FINANCIAL MONITORING

Track your projects and protect your margin in real time

Turn your resource management data into live project economics, and catch slippage before it hits delivery by computing your forecast against target. From a single project to the whole portfolio, your leadership sees where margin is built and where it leaks, while there's still time to act.

Trusted by top industry leaders across Europe
Trusted by top industry leaders across Europe

Every resource decision connected to your P&L

Professional services firms are transforming under real pressure: on margins, on metrics, on skills. Napta helps them outperform, not just keep pace.

Real-time financial management

+10 pts
in global
projet margin

Highly optimised resource allocation

+5 pts
in utilisation rate,
firm-wide

Optimisation of billable hours

-7 pts
in the forecast-vs-actual utilisation gap
OUR APPROACH

Mastering your economics to deliver maximal profitability

We monitor the financials of every project of your firm, surfacing risks and identifying growth opportunities.

Built for the complexity and specificities of each professional services organisation

Margin risks and slippage are surfaced with the why: which assignments, which rates, which overrun. A smart advisor that proactively warns and explains were your margin leaks through dedicated alerts.

Native PS business models
Native flexibility, no custom dev
Enterprise operating reality
Market & client expertise

Engineered for business outcomes, not just planning.

Time and materials or fixed price, multi-currency, projects and subprojects consolidated. Your billing methods, your cost and rate grids, your margin targets: we operate around the model you already run.

End-to-end scope
Business insights for performance
Prediction & anticipation
Forecast reliability for the board

Napta advises. You decide.

The same data feeds a project manager's slippage view and a board-ready report broken down by client, office or service line. Operational monitoring and executive oversight in one source of truth.

Glassbox intelligence
Human-centric approach
Complexity turned simple
Premium client relationship
features

The clear view of how resource management impacts business

Every number you need to run your PS firm, in one place: the margin on a single project, the rates that value every assignment, the firm-wide report your board reviews, the projection that flags a slip before it happens. And any KPI your firm needs.

PROJECT FINANCIAL TRACKING

Margin on every project,
as the work happens

See budget, person-days sold, revenue, cost and margin rate on each project, calculated from planned assignments, real timesheets and margin forecast. Slippage to date and projected at the end shows you a project drifting before it lands.

  • Budget, person-days sold, revenue, cost and margin rate per project
  • Planned, real and projected views, for T&M and fixed-price
  • Slippage to date and projected at end
  • Project progress and advancement rate
  • Display by day, week, month or year (filterable, exportable to XLSX / CSV)
GLOBAL & CONSOLIDATED REPORTING

Monitor the whole firm activity
through a board-ready view

See how your business is performing with a global financial report that aggregates your financials by client, project category, department or office, plus consolidated tracking that rolls parent and sub-projects into a single view. Board-ready, and configurable to your own calculation formulas.

  • Global financial report aggregating by client, project category, department or office
  • Consolidated tracking across parent and sub-projects
  • KPIs and calculation formulas configurable to your economic model
  • Display, filter and export across the full reporting period
Forecast & margin-risk anticipation

Anticipate margin risks,
capitalise on growth opportunities

Projected indicators combine real data to date with planned data ahead, so end-of-project margin and slippage are visible early, not at close. Proactive, explained alerts flag margin and capacity risks while there's still time to act, with the drivers behind each alert shown so the decision is yours.

  • Forecast vs actuals monitoring across the project lifecycle
  • Proactive alerts on margin and capacity risk
  • Budget optimisation and growth opportunities surfaced
  • Alert thresholds and recipients configured to your governance
COST & BILL RATES

Every assignment
valued at your real rates

Standard and custom cost rates and bill rates, set by position, seniority, location and service lines. Historicised over time to reflect your grid changes and ensure reliable financial monitoring. Your margin is built on real economics, today and tomorrow.

  • Standard cost and bill rate grids by position, seniority, location and service lines
  • Rates historicised logs over time
  • Automatic valuation of resource requests and allocations, with per-period overrides
TIME TRACKER

Tracking of actual time made easy,
turning plans into real margin

Captured time is what makes your financials real. Napta pre-fills each timesheet from planned assignments, runs it through your validation workflow, and feeds the approved data straight into project and consolidated reporting. No re-keying between planning, billing and finance.

