Where better tools lead to better results.
Our customers say it better than we ever could.
Features that cut busywork
so you can focus on billable work.
Planning
Use templates and past actuals to build a clear budget, manage fixed fee and hourly in one place, and let one budget run time, schedule, and billing.
See availability, match the right person to the right task, and watch utilization and projected spend update in real time to keep work balanced and projects on track.
Plan phases, tasks, and milestones in one view, spot overlaps in seconds, and keep budgets, forecasts, and percent complete in sync.



Tracking
View your entire portfolio in one live dashboard, compare side by side, dig into hours, budgets, and forecasts so your team can turn red flags into fixes fast.
Track time and expenses in one place, see budgets update live, and turn approved entries into accurate invoices that capture every dollar.
Turn plans into action with clear owners and instant reminders, while automatic updates keep everyone aligned even as details and dates shift.



Billing
Keep firm fees and subconsultant work separate yet connected. Track contracts, progress, and billing in one flow so payments, retainers, and budgets stay clear.
Send invoices your way for fixed fee, hourly, or phased work. Customize client views, track progress and deposits, and keep billing simple, accurate, and flexible.
Make paying simple and AR current. Clients pay from the invoice, invoice and payment statuses update in QuickBooks Online in real time, and you see the impact on budgets, cash flow, and open balances.



Reporting
See performance as it happens. Track project health, profitability, workload, and financial metrics in one clear view so you can make fast, informed decisions without digging through spreadsheets.
Project future revenue with confidence. Use scheduled work, budgets, and percent complete to understand what’s coming in, spot gaps early, and plan workloads and cash flow with more certainty.
Follow every incoming opportunity from first conversation to signed contract. See status, potential value, and projected start dates so your pipeline, workload, and revenue plan stay aligned.



Track firm performance live.
See the metrics that matter most to architecture and engineering firms. Factor’s KPI dashboard updates in real time and focuses on the insights that fuel growth and profitability.

Know where every project stands.
Get a clear view of project progress at any time. The Pulse dashboards show planned, scheduled, and actual amounts side by side so firm owners can quickly see how projects are performing.

Stay ready for what’s ahead.
Forecast at both the firm and project level to understand workload, capacity, and upcoming revenue. See your current backlog, compare it to available resources, and know what to expect in the months ahead.

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Factor’s impact on A&E firms is clear.
All metrics are based on self-reported customer data.
0hrs
saved every invoicing cycle.
000%
user adoption.
<1hr
to bill 30 projects.
1/00th
the price of Deltek.
"I would recommend Factor for anyone in the industry.”
In one quick call, we’ll show you a simpler way to run projects and get paid faster.
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“I've worked with software platforms for 20+ years, and Factor has been my best experience of having a platform that will listen to you and is just as invested in us as we are in us.”
Betsy Koch
operations manager
Frequently asked questions for A&E firm owners
Utilization, burn vs fee by phase, project margin, WIP, AR aging, billed vs collected, and months of backlog. Watch trends, not snapshots.
Target 3 to 6 months of signed work. Check mix by market and phase so staffing and cash stay predictable.
Use a dashboard that shows planned vs scheduled vs actual hours, percent complete, remaining fee, and next invoice date.
Roll up phase fees and dates by month. Include change orders and a weighted pipeline for likely wins.
Role based, but firmwide often lands in the high 70s to low 80s. Set higher targets for production roles, lower for PMs and principals.

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