Reagan Freeman

Projectworks is professional services automation software that helps consulting firms grow. As a project intelligence platform, Projectworks connects time tracking, expense tracking, resource management, invoicing, and financial reporting in one live system. It gives you the visibility to see what’s working, fix what’s not, and scale your firm with confidence. The team behind our project intelligence platform has 150+ years of collective experience in professional services. These days, our software is used and loved by 20,000+ consultants across 56 countries, who have invoiced $3 billion within the platform. On average, Projectworks customers grow by 20% in their first year of use. Integrated Time Tracking Software That Enables Smarter Resourcing and Billing: Projectworks time tracking software brings your time and expenses into one accurate, connected system. Say goodbye to costly, non-billable admin and make smarter resourcing and billing decisions. Resource Management Software That Makes Capacity Planning Crystal Clear: Projectworks resource management software lets you accurately plan your capacity, prevent utilization guesswork, and keep your projects on time and budget. Invoicing Software That Connects Time, Expenses, and Billing Data Seamlessly: Projectworks invoicing software eliminates disconnected systems and costly finance admin, improving invoice accuracy, controlling WIP, and improving your cash flow. Live and Accurate Project Management Reporting That Keeps Every Project Profitable: Projectworks delivers project management reporting that’s designed for professional services firms. You’ll get access to live WIP reports, utilization rate, margins, project financial reporting, and real-time dashboards that help you keep your projects and profitability healthy. Want to see how Projectworks can accelerate your firms profitability and growth? Speak to an expert at https://projectworks.com/book-a-demo.

Canopy is the all-in-one practice management platform built to help accounting firms simplify operations, delight clients, and drive firm-wide growth. From client intake and engagement letters to document management, workflow automation, billing, and CRM, Canopy brings every part of your firm into one intuitive, AI-powered system. Thousands of firms, from solo practitioners to multi-office teams, run on Canopy to reduce admin, increase visibility, and streamline how work gets done. Customers have replaced up to 14 tools, shortened onboarding by 50 percent, and scaled faster with fewer staff. Backed by industry veterans, modern accountants, and forward-thinking investors, Canopy is built for the future of accounting: mobile, efficient, and client-focused. Recognized by CPA Practice Advisor, G2, and The Future Ready Accountant Report, Canopy continues to lead in cloud-based practice management software. Visit getcanopy.com to learn how you can simplify your workflows and run a smarter firm.

From one picture to the big picture! It all starts with your team snapping photos of invoices with their smartphones. We take it from there – every line item and every handwritten note is captured. We then integrate with your POS, so each day you know everything you bought and everything you sold, plus you get a rolling P&L with drill-down capability, and the invoice and sales data flows effortlessly to your accounting system. In between, our solution: - handles data-entry of all of your invoices - updates pricing on your inventory sheets (food and beverage) - updates ordering sheets - keeps your recipes – prep and plated – prices up to date with a real-time kitchen recipe viewer - alerts you if the prices of key ingredients jump - determines theoretical food and beverage cost/usage vs actual We are currently working with over 7,000 restaurants in all 50 states, from fast-casual to fine dining - Join Us!

At American Express, we know that with the right backing, people and businesses have the power to progress in incredible ways. Whether we’re supporting our customers’ financial confidence to move ahead, taking commerce to new heights, or encouraging people to explore the world, our colleagues are constantly striving to uphold our powerful backing promise to our customers and each other every day. These beliefs have been our North Star for 170 years as our business transformed – from helping evacuate travelers during World Wars, to ensuring the safety of our customers’ funds during the Great Depression in the U.S., to creating the Shop Small® movement to help small businesses recover from the Financial Crisis, to providing aid to communities impacted by many natural disasters and so much more. For generations, the key to our success has been the determination and resilience of our American Express colleagues. Now, as a globally integrated payments company, we work together to provide customers with access to products, insights and world-class experiences that enrich lives and build business success. Join us and let’s lead the way together. Learn more about us at: https://www.americanexpress.com/careers https://www.americanexpress.com/ https://www.facebook.com/AmericanExpressUS https://www.instagram.com/americanexpress/ https://twitter.com/americanexpress https://www.youtube.com/user/AmericanExpress See our community guidelines at: https://www.americanexpress.com/en-us/company/community-guidelines/ If you have a customer service issue or question, please visit www.americanexpress.com/contactus