  • Timesheets pre-filled from planned assignments; one click to submit
  • Configurable entry interval and unit (day or week, hours or days) per user group
  • Lean and frictionless workflow, from update to approvals
  • Automatic reminders on incomplete timesheets before reporting and invoicing
  • Mobile app for timesheeting on the go
PRODUCT ARCHITECTURE

From data-steering to decision making

Skills Hub

Turn Your Workforce into a Dynamic Inventory of Governed & AI-Deduced Capabilities

Matching Engine

Find the right profile before the competition reacts. RFP analysis, profile matching, client-ready CVs.

Allocation Workflows

Manage requests, validate assignments, simulate scenarios from client demand to confirmed resource booking.

Ressource Optimisation

Adapt your allocation plan, balance capacity, track utilisation and use AI to resolve conflicts on a daily basis.

Financial Monitoring

Track project KPIs in real time and proactively adjust your budget to maximise margin across your firm.

Business Intelligence

Turn operational data into strategic decisions by building all the report and analysis your need to steer your business.

IT SYSTEM INTEGRATION

Connects seamlessly with your existing IT system.

Napta is made to easily communicate with your entire IT system.
Providing continuous sychronisation to ensure our zero friction policy.

HRIS & HCM
CRM & pipeline
Data lake & BI
ERP & Finance
SSO & Identity
API & connectors

“Napta consistently shows flexibility, adapting the platform to the realities of our business and demonstrating a strong commitment to continuous system improvement.”

Marc Lindemann
Global Director of Utilization and Realization

“Napta centralises, accelerates, and simplifies. It is a tool that allows us to plan more intelligently.”

Olivier Guilbert
Partner in Industry Services

“The support we received throughout the project was excellent; both the format and the content allowed us to progress efficiently during the implementation phase. Regular progress meetings and the responsiveness of the Napta team enabled us to complete this large-scale project with confidence.”

Alexandre Mikhail
Partner

“Our firm chose Napta because the tool is highly intuitive and easy to navigate, which gave us confidence that it would deliver a strong user experience for our teams. The key differentiator for us was Napta’s high level of configurability, allowing us to tailor the tool to our specific resourcing needs and ways of working.”

Florent Steck
Managing Director

“Napta basically helps us to keep track of our employee utilization. It is also a smart tool for staffing, as it allows API interfaces and reduces manual workload when assigning projects.”

Marcel Schwarz
Head of Business-IT

“Alongside the positive experiences reported across the BDO network with Napta, it clearly emerged as a strong fit for our needs, combining a cutting edge tool with simplicity and ease of use.”

Christoph Schmitt
Partner and Head of Audit & Assurance

“Napta is a turnkey solution with extensive customization options. Our regular contact with their teams allows us to quickly adapt our Napta system to our company's specific needs.”

Mathieu Scherrer
Data Science Manager

“We moved from flying blind to flying with a full set of instruments. Napta provides us with visibility we never had before.”

Isabelle Chevallier
Group COO

Napta basically helps us to keep track of our employee utilization. It is also a smart tool for staffing, as it allows API interfaces and reduces manual workload when assigning projects.

Marcel Schwarz
Baker Tilly DE

Napta is a turnkey solution with extensive customization options. Our regular contact with their teams allows us to quickly adapt our Napta system to our company's specific needs.

Mathieu Scherrer
Ekimetrics

Napta centralises, accelerates, and simplifies. It is a tool that allows us to plan more intelligently.

Olivier Guilbert
Forvis Mazars France

The support we received throughout the project was excellent; both the format and the content allowed us to progress efficiently during the implementation phase. Regular progress meetings and the responsiveness of the Napta team enabled us to complete this large-scale project with confidence.

Alexandre Mikhail
Grant Thornton France

We moved from flying blind to flying with a full set of instruments. Napta provides us with visibility we never had before.

Isabelle Chevallier
Palo IT

Napta consistently shows flexibility, adapting the platform to the realities of our business and demonstrating a strong commitment to continuous system improvement.

Marc Lindemann
Simon Kucher

Alongside the positive experiences reported across the BDO network with Napta, it clearly emerged as a strong fit for our needs, combining a cutting edge tool with simplicity and ease of use.

Christoph Schmitt
BDO Luxembourg

Our firm chose Napta because the tool is highly intuitive and easy to navigate, which gave us confidence that it would deliver a strong user experience for our teams. The key differentiator for us was Napta’s high level of configurability, allowing us to tailor the tool to our specific resourcing needs and ways of working.

Florent Steck
Interpath

Turn resource management into the best business outcomes

A 100% free and no-commitment meeting to understand what Napta can help you with.

30 minutes on your situation, with a dedicated expert.