Common Thread connects your pipeline, project performance, and accounting software, then turns them into the handful of views that actually change what you do. Here is each one, and the decision it helps you make.
A six-month forecast that updates the moment your pipeline moves.
It combines your invoicing schedule, weighted pipeline, recurring costs, and tax liability into one forward view, so runway stops being a spreadsheet you rebuild every fortnight.
Six months of projected cash, updated live.
When cash tightens, and when it frees up.
When you can hire, invest, or need to act early.
The numbers an FD would watch, with traffic lights and industry benchmarks.
Your P&L from Xero or QuickBooks, restructured into agency-native KPIs and refreshed monthly. Green, amber, red tells you what is healthy at a glance, and context explains what is driving each number.
Your core metrics, benchmarked to the industry.
What is on track, and what needs attention now.
Where to focus this month, before it slips.
Closed projects dissected at agency, client, project, service, and team level.
Not real-time task tracking, and not a project management tool. This is strategic analysis of completed work, so you can see which work and which clients actually carry the studio, and which quietly drain it.
True margin at every level of the business.
Which work is profitable, and which is not.
What to build around, renegotiate, or drop.
The distribution across your roles, not one blended average.
See how utilisation sits across seniors, mid-weights, juniors, and freelancers against target. The blended number hides the truth; the distribution is where the capacity and margin decisions actually live.
Utilisation by role, against a healthy target.
Where you are over-stretched or carrying slack.
Hiring, freelance mix, and capacity planning.
Every relationship tracked on margin, month after month.
Your favourite client might be your least profitable, and a slipping retainer rarely announces itself. Seeing the trend, not just a snapshot, tells you which relationships are worth building around.
Margin trend for each client relationship.
Which relationships strengthen or erode over time.
Who to grow, renegotiate, or let go.
A simple guide to get your books to best practice.
Reliable monthly reporting depends on well-structured books. We give you and your accountant a clear playbook to get there, so the numbers flowing into Common Thread are clean and comparable. We complement your accountant; we never replace them.
The steps to books that report monthly.
What good looks like, and where you stand.
How to unlock reliable monthly management reporting.
Run the platform month to month and the standard takes care of itself. Clean financials, real-time visibility, benchmarked performance, documented operations. What makes a business valuable is exactly what makes it better to run today.
Books kept to best practice, every month.
Six months of runway, always current.
KPIs measured against the industry.
The systems, written down and repeatable.
Common Thread connects to Xero and QuickBooks, alongside the pipeline and project tools you already run. It sits on top and does the interpretation. Your team keeps working exactly as they do today.
Book a demo and we will connect your real data, then walk you through every view in the language your business already runs on.