workelligence
Powered by AI

The work intelligence platform for engineering firms, consultancies and agencies

Deals, projects, capacity and billing. One platform.

From the first enquiry to the paid invoice, every hour lands where it belongs. Built for firms that bill their clients every month.

Example from the app: My Work with the billable hours of the week, outstanding invoices, open deals, the Needs attention queue and today's tasks.

Billing

Close the month in one run.

Bill a project or a retainer period from logged time, with the statement of hours attached. Quotes turn into invoices, invoices carry their e-invoice, and the DATEV batch goes to your tax adviser.

  • Standard, partial, advance and final invoices
  • XRechnung and ZUGFeRD on every finalized invoice
  • Supplier invoices read from the PDF, approved by a person
Read the use case

Example from the app: the invoice list, where a draft invoice for logged September time is sent.

Recurring invoicing

Retainers and monthly fees bill themselves.

Set the schedule once, weekly to yearly, with the billing day you choose. Every run creates the draft, or finalizes it for you where nothing changes from month to month.

  • Hours quota, burn meter and overage per period
  • Auto-finalize where nothing changes
  • One invoice per period, never two
Read the use case

Example from the app: the recurring invoices list with schedule, billing day and next run; a monthly retainer run creates and finalizes the October invoice.

Time tracking

Every billable hour, logged where it belongs.

A timer while you work, a week grid that marks the days without time, and last week copied in one click. Billable time collects on the project until you bill it.

  • Timer with pause and resume
  • Missing days marked, in the week and in My Work
  • Timesheets per person for the team
Read the use case

Example from the app: a week of logged time, day by day, with a running timer and the entries of the day.

Capacity planning

Know who has room before you say yes.

Hours per person and week, from work schedules, absences and the tasks you planned. Load bands show who is free, planned, nearly full or overbooked, this week and ten weeks ahead.

  • Target, planned and available per week
  • Absences change the picture the moment they are entered
  • Work without an owner in its own tray
Read the use case

Example from the app: the capacity planner in the billable view, hours per person and week for three teams, with one developer's projects, tasks and a retainer booking expanded.

Deals and forecast

From enquiry to project without retyping.

Every enquiry in one pipeline with your own stages. The forecast groups open deals by close month, weighted by probability, and a won deal becomes the project with one click, budget included.

  • Pipeline board with sum and weighted sum per stage
  • Forecast by owner and expected close month
  • Public forms on your website that create deals
Read the use case

Example from the app: a deal moves from Qualified to Proposal sent, and the weighted totals of both stages update.

Projects

Fixed price, milestones, change requests: all visible.

Budget and budget burn from the first entry, health on the project list, milestones with their own amount, one level of sub-projects. Extra work stays visible instead of disappearing into the lump sum.

  • Health: On track, At risk, Late
  • Milestones and sub-projects with roll-up
  • The timeline by milestone, status or person
  • A briefing of where the project stands, rewritten after changes
Read the use case

AI native

Prepared by AI, decided by you.

AI reads, drafts and suggests where that saves an evening. A person approves, changes or discards it. The models change underneath; your way of working does not.

Supplier invoices read from the PDF

Fields filled from the document, duplicates listed, the invoice waits for your approval.

Briefings that stay current

Where a project stands, rewritten after changes, at the top of the page.

Your assistant, connected

Claude, ChatGPT or your own, through the MCP server. Proposals wait for a person.

Everything AI does in the product

Works with the tools around you

DATEVbooking batch for your tax adviser
XRechnung and ZUGFeRDe-invoices for every client
Spreadsheetsimport your contacts, projects and time
Word templatesdocuments in your branding
API and webhooksyour own connections
MCPClaude, ChatGPT or your own assistant

What four hours a week are worth

Four recovered hours a week are about 17.3 hours a month. Enter your own rate to see what that means for your firm.

£2,167per month
£26,000per year

Arithmetic only, based on 52 weeks a year. Your own numbers will differ.

Set up with you, not left to you

Switching tools is a project. We run it with you: setup, data migration, a team workshop and two check-ins in the first weeks.

Packages and implementation

Your invoices, your decision.

Invoices stay drafts until you send them. Once sent, they are locked, with gapless numbering.

Locked once sent

Finalized invoices are immutable; corrections are new documents (Storno, credit note).

Hosted in the EU

EU data residency in Azure Germany (Germany West Central), with Microsoft's contractual and technical safeguards.

Yours to take

Export the whole workspace at any time, as CSV, JSON and your files.

Security and privacy →

Your 30-minute discovery call

A genuine review of how your team tracks time, plans work and bills clients today, and where it can improve.

No slides. No sales pitch. A genuine review.