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.
Free for 14 days, no credit card
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.
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
Add a project
Pitched stage. Set value, currency and linked client.
Move it through
Won → in-progress → completed. Date stamped at every stage.
Tag transactions
Tag invoices and expenses to the project so revenue and cost are attributable.
Per-project P&L (roadmap)
See revenue, cost, margin per project.
By the numbers
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.
Ready to try Projects & Pipeline?
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