Products
Project profitabilitySee what every engagement earnsMargin GuardFind the work you haven’t billedSales and quotingQuote from the delivery planPeople and capacityStaff by skill and availabilityDelivery and timePlans, timesheets and approvalsInvoicing and cash flowBill on time, see cash 13 weeks outWorkflows and approvalsRules, forms and deadlinesSecurity and accessRoles, permissions and sign-in
OrkestraWhy is Lone Star losing money?OrkestraLone Star’s margin at completion is −9.7%, against 28.0% sold. The team logged 395 days of the 300 planned.3 sourcesMeet Orkestra
People and capacity
Know who is available and what their time costs. Across every office and country.
KPilot keeps contracts, leave, skills and reviews for every company in your group. Contracts set the cost of each hour, and leave and holidays set how many hours people can work.
OverviewDepartments All you can see
3 approvals wait for youLeave, remote work and other requests: the people who asked are waiting for your answer.Decide
2 contracts end in the next 60 daysRenew them, or plan the departure before the end date.See them
2 critical skill gapsMandatory skills nobody holds at the level a role expects.See the gaps
1 resignation to validateUntil it is validated, the departure date plans nothing: no handover, no replacement.Review
Workforce03.4 years of tenure and 34 years of age on averageActive 62Onboarding 3On notice 1
By companyMesabrook Advisory LLC 46Mesabrook Nearshore 20
EmployeeEdit the profile
Hannah GoldsteinEMP-011ActiveSenior Consultant · Transformation & Change Management · Austin (Downtown HQ) · Joined Mar 2023 (3 years)OverviewDetailsPay and contractsRequests
Hours logged, 20261,412 h
Leave taken9 of 15 days
Last review8.1/10
Utilization86%
From hiring to staffing
How the people data in KPilot feeds cost and capacity.
01Contracts
Set up contracts by country
Record salary, pay type and employer taxes from each company’s template. A contract in Mexico follows Mexican rules and is paid in pesos.
- 1099 contractors at their agreed rate
- Overtime at 1.5 times the wage, editable
- Actual payroll from Gusto for closed months
Contract
Hannah GoldsteinSenior Consultant · Austin, TXPay typeSalaried exemptHourly non-exempt
Annual base salary (gross)$108,000
ChargesMesabrook Advisory company template every contract follows it
Social Security, employer6.2% up to $176,100 a year
Medicare, employer1.45%
Federal unemployment (FUTA)0.6% of the first $7,000
Texas unemployment (SUTA)2.7% of the first $9,000
Loaded pay15 days of paid time off$116,547
Carlos ArredondoEngagement Manager · Guadalajara, JALPay typeSalariedHourly
Annual base salary (gross)MXN 1,140,000
ChargesMesabrook Nearshore company template every contract follows it
IMSS employer contributions20.4%
Aguinaldo and vacation premiumStatutory accrual, monthly
Loaded pay12 days of vacation, more each yearMXN 1,372,560
Each company keeps its own pay rules and currency.
02Capacity
See who is overbooked and who is free
Compare allocations with the days each person can work after holidays and leave. People above 100% are listed first.
- By person, project or allocation
- Capacity calculated from HR data
- Allocate from the person or the project
WorkloadBy person
Patrick Callahan is above 100% on 9 days · heaviest Nov 18, 140%See their allocations
Total allocated man days1,284Total available man days1,452Overall allocation88%
Employee nameNov 2Nov 9Nov 16Nov 23Nov 30Dec 7
Patrick Callahan100%118%124%112%100%80%Hannah Goldstein96%100%100%92%60%40%
Anthony Guerrero100%100%104%96%88%72%
Valerie Holbrook80%80%72%60%60%52%
Madeline Cho40%48%52%60%76%80%Carlos Arredondo100%100%100%100%100%92%1 to 60%61 to 100%101 to 120%Over 120%
03Time off
Manage leave by country
Paid time off in Austin and vacation days in Guadalajara, each with its own policy and holidays. Approve requests in KPilot or from the email.
- Leave, remote work and other requests
- Pending requests flagged before they start
- Approve from Outlook
RequestsNew request
LeaveRemote workOtherApprovalsInsights
Total41Pending3Approved36Rejected2
Request typeEmployeeStatusDatesDuration
Paid time offMadelinePendingApprovedNov 6 to Nov 72 days
MadelinePendingApprovedNov 6 to Nov 72 daysPaid time offAnthonyPendingDec 21 to Jan 16 days
AnthonyPendingDec 21 to Jan 16 daysVacacionesCarlosPendingDec 22 to Jan 27 days
CarlosPendingDec 22 to Jan 27 daysPaid time offHannahApprovedNov 26 to Nov 272 days
HannahApprovedNov 26 to Nov 272 daysThe dot marks a request still pending on its start date. Approve here, in the inbox, or from the email.
04Skills
Find skill gaps before they slow you down
Each role lists the skills it needs and the level required. KPilot shows gaps and skills held by only one person.
