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Project & task management

Manage projects and tasks, and bill the time without exporting anything

The depth of a PSA with the agility of Linear, inside your ERP. Time gets billed, cost comes from payroll and margin computes itself — everything ties out with your accounting.

  • Available now
  • ERP-native
  • Kanban · List · Table
  • Time → invoice
app.zynvio.com

Proyecto Aurora · Sprint

+ Nueva tarea

Horas facturables

128 h

Margen

42%

Facturado

€96k

TareaEstadoTiempo
Diseño de marcaEn curso6,5 h
Sprint backendTriaje
Revisión clienteAprobado3,0 h
Horas → facturaVERI*FACTU1 clic
The differentiator

The only project manager already connected to your invoicing, accounting and payroll

Other tools manage tasks; then you export hours, copy data and reconcile by hand. In Zynvio the project lives inside the ERP: nothing is exported, nothing is copied.

Time turns into an invoice

Approved hours generate a real invoice with VAT, fiscal numbering and VERI*FACTU in one click.

Real cost comes from payroll

Each person's hourly cost comes from HR, so project cost is real, not estimated.

Margin computes itself

Billed revenue minus assigned cost: every project result, always up to date.

The client collaborates from a portal

They approve, comment and follow progress via a secure link, without seeing your costs or rates.

Workspace

A space per project, your way

Views, editing and detail with the agility of Linear and the depth of Teamwork.

List, Board and Table

Switch between Kanban, list and table to fit each team.

Quick-add and inline editing

Create and edit tasks on the fly with optimistic saving, no reload.

Side detail panel

Open any task in a side panel without losing context.

Configurable workflow states

Triage → backlog → in progress → done, adaptable per project.

Tasks, subtasks and dependencies

Labels, priorities, due dates, assignment, comments and dependencies.

Milestones, Timeline and Gantt

Milestone progress and scheduling with collapsible lists.

Billable time

From the timer to the invoice

Track time, approve it and turn it into real revenue.

Live timer

Per-task timer or manual entry, whichever each person prefers.

Weekly timesheet

Project × day grid with quick submit for the week.

Approval flow

Draft → submitted → approved → invoiced → locked, fully controlled.

Invoice from time

Approved hours → a real invoice with VAT, fiscal numbering and VERI*FACTU in one click.

Versioned rates

Price by person, project, client or role, with version history.

Project finance

Budget, margin and P&L for every project

Real profitability, without parallel spreadsheets.

Budgets with alerts

Automatic warnings at 75%, 90% and 100% of budget.

Billed, collected and pending

Each project's financial status at a glance.

P&L and margin per project

Revenue minus assigned cost: result and margin computed for you.

Retainers and hour banks

Recurring quotas and hour banks with automatic renewal each period.

Collaboration

Your team and your client on the same page

Triage, approvals and a secure portal that never exposes your numbers.

Two-way approvals

Team ↔ client triage inbox with one-click actions.

Client portal via secure link

The client sees progress and approves without accessing costs or rates.

"My work" and "My time"

Each collaborator sees their own, without financial figures.

Comments and mentions

Discuss right on the task and keep context in one place.

Connected and open

Integrated with the ERP and your systems

Materials, a public API and multi-language/currency ready from day one.

Inventory integration

Add materials and services to tasks and bill them with the hours.

Public API v1

Bearer tokens and in-app documentation to automate and integrate.

Multi-language

Available in Spanish, English, Portuguese, French and German.

Multi-currency

Bill and measure results in each client's currency.

Seat model

Start with the owner included and grow by role

The owner is included; add seats per role as you need them.

Included

Owner

Full access to the module and project configuration.

Add-on

Manager

Plan, approve time and invoice from hours.

Add-on

Collaborator

Log time and work their tasks, without seeing financial figures.

Add-on

Finance

Budgets, margins and project billing.

Frequently asked questions

Is the module available now?

Yes. Project and task management is available and verified (V1, V1.5 and V2 core), with Kanban/List/Table views, billable time, project finance and a client portal.

Does it really invoice from tracked time?

Yes. Approved hours become a real invoice with VAT, fiscal numbering and VERI*FACTU in one click, with no exporting to another tool.

Can the client see my costs or rates?

No. The client portal works via a secure link and shows progress and approvals, never your costs or internal rates.

Where does each project cost come from?

From each person's hourly cost in HR and payroll, so assigned cost is real and margin computes itself.

How is the module priced?

By seats: the owner is included and you add seats per role (manager, collaborator, finance) as add-ons when you need them.

Does it have an API?

Yes, a public API v1 with Bearer tokens and in-app documentation to automate and integrate with your systems.

Turn your operation into a connected system

Request a demo and see Zynvio in action.