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Rize
Rize for Agencies and Teams
Automate Profitability, Capacity Planning, Invoicing
Rize organization profitability overview=20
( https://rize.io/changelog/rize-for-agencies-and-teams )A few
weeks ago we launched the Rize Agent. Today we're shipping the
operating data it runs on.
Rize is ready for agencies, accounting firms, consultancies, and
teams of 10 or more. Tracked time now feeds profitability,
capacity, budgets, invoices, and client work automatically, with
no manual timesheets.
Most firms run these numbers in four or five tools stitched
together with spreadsheets, and every one of them depends on
people remembering to log hours. Rize captures the work in the
background, so the numbers below are built from what happened
rather than what was submitted.
With this release you can run your agency, firm, or team on Rize:
* See revenue, cost, and margin by client, project, and member.
* Plan capacity and compare scheduled hours to tracked hours.
* Invoice clients from tracked time and record payments in Rize.
* Brand new permissions built for teams and organizations. Your
agents inherit your permissions too.
* Review time in My Timesheet and Team Timesheets instead of
chasing submissions.
* Sync tracked time to Asana tasks automatically.
* Run every one of these workflows from the Rize Agent, the API,
and MCP.
Profitability for agencies and firms=20
( https://rize.io/changelog/profitability-for-agencies )
Profitability for agencies and firms
Revenue, cost, and margin by client, project, and member across
your whole organization, from hourly, retainer, and hybrid
contracts, per-member cost rates, budgets, and expenses.
Read the Profitability changelog =E2=86=92=20
( https://rize.io/changelog/profitability-for-agencies )
Resourcing: utilization and planning=20
( https://rize.io/changelog/resourcing-utilization-and-planning )
Resourcing: utilization and planning
Schedule assignments per member and week, set working days and
holidays, import a plan from CSV, and compare scheduled hours to
what was actually tracked.
Read the Resourcing changelog =E2=86=92=20
( https://rize.io/changelog/resourcing-utilization-and-planning )
Invoicing in Rize ( https://rize.io/changelog/invoicing ) Invoicing in Rize
Build an invoice from tracked time, describe line items with a
format you control, send the PDF, record payments, and void
mistakes without breaking your numbering.
Read the Invoicing changelog =E2=86=92=20
( https://rize.io/changelog/invoicing )
Teams, members, and permissions=20
( https://rize.io/changelog/teams-members-and-permissions )Teams,
members, and permissions
Organization roles, four team roles, and Finance and Resourcing
grants give each person exactly the access their job needs,
enforced across the app, Agent, API, and MCP.
Read the Permissions changelog =E2=86=92=20
( https://rize.io/changelog/teams-members-and-permissions )
My Timesheet and Team Timesheets=20
( https://rize.io/changelog/my-timesheet-and-team-timesheets )My
Timesheet and Team Timesheets
Confirm your own week in My Timesheet. Scan daily hours, pending
time, and capacity across a team in Team Timesheets without
asking anyone to submit anything.
Read the Timesheets changelog =E2=86=92=20
( https://rize.io/changelog/my-timesheet-and-team-timesheets )
Asana integration with time tracking=20
( https://rize.io/changelog/asana-time-tracking )Asana integration
with time tracking
Out of beta. Asana tasks sync into Rize, and time tracked in Rize
is written to the matching Asana task automatically.
Read the Asana changelog =E2=86=92=20
( https://rize.io/changelog/asana-time-tracking )
All of it in the Agent, API, and MCP=20
( https://rize.io/changelog/api-and-mcp-enterprise-updates )All of
it in the Agent, API, and MCP
Profitability, contracts, planned allocations, teams, members,
and time approvals are available to Claude, ChatGPT, and your own
agents with the same permissions as the app.
Read the API and MCP changelog =E2=86=92=20
( https://rize.io/changelog/api-and-mcp-enterprise-updates )
SOC 2
We've started our SOC 2 process with security-consultant.com.
Everything we already do to protect your data is on our security
page, and we'll share progress as the audit moves along.
Read the SOC 2 changelog =E2=86=92 ( https://rize.io/changelog/soc-2 )
The full release
Every feature above has its own changelog with screenshots, and
the release post opens with the walkthrough video.
