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Projects & pipeline

Track work from pitch to paid, in one place.

Move a project from pitched to won to paid, and tag transactions and invoices to it as you go. See what each project actually earned.

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accounts-os.com/projects
ProjectsLive
Mark the Acme rebrand as won
FUpdated. Now in progress, linked to Acme's contact and invoices.
FFinn tracks the project from pitch to paid.
Live

In short

AccountsOS lets you track projects from pitch through completion. Each project has a status (pitched / won / in-progress / completed / lost), a value, a linked client, and you can tag transactions and invoices to it. Search by project name, filter by status, see your pipeline at a glance.

5
Pipeline stages
Per-project
P&L (soon)
Tagged
Transactions

Everything it does

Lifecycle

  • Pitched: early conversations and proposals
  • Won: signed
  • In-progress: actively delivering
  • Completed: delivered, optionally invoiced
  • Lost: closed-lost (kept for forecasting accuracy)

Per-project

  • Name, value, currency
  • Linked client / contact
  • Status with date stamps
  • Tagged transactions and invoices
  • Notes and milestones

Pipeline view

  • Filter by status
  • Total pipeline value
  • Win rate by stage (roadmap)
  • Linked to goals tracker

Capabilities at a glance

5-stage lifecycle: pitched → won → in-progress → completed → lost

Per-project value, currency, client

Tag transactions and invoices to projects

Pipeline view filtered by status

Search by project name

Linked to goals tracker for revenue targets

Per-project P&L on roadmap

How It Works

1

Add a project

Pitched stage. Set value, currency and linked client.

2

Move it through

Won → in-progress → completed. Date stamped at every stage.

3

Tag transactions

Tag invoices and expenses to the project so revenue and cost are attributable.

4

Per-project P&L (roadmap)

See revenue, cost, margin per project.

By the numbers

Pipeline
View
By status
Linked
To client
Contact + transactions tied
Goals
Trackable
Set revenue targets per project

Real-world Use Cases

Agency pipeline

5 pitched projects, 2 won, 1 in-progress. Pipeline view shows expected revenue at every stage.

Fixed-fee project tracking

Project value £40k. Tag the invoice and any contractor costs to it. Margin visible (when per-project P&L lands).

Forecasting

Add goal: 'Win £200k this quarter'. Goals tracker pulls from your won projects.

Why founders pick this over the spreadsheet

Visibility on what's coming

Project-level financial accountability

Less ad-hoc planning, more data-driven

Closed-lost still recorded for win-rate tracking

Frequently Asked Questions

Is this a Trello replacement?

No. We don't do task management. Projects here are about financial tracking (pipeline value, revenue attribution, win-rate). Use Linear / Trello / Asana for tasks; tag the work to a project here for the financial picture.

Can I tag expenses to projects?

Yes. Tag any transaction or invoice to a project. Per-project P&L (revenue minus tagged costs) is on the immediate roadmap.

What about time tracking?

Not in AccountsOS today. Use a dedicated time-tracker (Harvest, Toggl, Clockify) and tag the resulting invoices to the project.

Can I forecast revenue from projects?

Yes. Total pipeline value (pitched + won) is shown. Goals tracker can pull project-won revenue against a target.

Multi-currency projects?

Yes. Project value in any currency. FX-locked at project creation date for forecasting.

Explore more of AccountsOS

Contacts (Lightweight CRM)

Every supplier, customer, contractor, in one searchable list, linked to every transaction.

Invoicing

Issue, send, track and get paid, without lifting a finger after the first invoice.

Goals & Performance Tracking

Set targets. Watch them in real time. Get nudged when off-track.

Financial Reports

Profit, cash and what your company is worth, live. Proper statements underneath: P&L, Balance Sheet, Cash Flow.

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