Jepto

Create custom budget cycles, track rollover amounts, automatically pause campaigns or reduce their spend if budgets are hit, keep track of your KPIs and much more. Automated, up-to-date, budget pacing reporting that saves you time. Set monthly or custom budget cycles for any time period, one-off or repeating. Track rollover amounts and automatically update the next budget cycle. Top level dashboard view of all clients and budgets in both table and graph formats. Drill down into individual budgets to see the campaigns and modify their status and daily budgets. Platform and email notifications help you spot pacing issues early and take steps to correct spend accordingly. We won’t force a certain way of working. Use monthly budgets starting on any given day of the month or create custom repeating cycles with periods based on days, weeks or months.

Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: – Get a complete overview of your sales funnel and upcoming work – Estimate scope, track progress and budget burn, and bill for work in one system – Plan ahead with live heatmaps and utilization forecasts – Log time with built-in timers and auto-populated timesheets – Understand margins with role or service-level insights – Automate time & material, fixed-fee, and retainer billing – Track project income based on pipeline and committed work – Save time with automation and data-driven suggestions – Monitor progress, profitability, and capacity in real time Scoro gives you end-to-end visibility across your business.