Forge Time
One Platform. From Brief to Invoice.
ForgeTime brings together your Kanban board, time and expense capture, client conversations, and Xero invoicing — purpose-built for software delivery practices and professional services teams.
Visual Project Board
A configurable Kanban board with swim lanes that match your delivery workflow. Cards move left to right as work progresses — from triage through to deployed and invoiced.
Time & Expense Capture
Log hours and out-of-pocket costs directly against a card. Mobile-optimised entry with quick-select values. Dual currency — local for labour, billing currency for invoicing.
Conversations
Project and card-level email threads stored in-app. Inbound mail matched by reply thread or [ProjectRef] subject prefix. Card notes with @mention notifications.
Xero Invoicing
Batch approved T&E entries into a Xero ACCREC invoice with one action. Card documents stored encrypted in the database. Full invoice history maintained.
Team & Roles
Four-tier role hierarchy: Owner, Manager, Practitioner, and Admin. Confidential cards for sensitive work. Manager approval before entries can be invoiced.
Reporting
My Dashboard for daily time tracking. Project dashboards with budget vs actuals. Timesheet and cost reports. CSV export from any T&E view.
From Project Brief to Paid Invoice
ForgeTime is designed around the natural flow of a professional services engagement.
Create a Client & Project
Add your client with a short code (e.g. ACME) and create a project.
A project reference is auto-generated (ACME-001) and a default Kanban board
is seeded with eight swim lanes ready to use.
Plan Work on the Board
Create cards — Features, Issues, Bugs, Ideas — and organise them across swim lanes. Group related features under a FeatureGroup parent card. Assign cards to team members and set estimated hours.
Deliver & Move Cards
Practitioners work through cards left to right: Backlog → Doing → Awaiting Deployment → Done. Cards can be moved via keyboard controls or drag-and-drop. Card notes with @mentions keep the whole team in the loop.
Log Time & Expenses
Record hours and expenses directly from a card or the mobile T&E entry page. Each entry captures local currency for cost and billing currency for invoicing. Retainer work uses a master card (term) with monthly child cards.
Manager Approval
Managers review submitted T&E entries and approve them for billing. Approved entries are locked from further editing. A timesheet report can be generated for payroll or purchase order purposes.
Batch to Invoice
Owners select approved, billable entries and batch them to a Xero ACCREC invoice in one action. Entries are marked invoiced with a timestamp. The invoice reference is stored in ForgeTime; Xero remains the source of truth for accounting.
The Right View for Every Team Member
Full visibility across all projects and clients. Invoicing and client management. Can override confidential card restrictions.
Create and manage projects. Assign cards, approve T&E entries, mark cards confidential, and generate timesheet reports.
View and update assigned cards, log time and expenses, add card notes. Mobile-optimised for on-site and field use.
System configuration, user management, security, email and SMS providers, encryption, and platform health monitoring.
Ready to Forge Your Workflow?
Sign in and start managing your first project today.