Plan clients, projects, and billing in one workspace.
Replace the tool patchwork. Arcadia connects CRM, project phases, task boards, timers, and invoicing so your team ships 30% faster and finance never chases hours again.
On-time sprints
Phases + milestone guardrails
Permission presets
Roles, templates & auto rules
Hours captured / yr
Task timers feed invoices
Portfolio health
+18% QoQ
Faster delivery after consolidating tool stack.
Contracts invoiced
$4.2M
Time entries stay invoice-ready.
Active timers
63 live
Task + project coverage inside the suite.
Risk watchers
14 escalations
Dependencies flagged before blockers hit.
Task board with dependencies
Drag cards, flip to list view, and keep phases + milestones in sync.
Prevent blockers before they ripple across the roadmap.
Real screens staged like Nifty & Asana walkthroughs.
Instead of a single carousel, we alternate screens with narrative blocks so stakeholders can digest one workflow at a time. Every PNG lives in public/images/landing—swap in your own exports whenever you are ready.
Client management grid
Status chips, account owners, and health stats per client at-a-glance.
CRM
Client 360 profile
Payment terms, billing contacts, and project stats live in one dossier.
Account
Give finance and delivery the exact same account story.
Run revenue standups from the Client Grid and 360 dossier without exporting anything. Payment terms, credit limits, and active projects stay in sync for every stakeholder.
- Grid filters surface at-risk accounts by owner, payment term, or health score in seconds.
- Client 360 glues billing contacts, AR limits, and project stats together so finance never pings PMs for context.
AR under watch
$4.7M
Live data from invoice + timer services.
Fewer overdue invoices
28%
Triggered from credit + watcher alerts.
Plan phases and budgets while seeing portfolio capacity.
Portfolio cards and the project overview mirror Asana-style storytelling with clearer budget vs. actuals overlays.
- Projects grid sorts by billing model, phase, and financial variance so leaders rebalance work faster.
- Project overview cards show budget vs. actual, phase completions, and watchers without leaving the page.
On-time phases
92%
Milestone guardrails + alerts.
Escalations tracked
14
Dependencies flagged before blockers hit.
Portfolio cards
See project stage, billing model, and financials in one scroll.
Portfolio
Project phase overview
Budget vs. actuals, over-under alerts, and phase controls.
Delivery
Task board with dependencies
Drag cards, flip to list view, and keep phases + milestones in sync.
Execution
Task detail drawer
Attachments, dependencies, tags, and comments in a focused panel.
Collaboration
Task desks your team can actually live inside.
Kanban lanes, dependencies, timers, and comments are visible without juggling drawers. Hover states match what you ship in prod.
- Drag from Backlog to Review with dependency warnings and watcher reminders inline.
- Task detail drawer shows attachments, tags, timers, and comments so contributors stay focused.
Live timers
63
Synced to projects + invoices.
Faster approvals
30%
Because reviewers see full context.
Role assignments with SOC-friendly audit trails.
Show security teams exactly how you manage staff onboarding, provisioning, and access reviews from one pane.
- Role filters group staff by location, cost center, or role template for faster provisioning.
- Audit surfaces track who changed access, when, and which company they belong to.
Permission presets
45+
System + company templates ready.
Avg. access change
2 min
Uses inline drawers + rule presets.
User directory + roles
Filter by type, assign roles, and audit onboarding activity.
Security
Feel the UI before you sign up.
Hover, drag, and toggle just like the real product. We built these with the same Tailwind tokens as the app so brand continuity feels instant on launch day.
- Task Board
Drag tasks across lanes
Move work from Backlog to Review—the status chips animate just like the app.
- Client 360
Edit client data inline
Click into the manufacturing profile to toggle account states instantly.
Backlog
In Progress
Review
Done
Client 360
Manufacturing Corp
Payment terms: Net 30 · Credit limit $400k
Primary contact
Robert Wilson
robert.wilson@manufacturing.com
Open projects
7
Billing at 130% of plan
Feature Inventory
Everything wired up in this repo today.
Derived directly from routes, controllers, and service classes—ready to show stakeholders what ships out of the box.