Projectworks is professional services automation software that helps consulting firms grow. As a project intelligence platform, Projectworks connects time tracking, expense tracking, resource management, invoicing, and financial reporting in one live system. It gives you the visibility to see what’s working, fix what’s not, and scale your firm with confidence. The team behind our project intelligence platform has 150+ years of collective experience in professional services. These days, our software is used and loved by 20,000+ consultants across 56 countries, who have invoiced $3 billion within the platform. On average, Projectworks customers grow by 20% in their first year of use. Integrated Time Tracking Software That Enables Smarter Resourcing and Billing: Projectworks time tracking software brings your time and expenses into one accurate, connected system. Say goodbye to costly, non-billable admin and make smarter resourcing and billing decisions. Resource Management Software That Makes Capacity Planning Crystal Clear: Projectworks resource management software lets you accurately plan your capacity, prevent utilization guesswork, and keep your projects on time and budget. Invoicing Software That Connects Time, Expenses, and Billing Data Seamlessly: Projectworks invoicing software eliminates disconnected systems and costly finance admin, improving invoice accuracy, controlling WIP, and improving your cash flow. Live and Accurate Project Management Reporting That Keeps Every Project Profitable: Projectworks delivers project management reporting that’s designed for professional services firms. You’ll get access to live WIP reports, utilization rate, margins, project financial reporting, and real-time dashboards that help you keep your projects and profitability healthy. Want to see how Projectworks can accelerate your firms profitability and growth? Speak to an expert at https://projectworks.com/book-a-demo.

Ten Coves Capital backs high growth B2B software companies across the FinTech ecosystem where its capital, network, and decades of experience can help accelerate growth and value creation. Investing across payments, banking & lending, asset management, capital markets, and insurance & benefits (among other segments), the Ten Coves team has helped scale over 40 companies that are solving industry pain points, enabling workflows, and providing critical infrastructure to the largest financial institutions down to SMBs. For more information, visit tencoves.com.

Canopy is the all-in-one practice management platform built to help accounting firms simplify operations, delight clients, and drive firm-wide growth. From client intake and engagement letters to document management, workflow automation, billing, and CRM, Canopy brings every part of your firm into one intuitive, AI-powered system. Thousands of firms, from solo practitioners to multi-office teams, run on Canopy to reduce admin, increase visibility, and streamline how work gets done. Customers have replaced up to 14 tools, shortened onboarding by 50 percent, and scaled faster with fewer staff. Backed by industry veterans, modern accountants, and forward-thinking investors, Canopy is built for the future of accounting: mobile, efficient, and client-focused. Recognized by CPA Practice Advisor, G2, and The Future Ready Accountant Report, Canopy continues to lead in cloud-based practice management software. Visit getcanopy.com to learn how you can simplify your workflows and run a smarter firm.

From one picture to the big picture! It all starts with your team snapping photos of invoices with their smartphones. We take it from there – every line item and every handwritten note is captured. We then integrate with your POS, so each day you know everything you bought and everything you sold, plus you get a rolling P&L with drill-down capability, and the invoice and sales data flows effortlessly to your accounting system. In between, our solution: - handles data-entry of all of your invoices - updates pricing on your inventory sheets (food and beverage) - updates ordering sheets - keeps your recipes – prep and plated – prices up to date with a real-time kitchen recipe viewer - alerts you if the prices of key ingredients jump - determines theoretical food and beverage cost/usage vs actual We are currently working with over 7,000 restaurants in all 50 states, from fast-casual to fine dining - Join Us!