The credibility of a CFO. The speed of a partner.
Live utilization, WIP, and revenue-at-risk — without the FP&A hire. Built for accounting, law, and consulting firms that bill time and answer to a board.
- Utilization by partner, manager, associate — live
- WIP aging and billing leakage flagged at week one
- Role-based access — partner / manager / admin views
Requires QuickBooks Online
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Type a question or pick a prompt to see a live answer.
- Median realization lift in first 90 days
- +5.8 ptsMedian realization lift in first 90 days
- Reclaimed across partners and admins
- 9 hrs/wkReclaimed across partners and admins
- Average answer time in plain English
- <3 minAverage answer time in plain English
- Lag on WIP-at-risk alerts (vs 6 weeks)
- 1 weekLag on WIP-at-risk alerts (vs 6 weeks)
What founders ask us
“What's our actual realization rate this month — and which engagements are dragging it down?”
Most firms know the answer six weeks late, after the billing partner has already eaten the write-down. CentSight reads the time entries, WIP, and bills in your QuickBooks as they post and tells you which engagements are losing realization while you can still talk to the client. That's the difference between a write-down and a renegotiation.
What it looks like
The view that earns your Monday partner meeting.
Click through the tabs. Every panel is the actual product.
Utilization by partner, manager, associate — live, in one view.
Target vs actual, billable vs non-billable, by role and by individual. The 60% senior-on-junior-priced-work problem stops being invisible. The Monday partner meeting stops being a debate about whose data is right.
62%
71%
58%
78%
How it works
Built for the way partner-led firms actually run.
Step 1: Connect QuickBooks
QuickBooks Online and your bank via Plaid — including the time and WIP already in your books. Read-only. No new ERP, no migration.
Step 2: Live utilization, by role
Partner, manager, associate, admin — utilization, target vs actual, billable vs non-billable, in one view.
Step 3: Realization and leakage, live
WIP aging, write-down risk, and unbilled hours flagged at week one — not week six.
Step 4: Board- & partner-ready exports
Every export carries its methodology and a source-system timestamp. The managing partner sees the same numbers the controller sees.
What partner-led firms get back
Less write-down. Less surprise. More clarity.
9 hrs/wk
Reclaimed across partners and admins — no more pulling utilization reports by hand for the Monday meeting.
+5.8 pts
Median realization rate lift in the first 90 days, from catching write-down risk inside the billing window.
<3 min
Average time to answer a partner question in plain English — "is the Meridian Health engagement profitable yet?" — with the audit trail attached.
Don't take our word for it
“We caught $69,700 of WIP at risk of write-down in week two and reset scope on three engagements — Meridian Health, Halberd, Northstone — that same quarter. The conversation happened while the work was still in flight, not after we'd eaten the loss.”
Priya Mahajan
Managing Partner · Coleridge Advisory · $12M consulting firm
“Our Monday partner meeting used to be a debate about whose data was right. Now it's a decision. The managing partner reads the same realization number I do.”
Evan Larkin
Controller · Coleridge Advisory · $12M consulting firm
“Realization climbed 5.8 points in a quarter — not from cutting headcount, but from catching the write-downs while we could still talk to the client. CentSight pays for itself on a single engagement.”
Dana Whitfield
Finance Director · Coleridge Advisory · $12M consulting firm
Illustrative scenarios representative of CentSight's customers. Not specific named individuals.
- Realization at Coleridge Advisory, up +5.8 pts in 90 days
- 92.4%Realization at Coleridge Advisory, up +5.8 pts in 90 days
- WIP at risk caught in week two — reset while in flight
- $69,700.00WIP at risk caught in week two — reset while in flight
- Firm-wide utilization, partner to associate, in one live view
- 71%Firm-wide utilization, partner to associate, in one live view
- Net revenue on the partner-meeting snapshot, audit-trailed
- $3,184,000.00Net revenue on the partner-meeting snapshot, audit-trailed
Learn more
Resources for Professional Services Finance
Topic Library
Professional Services Finance Library
Deep-dive guides on utilization, billing, realization rates, and every metric service firm leaders need to master.
Glossary
Accounts Receivable
Net-45 and net-60 payment terms mean service firms often front months of payroll before a single invoice clears.
Glossary
Operating Margin
The percentage of revenue left after all operating costs — the truest measure of a service firm's efficiency.
Case Study
Agency Profitability Case Study
How a professional services firm discovered three clients were margin-negative and recovered $340K annually.
Blog
The SMB CFO Gap
Why most service firms under $50M operate without real financial leadership — and the cost of that gap.
Compare
CentSight vs Fractional CFO
A fractional CFO gives you monthly reports — CentSight gives you real-time project and client profitability on demand.
Glossary
Revenue Recognition
When to count revenue as earned versus received — a distinction that trips up service firms and distorts cash flow forecasts.
Common questions
Answers, before you ask.
How does the 14-day free trial work?
What happens after the trial?
How does CentSight handle client confidentiality and role-based access?
Where does CentSight read time and billing from?
Are exports audit-ready?
How is our financial data kept secure?
Can we white-label or rebrand for our partners?
- 14-day free trial
- Cancel anytime
- Role-based access
- Read-only across your books
Stop debating the numbers in the partner meeting.
Live utilization, live WIP, audit-trailed exports — the decisions get faster because the data isn't in question.
Requires QuickBooks Online