Questions and answers
Everything people ask about BridgeME.
What BridgeME Cloud is, what each product does, what it costs during Alpha, how your data is kept and how to move over from the tools you use now.
About BridgeME Cloud
What is BridgeME Cloud?
BridgeME Cloud is one platform for running client work. It connects CRM, project planning, task delivery, time tracking, documents, whiteboards, finance, HR and an AI assistant behind one sign-in, and every product shares one record of your clients, projects, tasks and people.
Who is BridgeME Cloud for?
Growing service teams — agencies, consultancies and creative studios — that win clients, deliver projects, track the hours, invoice them and want to see the whole story in one place instead of across separate tools.
Which products are included?
Bridge Time, Bridge Docs, Bridge Work, Bridge Canvas, Bridge Project, Bridge Finance, Bridge CRM, Bridge HRM and Bridge AI are available today. Every plan includes every available product, and you choose which products each person may open.
How is BridgeME different from using separate tools?
Separate tools keep separate copies of your clients and projects and are joined by integrations. In BridgeME a client, project, task or person is one record that every product reads, so a client won in Bridge CRM is already in Time, Work, Project and Finance.
Is my organization’s data kept separate from other organizations?
Yes. Every organization’s data is kept apart by row-level security in the database itself, and each product checks what each person may see before showing anything.
What can Bridge AI see?
Exactly what you could open yourself, and nothing more. It answers as you, says so where you lack access instead of guessing, and drafts changes for you to approve rather than making them on its own.
Can I move my data from the tools I use now?
Yes. Products import from common tools: Bridge Time from Harvest, Toggl Track, Clockify and Everhour; Bridge Work from Jira, Asana, ClickUp, monday.com and Trello; Bridge Docs from Notion and Confluence; Bridge Canvas from Miro; Bridge CRM from HubSpot, Salesforce, Pipedrive and Zoho CRM; and Bridge Finance from Xero and QuickBooks Online.
Do I need to install anything?
No. BridgeME Cloud runs in the browser. Create an account, confirm your email and sign in to open your organization and its product launcher.
Plans and pricing
Is it really free?
Yes. During Alpha nothing is charged and no card is needed. Solo remains free after Alpha. Create an account and use the products currently available.
What happens when Alpha ends?
Solo remains free. If you need Team or Unlimited, we give notice before their billing starts, and nothing is charged until you have chosen a paid plan.
Can I change plan?
Any time. Billing is month to month, so a change applies from the next month.
Do all plans include every product?
Yes. Every plan includes the products available at that time. Planned products are not yet usable. Plans differ by how many users they cover.
Getting started
What can I use during Alpha?
The available products are listed on the Products page. Planned products are clearly marked and cannot be launched yet.
Do I need a credit card to get started?
No. BridgeME Cloud is free during Alpha, and signup does not ask for a credit card.
Where do I go after creating an account?
Sign in to the BridgeME Cloud app to open your organization and its product launcher.
How do I speak to someone?
Use the contact page to email our team about setup, products or a demo.
Bridge Time
Can I import my time from Harvest, Toggl, Clockify or Everhour?
Yes. Bridge Time imports clients, projects, tasks and time entries from Harvest, Toggl, Clockify and Everhour, from a CSV export or by connecting the account.
Who approves a timesheet?
The week is handed in whole, and each project’s approvers approve the time logged on their project. Approved time is locked.
What is the difference between a billable rate and a cost rate?
The billable rate is what the client is charged for an hour; the cost rate is what that hour costs you. Reports use both to show profitability.
Can I invoice the tracked hours?
Yes. Invoices and estimates are raised from the tracked, approved work and sent to the client with a link and a code.
Bridge Docs
Can I import from Notion or Confluence?
Yes. Pages come in from Notion, Confluence, Word, Excel, Google Docs, OneDrive, Markdown and HTML, and an import can be undone for 30 days.
Who can see a published page?
Anyone with the link and the passcode, without signing in. Stop sharing ends the link for everybody at once.
Can a client or contractor read my pages?
Only what is shared with them. Someone with a Bridge Docs seat sees the pages and groups shared with them; someone without BridgeME reads a published link with its passcode.
How long are deleted pages kept?
A deleted page waits in Trash for 30 days, and anyone who could edit it can restore it until then.
Do PDF and Word downloads keep the page’s theme?
Yes. The PDF is the page as it looks on screen, in its theme. Word keeps the theme’s fonts and colours.
Bridge Work
Can I import tasks from Jira, Asana, ClickUp, monday.com or Trello?
