finance and controlling?
It keeps hours, costs and invoices on the same project records, so budget consumption, margin and unbilled work can be read at any time instead of being assembled from several systems at the end of a period.
Can unbilled hours be seen before the invoice run?
Yes. Recorded but not yet invoiced hours are visible by client, project and period, with what is ready to bill separated from what is still waiting on an approval.
How does data reach the accounting system?
Booking data exports in a DATEV-compatible format. Reports export to Excel in one step, for accounting or for a tax advisor.
Are receipts already coded when they arrive?
Incoming and outgoing invoices are pre-coded at capture and carry their approval step, so only approved and assigned records reach accounting.
Can reports be filtered and exported?
Yes, by client, project, period, service type and status, and the result exports in one step.
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