Which of Your Projects Are Silently Bleeding Cash?

Your Team Tracks Time. Finance Tracks Costs. Finally, See Them Together.

Most tools stop at time tracking. WorkflowTitan bridges the gap—connecting time entries to real costs so you see profit reality as it unfolds.

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See Problems While You Can Still Fix Them

Compare what you think projects will cost vs what they actually cost. Catch budget overruns in week 3, not month 6.

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Process Compliance That Actually Gets Followed

Templates become trackable checklists with photo uploads and audit trails. Turn procedures into proof of execution.

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Start With Professional Workflows

Pre-loaded task libraries for Creative, AEC, and Consulting industries. Hit the ground running with best practices, not blank templates.

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Smart Budget Tracking - Categorize Work Once, Automatically Track Costs

No more double-entry headaches. Choose your industry task type (AEC, Creatives, Consulting) and budget tracking happens automatically. See project profitability in real-time.

Start Free – See the Truth About Your Projects

Built by Veterans Who've Solved These Problems Before

The team behind WorkflowTitan has spent years helping organizations streamline operations and maximize project profitability. We've seen the same profit-killing problems across creative agencies, AEC firms, and consulting practices.

Now we've built that operational expertise into software.

See Our Track Record → About Our Team →

TRC™ Method: See Problems While You Can Still Fix Them

Open (Forecast) vs Closed (Actual) tracking gives you the financial crystal ball every leader needs.

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The TRC™ Difference

Every task captures Time, Revenue, and Cost. Open ToDos show your forecast. Closed ToDos reveal reality. The gap shows your problems.

📊 Open ToDos

FORECAST

$45,000

What you think this project will cost based on planned tasks and estimated resources.

✅ Closed ToDos

ACTUAL

$58,500

What it actually cost based on completed tasks and real resources consumed.

The TRC™ Gap Analysis

Open: $45K

vs.

Closed: $58.5K

Gap: $13,500 over budget – Caught in week 3, not month 6!

🚨 The Gap = Your Problem

$13,500 over budget – but you caught it in week 3, not month 6. Now you can fix scope, adjust resources, or reset client expectations before it kills your margin.

See TRC™ ToDos in Action → View Execution Dashboard →

Stop losing client emails in personal inboxes

Centralize all business communication with dedicated team inboxes for Accounts Payable, Accounts Receivable, Support, Sales, and Project teams.

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Complete Business Communication Management

Stop scattering business communication across personal inboxes. WorkflowTitan provides dedicated team email inboxes for every organizational function - ensuring accountability, preventing duplicates, and maintaining professional communication standards.

Dedicated Inboxes for Every Business Function

Accounts Payable Email: Centralize vendor communications, invoice processing, and payment coordination with dedicated AP team inbox.

Accounts Receivable Email: Manage client billing communications, payment follow-ups, and collections in a shared AR inbox.

Support Email: Handle customer support requests with team assignment, internal notes, and resolution tracking.

Sales & Project Teams: Each team gets their own professional inbox connected to business workflows and financial tracking.

Complete Integration: All communication connects to your business pipeline, TRC™ tracking, and organizational outcomes.

Explore Organizational Email Features →

4TAP Framework: Every Task Connected to Strategy

Six elements that transform chaos into clarity: Title, Type, Team, Time, Associate, Project.

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The 4TAP Structure

Every task in WorkflowTitan captures these strategic elements:

Task Title

What needs to be done

Task Type

Industry-specific categories

Team

Who's responsible

Time

Next action & due dates

Associate

Who it's for (client/stakeholder)

Project

Which initiative it serves

4TAP + TRC™ in Action

"Design homepage mockup"

Type: Creative Design

Team: Design

Due: Friday 3pm

Associate: ClientCorp

Project: Website Redesign

TRC™ Tracking: Time: 8 hours | Revenue: $1,200 | Cost: $400

Explore Complete 4TAP Framework → See Task Management Demo →

Built for Your Industry + Process Compliance

Pre-loaded workflows for Creative, AEC, and Consulting + trackable process templates with audit trails.

