Automated Client Reporting for Professional Services

Revenue Institute currently integrates with Kantata (formerly Mavenlink/Kimble) and other mid-market PSA platforms commonly used by consulting and agency firms. The integration reads approved time entries, expense records, and project phase data directly from the PSA rather than relying on manual exports. If your firm uses a less common PSA or a custom-built project accounting system, the implementation team assesses the available API or data export layer before scoping the engagement.

Report templates are configured at the engagement level, so a hybrid SOW can have separate sections for the retainer component and the T&M component, each pulling from the correct billing phase in the PSA. The system does not apply a single template across all engagements - it reads the contract structure and formats the output accordingly. This matters for firms where the same client may have multiple active SOWs with different billing terms running simultaneously.

The system flags unapproved and potentially miscoded entries as exceptions in the draft report rather than silently excluding or including them. The engagement manager sees exactly which hours are in question, which resource submitted them, and which SOW phase they were coded to. This gives the delivery team a chance to resolve the entries before the report reaches the client, rather than discovering the discrepancy during an invoice dispute.

Yes. The portfolio view is designed for the Client Services Director or Director of Delivery role - it shows which engagements have reports in draft, which are approved and sent, and which have open exceptions holding up delivery. This is particularly useful for firms managing twenty or more active client relationships, where the current state is typically a mix of emails and manual tracking in a spreadsheet.

Once a report is approved and delivered, the system can pass the finalized billable-hours and expense totals to the invoicing workflow, reducing the manual re-entry step that often introduces discrepancies between what the client saw in the report and what appears on the invoice. Controllers benefit from a cleaner audit trail linking the approved report to the invoice line items. For firms on accrual accounting, the project accounting entries can also be aligned to the same period the report covers, which simplifies month-end close.

Report formatting is configured during implementation to match your firm's standard deliverable structure - whether that is a PDF status report, an Excel budget tracker, or a slide deck summary. The goal is that the output looks like something your engagement managers would have built manually, not a generic system printout. Firms with multiple service lines or client segments often configure distinct templates for each, so a management consulting engagement and a staffing engagement produce appropriately different documents.