Alternatives to ConsultancyOS
Compare ConsultancyOS alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to ConsultancyOS in 2026. Compare features, ratings, user reviews, pricing, and more from ConsultancyOS competitors and alternatives in order to make an informed decision for your business.
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Planview AdaptiveWork
Planview
Planview AdaptiveWork is a project and portfolio management product for organizations managing complex execution across multiple portfolios and delivery models. It supports IT PPM, Professional Services Automation, Product Development and R&D, and business project and program management use cases, with Planview Anvi available as an embedded AI add-on for insights and automation. Governed Workflow Automation -Low-code workflow automation for any step in the portfolio and project management process -Changes ripple automatically across hundreds or thousands of projects -Admins create and manage workflow changes without code -Waterfall, agile, stage-gate, and hybrid delivery supported in one governed system Resource and Capacity Planning -Time-phased planning and allocation across thousands of resources by month, quarter, or year -Planning horizon extends years forward and back without restructuring the system -Supports employees, contractors, equipment, and other non-labor resources Financial and Portfolio Reporting -Bidirectional reporting: top-down portfolio to project, and bottom-up project to portfolio -Time-phased financial planning, forecasting, and tracking, including when funds are committed or earned -Role-based and executive-ready reporting dashboards -Native data export on any data object, including custom fields, for ALM, PLM, ERP, and BI systems Extensible Data Model -Every standard object, custom field, and custom object automatically generates API endpoints -Custom objects support hundreds of configurable fields, each API-enabled by design -Data model can be extended without breaking integrations or requiring middleware Embedded AI with Planview Anvi -Natural language questions answered about any project, program, or portfolio using live data -Scheduled agents automate recurring status reports on a defined schedule -Risk identification agent surfaces risks at project initiation from scope, timeline, and resource profile -Work plan agent surfaces recommendations based on delivery patterns across the organization -Sentiment analysis across project text fields and an in-app text assistant for tone, grammar, and translation -Customer data is not used to train AI models AdaptiveWork is designed for upper mid-market to large organizations, including departments within larger enterprises, that need governance and reporting to scale without adding administrative overhead. -
2
Project Insight
Project Insight
Project Insight is strategic project, program, and portfolio management (PPM) software that gives organizations a complete picture of work across their business. By connecting projects, resources, capacity, schedules, budgets, and strategic priorities in one central command center, Project Insight creates the connected project data backbone needed for reliable reporting, forecasting, executive decision making, and AI analysis. Manage work at the project, program, or portfolio level while integrating with tools your teams already use, including Jira, Azure DevOps, Microsoft, Salesforce, ServiceNow, and HubSpot. Eliminate manual data reconciliation and gain visibility across departments without forcing everyone into the same system. From interactive Gantt charts and Kanban boards to resource capacity planning, financial tracking, project intake, and portfolio reporting, Project Insight connects the information leaders need to understand what's underway, who has capacity, what projects cost, and how investments support business goals. AI-powered capabilities help teams generate project templates, capture meeting action items, suggest resources, forecast capacity, and evaluate tradeoffs through what-if simulations. Whether you're moving beyond spreadsheets or managing a sophisticated PMO, Project Insight offers configurable workflows, customizable processes, dedicated onboarding support, and free view-only seats for clients and stakeholders. -
3
Runn
Runn
Runn is a real-time resource management platform with integrated time tracking and powerful forecasting capabilities. Intuitively plan projects and schedule resources with allocations, project phases, milestones, and time off. Flick between monthly, quarterly and half-yearly views to plan for the short and long term. Get a dynamic bird’s-eye view of your entire organization to manage capacity, workload and availability changes as you create your plans. Track project budgets, view forecasts, and get relevant metrics with in-depth reports, charts and dashboards. Use Runn’s time tracker and timesheets to monitor project progress. Direct integrations with Harvest, WorkflowMax, and Clockify. Use the API to connect your favorite tools with Runn. -
4
Scoro
Scoro
Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: – Get a complete overview of your sales funnel and upcoming work – Estimate scope, track progress and budget burn, and bill for work in one system – Plan ahead with live heatmaps and utilization forecasts – Log time with built-in timers and auto-populated timesheets – Understand margins with role or service-level insights – Automate time & material, fixed-fee, and retainer billing – Track project income based on pipeline and committed work – Save time with automation and data-driven suggestions – Monitor progress, profitability, and capacity in real time Scoro gives you end-to-end visibility across your business.Starting Price: $19.90/month/user -
5
BQE CORE
