The platform

The whole picture.
A clearer next move.

Operational support, paired with a purpose-built platform. Connect your finance, projects and pipeline to see what is happening — and decide what to do next.

Take a product tour
01

Live and Pipeline

Six months of cash, in one view.

Hire with confidence. Invest at the right time.

Your live projects and pipeline become a single six-month cash flow forecast, updated as deals move. See the effect of upcoming invoices, costs and commitments before you make the next one.

Demo workspaceIllustrative data

Next 6 months

6-month view
Starting cash£260kToday
Net movement+£67kIncome less expenses
Closing cash£327kAfter 6 months

One connected forecast

Cash balance
Reserve target £350k£281k£260k£292k£301k£335k£327kM1M2M3M4M5M6
IncomeExpenses

Cash grows by £67k. The £350k reserve target is still £23k away.

Shows
Six months of projected cash, updated live.
Tells you
When cash tightens, and when it frees up.
Supports the decision
When you can hire, invest, or need to act early.
02

Financial data

Your P&L, benchmarked.

Know the health of your business. Know where to focus.

Your P&L from Xero or QuickBooks, restructured into agency KPIs. Monthly benchmarks and traffic lights put each number in context, so you can spot the issues that need attention.

Common ThreadKPI reporting

Industry benchmarked

Illustrative
Benchmarks
Clients
Projects
Utilisation

Agency health

Last month
£108kRevenue per headTarget £100kOn track
21.4%Net profit marginTarget 20%On track
44%Gross marginTarget 50%Below target
Shows
Your core metrics, benchmarked to the industry.
Tells you
What is on track, and what needs attention now.
Supports the decision
Where to focus this month, before it slips.
03

Project performance

Grow what works.

See which work creates value, and which erodes it.

Analyse completed work by client, project, service and team. Understand the margin behind the revenue, then use it to make better decisions about pricing and the work you pursue.

Common ThreadProject performance

Delivery, dates and the value of the work

Illustrative
Project revenue£156kAcross 3 example projects
Completed project margin48%Brand strategy

Projects on a timeline

6 months
Project
JulAugSepOctNovDec
Brand strategyNorthwind · Completed
Digital platformAtlas & Co · Live
Campaign launchMeridian · Live
Shows
True margin at every level of the business.
Tells you
Which work is profitable, and which is not.
Supports the decision
What to build around, renegotiate, or drop.
04

Project performance

Know what your team can take on.

Make capacity visible before it becomes a bottleneck.

Bring resources, projects and pipeline into your resourcing decisions. Utilisation by role shows where your team is stretched and where capacity is available, helping you plan your permanent and freelance mix.

Common ThreadResourcing

Capacity across the team

Illustrative

Utilisation

Target 80%

77%

Earning revenue · illustrative team average

Senior86%
Mid-weight72%
Junior58%
Freelance91%
See the distribution across roles, alongside the overall picture.
Shows
Utilisation by role, against a healthy target.
Tells you
Where you are over-stretched or carrying slack.
Supports the decision
Hiring, freelance mix, and capacity planning.
05

Project + financial

Build stronger client relationships.

Know which accounts deserve your next investment.

Track client profitability month after month. See which relationships create long-term value and which need a conversation about scope, servicing or price.

Common ThreadClients

The commercial health of each relationship

Illustrative

Client profitability

Margin trend
48%

Northwind Latest month

Illustrative margin by client over three months
ClientAprMayJun
Northwind42%45%48%
Atlas & Co33%32%31%
Meridian35%30%26%
Shows
Margin trend for each client relationship.
Tells you
Which relationships strengthen or erode over time.
Supports the decision
Who to grow, renegotiate, or let go.
06

Financial data

Give good decisions a solid foundation.

Clean books. Consistent reporting. A shared way forward.

A practical playbook helps you and your accountant structure the books for reliable monthly reporting. Operational support and a shared reporting framework make the numbers easier to interpret and act on.

Common ThreadReporting foundations

A practical accountant playbook

Illustrative
A shared standardMonthly clarityReliable books. Comparable numbers.

Books to best practice

Example checklist
  1. 01Agency chart of accounts
  2. 02Revenue recognition
  3. 03Monthly close
  4. 04Consistent reporting
Shows
The steps to books that report monthly.
Tells you
What good looks like, and where you stand.
Supports the decision
How to unlock reliable monthly management reporting.

The sum of it

Build something
valuable.

Whether you plan to scale, attract investment or simply build a stronger business, the foundations are the same: clean financials, visible performance and an operation your leadership team can run together.

  1. Clean financials

    Books kept to best practice, every month.

  2. Real-time visibility

    Six months of runway, always current.

  3. Benchmarked performance

    KPIs measured against the industry.

  4. Shared operations

    A consistent framework for the leadership team.

How it fits

The tools you know.
Connected.

Connect Xero or QuickBooks with your pipeline and project information. Your existing tools remain part of the picture; Common Thread brings their commercial meaning together.

XeroQuickBooksYour pipelineYour project tools

See it on your numbers

See the whole
picture.

Explore the platform with us and see how connected information can support the decisions facing your business.

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Agency finance. Creative grade.