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Controlar os custos, os orçamentos e o tempo dos projetos não é fácil. Entre alterações no âmbito e margens apertadas, é difícil obter uma visão clara das suas finanças e, ao mesmo tempo, manter o trabalho em curso.

É aqui que o software de contabilidade de projetos pode ser uma grande ajuda. Permite-lhe perceber claramente de que forma os seus projetos afetam os resultados financeiros, para que possa tomar decisões informadas e evitar surpresas.

Neste artigo, apresento-lhe as melhores ferramentas de contabilidade de projetos que testei. Abordarei os pontos fortes de cada uma, as áreas em que poderá ficar aquém e a forma como poderá adaptar-se ao seu fluxo de trabalho.

Why Trust Our Software Recommendations

Tabela comparativa de software de contabilidade de projetos

Esta tabela comparativa resume os detalhes de preços das minhas principais escolhas de software de contabilidade de projetos:

Avaliações do melhor software de contabilidade de projetos

Apresentamos abaixo os meus resumos detalhados do melhor software de contabilidade de projetos que entrou na minha seleção. As minhas avaliações oferecem uma análise detalhada das principais funcionalidades, vantagens e desvantagens, integrações e casos de utilização ideais de cada ferramenta, para o ajudar a encontrar a melhor opção para si.

Best for Agencies and Consultancies

  • 14-day free trial
  • From $17/user/month
Visit Website
Customer Rating: 4.5/5
This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

Scoro is a work management software that doubles up as project accounting software to help agencies and consultancies streamline projects, simplify quoting, and automate billing. They have many different plans, but because of their advanced features for project accounting, I think it serves agencies and professional service providers as well.

Why I picked Scoro: The platform is an all-in-one business management software that also includes time and team management, billing, sales, and professional services automation. It tracks tasks and expenses while automating invoice processes and simplifying overall project accounting tasks such as invoicing or managing expenses.

In addition, Scoro allows users to have a centralized view of their projects, budgets, tasks, resources and deadlines, allowing for better coordination and resource management. I also like the platform because it supports team collaboration, facilitating communication, information, and sharing among team members.

Scoro Standout Features and Integrations

Standout features include simultaneously estimating delivery costs, and tracking estimated vs. actual results for timely delivery of projects within budget. Another great feature is invoicing, which automates billing and payment collection  (with multiple payment options ranging from direct deposit to pay cards and paper checks). You can also sync the invoicing with your finance tools for accurate payment information and speedy cash collection.

Integrations include major business tools like MS Exchange, Google Calendar, Quickbooks, Asana, Jira, Evernote, Trello, Harvest, Basecamp, GitHub, Xero, Expensify, Exact, Salesforce, Hubspot, Mailchimp, Stripe, Paypal,  Woocommerce, Drift, Dropbox, and Zendex. Zapier allows you to connect it to many other third-party apps. You can also use the API to create your own integrations and submit them to Scoro Marketplace.

Pros and Cons

Pros:

  • Mobile versions of the app allow you to work from anywhere.
  • Great ease of use, even for new users.
  • Comprehensive project accounting features.

Cons:

  • Steep learning curve for new users.
  • Pricing is not so clear for lower tiers.

New Product Updates from Scoro

Scoro Adds Time Mobile App and ELI Improvements
Scoro’s ELI lets users attach files directly in chat for AI-assisted work.
October 4 2026
Scoro Adds Time Mobile App and ELI Improvements

Scoro adds the Scoro Time mobile app for iOS/Android to track time anywhere and expands ELI with attachments, smarter filtering, and trigger-based actions. For more information, visit Scoro's official site.

Best for complex project management

  • Free plan + 14-day free trial + free demo available
  • From $9.99/user/month (billed annually)
Visit Website
Customer Rating: 4.4/5
This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

Teamwork is a project accounting software offering complete budget and operations control and powerful project management in one place. Because of its versatility, this software is ideal for collaborative project management, especially for teams working on complex projects that require extensive coordination and communication.

Why I picked Teamwork: This platform excels in fostering project operation control and collaboration with its intuitive interface and robust communication tools.

But what really impressed me about this platform is the capacity to optimize recurring revenue from retainers by tracking time, rates, and money spent. This enables project managers or accountants to balance budget fluctuations. You can also use it to monitor profit margins by monitoring project, client, and retainer performance to data-driven decisions.