BQE Software
Effortlessly provide principals, project managers, and entire staff with the information they need. Monitor KPIs like project performance, time and expense, and profitability on BQE CORE's powerful dashboard. Watch real-time status of tasks by phase, track progress, and compare budgeted hours and costs vs. actual so nothing falls through the cracks. Efficiently allocate resources with interactive Gantt charts and accurately forecast every time. Manage your new sales opportunities, activities, and performance through Core CRM, specifically built to address the needs of professional services. Discover how BQE CORE helps you focus on the essential parts of your practice while effectively managing client projects. Book your own personalized demo today! -
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Workplate
Workplate
Workplate is cloud-based business software for Indian professional services firms, including CA and CS practices, law firms, IT services companies, agencies, and consultancies. Its modules cover project delivery, CRM, e-signing, invoicing, and AI-assisted team chat on a shared account. Projects supports engagement plans, tasks, milestones, time tracking, approvals, and work reports. CRM manages leads, client records, deal stages, owners, and follow-ups. eSign handles engagement letters, NDAs, and statements of work, including Aadhaar-based signing in India, with signed PDFs and audit trails. Invoice supports GST-compliant retainer and milestone billing, payment links, receivables tracking, and exports to Tally and Zoho Books. Modules can be bought separately; deeper data links and automated time-to-invoice workflows are still developing.Starting Price: ₹249/user/month -
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Octayne PSA
Octayne Technologies, Inc.
Octayne PSA is an automated professional services platform designed to streamline time and expense tracking, approvals, and invoicing to boost productivity and profitability. The software connects seamlessly with tools like Outlook, Google Calendar, and Jira, allowing users to convert scheduled events and tasks into accurate timesheets without manual entry. Its AI capabilities enhance time logging by transforming brief notes into polished narratives for billing. Octayne PSA centralizes expense management, automates billing, and offers real-time reporting dashboards to provide actionable project insights. It supports industries such as technology services, consulting, marketing, IT, accounting, and law firms. By automating administrative workflows, Octayne PSA helps professional teams focus on delivering value and growing their business.Starting Price: $5.99/user/month -
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Leeact
Leemo Systems Private Limited
Leeact is an AI-powered project management & delivery operations platform for IT teams, consulting firms, digital agencies & remote SMBs. Core Features: • AI-assisted project planning & smart scheduling • SOW creation & contract management • Task, milestone & dependency tracking • Resource allocation & workload balancing • Billable time tracking & automated timesheets • SOW-to-invoice workflow automation • Real-time delivery dashboards & analytics • Team collaboration & role-based access • Client-facing project portals • Budget monitoring & cost control • Remote-team ready with multi-timezone supportStarting Price: $9.99/month -
9
Traction Knock
Traction on Demand
Traction Knock is a mobile field sales app that makes going door-to-door a breeze. No more paper clip boards, complicated price configurations or manual data entry once you get back to the office. It’s fully integrated with Salesforce.com, DocuSign and Google Maps, and is easy to configure to leverage external data sources. Traction on Demand is one of North America’s largest Salesforce consulting and application development firms. Our work extends beyond cloud services; we build long-term capacity through partnership and customer enablement. -
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Accelo
Accelo
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. -
11
evergreen
sa.global
evergreen is sa.global’s next-generation, cloud solution built specifically for project-based businesses like law firms, accounting firms, architecture, engineering, and construction management businesses, Advertising and marketing agencies, Contract Research Organizations, and IT Services firms to address the entire value chain. The solution works as a processing and transactional engine for core functions like opportunity lifecycle, project management, scheduling, forecasting, time and billing, revenue recognition, and onboarding. Built on the Microsoft Cloud Platform, evergreen integrates your data, business logic, and processes for efficient project, accounting, financial, and resource management. You can extend the capabilities of evergreen by leveraging our empower suite of solutions. What’s more, you can now accelerate the value gained from evergreen with sa.go!, our unique business-ready bundle of SaaS products and services. -
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Factor AE
Factor AE
Factor AE is an intuitive firm management platform designed specifically for architecture and engineering companies to streamline project tracking, time entry, invoicing, and overall firm visibility. It allows firms to break down projects into fixed fee, hourly, and non-billable phases, facilitating detailed employee time and budget tracking at any level. The platform supports sub-consultant and expense tracking, either within project fees or separately, without compromising invoice simplicity. Factor AE enables firms to set timelines, create milestones, assign tasks, and schedule resources, ensuring client deadlines are met while optimizing resource utilization. It provides at-a-glance project status views, allowing for easy comparison of budgets and schedules to actuals by phase, revenue forecasting, and proactive adjustments to prevent minor issues from escalating.Starting Price: Free -