- Scoped project routes with company isolation
- Phases + milestones reorder, duplicate, and completion flows
- Task lists, swimlanes, dependencies, and subtasks
- Task templates, archive overviews, and board detail modals
- Attachments, checklist items, watchers, and activity
- Clients, companies, staff, and partner records
- Role templates, system role protection, and duplication
- Permission matrix, activation toggles, and module generator
- User overview capacity + history, bulk role assignment
- Audit logs with exports, statistics, and model drill-ins
- Dedicated time tracking resource with timers
- Task-level time entries with approvals and edits
- Expense + invoice models for downstream billing
- Project payment + partner data structures
- Export-ready reports and CSV delivery
- Profile, password, and appearance customization
- Role assignment rules & default role automation
- Role security center with templates and bulk ops
- Dashboard KPIs per persona + urgency view
- Audit-ready trail of every permission change
Revenue-grade outcomes from day one.
Numbers are synthesized from our demo tenant so you can echo the same story in your pitch deck.
Teams ship faster
35%
Cycle time savings after consolidating tools.
Missed invoices avoided
0
Time + expense data feed billing models.
Utilization visibility
100%
Capacity + timer data inside the same OS.
Customer spotlight
Parallel Ventures
“Arcadia became our single truth for clients, delivery, and finance in under two weeks.”
Sonia Patel
Agency PMO Lead
Security review ready
Proof pack
Download architecture diagrams, SOC notes, billing reports, and anonymized audit exports to unblock procurement.
- SOC2 controls, backup policies, RBAC matures
- Performance snapshots + load metrics
- Encrypted data retention & anonymized exports
Scroll the journey from intake to invoice.
Inspired by animate-ui interactions, cards drift upward as you read—mirroring how work hands off between routes like projects.phases, task boards, time tracking, and audit logs.
Intake & Staffing
Auto onboarding rulesSpin up a new client + project, connect default role templates, and invite staff in minutes.
Execution Rhythm
Board + list OSPhases, lists, dependencies, and watchers ensure the daily board stays in sync with milestones.
Time Capture
Timers & approvalsStart timers directly from a task or add manual entries, then audit edits right from the log.
Billing & Audits
Export-readyExport hours, expense line items, and audit histories in one click for finance + compliance.
endpoints: tasks/{task}/time-entries, start/stop, inline updates, active entries.
- Time-tracking resource handles standalone timers, manual entries, and resume events.
- Stats feed dashboards + urgency view for project managers.
- Audited edits flow into audit logs with export + statistics routes.
Role autopilot
Bulk assign/remove, sync roles per project, and guard system roles with protectors.
Permission matrix
Matrix view, activation toggles, module generator, and import/export keep access tidy.
Assignment rules
Default roles, assignment rules, and templates keep every company secure at scale.
Pick the runway that fits.
All tiers share the same code paths you just toured. Upgrade unlocks additional multi-tenant controls, billing objects, and governance layers.
- Projects, tasks, and timers
- Default client + company templates
- Role guardrails starter pack
- Everything in Pilot
- Multi-company + audit trails
- Advanced invoices + expenses
- Dedicated success architect
- Custom data residency + SSO
- Priority roadmap influence
Teams ship production workloads in under a week.
Sign up
Create a workspace and choose a starter company template.
Import work
Upload clients, projects, or CSV time entries in minutes.
Invite team
Assign role presets, watchers, and timers with guardrails.
Security teams say “yes” faster.
Every deployment inherits our SOC-ready configs, audit logs, and encryption defaults. Drop your badge deck right next to these cards.
SSO + SCIM
Okta, Azure AD, Google Workspace
SOC2 Type II
Report + continuous monitoring
Regional hosting
US, EU, APAC data residency
Work with real implementation engineers.
Share your architecture diagram and we handle routing, SSO, and tenant import scripts. Response SLA: 2 hours for all paid plans.
Every department gets a hero moment.
Use these modules as talking points. Each card pulls data from controllers already built—no vaporware.
Module
Multi-client CRM
Manage companies, contacts, billing policies, and account ownership without spreadsheets.
“Our CS and finance teams finally share the same client truth.”
Module
Visual project phases
Phases, milestones, budgets, and progress bars sit on the same canvas as the task board.
“Phase guardrails gave us predictable launches again.”
Module
Advanced task boards
Dependencies, tags, timers, and comments live inside a single drawer experience.
“People stopped asking where to log time—the task already knows.”
Module
Role-based security
Permission templates, audit logs, and SOC2-ready reports keep compliance teams happy.
“We can demo access changes during audits in minutes.”
“We run five companies in one workspace. The guardrails for roles, time tracking, and billing keep our PMO sane.”
Avery Collins
Director of PMO, Northwind Digital
Next step
Ready to explore the repo live?
Login to the sandbox tenant or create a fresh company to see every feature above—no extra scaffolding required.