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For professional services firms

Answers from your timesheets, invoices and project budgets — without building another report.

Export what you already have from Harvest, Toggl or QuickBooks. Ask in plain English. Billable ratio, realization, effective rate and project margin are already defined, so the number stops moving between months because someone filtered differently.

Try it on a sample consultancy → No signup. Five real exports — 18 months, 12 people, 30 projects.

Every services firm measures the same five things, and every firm rebuilds them by hand each month because the numbers live in three systems that do not talk. The work is not the analysis. It is the reconciling.

The metrics come pre-defined

Not hints to an AI — definitions that compile to SQL. Here is every formula, so you can check it against how your firm measures before you upload anything.

MetricDefinitionBreaks down by
Billable ratiobillable hours / total hoursperson, role, seniority, client, project, service line, month
Delivery margin(value at standard rates − cost) / value at standard ratesperson, role, seniority, client, project, service line, month
Realization rateinvoiced / value of the same work at standard ratesclient, project, fee type, service line, month
Effective hourly rateinvoiced / hours invoicedclient, project, fee type, service line, month
Project margin(invoiced − cost) / invoicedclient, project, fee type, service line, month

Every ratio sums before it divides. A realization rate averaged across projects weights a $2,000 job the same as a $200,000 one, and reads high. These are defined as a sum over a sum, so they stay right when you group them by client, by month, or by both.

On utilization specifically. Quiriz answers billable ratio — billable hours over hours actually logged. That is not utilization against capacity, which needs a contracted-hours figure most timesheet exports do not carry. We would rather name the metric we compute than put your firm's number under a label it does not match.

Three questions, and what comes back

From the sample consultancy on the demo — 3,774 time entries and 597 invoice lines across 18 months.

“What is our realization rate by client?”

91.0% across the book, 90.1% to 92.2% by client — each one a sum of invoiced over a sum of standard value, not an average of per-invoice percentages.

“What was the effective hourly rate last quarter?”

$179.46 — $821,521 invoiced across 4,578 hours in the quarter.

“Show billable hours by month.”

An 18-month series, each month bucketed on the entry's own date — so a six-month engagement spreads across the six months it was worked, not into the month it started.

The exports it reads

Two things worth checking before you start. Realization, effective rate and project margin are computed from invoice lines, so a firm that bills a single lump sum with no breakdown gets the hours metrics but not the money ones. And “hours by client” needs a client column on the timesheet export itself — Harvest has one. Without it that breakdown is unavailable rather than quietly wrong.

Why the number holds still

Ask a chat assistant the same question two months apart and it re-derives an answer from scratch: new filter, new reading of “billable”, new number, and no way to tell which run was wrong. Quiriz routes the question to a stored definition that compiles to SQL — same question, same definition, same figure. Every answer also states whether it came from your governed definitions or was answered freehand, so you always know which one you are reading.

Ask the sample consultancy → Then upload one month of your own exports and check it against a figure you already trust.

Pricing

You pay for client workspaces and the people who build them — not for everyone who asks a question. A project manager checking a margin costs nothing, so nobody on the team rations their questions. See pricing →

Your files stay yours, and we do not train on your data. Privacy policy →

Related reading

Questions

Do I need to connect an API or give you access to our systems?
No. Quiriz reads exports — the CSV or XLSX your time-tracking and accounting tools already produce. There is no live connection to configure and nothing to install alongside your practice system.
How is realization rate calculated?
Invoiced amount divided by the value of the same work at standard rates, both summed before dividing. Because numerator and denominator sit on the same invoice lines, it rolls up correctly by client, by project and by month rather than drifting when you regroup it.
Can it tell me utilization against capacity?
Not today. Capacity is a person-by-period figure that timesheet exports do not carry, so Quiriz answers billable ratio — billable hours over hours logged — and says so rather than labelling one number as the other.
What if our invoices have no line detail?
You still get the hours side: billable ratio, delivery margin, and hours by client, person, project and month. Realization, effective rate and project margin need the invoiced and standard amounts on the same line, so they stay unavailable until the export carries them.
How many clients and projects can it handle?
The demo runs 30 projects across 8 clients and 18 months. Quiriz routes each question to the right datasets itself, so adding client workspaces does not mean picking the right file before every question.