Teamwork Standout Features and Integrations

Standout features include time tracking and a Gantt chart for workflow management to support project planning. Users can also benefit from file sharing and document management for easy information exchange and collaboration.

Integrations include Slack, MS Teams, Hubspot, Skyvia, Atarim, Feedbucket, Parallax, Stripe, Bybrand, Integrately, Pabbly, and Import2. You can also use Teamwork API to integrate Teamwork with the tools you love and create customized, tailored integrations.

Pros and Cons

Pros:

  • Workflow management.
  • Easy time and budget tracking.
  • Advanced project management features.

Cons:

  • The pricing can be a little too high for small teams and startups
  • Steep learning curve with a somewhat complicated interface.

Best for automating recurring invoices

  • Free plan available (request via email)
  • From $12.49 project-planning/user/month (billed annually)
Visit Website
Customer Rating: 4.4/5
This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

Nutcache is a well-known collaborative project management web app for businesses and teams of all sizes to improve their productivity. It includes comprehensive project management with project accounting capabilities such as invoicing, time tracking, and expense management.

Why I picked Nutcache: What makes Nutcache stand out is the platform's focus on project accounting, such as expense management and invoicing. These features allow users to invoice directly from project boards, use tracked time and expenses to bill projects, compare actual vs. estimated project budgets and time, and attach documents to estimates and invoices. Nutcache also supports payment gateways such as 2Checkout, Authorize.net, and Paypal, allowing users to accept online payments and credit cards. This makes it a great option for less experienced payroll teams.

In addition, I like Nutcache’s availability as a cloud-based solution compatible with Android, iOS, Linux, Mac and Windows systems. Being that the platform is available for free or paid, you can first try it out free and know the gist of it before going full swing with the subscription plans. All this time, you’ll get some quality features to support your project management needs.

Nutcache Standout Features and Integrations

Standout features include invoicing and expense management for productivity. With these features, you can manage the entire project delivery lifecycle in a collaborative workspace, from the initial budget estimate to the final billing, through project time tracking, expense management, invoicing your clients, and getting paid. The real-time budget capabilities allow you to see, at all times, exactly how you’re measuring up against project targets and estimates. 

Integrations include Dynacom Accounting, PayPal, Stripe, 2Checkout, Authorized.Net, Quickbooks Online, Google Workspace, GitHub, and Slack. You can also use Zapier to link Nutcache to your favorite third-party web apps and API to build custom integrations.

Pros and Cons

Pros:

  • Lets you invoice your team’s work with ease.
  • Centralize all project information
  • Combines project management with time tracking, invoicing and expense management.

Cons:

  • Steep learning curve for new users.
  • Time reporting might sometimes have glitches.

Best for priority-based and predictive scheduling

  • Free plan + 7-day trial + demo available
  • Pricing upon request
Visit Website
Customer Rating: 4.1/5
This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

LiquidPlanner is a transformative project accounting solution for teams that want to plan, predict, perform, and track projects beyond expectations. Thanks to its predictive scheduling, LiquidPlanner is ideal for project management in dynamic environments where priorities and schedules frequently change.  

Why I picked Liquid Planner: I liked LiquidPlanner because it takes the heavy lifting of managing project uncertainty off your shoulders, including budgets. The predictive scheduling capability dynamically adapts the project to change, giving you an instinct on what will happen when you plan confidently and helping you account for all staff and time.

I also liked how you can balance workload and bandwidth for the entire team across all tasks and projects. The tool considers all the projects’ complexity and people’s availability — through time tracking — to model and help optimize performance. This also gives you an opportunity to prioritize tasks and actions. In addition, the range-estimation feature captures uncertainty and helps you prepare in time.

Liquid Planner Standout Features and Integrations

Standout features include resource management, and time tracking allowing teams to adapt and track changes. You can also use intelligent insights to automate projects, estimates, time and budgets for collaborative planning and risk control.

Integrations include Trello, Jira, Slack, Salesforce, ScribeHow, Box, FTP, Google Drive, Freshdesk, Zoho, Hubstaff, and Dropbox. Thousands of other apps and software integrations can be built via LiquidPlanner’s Open API or accessed using a paid account with Zapier.

Pros and Cons

Pros:

  • Rich insight tools for a variety of resources.
  • Provides the project's best and worst-case scenarios.
  • Automated & intelligent predictive scheduling.

