Audience

IT services and consulting firms of 5 to 100 staff

About ConsultancyOS

ConsultancyOS is a cloud-based professional services automation platform for IT services, technology consulting, and business and management consulting firms. It combines project delivery tools—including phases, milestones, tasks, sprints, risks, time tracking, timesheets, billing and invoicing—with forecasting, utilization and capacity planning, resource allocation, client health reporting, financial dashboards, and a branded client portal. Its IP Encoding System captures a firm's methods in playbooks and processes, then uses AI agents to draft work from those methods and firm-defined guardrails, with review and versioning workflows. The platform also includes Profit First allocation tools, partner and supplier workflows, recruitment features, and automation. Integrations include Xero, Microsoft 365, Microsoft Teams and DocuSign. It is designed for firms with 5 to 100 staff.

Pricing

Pricing Details:
Pricing is based on firm size and modules used. Founding-cohort firms lock in their quoted price for life.

Integrations

API:
Yes, ConsultancyOS offers API access

Ratings/Reviews

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

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Company Information

ConsultancyOS
Founded: 2025
Australia
consultancyos.ai

Videos and Screen Captures

ConsultancyOS Forecasting page on the Revenue Forecast tab, with total forecast KPIs, actual-versus-forecast bar chart, and monthly breakdown table.

ConsultancyOS Forecasting page on the Revenue Forecast tab, with total forecast KPIs, actual-versus-forecast bar chart, and monthly breakdown table.

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Product Details

Platforms Supported
Cloud
iPhone
Training
Documentation
Support
Online

ConsultancyOS Frequently Asked Questions

Q: What kinds of users and organization types does ConsultancyOS work with?
Q: What languages does ConsultancyOS support in their product?
Q: What kind of support options does ConsultancyOS offer?
Q: What other applications or services does ConsultancyOS integrate with?
Q: Does ConsultancyOS have an API?
Q: Does ConsultancyOS have a mobile app?
Q: What type of training does ConsultancyOS provide?

ConsultancyOS Product Features

Professional Services Automation

Time & Expense Tracking Not Supported
Proposal Generation Not Supported
Billing & Invoicing Not Supported
Collaboration Tools Not Supported
Portfolio Management Not Supported
Resource Management Not Supported
Quote Management Not Supported
Document Management Not Supported
Client Portal Not Supported
Project Management Not Supported
CRM Not Supported