Sign inStart free trial
Project profitabilityMargin GuardSales and quotingPeople and capacityDelivery and timeInvoicing and cash flowWorkflows and approvalsSecurity and accessOrkestra
Consulting firmsIT servicesDigital agenciesFounders and CEOsFinance teamsDelivery leadsCustomer stories
Product tourUser guideWhat’s newBlogCompareAboutContact sales
Integrations
Pricing
Sign inStart free trial
Margin Guard

Find work you haven’t billed yet. Margin Guard checks every project, every day.

Margin Guard compares each project with its plan, budget and invoices every morning. It shows how each amount was calculated, drafts the fix, and waits for your approval.

Start free trial Book a demo
Found moneyDaily run, as of Nov 4
Mesabrook Advisory LLCFirst found This quarterThis week’s brief
Found$0
Approved$0
Invoiced$0
Collected$0
Brazos Valley Bancorp NewDelivered, not invoiced$41,300Found
Northshore Boreal LogisticsPlanned invoice overdue$13,050CAD 18,000Approved
Sierra Vista Health Network NewRetainer served beyond its fee$9,600Found
Ironwood Precision ManufacturingDelivered, not invoiced$71,400Invoiced
Thamesford Capital PartnersPlanned invoice overdue$34,850GBP 27,440Invoiced
Sierra Vista Health NetworkPlanned invoice overdue$36,600Collected
Platform Engineering & OperationsHours not logged64 h4 peopleData gap
RequestsInvoice
Brazos Valley BancorpCloud resilience · planned from the findingProposed by KPilot$41,300
To reviewCreated · INV-2026-071Lucy Hargrove, Finance
01Daily checksCheck every project overnight02FindingsSee how each amount was calculated03Change ordersDraft a change order when costs exceed the price04TrackingTrack found money until it is collected05AccuracyMeasure accuracy on your own data

From a daily check to a paid invoice

What happens to a finding, step by step.

01Daily checks

Check every project overnight

Six checks review the plans, budgets, timesheets and invoices of every project. If an input is missing, the project is listed as not checked instead of reported as zero.

  • Invoices past their planned date
  • Work delivered but not invoiced
  • Retainers and bundles used beyond their fee
See where the plans come from
Margin Guard runsRun now
Each day’s detection run: when it ran, as of which day, what it looked at and what it found.
StartedStarted byAs ofOutcomeFoundNewNot checked
Nov 5, 6:00Daily runNov 4Done2323
Nov 4, 6:00Daily runNov 3Done2113
Nov 3, 14:12Run by handNov 3Done2004
Nov 3, 6:00Daily runNov 2Done2014
What the last run could not check, and the input each one was missing. Nothing here counts as zero above.
Billing period of a recurring feeSierra Vista · support retainer, Q4Not checked
BudgetInternal · Knowledge base refreshNot checked
Loaded cost on timesheet lines2 people, Mesabrook NearshoreNot checked
02Findings

See how each amount was calculated

Every finding shows its formula in plain words, each input with its value, and the documents behind it, followed by the action KPilot suggests.

  • Request the planned invoice
  • Link an existing invoice to avoid double billing
  • Label it as a leak, not a leak, or data cleanup
Read how Margin Guard finds unbilled work
FindingFoundApproved
Delivered, not invoicedBrazos Valley BancorpCloud operational resilience and SOC 2 remediation · Time and materials$41,300Revenue to recover
How this number was computed
Days logged since the last invoice, at each role’s daily rate, minus what was invoiced for them
Engagement Manager 12.0 md × $1,150$13,800
Senior Consultant 22.0 md × $850$18,700
Business Analyst 17.6 md × $500$8,800
Invoiced since INV-2026-065, Sep 30$0
As ofNov 4 · Daily version
What KPilot proposesPlan and request an invoice · $41,300AcceptAcceptedReal leakNot a leak
03Change orders

Draft a change order when costs exceed the price

Lone Star was sold at a 28.0% margin and has used 395 of 300 planned days. Margin Guard drafts the change order with the raise, the extra days and the reason.

