Alternatives to Graysync

Compare Graysync alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Graysync in 2026. Compare features, ratings, user reviews, pricing, and more from Graysync competitors and alternatives in order to make an informed decision for your business.

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    Project Insight

    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.
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    4.5 out of 5 stars 122 Ratings for Project Insight
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    Planview AdaptiveWork
    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.
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    Scoro

    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.
    4.0 out of 5 stars 1 Rating for Scoro
    Starting Price: $19.90/month/user
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    Productive

    Productive

    Productive

    Productive is the all-in-one professional services automation platform built for agencies, consultancies, and service businesses. Manage projects, resources, and finances in one place — with real-time visibility and advanced AI and agentic features. Let the integrated AI Assistant and autonomous Agents handle busywork across sales, projects, time tracking, and resourcing. Track profitability and manage budgets for fixed price and hourly projects and manage billing for recurring or one-time projects. Ask AI for any insight you need across your business data, and it will interpret it and build a custom report. Connect Productive to MCP-supported services with Connectors, like Hubspot, WordPress, or GitHub, to let AI read data and act on it in one tool.
    5.0 out of 5 stars 3 Ratings for Productive
    Starting Price: $10 per month/user
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    Teamwork.com

    Teamwork.com

    Teamwork.com

    Teamwork.com is an AI-powered professional services automation platform that helps teams manage projects, resources, and financials in one place. The platform is built for client work, giving businesses visibility into profitability, utilization, budgets, billable hours, workloads, and project delivery. Teamwork.com supports resource management, project management, financial tracking, client communication, approvals, reporting, dashboards, templates, and integrations. TeamworkAI helps teams turn updates into tasks, find information with smart filtering, manage resources, and integrate with models such as Claude and ChatGPT. The platform includes security controls such as SOC 2 Type 2 certification and private data protections that prevent customer data from being used to train third-party models.
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    PSOhub

    PSOhub

    PSOhub

    PSOhub is professional services automation software that brings the entire project delivery cycle into one platform. It combines project management, task management, resource and capacity planning, time and expense tracking, project accounting, budget and margin tracking, and billing, so everything from a won deal to a paid invoice lives in one place. It is built to work natively with HubSpot. Deals in HubSpot become projects in PSOhub automatically, time logged against a project connects back to the deal, and you keep one connected customer view across sales and delivery. No middleware, no manual re-entry, no separate systems to reconcile. PSOhub brings project management, planning, time tracking, and billing into one data model, so your operational data is AI-ready from day one.
    4.8 out of 5 stars 4 Ratings for PSOhub
    Starting Price: $12.50 per user per month
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    Ravetree

    Ravetree

    Ravetree

    Ravetree is an all-in-one platform built for client service businesses that demand more than just basic project management. With Ravetree, you can forecast project budgets, track actual spend, and gain instant insights into fees, costs, and profitability—keeping every project financially transparent and on track. Our robust time tracking and billing features allow you to create client-specific rate cards with customizable start and end dates, ensuring billing accuracy and flexibility across all engagements. Assign multiple team members to the same task, each with their own bill rate, work role, and time estimate, so you can accurately reflect the unique contributions and costs of every specialist involved. Ravetree streamlines invoicing, resource planning, and client collaboration, eliminating the need for spreadsheets and disconnected tools. For businesses that need a platform that truly supports their unique needs and drives client satisfaction, Ravetree is the clear choice.
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    4.9 out of 5 stars 10 Ratings for Ravetree
    Starting Price: $29/user/month
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    Mission Control

