Productive

Check the Overview tab in your budget to gain insights into your budget's financial health and performance.

The Budget Overview Tab

Track and manage budgets and profitability with detailed forecasting and profitability charts in Productive.

Forecasting and Profitability Charts in Budgets

Track time spent on services within a budget. Manage and analyze time entries by grouping, editing, and exporting reports in Productive.

Tracking and Managing Time Entries in Budgets

Learn the difference between billable and recognized time in Productive. Billable is chargeable—recognized aligns with budget limits.

The Difference Between Billable and Recognized Time

Adjust billable time entries to the nearest specified interval with easy-to-configure settings.

Rounding of Billable Time Entries

Understand why there may be a small difference, one or two cents, between totals shown across reports, budgets, and invoices in Productive.

Why Do I See Small Differences in Totals Across Productive?

Follow a budget's progress, profitability, and time entries.

Tracking Budget Progress

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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