Cons:

  • Limited free plan and expensive pricing options.
  • Can’t add sub-tasks to your project tasks.

Best for real-time burn rate tracking

  • 14-day free trial
  • From $30/month
Visit Website
Customer Rating: 5/5
This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

Puzzle.io is AI-native accounting software built for startups and small businesses. While its primary focus is automating bookkeeping, it also includes financial tracking and reporting features that support project accounting, helping you monitor budgets, expenses, and cash flow as your projects progress.

Why I picked Puzzle.io: I included Puzzle.io on this list because of its real-time financial visibility paired with built-in burn rate and runway analysis. As project costs shift, you can monitor cash activity across projects and adjust spending before issues arise. Its double-entry accounting system supports both cash and accrual accounting, which makes it flexible for projects that require more detailed revenue and expense tracking. For startups managing limited funding or multiple client projects, this level of reporting can help maintain financial control at every stage.

While this platform is designed with startups in mind, it offers project-level reporting tools that would work for any small business looking to simplify financial management without juggling multiple disconnected systems. You can track project spending, monitor financial health, and collaborate easily with external bookkeepers when needed.

Puzzle.io Standout Features and Integrations

Standout features include automated revenue recognition to help align project income with work completed, variance analysis to flag unexpected shifts in expenses, and concierge onboarding to guide your team through setup.

Integrations include Ramp, Brex, Mercury, Every, Meow, Rippling, Gusto, Deel, Central, Stripe, Bill.com, Runway, and Causal.

Pros and Cons

Pros:

  • Automates revenue recognition and expense categorization
  • AI improves categorization accuracy over time
  • Supports both cash and accrual accounting

Cons:

  • Limited customization for complex workflows
  • Smaller integration ecosystem compared to ERP tools

Best for PMO, EPMO, and Software Development teams

  • Free trial available
  • Pricing upon request

AdaptiveWork is a project management tool designed for Agile project management, making it ideal for software development teams and organizations that follow Agile methodologies. The platform enables software project managers to gain real-time visibility across all their work, automate workflows, and proactively manage risks.

Why I picked AdaptiveWork: I picked AdaptiveWork for its project management features like planning, analytics and reporting, workflow management, and team delivery. Its advanced features help with resource and capacity management, seamless workflow automation, and portfolio management with dynamic reporting and external collaborations. 

But I really liked the financial management aspect of AdaptiveWork which makes it stand out among other project accounting software. It includes budget tracking to monitor expenses and ensure every project stays within budget. You can set hourly rates (even globally) and by role, user, or project. Time and expense tracking helps you automatically track all billable and non-billable hours to the appropriate work item or project and streamline the approval process. The solution also has revenue forecasting vs. expected revenue so you can better plan for your client engagements. And finally, rate cards define specific resource rates for clarity in cost, billing, and revenue.

AdaptiveWork Standout Features and Integrations

Standout features include Professional Services Automation and project financial management. With these features, teams and project managers can gain real-time visibility across all their work, automate workflows, proactively manage risks, and manage project resources and budgets to deliver greater business impact.

Integrations include Jira, Zendesk, Sharepoint, NOW, Excel, Microsoft Teams, Box, Slack S-Suite, AWS, Oracle, SAP, Procore and Tableau. API access and webhooks allow you to connect to other third-party apps. You can also integrate thousands of third-party apps using Zapier.

Pros and Cons

Pros:

  • Advanced project financial management capabilities.
  • Wide range of integrations for efficiency and effectiveness.
  • Specialized for PMOs and EPMOs.
  • A highly customizable tool for easy integration.

Cons:

  • The support for the product can be late or lacking.
  • The platform has a deep learning curve.

Best for small to medium-sized teams

  • 14-day free trial + free demo available
  • From $3.5/user/month (billed annually)

ActiveCollab is a project management software that gives users complete control over their work — all tasks, files, communication, and team members. ActiveCollab combines task management, time tracking, and billing into one tool, which is ideal for small and medium-sized teams.

Why I picked Active Collab: I like how this solution helps you organize your project’s tasks, teams, and files in one place. You can choose from a timeline view, task lists, and Kanban board with task dependencies and automatic rescheduling, recurring tasks, and batch editing to map your project goals and milestones.

