// Watson Roadmap
What's next on the docket
Integration with Third Party Bookkeepers
Xero, Quickbooks Online, Freshbooks, and others
Proposals
Create & Send Invoices
Process payments directly on platform without needing to jump to another tool.
Track, Record, and Attribute Time
Have a single place for timesheets for you, your employees, and contractors.
Expense Tracking
Ditch the receipts for digital.
Create & Send Client Agreements
Send contracts, scope of work, master service agreements, and whatever fits your business.
Financial Planning and Analysis Tools
Tools to measure project profitability at a glance to your overall utilization rates across engagements.
CRM & Deal Pipeline
Manage your dealings with new contacts to recurring clients.
Project Case Studies
Calendar
Keep track of your work in an easy to use format overlayed with your own external calendars.
E-Sign Documents
Client Request Management
Have an integrated process to go through change requests and discovery.
File Storage
Keep your important client documents and project files organized and accessible for everyone. No more digging through emails or losing track of vital assets.
Client Approvals
Stay in control of incoming work and handle client requests, collect feedback, and get approvals—all in one place, without endless email threads.
Projects
Plan, track, and execute client projects with ease. From scheduling to task assignments, Watson keeps your workflow structured and stress-free.
Client Portal
Give your clients a white-labeled, easy-to-use space for communication, file sharing, and approvals without the chaos of email threads.