WHAT'S IN THE PRODUCT TODAY
Six shipped surfaces. One shared timeline.
Each surface owns a job that usually falls between the lines of a multi-tool stack — project risk, client health, billable time, AI work, audit. Nothing ships without a working flow and a stored event trail.
SHIPPEDEARLY ACCESSON THE ROADMAP
PROJECTSSHIPPED
Every project, scored and on one board.
Deliverables, dependencies, owners, budgets, and burn on a single view. Each project carries a live health score and a next-action — so the work that needs you rises to the top by itself.
- Deliverables with start/end + dependencies
- Budget + hours burn vs delivered
- Auto-ranked “what needs you” queue
CLIENTS & PORTALSHIPPED
Client health you can see coming.
Every client gets a health score built from comms cadence, NPS, budget, and delivery signals. A real client portal shows approvals, status, and invoices — and public links need no login.
- Per-client health + trend signals
- Client portal for approvals & status
- Public no-login status links
Client health
6 ACTIVE
BlueHarbor Capital
$14.2k
68↓
Vig.dev
$5.2k
95↑
Alliance ERC
$6.5k
41↓
TIME & INVOICINGSHIPPED
Bill the hours you actually earned.
A timer that lives across the app, weekly timesheets, and utilization tracking feed straight into invoices built from approved scope plus actual labor. Unbilled work is surfaced before the window closes.
- Cross-app timer + weekly sheets
- Stripe checkout + manual records
- Unbilled + AR aging surfaced automatically
INVOICES · READY TO SEND
WINDOW CLOSING
$48,000
unbilled
Vig.dev · Client Portal
Window closes Sun
$8,400
BH Promo v3 · phase 2
Ready on delivery
$14,200
PCIT Marketing kit
Approved hours
$11,800
SURFACED BY OTIS · BOOKKEEPER · AI
NEXT · ONE-CLICK INVOICE · STRIPE OR MANUAL
NEXT · ONE-CLICK INVOICE · STRIPE OR MANUAL
AI EMPLOYEESEARLY ACCESS
A roster that drafts, triages, and chases.
Named agents with a role and an owner. Theo drafts the proposal, Iris the client check-in, Otis the collection reminder, Cory the content brief. They draft; a human approves; everything is logged.
- Role + owner + budget per agent
- Draft-only — human approval required
- Cost-per-action + monthly cap
Theo
SALES REP
WORKING
NOW
Drafting a win-themed proposal · nudging an open deal
↳ 1 proposal · 1 follow-up queued for approval
REPORTS TO MANAGER
MOSAIC ENGINESHIPPED
One health score for the whole agency.
Twelve weighted factors across delivery, clients, people, and finance — each grounded in published benchmarks — roll into a single number you can act on, with the worst-scoring factor always one click away.
- 12 weighted, research-backed factors
- Delivery · Client · People · Finance
- Drill into any factor to the source data
MOSAIC ENGINE · AGENCY HEALTH
87
+4 this week
12 FACTORS · WEIGHTED
Delivery
73
Client
84
People
78
Finance
75
WEIGHTS RESEARCH-BACKED · PMI · DELTEK · BAIN · MCKINSEY
NEXT · BUDGET FIT 71 → REVIEW VIGLX + ALLIANCE
NEXT · BUDGET FIT 71 → REVIEW VIGLX + ALLIANCE
AUDIT TRAILSHIPPED
Every action — human or AI — has a trail.
Actor, timestamp, action, entity, cost. Shows what your team did and what your AI employees did, with the verdict you gave. Exportable for client disputes, reviews, and your own peace of mind.
- Human + AI actions on one timeline
- Verdict on every AI action
- Exportable for disputes & reviews
AI audit · every action logged
$4.62 TODAY
8:42a
Drafted proposal · BlueHarbor
Theo · AI · $0.18
REVIEWED
8:15a
AR aging summary · 4 buckets
Otis · AI · $0.06
AUTO
yest
Drafted newsletter · June
Sofia · AI · $0.09
SENT · 1 EDIT
yest
Save play · Alliance at risk
Iris · AI · $0.12
REJECTED
AI DRAFTS · A HUMAN APPROVES · NOTHING SENDS WITHOUT SIGN-OFF
ON THE ROADMAP · NOT MARKETED AS SHIPPED
What we're building next.
We don't sell what we haven't shipped. These are real roadmap modules — on the demo we'll tell you exactly which are in-flight, which are prototypes, and which are still a sketch on the wall.
ANALYTICS · DEEP
Margin by project type, utilization heatmaps, pipeline coverage, AR aging cohorts.
RESOURCING
Capacity planning, forward allocation, and over-capacity alerts before the week starts.
PROPOSALS · CRM
Pipeline, proposal drafting, and win/loss tied back to delivered margin.
AI · EXPAND
More employee archetypes: QA reviewer, brief-writer, retro facilitator. Always human-approved.
INTEGRATIONS
Slack, Google Drive, QuickBooks, Xero, Harvest import. Two-way where it matters.
MOBILE
Native time tracking + approvals on the phone for people who don't live at a desk.