But what I liked more is how this software’s highly configurable, rich in planning and organizational tools helps you streamline project account processes up to when you get paid. For example, linking invoicing and payment gateway with time tracking records right within the system gives you more accurate billing. And the additional advantage of doing all these online or on a mobile app makes it ideal for any team, including small and medium-sized teams.

Active Collab Standout Features and Integrations

Standout features include task list automation and time management with stopwatch, time tracking and timesheets. These two key features help you make sure that no one is idling or burning out as work gets done to be completed in the scheduled time without overburdening the project budget. Time tracking also optimizes invoice creation and improves budget estimates.

Integrations include G-Drive, Dropbox, Hubstaff, Timecamp, Slack, QuickBooks, Stripe and Paypal. You can also develop and integrate your own solutions with Active Collab API and integrate with other apps through Zapier and Webhooks.

Pros and Cons

Pros:

  • Client collaboration improves reporting transparency.
  • Tracking time on all tasks and across multiple projects optimizes invoice creation.
  • Customizable to suit workflows of varying degrees of project complexity.

Cons:

  • The system can sometimes run slow and create delays.
  • It is difficult to search for files and data within Active Collab.

Best project accounting software for Gantt chart-based project planning

  • 14-day free trial + free demo available
  • From $7/user/month (billed annually)
Visit Website
Customer Rating: 4.8/5
This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

GanttPRO is an online Gantt chart maker for professional project management. It helps users become more efficient and productive in project management, from conceptualization to delivery, since it integrates all essential project management and accounting tools.

Why I picked GanttPRO: I included GanttPRO on this list because of their combined reliable and efficient project management and budget control, helping you deliver projects on time and within your budget estimates. I appreciate that the project budget feature gives you the capability to calculate the cost of your project based on the cost of tasks and resources on their duration and the type of the working unit such as labor, material, or fixed costs needed to complete the project. This allows you to always be on top of your project accounting needs.

While this platform is fit for all businesses, it has an affordable monthly price, which is a great service for any small business owner who doesn't have the budget or resources for larger project accounting software and specialists. You can use financial performance control, set duration, estimation, or actual cost for your project activities and resources and oversee and track income, expenses, and profits. 

GanttPRO Standout Features and Integrations

Standout features include Gantt chart templates and project budgets. You get many Gantt chart templates to allow you to start working on your projects right away on either Excel, Google Sheets, or GanttPRO. The project budget allows you to calculate your project’s costs in terms of time and resources and view budgeted vs. actual costs. 

Integrations include Slack, Jira Cloud, OneDrive, Google Drive, Excel, MS Project, and MS Teams. Use GanttPRO’s open API to connect your tools and Integrate GanttPRO into your existing business processes.

Pros and Cons

Pros:

  • Affordable pricing that accommodates even small businesses.
  • Easy to use Gantt chart templates.
  • Efficient in building and managing Gantt charts for projects and budgets.

Cons:

  • No customizable reporting tools or customizable dashboards
  • Light on integrations.

Best for project expense management

  • Free demo available
  • Pricing upon request
Visit Website
Customer Rating: 4.8/5
This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

Rippling Spend is a spend management platform that helps businesses handle their expenses, from payroll to corporate cards. It’s designed to keep spending in check through automated policy enforcement and reporting. You can control how much gets spent, where, and by whom, all from one platform. 

Why I picked Rippling Spend: For project accounting, Rippling Spend works well because it integrates spending with payroll and expenses, allowing you to allocate project costs directly to their respective budgets. You can track project-based expenses in real time, ensuring that your team stays on budget.

The platform also lets you set specific spending limits and approval workflows for different project phases, keeping everyone accountable. This level of control makes it easier to handle project-based accounting, especially when you have multiple projects running at once.

Rippling Spend Standout Features and Integrations

Standout features include automatic policy enforcement, global spend management, corporate cards, bill generation and approval, custom workflows, receipt requests, real-time reporting, and customized dashboards.

Integrations include Slack, Google Workspace, Office 365, AWS, Zoom, Dropbox, and Salesforce.

Pros and Cons

Pros:

  • Custom spending policies
  • Centralizes all spending data
  • Detailed reports for departments, projects, and employees

Cons:

  • Lacks advanced financial forecasting tools
  • No option for a free trial

Best project accounting software for Agencies

  • 14-day free trial
  • From $10/user/month (billed annually)
Visit Website
Customer Rating: 4.6/5
This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

Productive is a well-known project management software designed for agencies and professional service businesses looking to manage their projects, finances, and teams in one platform. This includes key project management functionalities such as time tracking, expense tracking, accounting and budgeting, resource allocation, capacity planning, and sales funnels. 