    Mission Control

    Aprika Business Solutions

    Stay in charge and on track with Mission Control, a cloud-based Salesforce project management app. Our professional services automation software allows you to establish a consistent process for planning, managing and measuring your client projects, all from the one app. Maximize efficiency and profitability with our extensive feature set that seamlessly integrates with your Salesforce platform. Spend more time with clients and less time organizing your day. With Mission Control’s Salesforce Project Management solution, you’ll enjoy a clear overview of your project briefs, progress and allocated resources. All of which is designed to keep your day on track and make it easy to collaborate with your team. Create actionable tasks and take your business’s client and project management capability to the next level using time tracking, the resource capacity planner and the intuitive assignment wizard.
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    monday AI work platform
    monday AI work platform is an AI-powered work management and collaboration platform that enables organizations to manage projects, operations, workflows, and business processes through a centralized digital workspace where people and AI agents work together. The platform combines workflow automation, project management, team collaboration, and AI-driven execution tools to help businesses streamline operations, automate repetitive tasks, and improve productivity across departments such as marketing, sales, IT, HR, operations, and product management. monday AI work platform supports customizable workflows, dashboards, integrations, automations, and AI agents that can perform tasks such as research, reporting, meeting management, risk analysis, process optimization, and workflow orchestration within a secure enterprise-ready environment.
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    UnitLook

    UnitLook

    UnitPick

    UnitLook brings together ticket management, project management, capacity planning, time tracking, and team availability into one connected system — built for project-based companies and service teams that need clear visibility into workflows, workload, delivery, and profitability. Instead of managing work across disconnected tools and spreadsheets, UnitLook connects tasks, timelines, resource planning, timesheets, and client communication in one place, giving teams a clear picture of projects, people, time, and profitability without fragmented systems or manual reporting. Key features: Ticket and task tracking for inbound client requests alongside core project work Interactive Gantt-style planning for visual roadmaps and timelines Workload and capacity visibility to monitor availability and prevent overload Time tracking with direct timesheet logging tied to projects and clients Client portal access with SLA monitoring Reporting for project and financial oversight
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    Ancor

    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
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    PLYNTUM

    PLYNTUM

    PLYNTUM

    PLYNTUM is a business workspace for agencies and other companies that deliver client work. It connects projects, clients, people, tracked time and finances in one system, so a team can see the next step and the company can see what the work costs. Plan client work on boards with owners, deadlines and files, in list, board, calendar and timeline views. Keep each client's agreements, requests and project history in one record. Track time and review it before it counts. Connect reviewed time and direct expenses to project value; track invoices, payments and receivables. Requests and approvals keep an owner and a recorded decision. Run several companies as separate workspaces under one account. Priced per workspace with members included, from $55/month; Launch has a 7-day free trial, no card needed. Built in Tbilisi, Georgia, by the team behind the creative agency Lost & Found. English and Georgian.
    Starting Price: $55/month per workspace
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    Verbial

    Verbial

    CB Platforms

    Verbial is web-based agency management software for marketing agencies. It combines a CRM pipeline with proposals and e-signatures, client and project records, time tracking, invoicing and profitability reporting. Teams can turn a won deal into a proposal, client, project and first invoice, approve weekly timesheets, and use approved hours when preparing invoices. The software supports recurring retainers, hourly and project billing, usage overages and ad-spend pass-through. Client portal reporting and profitability views help agencies review delivery and account performance. Integrations include Google Workspace, Gmail, Google Calendar, QuickBooks Online, Slack, Ahrefs and selected AI and meeting tools. Verbial helps agencies coordinate client work, recurring revenue, delivery budgets and margins.
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    Roadbase

    Roadbase

    Roadbase

    Roadbase is an AI-assisted, quote-first planning platform for creative freelancers and agencies. Paste a project brief or attach a PDF, and Roadbase creates an editable first draft with a project summary, phases, tasks, roles, estimated hours, timing, assumptions, and estimate reasoning. Your team reviews and adjusts the draft, then applies its own role costs and billable rates, overhead, direct expenses, contingency, and target margin to build the quote. The visual timeline keeps tasks, timing, roles, hours, and pricing in the same project model. When the plan is ready, export the reviewed work breakdown, roadmap, and cost summary as a proposal PDF. After approval, carry the work into a simple Kanban workspace, assign tasks, keep comments with the work, track time by project and task, and compare actual hours with the estimate. Roadbase is built for creative service businesses in advertising, branding, design, video production, web and app work, and related consulting projects.
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    Synergist

