Simplifying Financial Management for Service Companies
Managing finances in project-driven businesses — from advertising agencies and law firms to software service companies — can quickly become complex. Each project brings its own mix of revenues, costs, and resources. PlanDelta simplifies that process by combining financial structure, automation, and AI-powered insights into one intuitive platform.
1. Define and Structure Your Financial Data
Start by defining your company’s revenue and expense accounts — such as software subscriptions, marketing, rent, and other categories. Once these are set, PlanDelta lets you group common expenses into cost centers that mirror your company’s internal departments, like R&D, Product, or Administration.
At the same time, you can create separate profit centers for each project that generates revenue. This dual structure gives you a clear view of both the operational costs and the profitability of each project.
2. Manage Personnel Costs with Precision
Personnel costs are often one of the largest and most dynamic components of your budget. PlanDelta allows you to import data directly from your payroll system and allocate those costs to specific projects or departments for each reporting period.
This means you can see, for example, how an employee’s total compensation — such as Antoine’s €269,000 — is distributed across your company’s cost centers and profit centers.
3. Gain Actionable Insights from Real-Time Reports
With your data structured, PlanDelta automatically generates comprehensive financial reports. You can analyze profitability at every level — globally for the entire company, or in detail for each project, team, or individual.
Our built-in dashboards make it easy to spot low or negative margins, identify inefficiencies, and make data-driven decisions faster than ever before.
Ready to Take Control of Your Project Finances?
PlanDelta gives you a smarter way to track financial performance — combining flexibility, clarity, and AI insights in a single platform.
📅 Contact us to schedule a demo and see how PlanDelta can help your team manage profitability with precision and ease.