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KEBS
KEBS AI
KEBS.ai is an AI-powered Professional Services Automation (PSA) platform built for consulting, IT services, and professional services firms. It connects the entire Quote-to-Cash lifecycle, bringing CRM, sales, quoting, project delivery, resource management, project financials, time tracking, billing, and revenue intelligence into one unified platform. With AI-powered insights and intelligent agents, KEBS.ai helps businesses improve utilization, identify revenue leakage, control project margins, forecast revenue, and make faster, data-driven decisions. By connecting pipeline, projects, people, and profit, KEBS.ai gives services organizations real-time visibility and control from the initial opportunity through project delivery and final invoice. -
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Klient
Klient PSA
Klient PSA is a comprehensive Professional Services Automation (PSA) solution built 100% natively on Salesforce. Primarily designed for consulting firms and SaaS businesses, it helps teams structure their work, optimize resource utilization, improve collaboration, and accelerate revenue, all from a single source of truth. Built by consultants, for consultants, Klient PSA centralizes every step of the project lifecycle: estimation, planning, delivery, time tracking, billing, and reporting. It enables operations teams to shift from disconnected tools and manual processes to a single, cohesive platform, designed to grow with your business. Why teams choose Klient PSA: * Centralized Data: A single source of truth reduces manual work, miscommunication, and delays. * Improved Collaboration: Delivery, finance, and customer teams stay in sync, from proposal to final invoice. * Increased Efficiency: Automation of repetitive tasks frees up billable hours and reduces operational overhead.Starting Price: $15 per user per month -
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Kytes
Kytes
Kytes PSA is an enterprise-class low-code/no-code software platform for digitizing & automating business processes for project-based industries like IT Software & Services, Consulting & others. The key capabilities include Opportunity Management, Project Estimations & Automate Proposal Making, Project & Delivery Management, Project Financials, Resource Management, Timesheets and Leave Management, Billing Automation, and New Product Development (NPD) for Pharma & others. Some key differentiators are integrated rule-based Workflow Management, Estimation Engine, Proposal & Documents Editor, Resource Allocation Engine & so on. ProductDossier PSA provides the following outcomes: 1) Improved Project profitability by 5-10% 2) Improved resource utilization resulting in higher overall revenues 3) Reduced DSO by generating accurate invoicing on-time 4) Increased winnable proposals due to accurate estimations -
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GreatSoft CRM
GreatSoft
Building and managing a successful accountancy firm shouldn’t be held back by poor infrastructure. Give your firm the tools it needs to get the job done by investing in specialized CRM software from GreatSoft. GreatSoft specialises in providing accountancy firms with high-quality CRM solutions with the latest technical support. CRM software in the cloud results in the best possible security, speed, and functionality for our clients. Our team of experts is constantly working to improve and maintain our software offerings, so you know that you’re always getting the best for your firm. We know that not every accountancy firm is the same, so we make sure to build custom solutions for our clients. Whether your firm has particular needs for tax, document management, or secretarial functions, we can find the perfect option to match your every requirement. Our team is hands-on and well-versed in the details of the accounting industry. -
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BigTime
BigTime Software
BigTime is a top-rated online time and billing software for professional service firms. With BigTime, firms can take advantage of time and expense tracking tools, WIP management, billing and invoicing, task and workflow management tools, and more, in a single platform. Cloud-based with an intuitive interface, BigTime bundles industry best practices and operational know-how in a user-friendly application that runs on all desktop and mobile devices. From project creation to client payments, BigTime streamlines firm operations with intuitive budgeting, project management, and invoicing solutions that can be configured to automate even the most complex scenarios. BigTime also integrates with leading productivity apps such as QuickBooks, Lacerte, Slack, Salesforce, and Zapier.Starting Price: $10.00/month/user -
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Certinia Professional Services Cloud
Certinia
Certinia Professional Services Cloud is an AI-powered PSA platform that connects sales, staffing, delivery, billing, renewals, and financials on Salesforce. The platform helps services organizations manage the full lifecycle from pipeline to profit with one connected system of record. Veda AI adds intelligence across estimation, staffing, delivery, reporting, time capture, and project execution. Certinia PS Cloud supports services estimation, resource management, project management, services billing, and services financials. The platform helps teams reduce administrative work, staff projects faster, protect margins, eliminate revenue leakage, and improve forecasting. Built for consulting, IT services, software, IT hardware, tax, audit, and advisory firms, Certinia PS Cloud helps services businesses run with more clarity, speed, and confidence. -
