Professional Services

Audit Timesheet & Engagement Platform

A web application for audit and advisory firms to manage client engagements, staff timesheets, and productivity reporting. Streamlines job planning, time tracking, and utilisation analysis across offices.

Overview

An internal operations platform built for a professional audit and advisory firm to coordinate engagement delivery across multiple offices. Partners and managers register clients and entities, scope engagements by job type and task, and assign teams by position and branch. Staff submit daily timesheets tied to specific jobs, while productivity fields capture output measures for utilisation analysis. Reports and Excel exports give leadership visibility into billable hours, cost recovery, and workload distribution. Built on Laravel with Spatie permissions and audit trails for accountability and traceability across sensitive client records.

Key features

  • Track staff timesheets against engagements and job tasks
  • Manage clients, entities, and contact records
  • Plan engagements with assigned teams, positions, and branches
  • Generate productivity and utilisation reports with Excel export
  • Control access through role-based permissions and audit logs
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