    Synergist

    Synergist Express

    As an agency grows, with information often stuck in people’s heads or spread across multiple systems, it’s easy to lose control, waste time and harm profits. Agency management software brings together everything you need to manage your projects, people, clients and financials in one place. Saving time, letting everyone see the information they need, and giving you real-time data to make informed decisions that power your agency’s performance and profitability. Intelligent agency management software brings all your operations into one place, giving you clear visibility of how your agency is performing, which areas are the most profitable and how well you’re using capacity. With clear insights into how profitable each project and client is, you can see where your areas of focus need to be, and where there’s room for improvement. Generating accurate quotes can eliminate under-quoting and over-delivering, while billing plans can ensure smooth regular payments.
    Starting Price: $19 per user per month
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    Workspace369

    Workspace369

    Workspace369 LLC

    Workspace369 is a browser-based client-work platform for agencies, freelancers, consultants, studios and service businesses. It brings client records, requests, proposals, contracts, projects, files, invoices and conversations into one workspace. Teams can send proposals for electronic signature, convert accepted proposals into invoices, accept card payments through client links, organize tasks on boards, schedule work on a shared calendar and add tracked time to invoices. A client portal provides access to proposals, invoices and appointments. The shared inbox keeps client communications together; calls and texts are available on the Voyager plan, while the Specialist plan adds a business phone system and accounting tools. Automated workflows support follow-ups, and Workspace AI drafts messages for human review before sending. It runs in a browser and has iPhone, iPad and Mac apps. Plans include a 14-day free trial.
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    ConsultancyOS

    ConsultancyOS

    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.
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    Mycel

    Mycel

    Mycel

    Mycel is a cloud-based client-operations and workflow platform for service firms that handle recurring work. It helps teams find prospective clients and draft outreach, prepare reports and other deliverables from client files and firm templates, request missing information and follow up, and draft invoices and payment reminders. Teams can also use Mycel to plan marketing content and maintain a business website. Before external actions are sent, a team member reviews and approves the work; firm rules and corrections can be saved to guide future drafts. Mycel connects with common email, accounting, customer relationship management, collaboration, and payment tools, and provides a portal for clients to review work and respond to requests. It is designed for accountants, bookkeepers, agencies, consultants, and other firms delivering repeatable written services.
    Starting Price: $299/firm/month
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    Belvak

    Belvak

    Belvak

    Belvak is an all-in-one business operations platform for service companies of 5 to 50 people: IT agencies and MSPs, consultancies, contractors, and creative agencies. It connects the work you sell, the work you deliver, and the money you collect in one system, so you see cash and margins now instead of at month end. Modules: Proposals, Invoicing and Payments, Project Management, Project Archive, Maintenance Contracts, Employee Management, Time Tracking, Recruitment, Client Management, Analytics and Reporting, and an AI assistant that answers questions about your own data. Invoice in more than 50 currencies with 12 templates, run recurring billing and maintenance contracts, track billable hours against project margin, and manage hiring and payroll without a second tool. Integrations: Stripe, Slack, QuickBooks, Zapier, plus a REST API and webhooks. Free for 1 user, no credit card. Professional is $49 per month including 5 users, then $8 per extra user.
    Starting Price: $49/month for 5 users
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    Workplate

    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.
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    evergreen

    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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    Octayne PSA

    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.
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    Clientary