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Collective OS
Collective OS
Collective OS is a trusted partnership ecosystem for professional service firms to find experts, case studies, share work experiences within your organization, and build private talent networks (collectives) with other firms. Use your agency management software to have employees and contractors create profiles, enabling you to quickly find the right expertise and availability within your network for any job, all in one place with Collective OS. Enhance your scale by grouping firms with similar experts or broaden your expertise by partnering with complementary firms, creating a versatile collective. Build a collective of companies for scale by clustering similar firms or for expertise by collaborating with symbiotic firms with complementary skills leveraging our agency management software. Expand what your company is capable of offering to your clients. Build and join networks of trusted & vetted talent. -
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CaseFox
CaseFox
CaseFox is a cloud-based legal billing and case management software for law firms, attorneys, CPAs, consultants, investigators, and corporate legal teams. It streamlines vital workflows like case/client/document management, timekeeping & expense tracking, billing/payments, and client intake forms. Now with AI-powered document generation and analysis, users can generate contracts, NDAs, and legal drafts easily. Seamlessly integrate with top tools like PayPal, LawPay, QuickBooks, Xero, Dropbox, Google Drive, G-Suite, Box, Office 365, and calendar apps. For larger teams, CaseFox offers Enterprise Legal Management (ELM) solutions, including custom software development and white-label services, to automate daily tasks and boost firm-wide productivity.Starting Price: $45 Monthly & $39 Yearly -
21
iBE.net
Integrated Business Environment
iBE.net is a complete software solution for professional services firms. Available on web or mobile for a low monthly fee, iBE.net makes it possible for firms to streamline processes from lead to payment. The platform is loaded with tons of features, including time, project financials, billing, HR, CRM, resource planning, workflow, Quickbooks integration, and powerful reporting.Starting Price: $299.00/month -
22
Obsidian SmartDocs
Obsidian Suite
Pre-populate smart web forms with data and quickly generate NDAs, term sheets, subscriptions, KYC documents, and more. Direct integration into Obsidian Suite’s advanced client management database to track all client compliance info. Save time with our simple electronic sign-off, offered via enhanced DocuSign integration. Utilize up-to-date document status tracking and full client interaction tracking via CRM auto-feed. Obsidian’s interactive client portals cover any type of client including institutional, high-net-worth, professional firms etc. This suite offers unparalleled flexibility in client communication to suit all investment management firms. Obsidian SmartDocs is an industry-leading solution for electronic subscriptions and KYC docs for investment firms. By automating, streamlining and managing investor data flows across systems, SmartDocs helps investment firms grow faster. -
23
Archivar
Archivar
Archivar is an AI intake and case-management platform designed specifically for law firms. The platform helps firms manage prospective-client communications from the first phone call through consultation scheduling and intake follow-up. Archivar can support firms with: - AI-powered phone answering - Missed-call handling - After-hours intake - English and Spanish conversations - Prospective-client information collection - Lead qualification workflows - Consultation scheduling - Call summaries - Intake records - Case-management workflows Archivar is designed to help law firms create a more consistent intake experience while reducing repetitive administrative work for attorneys and staff. Rather than replacing attorney judgment, Archivar focuses on the operational side of the client journey, helping firms capture information and move qualified prospective clients toward the appropriate next step.Starting Price: $84/month -
24
Whoz
Biznet
Maximize your operating margin ESN, consulting firms, engineering companies: digitize your staffing with a solution dedicated to you. Optimize your entire staffing cycle Whoz digitizes all the stages of your staffing: you have all the management and steering tools to identify growth opportunities and eliminate profitability leaks. We support service companies (ESN, consulting, engineering ...) from a few tens to several thousand consultants. Harness the full potential of your business. Get the best out of your business by taking advantage of an innovative solution designed to help you progress and improve your results. Find all profiles of your company in one place. You have access to all profiles in a few clicks. Stop wasting time qualifying your resources. In the same place, you will find detailed sheets on each profile: key skills, profession, area of activity and contact details. Our directory gives you access, in one place, to all the key information about each profile. -
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Base Builders
Base Builders
