Monument
03Revenue

Model revenue every way you bill.

Fixed-fee, hourly, retainer, milestone, T&M — most tools handle one well. Monument handles them all in one model, with one source of truth for margin.

Financial Modeling

Financials as Deep as Your Projects.

Most practices find out a project missed its financial target after it's finished. Monument shows you real-time profitability so you can course-correct while you still can.

Real-Time Profitability

Not "updated monthly" — updated now. See project health as it happens.

Formula-Based Fees

Fees compute from your actual rate structures. No static spreadsheet numbers.

Budget vs. Actual

See variance before it becomes a problem. Course-correct while you still can.

Forecast to Completion

Know your EAC, not just your burn rate. See where you'll land.

PM Visibility

Make PMs financially accountable because they can see the numbers themselves.

Margin Analysis

Know which project types are profitable and which aren't.

Invoicing

Complex Fee Structures. Simple Invoices.

PMs generate their own invoices. Accounts reviews and sends. No more chasing spreadsheets, no more month-end chaos, no more "we'll invoice next week."

Time-to-Invoice

No exporting, reformatting, or manual entry. Generate invoices from tracked time directly.

Any Billing Method

Milestone, hourly, or hybrid — whatever your fee structure requires.

PMs Own Their Numbers

PMs draft invoices. Accounts reviews and sends. No more chasing spreadsheets.

Get Paid Faster

E-signatures and online payment. Clients pay by card or bank transfer.

Accounting Sync

Flows to QuickBooks or Xero automatically. No double-entry.

Accurate by Default

Bill accurately because the data is already in the system — not in someone's email.

Expense Tracking

Every Cost. Every Phase. Every Invoice.

Project expenses tied to budgets, billable to clients, synced to your accounting system. No spreadsheets, no forgotten costs, no month-end surprises.

Project-Level Tracking

Every expense is tied to a project and phase. Know exactly where costs are going.

Receipt Capture

Attach photos or PDFs of receipts directly to expenses. Everything in one place.

Billable Expenses

Mark expenses as billable and they flow straight into invoices.

Budget Tracking

See expenses against budgets in real time. Catch overruns early.

Accounting Sync

Expenses sync to Xero, QuickBooks, or MYOB. No double-entry.

Markup & Margins

Apply markup to billable expenses automatically. Maintain margins.

Reporting

Your Practice at a Glance. Your Projects in Detail.

Stop exporting to Excel to build the reports you need. Monument's dashboards and reports show you practice health in real-time — not last month's numbers.

Practice Dashboard

One screen to see practice health. Utilisation, revenue, pipeline — at a glance.

Real-Time Data

Reports update as data changes. No waiting for monthly accounting runs.

Custom Report Builder

Build the reports your practice actually needs. Save and reuse.

Role-Based Views

Partners see the practice. PMs see their projects. Everyone sees what matters.

Export Anywhere

Excel, PDF, or direct to your accounting system. Your data, your format.

Scheduled Reports

Weekly utilisation to partners. Monthly financials to accounting. Automated.

Client Portal

Complex Projects. Simple Client Updates.

Clients want to know where their project stands. The portal shows them — on your terms. Progress, invoices, approvals, and documents in one place.

Project Visibility

Clients see progress, milestones, and timelines. No more 'where are we?' emails.

Invoice Access

Clients view and pay invoices online. Faster payments, less chasing.

Approval Workflows

Get sign-off on deliverables digitally. Clear audit trail.

Controlled Access

Clients see what you share — nothing more. Full control over visibility.

Client Communication

Keep project conversations in context. No more hunting through email threads.

Document Sharing

Share project documents without email attachments. Always the latest version.

"This is the Holy Grail for any practice running on projects. Being able to plan my practice month-by-month is critical to staying on top of cashflow."
Glen Chamberlain
Glen Chamberlain
Owner / Director, Chamberlain Architects

See your real numbers

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