Briefcase

Briefcase

Tahn Software
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About

Accelo is an AI-powered Professional Services Automation (PSA) platform that unifies pipeline, projects, resources, and financials in one intelligent system — so firms can move from operational chaos to profitable growth. Built for consulting, accounting, engineering, architecture, marketing, and IT services firms, Accelo connects every stage of the client lifecycle from quote to cash. Embedded AI flags project risks early, predicts outcomes, optimizes resource utilization, and delivers real-time financial visibility — so you know what's coming, not just what happened. Unlike disconnected tools and spreadsheets, Accelo eliminates revenue leakage from untracked hours, scope creep, and manual admin. Teams recover billable time, protect margins, and scale with confidence. Key capabilities: project management, time tracking, resource scheduling, CRM, billing, retainer management, and real-time reporting — all in one platform.

About

Briefcase can handle the demands of a real business environment. With countless hours of customer use and product development behind us, Briefcase represents one of the most trusted and powerful job management solutions available on the market today. Briefcase brings together the necessary tools to manage a busy team without having to rely on fragmented data from multiple applications. Our software is tailored to meet the needs of specific roles such as; directors, finance managers, account managers, studio managers and designers. Manage and allocate tasks based on due date and by assigned team members. Tasks appear instantly on your user's dashboard for quick time entry. Getting reliable time entry is a thing of the past - Instead of scheduling tasks consider it scheduling time. Your resources can shuffle and adjust time directly on their dashboard.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Professional Services Businesses (Marketing & Creative Agencies, Consulting, IT, Accounting, Engineering, Architecture)

Audience

Project management solution that helps agencies and consultancies manage their workflow

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Accelo’s pricing is based on your team size and growth goals, and is designed to deliver a clear and quick return on your investment.
Free Version Not Supported
Free Trial Supported

Pricing

$30 per user per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Accelo
Founded: 2011
United States
www.accelo.com

Company Information

Tahn Software
Founded: 2005
Australia
getbriefcase.net

Alternatives

Alternatives

Communique Conferencing

Communique Conferencing

Communique Conferencing, Inc.

Categories

Advertising Agency Supported
AI PSA Supported
CRM Supported
MSP Supported
Project Management Supported
Work Management Supported

Categories

Advertising Agency Features

Campaign Management Supported
Collaboration Supported
Document Management Not Supported
File Sharing Not Supported
Project Management Supported
Task Management Supported
Time Tracking Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Not Supported

IT Project Management Features

Bug Tracking Supported
Issue Management Supported
Milestone Tracking Supported
Percent-Complete Tracking Supported
Portfolio Management Supported
Prioritization Supported
Product Roadmapping Supported
Requirements Management Supported
Resource Management Supported
Status Tracking Supported
Supports Agile Supported
Supports Scrum Supported
Task Management Supported
Testing / QA Management Not Supported
Time & Expense Tracking Supported

MSP Features

Backup Management Not Supported
Billing & Invoicing Supported
CRM Supported
Dashboard Supported
Help Desk Supported
Issue Management Supported
Live Chat Not Supported
Patch Management Not Supported
Privileged Access Management (PAM) Not Supported
Project Management Supported
Remote Access Not Supported
Remote Systems Monitoring Not Supported
Scheduling Supported

Professional Services Automation Features

Billing & Invoicing Supported
Client Portal Supported
Collaboration Tools Supported
CRM Supported
Document Management Supported
Portfolio Management Supported
Project Management Supported
Proposal Generation Supported
Quote Management Supported
Resource Management Supported
Time & Expense Tracking Supported

Project Management Features

Agile Methodologies Supported
Budget Management Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Supported
Resource Management Supported
Time & Expense Tracking Supported
Traditional Methodologies Supported

Work Management Features

Access Roles / Permissions Supported
Calendar Management Supported
Collaboration Tools Supported
CRM Supported
File Storage / File Sharing Not Supported
Kanban Supported
Messaging / Discussion Not Supported
Performance Metrics Supported
Project Management Supported
Reporting / Analytics Supported
Resource Management Supported
Strategic Planning Supported
Task Management Supported
Time Tracking Supported
Version Control Not Supported
Workflow Management Not Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Not Supported
Forms Management Not Supported
Graphical Workflow Editor Supported
Mobile Access Supported
No-Code Not Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

Integrations

Ariglad Supported
Authorize.Net Supported
Beam AI Supported
COZYROC SSIS+ Suite Supported
Exopen Supported
Expensify Supported
Jira Supported
Kaseya BMS Supported
Mailchimp Supported
Membrane Supported
Mesh Supported
Nango Supported
NinjaOne Supported
PayPal Supported
Peaka Supported
QuickBooks Online Supported
Stackreaction Supported
Truto Supported
WordStream Supported
Zapier Supported

Integrations

Ariglad Not Supported
Authorize.Net Not Supported
Beam AI Not Supported
COZYROC SSIS+ Suite Not Supported
Exopen Not Supported
Expensify Not Supported
Jira Not Supported
Kaseya BMS Not Supported
Mailchimp Not Supported
Membrane Not Supported
Mesh Not Supported
Nango Not Supported
NinjaOne Not Supported
PayPal Not Supported
Peaka Not Supported
QuickBooks Online Not Supported
Stackreaction Not Supported
Truto Not Supported
WordStream Not Supported
Zapier Not Supported
Claim Accelo and update features and information
Claim Accelo and update features and information
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