Why I picked Productive: This solution is particularly great for scaling businesses or startups undergoing rapid growth. I selected this platform because unlike many in the industry, you can run your sales, budgeting, resource planning, project management, reporting, and billing in one place for a complete and real-time view of your business performance. You can consolidate data in one agency management system and run projects from prospect to payment and everything in between. It is the perfect platform for agencies and creatives that want to reduce the number of platforms they depend on.

Productive Standout Features and Integrations

Standout features include budgeting, where you can monitor the state of your budgets and profit margins in real time, and automated billing to help you save time by generating invoices using tracked billable time. These features help you stay on top of your agency's finances and see the overall view of your financial performance while working with your clients. For example, you can peek into your invoicing reports to see data such as amounts already invoiced, amounts left for invoicing, and overdue amounts.

Integrations include tools like Hubspot, Slack, Google Calendar, Jira, Xero, Exac, Outlook, Quickbooks, Fortnox, CPP, Personio, CharlieHR, SAP, BambooHR, Factorial, and ADP. Zapier lets you connect Productive.io with thousands of popular apps and in-house apps to customize your workflow.

Pros and Cons

Pros:

  • Robust team performance analytics.
  • High level of integration with popular business apps.
  • Flexibility with budgets is a great feature for budget control.
  • Highly customizable dashboard to organize and personalize layout.

Cons:

  • Pricing is a bit too high for smaller teams.
  • Might have a steep learning curve for new users.

New Product Updates from Productive

October 11 2026
Productive Adds Voice Dictation, Slack Connector, Proposals, and Overtime

Productive adds voice dictation, a Slack Connector, proposal controls, and overtime tracking. These updates support faster AI interactions, client proposals, and time management. For more information, visit Productive’s official site.

Outro software de contabilidade de projetos

Eis algumas opções adicionais de software de contabilidade de projetos que não entraram na minha seleção, mas que vale a pena conhecer:

  1. Celoxis

    For profit and margin tracking

  2. Runn

    For budget forecasting and scenario planning

  3. Paymo

    For generating invoices & automating payments

  4. Forecast

    For resource allocation and financial forecasting

  5. ProProfs Project

    For workflow and payroll management for accounting firms.

  6. Deltek Replicon Time

    For simplified project time and expense tracking

  7. Meisterplan

    Cloud-based project accounting dashboards

  8. Harvest

    To turn timesheets into invoices

  9. Sage Intacct

    For advanced functionality project accounting needs

  10. HubPlanner

    For billing and budget management

How I Evaluate Project Accounting Software

I evaluate these tools in two layers: baseline requirements like project-level cost tracking and billing, and the differentiators that separate genuinely strong options from the rest.

Core Functionality (Table Stakes For This List)

When I'm selecting tools for my list, I rank each one on a scale from 0 (does not offer the functionality) to 5 (excels in this area) for each core functionality listed below. Then, I calculate the tool's total score into a percentage. Each tool needs to achieve a minimum total score of 65% to be considered for inclusion.

  • Project Cost Tracking: I look for real-time tracking of labor, materials, and overhead against specific projects, including how costs roll up across cost codes and phases.
  • Budgeting & Forecasting: Each tool should let you build multi-line project budgets and compare actuals to planned figures, ideally with ETC/EAC calculations baked in.
  • Time & Expense Capture: I check whether time and expense entries tie directly to projects with billable/non-billable splits—and whether approvals flow cleanly before hitting invoicing.
  • Project-Based Billing & Invoicing: The tool should support T&M, fixed-fee, milestone, and progress billing so you can match invoicing to the contract structure on each engagement.
  • Revenue Recognition: I evaluate how each platform handles percentage-of-completion, milestone-based, and completed-contract recognition under standards like ASC 606 and IFRS 15.
  • Project Financial Reporting: Tools should produce project-level P&L, WIP, and profitability reports with enough drill-down to answer margin questions by project, client, or portfolio.

Once I have a list of tools that meet this criteria, I consider what sets each platform apart.