Read the full release =E2=86=92=20
( https://rize.io/changelog/rize-for-agencies-and-teams )
Team of 10 or more? Book a demo =E2=86=92 ( https://rize.io/demo )Thirty
minutes on how profitability, resourcing, and invoicing fit your
firm.
Together these let a firm run resourcing, billing, and client
reporting from data that was captured, not typed in. We built
this for the teams that told us manual timesheets were the thing
standing between them and knowing their numbers.
Thanks for being part of Rize,
Macgill & the Rize team
P.S. Hit reply and tell us which report, integration, or workflow
your firm needs next.
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etter-spacing: 0; margin-bottom: 8px;">Rize</div>
<div class=3D"agencies-title" style=3D"font-s=
ize: 26px; font-weight: 700; color: #444444; margin-bottom: 16px; line-heig=
ht: 1.25; letter-spacing: 0;">Rize for Agencies and Teams</div>
<div class=3D"agencies-subtitle" style=3D"fon=
t-size: 14px; font-weight: 500; color: #A8AAAF; line-height: 1.4; margin: -=
8px 0 20px;">Automate Profitability, Capacity Planning, Invoicing</div>
<a href=3D"https://rize.io/changelog/rize-for=
-agencies-and-teams" target=3D"_blank" rel=3D"noreferrer" style=3D"color: #=
5982DB; text-decoration: none;">
<img class=3D"agencies-hero-image" src=3D"h=
ttps://rize-io.s3.us-west-1.amazonaws.com/assets/blog/september_hero.png" a=
lt=3D"Rize organization profitability overview" style=3D"display: block; wi=
dth: 100%; height: auto; border-radius: 8px; margin: 0 0 24px; border: 1px =
solid #E6E8EA;" />
</a>
<p class=3D"agencies-lead" style=3D"font-size=
: 15px; line-height: 1.7; color: #51545E; margin: .4em 0 16px;">A few weeks=
ago we launched the Rize Agent. Today we're shipping the operating data it=
runs on.</p>
<p class=3D"agencies-lead" style=3D"font-size=
: 15px; line-height: 1.7; color: #51545E; margin: .4em 0 16px;">
<strong style=3D"color: #444444; font-weigh=
t: 600;">Rize is ready for agencies, accounting firms, consultancies, and t=
eams of 10 or more. Tracked time now feeds profitability, capacity, budgets=
, invoices, and client work automatically, with no manual timesheets.</stro=
ng>
</p>
<p class=3D"agencies-lead" style=3D"font-size=
: 15px; line-height: 1.7; color: #51545E; margin: .4em 0 16px;">Most firms =
run these numbers in four or five tools stitched together with spreadsheets=
, and every one of them depends on people remembering to log hours. Rize ca=
ptures the work in the background, so the numbers below are built from what=
happened rather than what was submitted.</p>
<p class=3D"agencies-lead" style=3D"font-size=
: 15px; line-height: 1.7; color: #51545E; margin: .4em 0 16px;">With this r=
elease you can run your agency, firm, or team on Rize:</p>
<ul class=3D"agencies-capability-list" style=3D=
"font-size: 16px; line-height: 1.625; color: #51545E; margin: 0 0 24px 20px=
; padding: 0;">
<li style=3D"font-size: 14px; line-height: =
1.6; margin-bottom: 8px;">
<strong style=3D"color: #444444; font-wei=
ght: 600;">See revenue, cost, and margin by client, project, and member.</s=
trong>
</li>
<li style=3D"font-size: 14px; line-height: =
1.6; margin-bottom: 8px;">
<strong style=3D"color: #444444; font-wei=
ght: 600;">Plan capacity and compare scheduled hours to tracked hours.</str=
ong>
</li>
<li style=3D"font-size: 14px; line-height: =
1.6; margin-bottom: 8px;">
<strong style=3D"color: #444444; font-wei=
ght: 600;">Invoice clients from tracked time and record payments in Rize.</=
strong>
</li>
<li style=3D"font-size: 14px; line-height: =