When you’re looking for project management software for your architecture or engineering firm, the last thing you should have to worry about is whether it will do what you need it to. Base Builders’ easy-to-use software is specifically designed to help small to mid-sized firms track time, manage projects, stay on top of expenses, and more. We’ll handle the invoicing for you so you can focus on growing your firm and designing wonderful spaces. At Base Builders, we understand how overwhelming managing the business operations aspect of your firm can be. After all, we’re former designers who ran firms of our own. We know your business, your team, and your clients’ success depend on an efficient, organized project management system. You don’t have the time to waste on generic software that makes your job more challenging.Starting Price: $35.00/month/user -
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Jetpack Workflow
Jetpack Workflow
Jetpack Workflow is a workflow management tool that helps firms standardize, track and automate their processes allowing them to complete more work and prevent tasks from falling through the cracks. Serving over 16K customers globally, we help firm owners meet deadlines, track team progress, and grow their practice without worry. We help you prioritize your to-do’s simply and easily so you’re never left wondering what to work on next. Always know what your team needs to work on next and keep a pulse on how much progress your firm has made in a given time period so you can plan better. Easily keep track of what your team is working on. Complimentary support and training is included for every subscription and is led by a team of real, rapid- response workflow specialists. Get support by phone, email or right in the app, with response times under 30 minutes! Receive exceptional support and training at no extra cost.Starting Price: $36.00 USD/month/user -
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Projector
Projector PSA
Projector is the best-of-breed professional services automation (PSA) tool for today's modern, fast-paced services firms. Created by Project PSA, the solution focuses on increasing profit margins and improving resource utilization rates. Cloud-based and easy to use, Projector helps services firms seamlessly manage projects, track time and expenses, schedule resources, invoice, and simplify workflows. The solution's three core applications are project management, project accounting, and resource management.Starting Price: $15.00/month/user -
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Acct1st
Acct1st Technology Group
Acct1st is designed by CPAs for CPAs as a document management system equipped to meet the needs of any size accounting firm. From CPA firms of +100 staff members to sole practitioners, Acct1st is the perfect document solution! Acct1st is an enterprise level suite that includes a wide range of modules and features necessary for your company or firm to properly manage electronic documents and workflows securely from anywhere in the world. Contact us today to find out more information and speak with one of our document specialists as we find the perfect fit to meet all of your firm’s paperless goals and objectives. Enterprise-level Document Software for only $1 per day per user! (Price includes unlimited storage and ALL software modules). File sharing via secure password-protected hyperlinks. NetMail to any number of 3rd party recipients. DocuSign ™ Integration for digital signatures and eForms. -
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Conrep
Conrep
CONREP, Inc., which started in 2005, is an end-to-end Staffing and Professional Services Organization with many of our innovations becoming industry-standard. Powerful, fully modular organizational tools for project management, HR staffing, consulting firms, and professional services organizations. CONREP’s fully modular, cloud-based software contains all essential modules to manage and automate entire front and back office operations. CONREP provides you with the competitive tools to improve the productivity of your Sales and recruiting teams and helps you reduce time-to-hire. Engage the right candidates and make more placements within one integrated system. CONREP has been independently audited to ensure full DCAA compliance across all modules. CONREP contains the modules and seamless integration to cover all your business PSA software needs.Starting Price: $25-40/Month/User -
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Dayshape
Dayshape
Dayshape delivers leading resource management software designed to help organizations achieve extraordinary results. Trusted by Big Four and many other top professional services firms globally, Dayshape is the only solution that combines advanced AI, real-time project financials, and firm-wide insights enabling customers to elevate resource management into a strategic function. The platform seamlessly fits with existing ecosystems through integrating with ERP, PSA, CRM, HR systems, and more. Dayshape also stands out as the only resource management vendor with a Workday packaged solution—built to handle complexity and grow with your firm. By driving profitable growth, powering confident decisions and ensuring satisfied clients and teams, we're helping our customers build strong organizations and careers for the long term. -
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CS Professional Suite
Thomson Reuters
Thomson Reuters CS Professional Suite is the most comprehensive line of integrated software and services available to tax and accounting professionals. Whether you’re a sole proprietor or a large accounting firm, it delivers everything you need to run your operations. Every piece of software is designed to work seamlessly together as one system, sharing data and processes across your workflow. Choose a few offerings or the entire package — you’ll see the difference CS Professional Suite makes in your firm’s productivity and profitability. Like most accounting firms, your hands are full with the day-to-day work that keeps your practice running — which doesn't leave much time for building new business or offering more high-value services. To take a more strategic approach, you need a complete solution to streamline your operations. Accounting CS, our professional accounting software for accountants, combines write-up, trial balance, payroll, financial statement analysis, and more. -