- Critical gaps and single points of failure
- Guided skill evaluations
- Plan training from a gap
Skill coveragePlan a training
2 critical skill gapsSOC 2 audit readiness, rail asset management: mandatory, nobody holds them at the level asked.Plan a training
3 skills held by one person onlyGrid interconnection studies: only Patrick Callahan holds it at the level asked. If he leaves, the skill leaves with him.Plan a training
Patrick Callahan holds it at the level asked. If he leaves, the skill leaves with him.Plan a training5 employees not assessed yet61 of 66 assessed: the coverage counts only the skills someone assessed.Start a guided evaluation
Coverage rate84%The skills every role asks, held at the level asked
Mandatory coverage91%The skills a role cannot do without
Employees assessed61of 66 in scope
05Reviews
Run reviews on schedule
Run periodic and annual reviews from draft to approval, and track scores over 18 months.
- Guided review form
- Goals, feedback and achievements
- CVs ready for proposals
Performance reviewsNew performance review
6 drafts not submittedTheir reviewer has not submitted them yet.See them
4 reviews waiting for approvalIn review: approve them to complete the review.See them
Reviews64Annual 2026
Average score7.6/10Out of 10, from submitted reviews only: 58
Completion rate72%46 of 64 approved
Utilization by company
Compare billable days with available days by role and by month, for each company.
UtilizationProducing roles
Company
Resource utilization78%Producing vs total available days
Total producing days7,214Days allocated to productive work
Non-allocated capacity2,036Available resource days
Resource utilization86%Producing vs total available days
Total producing days3,101Days allocated to productive work
Non-allocated capacity505Available resource days
By roleBillable and non-billable roles separated.
By monthWith a total for the period.
By personExport every employee to Excel.
Settings
Set approvals, reviews, training, holidays and leave rules for each company.
Approval policyChoose who approves each request and when it escalates.
Approval policySave
LeaveRemote workGeneric request
Escalation delay24 hoursCounted after a fixed first deadline of 48 hours.Action on no responseEscalate to N+2Remind the managerDo nothing
Path preview
Request createdMadeline Cho, 2 days of PTO
Manager N+1Patrick Callahan, 48 hours
Manager N+2Eleanor Vance-Sterling, after 24 more hours
DecidedApproved or refused, and Madeline is told
Review campaignsRun reviews and skill assessments for a whole team.
CampaignsNew campaign
Total7Draft1Open2Closed4
2026 annual reviewIn progressAnnual review
Oct 1 - Dec 15 · Deadline: Dec 15 · Every departmentCompleted41Pending18Overdue5Total64
64% completeQ4 skill assessment, NearshoreDraftSkill assessment
Nov 16 - Dec 18 · Platform Engineering & OperationsTrainingsPlan sessions against skill gaps.
TrainingsPlan a training
Total14Upcoming3Past11
SummaryTrainerLocationDate
Power BI for consultants
CharlotteOnline6 hNov 18
CharlotteOnline6 hNov 18Change management, certification prep
HugoAustin (Downtown HQ)8 hDec 2
HugoAustin (Downtown HQ)8 hDec 2SOC 2 for delivery teams
LucyOnline3 hDec 9
LucyOnline3 hDec 9ResignationsValidate notices before the departure is planned.
ResignationsNew resignation
Total6Pending1Validated4Cancelled1
EmployeeStatusLeavesCause
Nicolas VillalobosWorkplace & Operations · GuadalajaraPendingDec 31Relocation
Roman KowalskiStrategy & Digital Advisory · ChicagoValidatedAug 29External offerUntil it is validated, the departure date plans nothing: no handover, no replacement.
Holiday calendarsKeep public holidays for each office.
Holiday calendars
Austin, TX · United StatesThanksgiving DayNov 26Day after ThanksgivingNov 27Christmas DayDec 25
Guadalajara, JAL · MexicoDía de la RevoluciónNov 16NavidadDec 25Año NuevoJan 1
Workload, timesheets and deadlines skip public holidays.
Leave and request typesSet leave rules for each company.
Leave and request types
TypeCompanyEntitlement
Paid time offMesabrook Advisory LLC15 days a yearPaid
VacacionesMesabrook Nearshore12 days, more each yearPaid
Sick leaveBoth companiesAs the company’s policy saysPaid
Remote workBoth companiesRequest, no balance-
Included in every planFrom $349 a month for up to 9 full users. Team members $8 each.
Questions
Where does capacity come from?
From HR: each person’s contract hours, the company’s holidays and approved leave. If HR data is unavailable, the workload shows a message.
Can one group have companies in several countries?
Yes. Each company has its country, its currency, its holidays and its charges template. Mesabrook runs a US company and a Mexican one.
What about contractors?
A contractor (1099) costs their agreed hourly rate, with no employer burden.
And overtime?
For hourly staff, the overtime cost is pre-filled at 1.5 times the wage and stays editable. KPilot warns when someone logs more than 40 hours in a week without approved overtime.
Can we bring payroll in?
Gusto in the US: employer taxes and benefits per pay run become the cost of closed months. ERPNext payroll works the same way elsewhere.
Staff projects with confidence.
Start with Mesabrook’s 66 people, or add your own team.