    Clientary

    Clientary

    A full-suite platform to manage clients, invoices, projects, proposals, estimates, hours, payments, contractors, and staff. The perfect solution to win clients and save time. Clientary is a professional services automation solution that covers your entire business. We've helped tens of thousands of freelancers, agencies and businesses manage client workflows. Stop wrestling with one-off doc files, templates, and disconnected apps. We help you streamline client lifecycles from proposals and estimates to time tracking, invoices, and payments so you and your team have everything you need in one place. Start your client relationship right with proposals and contracts. Gather signatures directly through clientary. Generate invoices automatically from billable work or estimates. Collect payments directly via credit card, ACH, or offline methods. Track time and staff tasks. Plan future hours. Manage projects with budgets, deadlines, and varying rates.
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    Deltek Vantagepoint
    Built specifically for professional services firms to improve productivity, boost collaboration and increase profitability. People and projects are the heart and soul of your business. That’s why Deltek created Vantagepoint, a powerful, intuitive solution that helps your people manage your projects from start to finish. Deltek Vantagepoint’s 360-degree view of your projects puts client, project and financial details in a single location. That all adds up to making well-informed tactical and strategic business decisions and a more efficient, productive and profitable company. Control all project information in one place – from pursuit and proposal, through project planning and financial management. Gain visibility across your organization, from project initiation to completion. Get actionable insights to make more informed decisions. Enable teamwork and collaboration via a single tool, and empower users with a simple, intuitive experience.
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    Accelo

    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.
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    Ruum

    Ruum

    SAP

    Coordinate with internal and external stakeholders, follow upon campaign budgets, share updates with agencies, and coordinate company occasions. Increase efficiency of logistics, create and maintain clear and effective supply chain methods, coordinate teamwork across planning and execution. Manage services in parallel, coordinate Requests for Proposals, Proof of Concepts, and customer escalations with full transparency. Create hiring plans, manage and organize interviews, onboard new employees, and coordinate employee programs with other departments. Manage project-based sales, oversee key milestones, deliverables, and contacts; close more deals faster and duplicate across accounts. Gather and discuss data, share ideas for action plans, manage responsibilities, and implement more data-driven business activities. Get an overview of all open projects and tasks at one glimpse.
    Starting Price: $10 per month
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    Screendragon

    Screendragon

    Screendragon

    Screendragon is an all-in-one AI-powered marketing work management platform built for enterprise marketing and marketing agency teams. The software is the orchestration layer that marketing and agency teams need to unify people, AI, and automation. Global enterprise organisations and agencies utilise Screendragon to manage campaigns, optimise resource management, drive business ROI, and collaborate, all on one solution. Screendragon's software sophistication provides teams with the ability to customise processes to their unique ways of working, enabling companies to streamline their operations, improve speed-to-market, and reduce costs. Screendragon's AI studio offers advanced agentic workflows, alongside their AI Foundary, where teams get access to expert consultants who help design, deploy, and govern AI systems. With over 20 years as a leading software provider, Screendragon is used and loved by global brands and agencies.
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    Rocketlane

    Rocketlane

    Rocketlane

    Rocketlane is an agentic, all-in-one professional services automation platform that helps delivery teams manage projects, people, profits, and customer experience in one place. The platform unifies project delivery, resource management, financial management, client collaboration, customer intelligence, documents, forms, sheets, chat, and workflows. Rocketlane’s AI agents help automate frontline work, govern processes, surface customer risks, and learn from delivery patterns. Nitro supports workflows such as SOW creation, sales handoffs, implementation discovery, project planning, configuration, migration, validations, and go-live execution. The platform provides real-time visibility into utilization, margins, budgets, staffing, customer commitments, blockers, scope creep, escalations, and expansion opportunities. Built for professional services, onboarding, implementation, SaaS, fintech, marketing, and IT services teams, Rocketlane helps organizations deliver client work faster, leaner
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    Collective OS

