Quote-to-cash control for project-based firms

Know what every project is earning—before month-end.

Atoolla connects the quote, approved scope, delivery cost, client changes and billing in one clear view.

Start trial
Atoolla agency workspace showing a client proposal ready for approval
01
Sell & Bid

Price the job with the right scope, rates and cost

02
Deliver the Project

Keep the approved scope connected to the work

03
Track & Control Profit

Spot margin changes while there is time to act

From quote to cash

Price the work. Deliver what was approved. Protect the margin.

Sales, project teams and finance work from the same scope, rates and cost assumptions—without rebuilding the numbers.

1Sell & Bid

Price the job with scope, effort and cost in one place.

Check what you will deliver, who will do it and what it will cost before the client receives the quote.

  • Rate and cost guardrails
  • Clear client approval
  • One approved baseline
Quote workspace showing completed checks and approval readiness

2Deliver the Project

Start the project from what was actually approved.

Convert the quote into a working board while scope, ownership and the commercial baseline stay connected.

  • Approved scope becomes the project
  • Extra work stays visible
  • Changes are priced and approved
Delivery board showing work moving from ready through review

3Track & Control Profit

See which projects are losing margin before month-end.

Compare approved value, current delivery cost, scope changes and billing status across every active project.

  • Current margin view
  • Retainer usage and balance
  • Projects that need action
Portfolio view comparing project margin health

Where margin is lost

Project margin slips through everyday decisions—not one big mistake.

What was soldMoment 01

The quote is approved. Its cost assumptions stay in a spreadsheet.

The project team receives deliverables, but not always the rates, planned effort and margin behind them.

Approvedquoted value
Target setmargin baseline

For every team involved

Different roles. One reliable view of the project.

Founders see portfolio margin. Finance sees cost and billing. Operations sees scope and effort. Account and project managers see what the client approved.

Our Success Partners and Clients

Profitability under control

Stop financial leakage before it becomes month-end news.

Bring one quote or live project and see where pricing, scope, cost and billing stop matching.