1.6; margin-bottom: 8px;">
<strong style=3D"color: #444444; font-wei=
ght: 600;">Brand new permissions built for teams and organizations. Your ag=
ents inherit your permissions too.</strong>
</li>
<li style=3D"font-size: 14px; line-height: =
1.6; margin-bottom: 8px;">
<strong style=3D"color: #444444; font-wei=
ght: 600;">Review time in My Timesheet and Team Timesheets instead of chasi=
ng submissions.</strong>
</li>
<li style=3D"font-size: 14px; line-height: =
1.6; margin-bottom: 8px;">
<strong style=3D"color: #444444; font-wei=
ght: 600;">Sync tracked time to Asana tasks automatically.</strong>
</li>
<li style=3D"font-size: 14px; line-height: =
1.6; margin-bottom: 8px;">
<strong style=3D"color: #444444; font-wei=
ght: 600;">Run every one of these workflows from the Rize Agent, the API, a=
nd MCP.</strong>
</li>
</ul>
<div>
<hr class=3D"agencies-divider" style=3D"bor=
der-top-color: #E6E8EA; border-top-style: solid; margin: 32px 0; border-wid=
th: 1px 0 0;" />
<div class=3D"agencies-feature" style=3D"ma=
rgin: 0;">
<a href=3D"https://rize.io/changelog/prof=
itability-for-agencies" target=3D"_blank" rel=3D"noreferrer" style=3D"color=
: #5982DB; text-decoration: none;">
<img class=3D"agencies-feature-image" s=
rc=3D"https://rize-io.s3.us-west-1.amazonaws.com/assets/blog/september_prof=
itability_1.png" alt=3D"Profitability for agencies and firms" style=3D"disp=
lay: block; width: 100%; height: auto; border-radius: 8px; margin-bottom: 1=
6px; border: 1px solid #E6E8EA;" />
</a>
<p class=3D"agencies-feature-title" style=
=3D"font-size: 18px; line-height: 1.3; color: #444444; font-weight: 600; ma=
rgin: 0 0 10px;">Profitability for agencies and firms</p>
<p class=3D"agencies-feature-summary" sty=
le=3D"font-size: 14px; line-height: 1.7; color: #51545E; margin: 0 0 12px;"=
>Revenue, cost, and margin by client, project, and member across your whole=
organization, from hourly, retainer, and hybrid contracts, per-member cost=
rates, budgets, and expenses.</p>
<a class=3D"agencies-feature-link" href=3D=
"https://rize.io/changelog/profitability-for-agencies" target=3D"_blank" re=
l=3D"noreferrer" style=3D"color: #5982DB; text-decoration: none; font-size:=
14px; font-weight: 600;">Read the Profitability changelog<!-- --> =E2=86=92=
</a>
</div>
</div>
<div>
<hr class=3D"agencies-divider" style=3D"bor=
der-top-color: #E6E8EA; border-top-style: solid; margin: 32px 0; border-wid=
th: 1px 0 0;" />
<div class=3D"agencies-feature" style=3D"ma=
rgin: 0;">
<a href=3D"https://rize.io/changelog/reso=
urcing-utilization-and-planning" target=3D"_blank" rel=3D"noreferrer" style=
=3D"color: #5982DB; text-decoration: none;">
<img class=3D"agencies-feature-image" s=
rc=3D"https://rize-io.s3.us-west-1.amazonaws.com/assets/blog/september_reso=
urcing_1.png" alt=3D"Resourcing: utilization and planning" style=3D"display=
: block; width: 100%; height: auto; border-radius: 8px; margin-bottom: 16px=
; border: 1px solid #E6E8EA;" />
</a>
<p class=3D"agencies-feature-title" style=
=3D"font-size: 18px; line-height: 1.3; color: #444444; font-weight: 600; ma=
rgin: 0 0 10px;">Resourcing: utilization and planning</p>
<p class=3D"agencies-feature-summary" sty=
le=3D"font-size: 14px; line-height: 1.7; color: #51545E; margin: 0 0 12px;"=
>Schedule assignments per member and week, set working days and holidays, i=
mport a plan from CSV, and compare scheduled hours to what was actually tra=
cked.</p>
<a class=3D"agencies-feature-link" href=3D=
"https://rize.io/changelog/resourcing-utilization-and-planning" target=3D"_=