  • Raise, extra days, reason and documents
  • Created as a proposed change request
  • Withdraw it at any time while it waits
See change requests in delivery
Draft a change orderMargin at risk
Margin at completion below the sold marginLone Star Rail & Transit AuthorityFixed price · $265,000 · 395 of 300 planned days logged
Sold margin28.0%At completion−9.7%With the change order10.1%
Change order
Raise$58,400
More units72 days
WhyFour change requests and eight regional workshops, outside the fixed price
DocumentsCR-2026-031 to 038 · Workshop schedule
Create the change requestCreated · Proposed by KPilot · Waiting for approval
04Tracking

Track found money until it is collected

Each finding moves from found to approved, invoiced and collected. An unpaid invoice is not counted as collected.

  • Totals by period and department
  • Dismiss with a reason, reopen later
  • Closed automatically when the gap is fixed
Explore invoicing and collections
From found to collectedThis quarter
Found$206,800
Approved$155,900
Invoiced$142,850
Collected$36,600
Ironwood Precision Manufacturing · INV-2026-059, $71,400, invoiced Aug 28 from a finding. Unpaid: invoiced, not collected.
Tracked separately from found money
Margin at riskLone Star · gap to the sold margin, at completion$99,900
Hours not loggedBy department, in hours64 h
05Accuracy

Measure accuracy on your own data

Your team labels findings, and KPilot reports the precision of each check. Backtests show what Margin Guard would have found at past month ends.

  • Precision for each check
  • Backtests over past months
  • Briefs reviewed before they are sent
Precision on labelled findingsLabelled by Frank Castellano, Finance
DetectorFindingsLabelledReal leakNot a leakPrecision
Planned invoice overdue141210191%
Delivered, not invoiced986186%
Retainer served beyond its fee443175%
Units used beyond a bundle2110100%
Margin at completion below the sold margin3330100%
Real leaks among the findings people labelled real or not. A label changes no status and no amount.

A Monday brief for each partner

Every Monday, each partner gets the findings for the projects they can see, with a link to every number.

This week’s briefSent
Your Monday brief of week 45, as it was composed for you
Eleanor Vance-SterlingManaging Partner · Monday 7:00Margin Guard found $63,950 this week in what you may see.
Revenue to recover
Brazos Valley Bancorp · delivered, not invoiced$41,300
Northshore Boreal Logistics · planned Oct 20, not requested$13,050
Sierra Vista Health Network · retainer served beyond its fee$9,600
Margin at risk
Lone Star Rail & Transit · margin at completion −9.7%, sold at 28.0%Open
Data gaps
Platform Engineering & Operations · 64 hours not logged, 4 peopleOpen
Every line opens its finding.
PersonalWritten for each reader’s scope, in English or French.
ReviewedAn admin can approve a brief before it goes out.
PreviewedSee anyone’s brief before it is sent.
Try it free for 14 daysOn Growth’s features. A work e-mail needs no card.
Start free trial See pricing

Questions

How often does Margin Guard run?

Every day, as of the day before. An administrator can also run it by hand from Margin Guard runs.

Does it create invoices on its own?

No. It proposes. When a person accepts, KPilot creates an invoice request, which goes to finance for approval before anything reaches accounting.

What if our data is incomplete?

What a run could not check is listed apart, with the input each one was missing: a budget, a billing period, a loaded cost.

How do we know it is right?

Your team labels each finding as a leak, not a leak, or data cleanup. Margin Guard runs shows each detector’s precision on those labels, and backtests show what it would have found in past months.

Who receives the Monday brief?

The recipients chosen in the settings. Each brief covers only what that person may see, and briefs can be held for review first.

Works with the rest of KPilot

Project profitabilityWhat every engagement earnsInvoicing and cash flowBill on time, see cash aheadDelivery and timePlans, timesheets and approvals

Find work you haven’t billed yet.

Start a 14-day trial, connect your books, and read your first brief on Monday.

Start your free trial Book a demo