Yes. Connect the tool or upload its export, map statuses, people, labels and sprints, and review what would be created before anything is written. An import can be undone for 30 days.
Can clients see their tasks?
Through the client portal, a client sees the projects marked visible, client deadlines, comments marked visible to them and the deliverables waiting on them. Internal deadlines are never shown.
Is an estimate points or hours?
Each team chooses, and picks a points scale: Fibonacci, linear, exponential or T-shirt. Hours spent are logged in Bridge Time.
Can I undo a delete?
Yes. Deleted tasks stay in Trash for 30 days and can be restored with their description, comments and history.
Bridge Canvas
Can I bring my Miro, draw.io, Visio or FigJam boards across?
Yes. Import takes a Miro board, a FigJam board by its link, and draw.io, Lucidchart, Visio, Excalidraw, Mermaid, CSV and image files. The dialog says what comes across and what stays behind.
Can someone outside my organisation see a board?
Only through a share link, which is read-only, can carry a passcode and an expiry date, and can be deleted at any time. They need no BridgeME account.
Can several people edit a board at once?
Yes. Everybody on a board sees each other’s changes and cursors live.
Which formats can I export to?
PNG at screen, retina or print size, SVG, and PDF with one board page per PDF page. A table can also be exported to CSV.
Bridge Project
Can I import from MS Project, Jira, Asana, ClickUp or monday.com?
Yes. Import a plan from MS Project or a spreadsheet, or connect Jira, Asana, ClickUp or monday.com. An import can be undone for 30 days.
Can I export the plan?
A project’s plan exports to MS Project XML, and the project list, milestones and RAID log export as CSV.
Is a Bridge Project project the same as a Bridge Work project?
Yes, one record. Bridge Project holds the plan, scope, RAID and status reports; Bridge Work holds its tasks and requests.
Can clients see status reports?
A report marked Client-safe is shown in the Bridge Work client portal. Untick it for an internal report.
Bridge Finance
Can I move my books from Xero or QuickBooks?
Yes. Bridge Finance takes your books from Xero, QuickBooks Online, FreshBooks, Zoho Books or a spreadsheet, and says what comes across from each.
Do I need a bank feed to reconcile?
No. Importing statement files works for every bank and reconciles the same way as a feed.
Can I keep the books for several companies?
Yes. Each company keeps its own books in its own currency, and a group can be consolidated. Money is never added across currencies.
Can I edit an invoice after issuing it?
No. An issued invoice is fixed so the books stay true. Raise a credit note, or void it and issue a new one.
Does Bridge Finance see my card or bank password?
No. Card payments happen on Stripe’s or PayPal’s own page, and you sign in to your bank on its own site, never here.
Bridge CRM
Can I import from HubSpot, Salesforce, Pipedrive or Zoho CRM?
Yes, through an import wizard that takes HubSpot, Salesforce, Pipedrive, Zoho CRM or any spreadsheet and says what comes across and what stays behind.
Does Bridge CRM send emails on its own?
No. Email templates are filled in and sent by a person, automations remind, tag or add a note but never email, and there are no sequences.
Who can see my email?
A thread you mark Private is visible to you alone. The Inbox reads only threads with people and companies already in CRM.
Is a company here the same as a client in the other products?
Yes, one record. A company made in Bridge CRM appears in Bridge Time, Work, Project and Finance within a minute.
Bridge HRM
Does Bridge HRM run payroll?
No. It prepares what your payroll provider needs, with exports for any bureau and layouts for Gusto, ADP Workforce Now and Deel, and posts the result to Bridge Finance, Xero or QuickBooks.
Which countries does Bridge HRM support?
Sri Lanka, the United States and the European countries, each as a country pack of public holidays, statutory leave and contributions that HR can adjust.
Can I record contractors and part-time people?
Yes. Full-time, part-time, contractors, project-based, fixed-term and intern are all worker types, and each gets the rules that fit it.
Who can see my personal details and pay?
Only the people your organisation allows: HR, admins and the owner. Your manager sees your job and reviews, not your address or salary.
Bridge AI
Can Bridge AI see data I cannot?
No. Every question is asked of each product as you, with your own sign-in, so it sees exactly what you could open yourself and nothing more.
Does Bridge AI change anything on its own?
Never. It can draft a change, which waits for you to press Approve; the change is then made as you, in the product it belongs to.
Who can read my conversations?
Only you. Conversations are private to the person who started them, and an administrator decides how long they are kept.
Do dashboards keep a copy of the figures?
No. A dashboard or report stores its questions and runs them again live, so it is always current and never shows someone figures they may not see.
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