blank" rel=3D"noreferrer" style=3D"color: #5982DB; text-decoration: none; f=
ont-size: 14px; font-weight: 600;">Read the Resourcing changelog<!-- --> =E2=
=86=92</a>
</div>
</div>
<div>
<hr class=3D"agencies-divider" style=3D"bor=
der-top-color: #E6E8EA; border-top-style: solid; margin: 32px 0; border-wid=
th: 1px 0 0;" />
<div class=3D"agencies-feature" style=3D"ma=
rgin: 0;">
<a href=3D"https://rize.io/changelog/invo=
icing" target=3D"_blank" rel=3D"noreferrer" style=3D"color: #5982DB; text-d=
ecoration: none;">
<img class=3D"agencies-feature-image" s=
rc=3D"https://rize-io.s3.us-west-1.amazonaws.com/assets/blog/september_invo=
icing_1.png" alt=3D"Invoicing in Rize" style=3D"display: block; width: 100%=
; height: auto; border-radius: 8px; margin-bottom: 16px; border: 1px solid =
#E6E8EA;" />
</a>
<p class=3D"agencies-feature-title" style=
=3D"font-size: 18px; line-height: 1.3; color: #444444; font-weight: 600; ma=
rgin: 0 0 10px;">Invoicing in Rize</p>
<p class=3D"agencies-feature-summary" sty=
le=3D"font-size: 14px; line-height: 1.7; color: #51545E; margin: 0 0 12px;"=
>Build an invoice from tracked time, describe line items with a format you =
control, send the PDF, record payments, and void mistakes without breaking =
your numbering.</p>
<a class=3D"agencies-feature-link" href=3D=
"https://rize.io/changelog/invoicing" target=3D"_blank" rel=3D"noreferrer" =
style=3D"color: #5982DB; text-decoration: none; font-size: 14px; font-weigh=
t: 600;">Read the Invoicing changelog<!-- --> =E2=86=92</a>
</div>
</div>
<div>
<hr class=3D"agencies-divider" style=3D"bor=
der-top-color: #E6E8EA; border-top-style: solid; margin: 32px 0; border-wid=
th: 1px 0 0;" />
<div class=3D"agencies-feature" style=3D"ma=
rgin: 0;">
<a href=3D"https://rize.io/changelog/team=
s-members-and-permissions" target=3D"_blank" rel=3D"noreferrer" style=3D"co=
lor: #5982DB; text-decoration: none;">
<img class=3D"agencies-feature-image" s=
rc=3D"https://rize-io.s3.us-west-1.amazonaws.com/assets/blog/september_perm=
issions_1.png" alt=3D"Teams, members, and permissions" style=3D"display: bl=
ock; width: 100%; height: auto; border-radius: 8px; margin-bottom: 16px; bo=
rder: 1px solid #E6E8EA;" />
</a>
<p class=3D"agencies-feature-title" style=
=3D"font-size: 18px; line-height: 1.3; color: #444444; font-weight: 600; ma=
rgin: 0 0 10px;">Teams, members, and permissions</p>
<p class=3D"agencies-feature-summary" sty=
le=3D"font-size: 14px; line-height: 1.7; color: #51545E; margin: 0 0 12px;"=
>Organization roles, four team roles, and Finance and Resourcing grants giv=
e each person exactly the access their job needs, enforced across the app, =
Agent, API, and MCP.</p>
<a class=3D"agencies-feature-link" href=3D=
"https://rize.io/changelog/teams-members-and-permissions" target=3D"_blank"=
rel=3D"noreferrer" style=3D"color: #5982DB; text-decoration: none; font-si=
ze: 14px; font-weight: 600;">Read the Permissions changelog<!-- --> =E2=86=92=
</a>
</div>
</div>
<div>
<hr class=3D"agencies-divider" style=3D"bor=
der-top-color: #E6E8EA; border-top-style: solid; margin: 32px 0; border-wid=
th: 1px 0 0;" />
<div class=3D"agencies-feature" style=3D"ma=
rgin: 0;">
<a href=3D"https://rize.io/changelog/my-t=
imesheet-and-team-timesheets" target=3D"_blank" rel=3D"noreferrer" style=3D=
"color: #5982DB; text-decoration: none;">
<img class=3D"agencies-feature-image" s=
rc=3D"https://rize-io.s3.us-west-1.amazonaws.com/assets/blog/september_time=
sheets_1.png" alt=3D"My Timesheet and Team Timesheets" style=3D"display: bl=
ock; width: 100%; height: auto; border-radius: 8px; margin-bottom: 16px; bo=
