Projects & Pipeline
Track work from pitch to paid.
Project lifecycle (pitched → won → in-progress → completed → lost) with project value, linked client, and the ability to tag transactions and invoices to a project. P&L by project on roadmap.
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.
Free during Early Access — no credit card required
Everything Projects & Pipeline can do
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
P&L, Balance Sheet, Trial Balance, Cash Flow Forecast — instant, accurate, exportable.
Ready to try Projects & Pipeline?
Get started with AI-powered accounting for your UK limited company.
Get Started FreeFree during Early Access — no credit card — cancel anytime