Finance

The money side of the platform — approve time and expenses, manage agreements, invoice your clients, see your statements, and know which clients are actually profitable.

Review and approve the time your team submits each week — the gate that turns logged hours into billable work.

Define the recurring contracts you bill clients under — fees, rates, included hours, terms, and renewals — and catch under-billing with Agreement vs. Reality.

Priced proposals built from your catalog — sections, optional lines, one-of-three discounts, locked versions, and a branded PDF sent by email.

Bill your clients — build invoices from approved time and agreement fees, send them, record payments, and share a branded public payment page.

Your team spends its own money on work — reimbursements gets them paid back. Snap a receipt, submit, approve, mark it paid, and every approved dollar lands in your expense and profitability numbers.

See where the money goes — your QuickBooks expenses, vendors, and categories mirrored into AspirePro, plus your team's approved reimbursements, right next to the work.

P&L, Balance Sheet, Cash Flow, and A/R + A/P aging — rendered live from QuickBooks' own report engine, with accrual/cash toggles, flexible periods, and downloads.

Know which clients and agreements are worth the team's time — return on time, $/hour earned, share of work, monthly recurring revenue movement and signals, with every number's ingredients labelled.

Revenue minus team cost — minus client expenses when that switch is on — term by term, in the order the numbers are built, and the rule that hides a percentage no recorded cost stands behind.

How revenue is worked out per agreement, per month — invoices first, then what a live agreement should have billed — and when to switch to counting invoices only.

The recorded cost sources behind every client's return on time — logged time at cost rates, and, when switched on, client expenses and payment-processing fees — and every rule that decides what counts.

Share of work with no assumptions, an optional labelled estimate of what that work cost, and logged time — the three ways Profitability answers "who is draining the team".

Every column, tile, banner and chart on the headline profitability grid — defined, and derived from one worked client month.

Contract-level return on time, monthly value and the at-risk badge, the month-by-month drill behind every agreement — and why agreement return never adds up to the client's return.

Hours logged, billable percentage, cost of their time and hours with no cost rate per person — what this tab shows, what it deliberately does not, and why it sits behind its own permission.

How monthly recurring revenue moved — opening plus new plus growth minus decline minus lost equals closing — with every bucket's rule, its card, and which agreements can never appear in it.

The five rules that read the stored numbers and name the account worth a conversation — each with its exact condition, default limit, editable range, period and blind spot.

The cards that show exactly which gaps in your own data are distorting a return on time figure, and the "What's behind these numbers" panel that labels every ingredient recorded, partly recorded, estimated or not available.

How often the numbers update and how far back, what a month still in progress means, and why a closed month can never be rewritten underneath you.

The per-client page and its QBR-ready PDF — every card, chart and table on it, and how to read the two before you put one in front of a client.

Which Profitability numbers exist as dashboard widgets, how each one counts revenue, where they can legitimately differ from the page, and which surface to treat as authoritative.

Mirror your invoices and customers into QuickBooks Online — push invoices, link customers, keep payments in sync, pull your expense ledger and statements back in, and optionally write reimbursements out as bills.

The financial health of your business — AR aging, revenue trends, recurring revenue, and unbilled work in progress.

Configure invoice numbering and defaults, the invoice mailbox, payment terms, and how agreements behave.