Differentiating Factors (What Sets Vendors Apart)

Here's how I compare and contrast different vendors:

Standout Features

Resource management is a big one—I look for tools that connect staff utilization and capacity planning directly to project financials so you can spot underutilized teams before margins slip. Multi-currency and multi-entity support matters for firms running projects across borders, where consolidated reporting saves hours of manual reconciliation. I also evaluate subcontractor management, especially the ability to tie purchase orders, lien waivers, and vendor invoices back to individual projects.

Beyond Features

Industry-specific fit is something I weigh heavily. A tool built for construction firms with AIA billing and retainage workflows will serve a general contractor far better than a generic option. I also check how well each platform connects to your broader tech stack—native integrations with tools like Jira, Salesforce, or QuickBooks mean less manual data entry between systems. Compliance readiness matters too, especially ASC 606 and IFRS 15 support, along with audit trails and role-based access controls that satisfy internal finance governance requirements.

Como escolher software de contabilidade de projetos

É fácil ficar atolado em longas listas de funcionalidades e estruturas de preços complexas. Para o ajudar a manter o foco enquanto percorre o seu processo único de seleção de software, eis uma lista de fatores a ter em conta:

FatorO que considerar
EscalabilidadeCertifique-se de que o software consegue suportar mais utilizadores, mais projetos e maiores volumes de dados à medida que a sua equipa cresce.
IntegraçõesProcure ferramentas que se liguem facilmente aos seus sistemas existentes, como o controlo de tempo, o processamento salarial e a contabilidade do razão geral.
PersonalizaçãoOs seus projetos não são todos iguais. Procure ferramentas que lhe permitam ajustar relatórios, regras de faturação e fluxos de trabalho de modo a corresponderem ao seu processo.
Facilidade de utilizaçãoEscolha uma ferramenta que a sua equipa consiga aprender rapidamente. Uma interface desorganizada ou demasiados passos podem tornar tudo mais lento.
OrçamentoCertifique-se de que o preço se adequa ao tamanho da sua equipa e ao seu caso de utilização. Evite ferramentas que exijam suplementos dispendiosos para funcionalidades básicas.
Medidas de segurançaEstá a gerir dados financeiros — verifique se todo o software dispõe de controlos de acesso dos utilizadores, encriptação de dados e registos de auditoria.
Ferramentas de relatóriosEscolha software que lhe permita criar relatórios financeiros claros e específicos para cada projeto, sem precisar de soluções improvisadas baseadas em folhas de cálculo.
Acesso ao suporteSe algo avariar, precisará de ajuda rápida. Verifique se o suporte está incluído no software e que canais (chat, e-mail, telefone) estão disponíveis.

Na minha investigação, recolhi inúmeras atualizações de produtos, comunicados de imprensa e registos de lançamentos de diferentes fornecedores de software de contabilidade de projetos. Eis algumas das tendências emergentes que estou a acompanhar:

  • Visibilidade do orçamento em tempo real: Cada vez mais ferramentas disponibilizam painéis em direto que mostram os valores reais face ao orçamento em tempo real. Isto ajuda os gestores de projetos a detetar atempadamente despesas excessivas, sem terem de esperar pelos relatórios de fim do mês.
  • Reconhecimento de receitas baseado em projetos: Os fornecedores estão a desenvolver ferramentas que processam o reconhecimento de receitas associado a marcos do projeto ou a métodos baseados na percentagem de conclusão. Isto é especialmente útil para empresas que gerem contratos de longa duração.
  • Previsões baseadas em IA: Algumas ferramentas utilizam agora IA para prever os custos dos projetos ou assinalar riscos com base em dados históricos. Isto ajuda as equipas a ajustar os planos antes de os problemas se transformarem em derrapagens orçamentais.
  • Permissões granulares baseadas em funções: Existe uma atenção crescente em permitir que diferentes membros da equipa acedam apenas ao que necessitam. Desta forma, a equipa financeira vê os dados financeiros e os PMs veem os dados dos projetos, sem sobreposição.
  • Relatórios autónomos: Cada vez mais plataformas facilitam a criação de relatórios personalizados sem ser necessário um analista de dados. Os utilizadores podem arrastar e largar campos ou filtrar dados para obter respostas rápidas às suas próprias perguntas.

O que é o software de contabilidade de projetos?