rder: 1px solid #E6E8EA;" />
</a>
<p class=3D"agencies-feature-title" style=
=3D"font-size: 18px; line-height: 1.3; color: #444444; font-weight: 600; ma=
rgin: 0 0 10px;">My Timesheet and Team Timesheets</p>
<p class=3D"agencies-feature-summary" sty=
le=3D"font-size: 14px; line-height: 1.7; color: #51545E; margin: 0 0 12px;"=
>Confirm your own week in My Timesheet. Scan daily hours, pending time, and=
capacity across a team in Team Timesheets without asking anyone to submit =
anything.</p>
<a class=3D"agencies-feature-link" href=3D=
"https://rize.io/changelog/my-timesheet-and-team-timesheets" target=3D"_bla=
nk" rel=3D"noreferrer" style=3D"color: #5982DB; text-decoration: none; font=
-size: 14px; font-weight: 600;">Read the Timesheets changelog<!-- --> =E2=86=
=92</a>
</div>
</div>
<div>
<hr class=3D"agencies-divider" style=3D"bor=
der-top-color: #E6E8EA; border-top-style: solid; margin: 32px 0; border-wid=
th: 1px 0 0;" />
<div class=3D"agencies-feature" style=3D"ma=
rgin: 0;">
<a href=3D"https://rize.io/changelog/asan=
a-time-tracking" target=3D"_blank" rel=3D"noreferrer" style=3D"color: #5982=
DB; text-decoration: none;">
<img class=3D"agencies-feature-image" s=
rc=3D"https://rize-io.s3.us-west-1.amazonaws.com/assets/blog/september_asan=
a_1.png" alt=3D"Asana integration with time tracking" style=3D"display: blo=
ck; width: 100%; height: auto; border-radius: 8px; margin-bottom: 16px; bor=
der: 1px solid #E6E8EA;" />
</a>
<p class=3D"agencies-feature-title" style=
=3D"font-size: 18px; line-height: 1.3; color: #444444; font-weight: 600; ma=
rgin: 0 0 10px;">Asana integration with time tracking</p>
<p class=3D"agencies-feature-summary" sty=
le=3D"font-size: 14px; line-height: 1.7; color: #51545E; margin: 0 0 12px;"=
>Out of beta. Asana tasks sync into Rize, and time tracked in Rize is writt=
en to the matching Asana task automatically.</p>
<a class=3D"agencies-feature-link" href=3D=
"https://rize.io/changelog/asana-time-tracking" target=3D"_blank" rel=3D"no=
referrer" style=3D"color: #5982DB; text-decoration: none; font-size: 14px; =
font-weight: 600;">Read the Asana changelog<!-- --> =E2=86=92</a>
</div>
</div>
<div>
<hr class=3D"agencies-divider" style=3D"bor=
der-top-color: #E6E8EA; border-top-style: solid; margin: 32px 0; border-wid=
th: 1px 0 0;" />
<div class=3D"agencies-feature" style=3D"ma=
rgin: 0;">
<a href=3D"https://rize.io/changelog/api-=
and-mcp-enterprise-updates" target=3D"_blank" rel=3D"noreferrer" style=3D"c=
olor: #5982DB; text-decoration: none;">
<img class=3D"agencies-feature-image" s=
rc=3D"https://rize-io.s3.us-west-1.amazonaws.com/assets/blog/september_mcp_=
1.png" alt=3D"All of it in the Agent, API, and MCP" style=3D"display: block=
; width: 100%; height: auto; border-radius: 8px; margin-bottom: 16px; borde=
r: 1px solid #E6E8EA;" />
</a>
<p class=3D"agencies-feature-title" style=
=3D"font-size: 18px; line-height: 1.3; color: #444444; font-weight: 600; ma=
rgin: 0 0 10px;">All of it in the Agent, API, and MCP</p>
<p class=3D"agencies-feature-summary" sty=
le=3D"font-size: 14px; line-height: 1.7; color: #51545E; margin: 0 0 12px;"=
>Profitability, contracts, planned allocations, teams, members, and time ap=
provals are available to Claude, ChatGPT, and your own agents with the same=
permissions as the app.</p>
<a class=3D"agencies-feature-link" href=3D=
"https://rize.io/changelog/api-and-mcp-enterprise-updates" target=3D"_blank=
" rel=3D"noreferrer" style=3D"color: #5982DB; text-decoration: none; font-s=
ize: 14px; font-weight: 600;">Read the API and MCP changelog<!-- --> =E2=86=
