How it works
Connect the tools you already use
Where the numbers come from
Harvest
Timesheets: hours by person, project and task.
Sage or Xero
Invoices against purchase orders, payments and debtors.
Microsoft 365
Calendars, Teams and SharePoint: time where there are no timesheets, and the deliverables.
Your CRM or pipeline board
Leads, proposals, stages and purchase orders.
Payroll and leave from SimplePay or Sage 300 People, and a Power BI export, are available too.
Two weeks to your first real Monday report
1
Week one
We map your projects, clients and people, connect the sources read-only, and agree what counts as billable.
2
Week two
Athena fills with your own history. We tidy the entries it cannot place and check the numbers with your finance lead.
3
The Monday after
Your first real weekly report, and a workspace your directors open on their phones.
See it on your own numbers
Thirty minutes, on a sample business shaped like yours. Then two weeks to your first real Monday report.