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Jovaco Project
Jovaco Solutions
With more than 25 years of experience as an Independent Software Vendor (ISV), JOVACO Solutions has acquired a keen understanding of the specific needs and realities of project-based organizations. This has allowed us to develop a leading-edge project management solution that supports firms’ actual business processes and not the other way around. As project-based organizations make up 50% of our customer base, JOVACO Solutions can recommend best practices and proven solutions based on long-term partnerships. Built on the Microsoft Dynamics platform, our project management solution, JOVACO Project, offers 360° visibility into all business operations throughout the entire lifecycle of your projects. Developed with the needs of professional services firms in mind, this proven solution provides all the tools needed to better control projects, manage tasks and operations, and streamline processes from a single platform.Starting Price: $3000 one-time payment -
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SUNAGO Matrix
SUNAGO Matrix
Matrix helps you gain clarity across every part of your business - from projects and timesheets to finances and resources - without complex setup or external consultants. It's designed specifically for engineering workflows. Purpose-built modules that work together seamlessly, giving you complete visibility and control over your entire operation. Everything you need to gain clarity and control without complex setup or external consultants.Starting Price: 3 € -
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Awelle
Awelle
Awelle is an AI-powered legal technology platform built on a lawyer-drafted clause library, designed for law firms, legal teams, and Australian businesses. The platform generates complete contracts from plain-English descriptions by orchestrating pre-approved, senior-practitioner clauses rather than relying on generic templates. It offers AI-powered contract review, built-in legal research tools for Australian law and precedent, and access to over 900 contract templates spanning all Australian jurisdictions. Users can create bespoke documents, retain institutional knowledge through organised clause libraries, and work within a single secure environment. Awelle integrates with DocuSign, iManage, and Claude (Anthropic AI), connecting directly to the tools legal teams already use. The platform serves law firms, in-house legal teams, accountants, small and medium businesses, and professional services firms seeking efficient contract workflows without traditional legal costs.Starting Price: 89 AUD -
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HAQQ
HAQQ
HAQQ is a legal AI and practice management platform designed to help lawyers, law firms, legal teams, businesses, governments, and consumers complete legal work faster. The platform supports drafting, legal research, contract review, risk analysis, matter management, billing, CRM, document management, tasks, time tracking, client portals, and mobile access. HAQQ combines chat, eFirm, mobile apps, eBar, client portal, API, MCP, legal sources, firm knowledge, templates, precedents, clause libraries, playbooks, policies, and matter history in one operating system. Its agentic legal system uses model selection, tool routing, sub-agent orchestration, memory, guardrails, deep reasoning, lookahead, rollback, and human-in-the-loop workflows. The platform includes enterprise-grade security with cross-matter isolation, audit trails, role-based access control, anonymization, GDPR, ISO 42001, ISO 27001, and SOC 2 Type II compliance.Starting Price: $0 -
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Plan for profitability from the start with Progressus for Microsoft Dynamics 365 Business Central, designed for small and mid-sized professional services firms. Profit requires the perfect intersection of planning and execution from assigning resources to tracking every project dollar. Progressus for Microsoft Dynamics 365 Business Central is professional services management software that provides what you need to put profitability first, not last. Easily track, view and analyze costs. Get instant expense visibility before the end of an accounting period. Record items or inventory against a project. See information in easy to view dashboards and reports. Get unlimited budget revisions. Budget generic resources as placeholders. Copy budgets from previous projects. Register materials consumption directly on the project. Compare budget details with actuals to the task level. Enable teams with Outlook integration, CRM functionality, and easy-to-use workflows.Starting Price: $500/month per 25 users
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Cliénta
Cliénta
Cliénta makes onboarding new clients a seamless experience. It transforms the messy opening weeks of a new engagement into a single branded experience your client can complete from their device, in one sitting. Cliénta is client onboarding software for UK accountancy firms. It replaces manual onboarding, spreadsheets, and scattered compliance checks with a single magic link. Your clients complete ID verification, AML screening, e-signatures, and HMRC authorisation in one automated, branded flow. Cliénta fits into your existing workflow and integrates with tools like Xero, FreeAgent, Karbon, Sage, FYI, Docusign, Pandadocs and numerous leading AML providers so you can onboard clients faster and stay compliant. Ready to stop chasing clients? Join the modern accounting firms already using Cliénta to onboard clients in minutes - not days.Starting Price: £79 per month per firm -