=92</a>
</div>
</div>
<hr class=3D"agencies-divider" style=3D"borde=
r-top-color: #E6E8EA; border-top-style: solid; margin: 32px 0; border-width=
: 1px 0 0;" />
<div class=3D"agencies-feature" style=3D"marg=
in: 0;">
<p class=3D"agencies-feature-title" style=3D=
"font-size: 18px; line-height: 1.3; color: #444444; font-weight: 600; margi=
n: 0 0 10px;">SOC 2</p>
<p class=3D"agencies-feature-summary" style=
=3D"font-size: 14px; line-height: 1.7; color: #51545E; margin: 0 0 12px;">W=
e've started our SOC 2 process with security-consultant.com. Everything we =
already do to protect your data is on our security page, and we'll share pr=
ogress as the audit moves along.</p>
<a class=3D"agencies-feature-link" href=3D"=
https://rize.io/changelog/soc-2" target=3D"_blank" rel=3D"noreferrer" style=
=3D"color: #5982DB; text-decoration: none; font-size: 14px; font-weight: 60=
0;">Read the SOC 2 changelog =E2=86=92</a>
</div>
<hr class=3D"agencies-divider" style=3D"borde=
r-top-color: #E6E8EA; border-top-style: solid; margin: 32px 0; border-width=
: 1px 0 0;" />
<div class=3D"agencies-feature" style=3D"marg=
in: 0;">
<p class=3D"agencies-feature-title" style=3D=
"font-size: 18px; line-height: 1.3; color: #444444; font-weight: 600; margi=
n: 0 0 10px;">The full release</p>
<p class=3D"agencies-feature-summary" style=
=3D"font-size: 14px; line-height: 1.7; color: #51545E; margin: 0 0 12px;">E=
very feature above has its own changelog with screenshots, and the release =
post opens with the walkthrough video.</p>
<a class=3D"agencies-feature-link" href=3D"=
https://rize.io/changelog/rize-for-agencies-and-teams" target=3D"_blank" re=
l=3D"noreferrer" style=3D"color: #5982DB; text-decoration: none; font-size:=
14px; font-weight: 600;">Read the full release =E2=86=92</a>
</div>
<div class=3D"agencies-cta-wrap" style=3D"mar=
gin: 32px 0 8px;" align=3D"center">
<a class=3D"agencies-cta-button" href=3D"ht=
tps://rize.io/demo" target=3D"_blank" rel=3D"noreferrer" style=3D"color: #f=
7f7fc; text-decoration: none; display: inline-block; background-color: #5b4=
ca5; border-radius: 6px; font-size: 14px; font-weight: 600; padding: 14px 3=
2px;">Team of 10 or more? Book a demo =E2=86=92</a>
<div class=3D"agencies-cta-sub" style=3D"fo=
nt-size: 12px; color: #A8AAAF; margin-top: 12px;">Thirty minutes on how pro=
fitability, resourcing, and invoicing fit your firm.</div>
</div>
<p class=3D"agencies-signoff" style=3D"font-s=
ize: 14px; line-height: 1.6; color: #51545E; margin: 24px 0 1.1875em;">Toge=
ther these let a firm run resourcing, billing, and client reporting from da=
ta that was captured, not typed in. We built this for the teams that told u=
s manual timesheets were the thing standing between them and knowing their =
numbers.<br /><br />Thanks for being part of Rize,<br /><span class=3D"sign=
ature" style=3D"color: #51545E; display: inline-block; font-size: 14px; lin=
e-height: 1.5em;">Macgill & the Rize team</span></p>
<p class=3D"agencies-ps" style=3D"font-size: =
13px; line-height: 1.6; color: #A8AAAF; font-style: italic; margin: 16px 0 =
1.1875em;">P.S. Hit reply and tell us which report, integration, or workflo=
w your firm needs next.</p>
<table class=3D"body-sub" style=3D"margin-top=
: 25px; padding-top: 25px; border-top-width: 1px; border-top-color: #E6E8EA=
; border-top-style: solid;">
<tbody>
<tr>
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nt-family: "Lato", sans-serif; font-size: 16px;">
<p class=3D"sub" style=3D"font-size: =
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