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Industry-Specific Task Libraries

Start with professional workflows, not blank templates:

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Creative Agencies

Pre-loaded creative workflow tasks • Campaign profitability tracking • Client portal transparency

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AEC Firms

Construction phase templates • Safety compliance checklists • Photo documentation

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Consulting

PMI-standard project tasks • Billable vs non-billable tracking • Methodology standardization

Process Templates → Trackable Checklists

Turn procedures into proof with:

Photo uploads - Document completed work with visual evidence
Numerical trending - Track measurements over time with trend analysis
Audit trails - Complete documentation of who did what, when
Compliance tracking - Ensure nothing gets skipped or missed

See Process Tracking Demo → View Strategic Dashboard →

Complete Business Pipeline Dashboard

Beyond project management - track your entire business cycle from RFQ to won, lost, or cancelled for conversion tracking in one integrated platform.

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Your Entire Business at a Glance

Most tools stop at project management. WorkflowTitan tracks your complete business operations:

RFQ
Quotes Pipeline

OPP
Opportunities

SOR
Sales Orders

CORE
Project Work

INVR
Invoicing

CEO Dashboard View

Your home page shows real-time business health across all operations:

                            CORE: 12 | $125,000

                            RFQ: 8 | $89,000

                            OPP: 15 | $340,000

                            SOR: 5 | $67,000

See your entire business pipeline and revenue potential at a glance - from initial quotes through project completion. Analytics dashboard shows total volume, conversion rates, on-time performance, and task values so you know which business activities drive profit and which ones need fixing.

Delivery Performance Analytics

Track on-time delivery rates by team, task type, and project. See which teams are reliable, which task types consistently run late, and whether you're ready to take on more work or need to fix delivery problems first.

Stop promising deadlines you can't keep - your analytics show actual delivery performance so you can set realistic expectations with clients and identify operational bottlenecks before they impact your reputation.

Explore Business Operations Dashboard → See Strategic Overview Demo →

Interactive Demos: See It in Action

Experience WorkflowTitan's operational intelligence through hands-on demos and walkthroughs.

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Getting Started Video See a Youtube video on getting started with WorkflowTitan → Strategic View See what teams are focused on and when → TRC™ Execution Tracking Time, Revenue, Cost capture per task → 4TAP Task Management Title, Type, Team, Time, Associate, Project → Open vs Closed Forecasting See forecast vs reality in real-time → Budget Tracking Project profitability dashboards → Process Compliance Templates → Checklists → Audit trails → Team Email Inbox for each team Integrated team email collaboration → SMS Reminders Never miss deadlines with smart alerts → Client Portals External project visibility → Financial Request Workflow Bridge Operations to Accounting → Security Controls Enterprise-grade access protection →

View All Interactive Demos →

Trusted Expertise in Operations & Project Profitability

Led by industry veterans with backgrounds in process optimization and turning operational chaos into profitable systems.

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Our leadership team brings together specialists with hands-on experience in project-based businesses, process optimization, and operational efficiency. We've helped organizations across creative agencies, AEC firms, and consulting practices streamline their operations while maximizing project profitability.

Our approach combines technical expertise with practical business knowledge, because effective project management solutions must enhance your team's productivity and bottom line, not just track tasks.

About Our Team → Client Success Stories →

THE 4TAP FRAMEWORK IN ACTION:

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STRATEGIC VIEW

Calendar/List view of tasks filterable across teams and projects

→ See what teams are focused on and when

SEE THE STRATEGIC VIEW IN ACTION:

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EXECUTION TRACKING

TRC To-Dos capture Time, Revenue, Cost against tasks and budgets

→ Measure if teams are following the plan

SEE THE EXECUTION TRACKING VIEW IN ACTION:

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REAL-TIME INTELLIGENCE

Open (forecasted), Closed (actual), Cancelled (ignored) status

→ Know budget burn and margin impact as it happens

SEE BUDGET TRACKING IN ACTION:

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LEADERSHIP CLARITY

High-level organizational view with team-scoped detail

→ Strategic oversight without micromanagement

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THE RESULT

Leadership finally has reliable visibility into whether the organization is executing its strategy on schedule, on budget, and with expected margins—something neither accounting software nor project management tools can provide.

Project Reality Check

Do you really know if your projects are profitable—or are you running on gut feel?

Profit Reality Check

Team Performance Truth

Forecasting Nightmare