O software de contabilidade de projetos é um tipo de ferramenta que acompanha o desempenho financeiro de projetos individuais. É normalmente utilizado por gestores de projetos, contabilistas e equipas financeiras que precisam de gerir orçamentos, despesas e faturação associados a trabalhos específicos.

As funcionalidades de acompanhamento do orçamento, reconhecimento de receitas e elaboração de relatórios financeiros ajudam a controlar os custos dos projetos, cumprir os requisitos de faturação e manter os clientes e as partes interessadas informados. Estas ferramentas ajudam as equipas a tomar melhores decisões financeiras sem perder de vista o trabalho diário dos projetos.

Funcionalidades do software de contabilidade de projetos

Ao selecionar software de contabilidade de projetos, procure as seguintes funcionalidades principais:

  • Acompanhamento do orçamento do projeto: Permite definir e monitorizar orçamentos ao nível do projeto para evitar derrapagens de custos.
  • Registo de tempos e despesas: Regista as horas da equipa e as despesas relacionadas para garantir uma faturação e elaboração de relatórios precisas.
  • Ferramentas de reconhecimento de receitas: Ajudam a aplicar as regras contabilísticas para reconhecer os rendimentos à medida que o trabalho é concluído.
  • Faturação personalizada: Cria faturas com base no tempo, em marcos ou em honorários fixos, de acordo com os contratos dos clientes.
  • Relatórios financeiros de projetos: Cria relatórios que mostram margens de lucro, valor realizado e desempenho dos custos.
  • Suporte para várias moedas: Permite gerir projetos globais convertendo moedas e aplicando as regras fiscais locais.
  • Controlos de acesso baseados em funções: Restringe os dados financeiros a utilizadores específicos com base na sua função profissional.
  • Previsão e planeamento: Utiliza dados históricos e as despesas atuais para prever os custos futuros dos projetos.
  • Registos de auditoria: Regista todas as alterações financeiras para promover a transparência e a conformidade.
  • Anexos de documentos: Permite associar recibos, contratos e outros documentos financeiros a cada projeto.

Benefícios do software de contabilidade de projetos

A implementação de software de contabilidade de projetos pode proporcionar vários benefícios à sua equipa e à sua empresa. Eis alguns dos benefícios que pode esperar:

  • Menos surpresas orçamentais: O acompanhamento e os alertas em tempo real ajudam a identificar problemas de custos antes de estes se agravarem.
  • Faturação mais precisa: O acompanhamento integrado de tempos e despesas garante que as faturas correspondem ao trabalho efetivamente realizado no projeto.
  • Melhores relatórios financeiros: Os relatórios personalizados proporcionam uma visão clara do desempenho dos projetos sem recorrer a folhas de cálculo manuais.
  • Auditorias mais simples: Os registos de auditoria e a manutenção dos registos simplificam a conformidade e tornam as revisões menos stressantes.
  • Decisões mais rápidas: Os painéis e as previsões ajudam a tomar decisões informadas sobre a orientação e as despesas dos projetos.
  • Melhor fluxo de caixa: A faturação atempada e o acompanhamento das receitas ajudam a garantir que os pagamentos são recebidos dentro dos prazos.
  • Funções da equipa mais claras: As permissões dos utilizadores mantêm os dados financeiros seguros e mostram a cada pessoa apenas aquilo de que necessita.

Custos e preços do software de contabilidade de projetos

A seleção de software de contabilidade de projetos exige uma compreensão dos vários modelos de preços e planos disponíveis. Os custos variam consoante as funcionalidades, o tamanho da equipa, os complementos, entre outros fatores. A tabela abaixo resume os planos comuns, os respetivos preços médios e as funcionalidades normalmente incluídas nas soluções de software de contabilidade de projetos:

Tabela de comparação de planos de software de contabilidade de projetos

Tipo de planoPreço médioFuncionalidades comuns
Plano gratuito$0Registo básico de tempo, introdução limitada de despesas, um projeto e relatórios simples.
Plano pessoal$10–$25/utilizador/mêsVários projetos, acompanhamento do orçamento, ferramentas de faturação e integrações básicas.
Plano empresarial$25–$60/utilizador/mêsRelatórios avançados, reconhecimento de receitas, ferramentas de previsão e permissões de utilizador.
Plano empresarial de grande dimensão$60–$120/utilizador/mêsFluxos de trabalho personalizados, registos de auditoria, suporte dedicado e controlos de segurança avançados.

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