    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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    Simple Admation
    Simple Admation is a marketing approval workflow, online proofing and project management platform for marketing teams, creative agencies and regulated organisations. Admation manages the full creative production process — from structured project brief to final approved asset — eliminating the email threads, shared drives and disconnected tools that cause version confusion, approval delays and compliance failures. Key features: structured brief templates, task scheduling against live resource capacity, campaign calendars, Gantt-style timelines, sequenced multi-level approval workflows, online annotation for print, digital, video and HTML, batch approvals, side-by-side revision comparison, tamper-proof audit trail, mandatory compliance checklists and workload dashboards. Used by Bupa, Spotlight, NIB, RACV, HESTA, Hollard, Woolworths, Mondelez and Tourism Australia. Standalone product by Simple Marketing Solutions (simple.io).
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    Accura Software Time & Billing
    Time and billing is designed for service organizations to capture employee time working on projects and automate client billing. Time Collection is a desktop utility that can be used to track employee time as different client projects are being performed. User can quickly switch time tracking from one client to another in a matter of seconds to maximize billable time. User can perform after the fact time collection into a time sheet. Time collection data can be configured to be approved by a manager before being transferred to billing. System allows automatic created of client invoices based on time collection data under user control. Accura Software offer clients a very flexible approach to professional services by clearly defining the benefits and the circumstances under which the services are appropriate. Depending on the needs of your organization some or all of the services below can be performed by in-house personnel, a qualified third party, or Accura Software consultants.
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    Ruddr

    Ruddr

    Ruddr

    Ruddr is the modern professional services platform for small-to-midsize teams. Ruddr captures key operational data related to clients, projects, budgets, tasks, time, expenses, and invoices. Reports and KPIs provide insight into metrics such as revenue, services margin, realization rate, utilization rate, and more. Ruddr provides a comprehensive set of integrated features that allow you to run your professional services operation without the headaches. Manage all of your clients and projects in one place. Track key performance indicators on each project dashboard. Track time effortlessly using a day, week, month, or list view. Allow project managers to quickly approve time and expenses. Create a detailed budget by aggregating a project's tasks. Track real-time progress against the budget throughout the project. Easily run reports on the key operational data in Ruddr. Evaluate data related to hours, expenses, utilization, and more.
    Starting Price: $4 per user per month
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    BigTime

    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.
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    4.7 out of 5 stars 24 Ratings for BigTime
    Starting Price: $10.00/month/user
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    CMAP

    CMAP

    CMap Software

    CMap eliminates all those headache-inducing spreadsheets and disconnected software packages. Instead, you’ll have all of that data and functionality in an accessible, unified system. Professional services companies are unique. You don’t have career sales people responsible for new business. Instead, you have individuals with a background in delivery who are busy with a thousand other things. Approaches to job costing vary wildly in professional services. Architects, accountants, consultants, agencies all quote differently. The problem with most resourcing software isn’t the initial set-up of resourcing data: it’s keeping on top of the changes. Timesheet and expenses data automatically drives live budget vs. actuals for all projects, giving you up-to-the-minute feedback on how your projects are performing.
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    Metric.ai

    Metric.ai

    Measured Analytics

    Ditch the spreadsheets and make finance a team habit. Metric.ai provides a single source of truth for all your financial data. Set project budgets, calculate costs, and recognize revenue with complete confidence. Get an up-to-date view of profit, utilization, effective bill rates, capacity, and more. Uncover over 100 service-specific KPIs and create custom metrics for enhanced decisions. Categorize projects and employees into departments, roles, offices, and more to reflect organization structure with unique metrics for each tag. Create more accurate forecasts with key metrics like revenue recognition, multi-currency, financial closures, and historical changes all in one place. Bring more predictability into your planning process. Get notified of potential risks and uncover actionable insights as to why actuals deviate from forecasts. Plan revenue, costs and profit based on project and resource plans. Account for changes in realtime.
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    Scope