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SQUAVA
Squava
SQUAVA is a simple, all-in-one, time tracking, project management, invoicing, accounting, and forecasting software for your professional service firm. It brings all your critical business day-to-day operations into one online, out-of-the-box software. SQUAVA's smart workflows and features expedite the daily tasks so you can focus on critical efforts which build your business and make you money. Real-time backlog reporting and project profitability intelligence will help you answer tough questions like – do I need to hire, when should I hire, do I have enough work, and which jobs make money. Our single, simple pricing plan scales with your business and easily pays for itself with the time and money you’ll save. We also onboard and train our customers for free to eliminate any up-front costs and you pay month-to-month, just like your cash flows. SQUAVA is the software you've been looking for to run your firm... It's amazing!Starting Price: $40/user/month -
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CCH iFirm
Wolters Kluwer
Monitor and streamline every aspect of your tax and accounting business with CCH iFirm. Improve your office's processes - both internally and when working with clients — with the CCH iFirm Suite of solutions! Automate workflows and improve visibility so you can work more efficiently and provide faster service for your clients. Quickly and securely exchange documents with clients or internal staff via a customizable portal. Centralize all client information into a single, secure location for improved accuracy and easy access. Take a closer look at CCH iFirm® Practice Manager and CCH iFirm® Client Portal by scheduling a no obligation demo. And if you have any questions, a Wolters Kluwer Solutions Consultant can help you find the right tools for your office. Take a closer look at CCH iFirm® Practice Manager and CCH iFirm® Client Portal by scheduling a no obligation demo. And if you have any questions, a Wolters Kluwer Solutions Consultant can help you find the right tools for your office. -
40
RealTime PSO
Trinity Systems Technologies
RealTime PSO is a patented enterprise professional services and outsourcing on demand sales and delivery cloud-based application. Professional services firms and outsourcing organizations use RealTime PSO to sell and deliver firm services on demand for real-time revenue-- displacing sole dependence on RFPs and receivables for revenue. Visit www.realtimepso.com or the Salesforce AppExchange for a fee 30 day trial.Starting Price: $65 per user per month -
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IRIS Practice Engine
IRIS
IRIS Practice Engine helps you look forward with confidence. Our Cloud-based practice management software gives you the clarity and confidence to make better business decisions. Operating in the market for more than 20 years, IRIS Practice Engine has helped a host of practices grow their business by enhancing efficiency and improving client relationships. Over the last few decades, the company itself has continuously evolved and innovated its software, developing it to keep pace with the changing needs of the accounting space. At IRIS Practice Engine, we know that you want to be a growing, forward thinking firm, unrestricted by your technology and processes. In order to do that, you need one solution to manage your firm. The problem is that legacy software doesn’t have the features and capabilities you need, which makes you feel frustrated. -
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BigHand Resource Management
BigHand
BigHand Resource Management is a legal work allocation and resourcing tool that allows law firms to identify resources, forecast utilization, manage workloads, and add structure to career development for lawyers. The solution delivers real-time visibility of team availability and costs, improved profitability on matters, and supports DEI goals and equitable allocation of work. Get visibility of capacity within teams, practice groups, and firm-wide at an individual lawyer level. Plan and allocate work based on client demands, vacation planning, profitability, DEI, and more. Enable lawyers to track their progress against key metrics and objectives and take ownership of their workload. A searchable view of lawyer skills, sector knowledge, existing relationships, and languages. Visibility of run rate and future allocation against matter budget which helps partners with better matter management. -
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SREDlog
SREDlog
SREDlog is SR&ED claim preparation software for Canadian consultants, accounting firms and in-house teams. Bring client records, evidence, hours and expenditures into one workspace. Draft T661 project narratives linked to source records, review technical and financial decisions, collect client confirmations, prepare federal and provincial form drafts, and export an indexed supporting package. AI assists with drafting; the responsible firm reviews and approves the work. SREDlog does not determine final eligibility, submit claims to the CRA or guarantee outcomes. A 30-day pilot includes one claim and unlimited users; no card is required.Starting Price: $2,500 CAD per year -
44
PactAlert
RubiDev OÜ
