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Financial month-end close for project firms

Close contractor costs and get projects billing-ready — without rebuilding the data in Excel.

Imports approved time from a file or Tempo, flags gaps, and guides finance through month-end close — without replacing Jira or accounting.

Try free for 30 days Close scenario

No credit card

Close center · June 2026

Costs and projects in one period

2 blockers · 1 warning

Period cost

PLN 186,400.00

Needs action

2

  • Missing week · Piotr Zieliński
  • Unconfirmed segment · Anna Lis

Blocked · Unavailable until blockers are cleared

WorkTotal UI example

From approved time to closed costs.

Who it is for

For project firms that close the month from data scattered across Jira, Tempo, and spreadsheets

Software houses · agencies · consulting firms

WorkTotal does not have to replace Jira, Tempo, or how you track time today. It connects the data needed to approve and close the month.

Data sources

Time from the process the company already has

No extra tracker — WorkTotal uses approved time from your current source.

  • Import from a CSV or XLSX file.
  • Optional import from Tempo (Jira Cloud).
  • Data from other tools via a prepared file.

Time import

Source: CSV file

Ready to confirm

Source

CSV / XLSX

Mapped rows

248

WorkTotal UI example

Close center

See what blocks close — before data moves downstream

Flags missing weeks and term gaps — finance sees what to fix instead of rebuilding a spreadsheet.

Close center · June 2026

Costs and projects in one period

2 blockers · 1 warning

Period cost

PLN 186,400.00

Needs action

2

  • Missing week · Piotr Zieliński
  • Unconfirmed segment · Anna Lis

Blocked · Unavailable until blockers are cleared

WorkTotal UI example

Want to walk this process on live screens?

Close scenario

Two independent tracks

Close costs and get projects billing-ready separately

Project-side gaps do not block closing valid costs.

Contractor costs

Hourly, daily, and monthly on the right terms — with a formal close and history.

  • Gap detection before close
  • Correct rates and terms in the period
  • Formal cost close

Projects billing-ready — independent of costs

Checks contracts, rates, and approvals — export only when data is ready.

  • Independent of cost close
  • Clear gaps that block invoicing
  • Export only when data is ready

Engagement terms

Effective in the period

  • Karolina Nowak

    Hourly PLN 115.00/h

  • Marek Kowalski

    Daily PLN 900.00/day

  • Ewa Baran

    Monthly PLN 16,000.00/mo

Projects and clients

Billing models and client approval without an account

Lines from contracts. Clients approve without a WorkTotal account.

Time & materials

Hours × rates from the contract.

Fixed fee

Revenue by allocation to the period.

Retainer

Fixed monthly amount from the contract.

Client approval is optional and does not block cost close.

Period review · Atlas

Client · Orbit Industries

No WorkTotal account

June 2026

Amount to confirm

PLN 42,800.00

Without revealing contractor cost rates.

Amount transparency

Explain every amount — even after the period is closed

Every amount traces to time, terms, and rates. A correction creates a new version — the previous stays.

  1. Final amount
  2. Person or project
  3. Approved time
  • A new close version instead of a silent overwrite
  • Previous value stays in history
  • Difference, date, and reason stay visible

Amount provenance · Karolina Nowak

Version 2 · closed period

Settlement amount

PLN 18,400.00

Basis
160:00 × PLN 115.00/h
Approved time
42 entries
Terms
Hourly · from 01.01.2026

Current process

Keep the tools that already work

No Jira replacement — WorkTotal adds close: gaps, settlements, and finance export.

  1. Approved time comes from a file or Tempo.

  2. WorkTotal flags gaps and prepares settlements.

  3. Accounting and invoicing receive orderly data.

WorkTotal pulls data from Tempo in one direction. It does not change time entries or approval statuses in Tempo.

Frequently asked questions

No. WorkTotal uses approved time from a CSV/XLSX file or Tempo (Jira Cloud). The tracker and Jira can stay as they are.
CSV, XLSX, and optionally Tempo on Jira Cloud. Data from other tools can be passed through a prepared file. We do not have native Clockify, Harvest, or Toggl connections.
No. Time can come from import. WorkTotal accounts are for people who run approvals, administration, and month-end close. Clients can approve a period without creating an account.
No. Costs can be closed independently. Project-side gaps affect billing readiness, but they do not stop a formal close of valid costs.
A correction creates a new close version. The previous value stays in history, and the difference is visible — with the date and reason.
No. It prepares closed costs and billing-ready data. Bookkeeping, invoices, and project management stay in the company’s existing tools.
Your data will not be deleted. The organization becomes read-only — you can still view and export saved information, but new write operations stop. To keep working in WorkTotal, contact us.
The 30-day trial is free and does not require a card. Ongoing terms are currently set individually, based on team size and how you roll out. Before the trial ends, you can contact us directly from the app.
Start a 30-day trial on your company data (no card), walk through the OrbitCode month-end close scenario, or write to us about a guided implementation.

Try WorkTotal on your company data.

30 days with no credit card — or walk through the month-end close scenario in the OrbitCode demo.

Try free for 30 days Close scenario

Need a guided rollout? Write to us — we can recreate one finished month and compare the result.

Send an email contact@worktotal.app

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