    Scope

    The Virtu Group

    Some of the world’s biggest agencies and advertisers are using SCOPE to better manage, price and track their scopes of work and budgets. With all of your scopes of work in one place, teams can view, collaborate and approve deliverables, tactics and budgets from anywhere. There’s a single, accessible source of truth. Managing scopes in one tool gives everyone a shared view of the work being delivered and the progress being made. SCOPE is the only scoping platform connecting agencies and advertisers across markets. The only tool designed for real-time collaboration across disciplines, teams, markets and agencies. Working together for success. From one office to a global network of agencies and advertisers, SCOPE gives every group a single point of visibility and place where scopes are collaborated, tracked and analyzed. Smart decisions come when everyone speaks the same language. Transparency creates trust and opens the door to analysis.
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    TaskirAI

    TaskirAI

    Phenomena Technologies Inc

    TaskirAI is an AI project operations platform for software development teams planning and coordinating work alongside AI coding agents. The vendor describes a workspace combining sprint planning, Kanban boards, interactive Gantt schedules, and risk registers, with project plans and execution backlogs generated from product briefs. It also describes virtual project-manager chat for coordinating agents through the Model Context Protocol (MCP), with human review and approval steps. TaskirAI is intended to connect project planning with AI-assisted software delivery, supporting engineering managers, technical product managers, agile leads, and developers who need visibility into project schedules, task execution, risks, and agent-assisted workflows.
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    Dayshape

    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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    Base Builders

    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.
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    Mirel

    Mirel

    Mirel UG (haftungsbeschränkt)

    Mirel is an AI-powered strategy platform built specifically for creative agencies. It helps strategists, creatives and account teams move from ambiguous briefs and scattered client knowledge to clear strategic direction in minutes. Mirel provides structured workflows for brief interrogation, audience profiling, brand positioning, communications and campaign strategy, creative briefs and urgent strategic questions. Client Brains retain relevant brand, audience, competitive and market knowledge across assignments, while Synthetic Focus Groups allow teams to explore ideas and strategic hypotheses through audience perspectives. Rather than providing a blank AI interface, Mirel combines persistent client intelligence with strategic processes built around how experienced agency strategists actually work. Agencies use Mirel across pitches and live client work to increase strategic capacity, improve consistency and reduce repetitive strategic groundwork.
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    KEBS

    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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    eTrack

    eTrack

    eTrack Products

    All-in-one practice management and support coordination software to be efficient and profitable. The project management of a construction involves tracking many interrelated budgets, communications and documents between the builder, client, consultants, council and your team. It can be very lucrative providing you are super-efficient and never drop a ball. eTrack’s contract administration module will help you keep on top of everything by tracking contract details, budgets, requests for information (RFI), architects instructions (AI), trades and materials, claims and payments, variation requests (VR) and variation quotes (VQ), contract sum adjusts (CSA) or variations, extensions of time (EOT), defects, meeting minutes, insurances, compliance and more. If you have multiple projects assigned to different teams and staff then eTrack will make everything visible and give you control of the end to end process.
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    Projectworks

    Projectworks

    Spiderworks

    Intelligent business management software for your entire company. A lot of solutions out there offer tools for project management, but how do projects work for the rest of your team? Projectworks gives everyone at your services company the tools they need, whether they’re a PM, exec or handling the books. A clear view of your team’s resourcing for better scheduling decisions, project tracking and budget reconciliation. An all-in-one place to manage timesheets, time-off requests and performance reviews for your employees. Visibility across projects to accurately forecast revenue, understand recoverability and seamlessly manage invoicing. Manage your resource pool on an individual level and see each team member’s pipeline of work. Make better project scheduling decisions with a view of who is at capacity, who is over-resourced and when a project can fit into your larger workflow.
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    Avaza

