Use Cases
Built for Firms That Deliver. Not Just Firms That Plan.
Taskaty is purpose-built for service businesses that bill clients for their team's time and expertise. If your revenue comes from people doing work for clients — Taskaty is for you.
Digital Agencies
Run Every Client Engagement Without Losing a Single Billable Hour.
Agencies juggle multiple clients, multiple projects, multiple creatives — simultaneously. Taskaty gives you one place to manage every engagement from proposal to invoice, so nothing slips through the cracks and every hour finds its invoice.
✓Proposal → Contract → Project auto-sync. Agreed scope becomes the project budget.
✓Every creative logs time against specific tasks. Timesheets validate before invoicing.
✓Client portal gives clients visibility without exposing your internal ops.
✓Milestone billing for retainers, project billing for one-offs — both handled natively.
✓ZATCA-compliant invoices generated in seconds. No manual number reconciliation.
"
We were leaving roughly SAR 150K on the table every quarter — hours tracked but never billed. Taskaty made that structurally impossible. Billing disputes dropped to zero in our first quarter.
47%Avg reduction in billing disputes
6hSaved per PM per month on reconciliation
94%Invoice accuracy rate across all firms
30mAverage setup time from sign-up
Agency Workflow in Taskaty
1
Client Brief → Proposal Built
Build and send proposals directly in Taskaty. Track approval status in real time.
2
Approval → Contract Activated
One click converts the proposal to an active contract. Budget locks automatically.
3
Contract → Project + Task Tree
Project created from the contract. Tasks and subtasks assigned to team members.
4
Time Logged → Timesheets Validated
Every hour logged against a task. Timesheets require PM approval before invoicing.
5
Approval → ZATCA Invoice Sent
ZATCA-compliant invoice generated with one click. VAT applied, amounts pre-filled.
Consulting Firms
Consulting Firms
Consulting work lives and dies by scope management. When scope drifts and the contract doesn't update, you absorb the cost invisibly. Taskaty keeps scope, execution, and billing structurally aligned — every change is tracked and every hour is accounted for.
✓Scope changes captured as contract amendments. Budget adjusts automatically.
✓Consultant time logged per engagement. No more end-of-month guesswork.
✓Per-client workspace isolation. No cross-contamination of sensitive engagement data.
✓Executive client portal — clients see progress dashboards, not internal task lists.
✓Partial billing and milestone invoicing. Bill as deliverables are completed and approved.
"
Our clients love the portal. They used to email every week asking for updates. Now they log in and see everything themselves. It's changed how they perceive us — as a partner, not just a vendor.
0Billing disputes reported after switching
3×Faster invoice generation on average
100%Scope traceability per engagement
↑ 18%Avg revenue recovery in year one
Consulting Engagement Flow
1
RFP Received → Proposal Built
Define scope, deliverables, and fees. Send to client for digital approval.
2
Contract Signed → Engagement Activated
Contract value flows into the engagement budget. No re-entry. No drift.
3
Consultants Assigned → Time Tracked
Each consultant logs time against specific workstreams. Real-time budget vs. actuals.
4
Milestone Reached → Invoice Triggered
Milestone billing fires when approved. ZATCA-compliant invoice generated and sent.
Tech Service Providers
Tech Service Providers
Tech service firms deal with complex multi-phase projects, evolving requirements, and clients who expect transparency. Taskaty gives your team the structure to deliver — and your clients the visibility to trust you.
✓Full task hierarchy — epics, stories, tasks, subtasks. Every unit traced to a contract.
✓Dependencies and milestone tracking for complex multi-phase engagements.
✓Developer time tracked per sprint, validated before invoicing. Zero revenue leakage.
✓Change requests captured as scope amendments — not absorbed silently.
✓Multi-currency support for international clients alongside SAR defaults.
"
ZATCA compliance was our biggest concern. Taskaty had it built in — not as an add-on. We were compliant from day one. Invoice reconciliation now takes one hour a month, down from two days.
1hMonthly invoice reconciliation (was 2 days)
Day 1ZATCA compliant from first invoice
↑ 22%Avg revenue recovered in year one
∞Task depth — no hierarchy limits
Tech Project Delivery Flow
1
SOW Agreed → Contract Activated
Statement of Work becomes the contract. Budget, phases, milestones defined upfront.
2
Project Structured → Team Assigned
Epics, sprints, tasks created. Roles and permissions assigned per team member.
3
Sprint Delivery → Time Validated
Dev hours logged per sprint. PM reviews and approves before billing closes.
4
Phase Complete → Invoice Sent
ZATCA-signed invoice generated. Client reviews via portal. Payment tracked to contract.
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See Taskaty in Your Context.
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