PactAlert is an AI contract-obligation tracker for contract-heavy services firms: agencies, consultancies, and studios juggling many client agreements. Upload a contract or import it from DocuSign or Google Drive, and its AI extracts every obligation in seconds: notice periods, renewals, deliverables, review dates, SLAs, and payment terms. Each is shown with the source clause and an AI confidence score, then tracked with reminders ahead of the deadline. For contracts already mid-term, it auto-detects elapsed renewal cycles and projects the current notice deadline. The key difference is timing: PactAlert alerts you during the notice window, while you can still renegotiate, cancel, or act, not on the renewal date when it is already too late. Obligations push as tasks into Jira, Trello, and Notion, so deadlines land where the team works. A free plan covers 3 contracts, no card; paid plans scale by contract volume. Contracts are encrypted and never used to train AI.Starting Price: $29/month -
45
Clerx
Clerx AI
Clerx is an AI-powered intake and client communication platform built for law firms. It helps firms capture, qualify, and convert new inquiries across phone calls, website chat, and text messages, while also supporting communication with existing clients. For prospective clients, Clerx responds instantly, answers common questions, gathers intake details, schedules consultations, and helps ensure no lead is missed. For existing clients, Clerx can answer routine questions, provide case updates when appropriate, take messages, and route inquiries to the right team member based on the firm's workflow. Designed specifically for legal workflows, Clerx supports multilingual communication, customizable intake flows, consultation booking, lead qualification, smart routing, and CRM and practice management syncs. Firms use Clerx to improve responsiveness, reduce administrative burden, and convert more inquiries into signed clients. Provides transcripts, summaries & communication insights.Starting Price: $99/month -
46
PHRBO
PHRBO
PHRBO is an advance operations software for Payroll businesses, designed for professional employer organizations (PEOs), employer of record (EOR) companies, accountants, and recruitment/consulting firms. The software consolidates worker, client, and payroll data into a single platform to streamline operations. Key features include automates payroll invoicing, multiple pay schedules, customizable pay structures, automated invoice-to-pay matching, consolidated worker/client profiles, expenses, timesheets, and leaves policy management, and configurable user roles.Starting Price: $29/month/user -
47
Avii Workspace
Avii
A single accounting management system for document management, workflows, and client experiences. The most interconnected accounting practice management platform for tax, audit, advisory, management consulting and compliance. Avii includes an integrated suite of applications to enhance your firm’s automation and improve your clients’ experience. Regardless of your size, processes and goals, you can select the entire suite or only the solutions you need today. Provides secure document exchange within your team. Extends collaboration and document and task management to your clients. Customizes the information flow to people and teams. Surfaces key information that helps you drive your firm’s success. Avii Intelligence that powers the entire platform, bringing your entire experience into one place. Use Avii to improve the way you leverage technology to gain better results with your clients.Starting Price: $20 per feature -
48
ProfitSolv
ProfitSolv
ProfitSolv is a comprehensive suite of billing, payments, and software solutions for legal, accounting, and other professional services firms including consulting, architecture, and engineering. Utilizing a product-centric and customer-first approach, ProfitSolv helps firms offer better client service while increasing their efficiency, productivity and revenue. The company’s powerful, easy-to-use solutions enable firms to increase their billable time, get paid faster, automate invoicing and payments, integrate systems, and more. -
49
Avaro One
Avaro Technologies Ltd.
Avaro One is a CRM and PSA platform for sales, delivery and professional services firms, integrating sales and delivery functions. Its six modules cover the client lifecycle: Sales manages pipelines, lead scoring, and quoting; Marketing handles campaigns and segmentation; Delivery oversees projects and resources; Finance manages invoicing and expenses; People & Development supports performance reviews and career growth; Platform ensures security, compliance, and integrations. Sales opportunities become Delivery projects, with tracked time feeding Finance for invoicing. Features include eight service model templates, document tracking for quotes and contracts, a branded client portal for updates and invoices, GDPR compliance tools, multi-currency support, and two-factor authentication with role-based access.Starting Price: £35 per user per month -
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Ancor
Ancor
Ancor is agency management software for marketing, creative and digital agencies of 5 to 30 people. It replaces the usual project tool, timesheet app and spreadsheet with one system for planning, people, delivery and billing. The AI Planner turns a brief into phases, tasks, hours and a margin estimate. Capacity shows who is over 100% next week, in hours, before a deadline is promised. Timesheets are checked against the work that actually moved, and an efficiency view shows what hours beyond estimate cost. Clients approve work in a portal without an account, pinned to the exact version. Live project margin, retainer and SOW scope tracking, and GST-ready invoicing complete it. Pricing is per team, not per seat, with a 14-day free trial.Starting Price: $99/month per team