    Avaza

    Avaza Software

    Avaza is a cloud-based professional services automation tool that streamlines project collaboration, resource scheduling, time and expense tracking, retainer management, and invoicing. Trusted by teams across industries, it combines essential business functions into a single, efficient platform. Avaza’s all-in-one approach removes the need for multiple subscriptions and duplicate workflows. By integrating project management, financials, and retainer functionality, it provides businesses with real-time insights into project profitability, employee utilization, and retainer usage, all in one unified system. The retainer feature simplifies ongoing client engagements by automating payments and applying credits for completed work. This ensures seamless billing, efficient resource allocation, and greater transparency. Available across desktop, tablet, and mobile devices, Avaza ensures true on-the-go operational management for companies seeking flexibility and efficiency.
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    5.0 out of 5 stars 28 Ratings for Avaza
    Starting Price: $11.95/month
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    Certinia Professional Services Cloud
    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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    SuccessPro

    SuccessPro

    SuccessPro

    SuccessPro is an AI-native operating system built for technology services companies, bringing projects, people and financials into one shared operating model. We built it from experience. Over three decades of building and scaling consulting services businesses, we faced fragmented systems, disconnected workflows and no shared view across the business. That showed us where traditional PSA falls short. It can manage individual workflows, but AI needs the operating context to understand how changes in delivery affect capacity, customer commitments and financial performance. SuccessPro gives AI that context. It continuously connects signals across the business, allowing AI agents to understand what is changing, assess the impact across projects, resources and economics, and determine what should happen next.
    Starting Price: $12/month/team member
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    Primetric

    Primetric

    Primetric

    Forecast the availability of your people and track the time they spend on projects to compare your plans with reality. Understand your operational and financial performance at a glance. Bring every part of your business under one roof to accelerate non-billed tasks and focus on what matters most: providing your clients with high-quality professional services. See who’s available, and schedule most suitable people to existing, planned or tentative projects with a single click, thanks to a smart algorithm based on tech & soft skills matrix. Estimate project’s phases, report vacancies, and manage project profitability. Deliver truly data-driven and profitable results. Help employees log their work faster with predictive timesheets and employee dashboard. And then use this data to improve your project. Estimate costs for an individual project and for your entire business. Track all the changes in real-time on dynamic reports.
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    Upland PSA

    Upland PSA

    Upland Software

    Embrace efficient capacity planning and utilization strategies for optimal workload and profitability. Make informed, data-driven decisions to streamline your services operations and optimize the financial health of your organization, with PSA-native insights and analytics. Put the spotlight on your customer by bringing together traditional professional service automation with proposal automation, knowledge management, and customer sentiment. Upland PSA transforms the way services organizations deliver projects from the first interaction with their customers to ongoing customer success. With robust timesheet and expense capture, project and workforce management, customer billing and project financials, our PSA software goes further and gives you proposal automation, knowledge management, and customer surveys, helping you put the spotlight on the customer to deliver better customer outcomes, starting from Day One.
    Starting Price: $20 per user per month
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    Mosaic

    Mosaic

    Mosaic

    Mosaic is an AI-powered resource planning and workforce management solution that increases profitability and productivity. It integrates with most project and financial management software to automatically gather data and show who is working on what, when. Teams can then accurately bill and forecast, effectively manage capacity, and strategically plan workloads. Mosaic rescues organizations from clunky spreadsheets and gives them the true big picture. Get started today with a free 30-day trial.
    Starting Price: $9.99 per user per month
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    Noosh

    Noosh

    Noosh

    Global enterprises and marketing services agencies use Noosh to seamlessly deliver campaigns on time and at the right price to achieve the results they are counting on. Noosh marketing execution software helps enterprises and agencies optimize project delivery from creative brief through production, sourcing processes, costing, and detailed invoice reconciliation. Marketing execution is part project management and part procurement. With Noosh, you get both. Noosh brings together all team members including marketers, production professionals, agency account executives, and suppliers to deliver projects efficiently. Each participant in the project lifecycle benefits from a single source of shared information including project goals, deliverables and specs, budgets, estimates, tasks, files, messages, statuses, and reporting. Creating a Noosh project establishes a workspace for project participants, and a single source of detailed information about each project and activity.
    Starting Price: $250 per user per month