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The operating systemfor agencies and consultancies.The operating systemfor agencies and consultancies.

Projects, time, resources and finances in one system, built around capacity and margins.

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Custom insights dashboard with finance and utilization metrics, and Pike agent chat helping build a widget
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Trusted by 500+ agencies and consultancies

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Built for professional services

Built for consultancies and agencies that need productivity and profit in one tool. Pike is fast, modern, and replaces a stack of separate tools.

Built around profit

Pike rolls hours, projects and clients up to profit, the number you run the firm on.

Everyone in the same tool

Your team logs hours and updates in one tool, and you get data you can trust.

Your business, live

Pike updates utilization, margin and capacity as work happens. You decide on today's numbers.

One workspace

Replace separate tools for projects, time, capacity and reporting

One workspace, ready on day one.

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Pike

Separate logins, separate data, and exports between every tool.

See how Pike compares
  • Projects
  • Resourcing & capacity
  • Finance & invoicing
  • Dashboards
  • Time & absence
  • Customers & sales
  • Integrations
  • Projects

    Board, list, and timeline views with milestones, dependencies, and templates.

  • Resourcing & capacity

    See capacity, soft-book tentative work, and staff roles with placeholders.

  • Finance & invoicing

    Live margin by client, project and team. Pike syncs invoices to your bookkeeping system.

  • Dashboards

    Utilization, margin and pipeline on one screen, with filters by customer, project, team or person.

  • Time & absence

    Timers, one-click logging and approvals. Pike prices each logged hour into project financials.

  • Customers & sales

    Convert won deals to projects and see pipeline, delivery and profitability per customer.

  • Integrations

    Connect your existing tools and sync data in both directions.

Projects

Read more about ProjectsRead more

A delivery tool your team will use

Tasks, updates and deadlines on one project. You see a delay while there is time to reschedule.

Stacked project views for Tanner Platform Rebuild under an Overview, Board, List, Timeline tab strip: a kanban board with Todo, In progress and Under review cards, a week timeline with a today line, and a list grouped by status and sorted by due date with ENG-53 Checkout performance budget first.
Pick a view
Board, list, and timeline of the same tasks.
Keep big projects in order
Milestones, dependencies, and subtasks on longer work.
Comments on the work
Comment, tag and mention people on the task.
Start from a template
Reuse project and task templates at kickoff.

Resourcing & capacity

Read more about Resourcing & capacityRead more

See who has capacity and who is full

One view of the team's hours against their capacity.

Resourcing screens stacked together: a Members allocations timeline with confirmed and tentative bars, a Day, Week, Month capacity heatmap with Rachel at 105% and 108% highlighted in amber, and an allocation dialog for Rachel Ward on Kemp Checkout Redesign at 6 h per day and 98% utilization.
Zoom from a day to a year
See tomorrow's bookings or a year of utilization by project, team or person.
Tentative next to confirmed
Put proposed work against capacity before you say yes.
Book a role first
Staff by role, then assign a person.
Move work between people
Drag assignments across the team. Capacity updates as you go.

Finance & invoicing

Read more about Finance & invoicingRead more

See margin as the work happens

Live margin on every client, project, and team.

The Finance tab of Tanner Platform Rebuild with recognized $325,400, invoiced $305,484, cost $189,077 and profit $136,323 in green above a cumulative earnings, cost and profit chart, with a budget usage pane behind and invoice INV-1042 in front totalling $1,387.50.
Compare jobs side by side
Rank clients, projects, and teams by margin.
Filter profit how you need
Profit by customer, project, team, or the whole business.
Same as the books
Sync with QuickBooks, Xero or e-conomic. Enter each figure once.
Invoice the hours
Turn approved, unbilled time into invoice lines.

Dashboards

Read more about DashboardsRead more

Your numbers, built by asking

Ask for the chart you need and pin it. Every role gets a view of live delivery data.

The Brandt Overview dashboard with a Quarter control, Add widget button, four KPI tiles, a revenue chart and a Margin by client widget, with the Agent panel in front answering Show margin by client, highest first and offering Pin to dashboard.
Build a widget by asking
Describe the chart in plain words and pin the result.
A view for every role
Partners, managers, and consultants each see what they need.
Filter by client or team
Narrow any dashboard by customer, project, team, or person.
Take it to Excel
Download a dashboard as a workbook, one sheet per widget.

Time & absence

Read more about Time & absenceRead more

Hours you log show up in financials

Log time on the task. Pike adds it to project financials.

A week calendar with logged and dashed planned blocks behind a weekly timesheet of four tasks across Monday to Friday totalling 36:15 with a Submit for approval button, and a running timer card for Executive dashboard design, Carver Fleet Analytics at 01:23:47.
Start and stop a timer
Start, stop, and resume as you move between tasks.
Log from a task or timesheet
One click from a task, a list, or the weekly timesheet.
Set the rules once
Require notes and approvals, or keep it lightweight.
Hours as revenue
Break time down by project, team, or person as revenue.

Customers & sales

Read more about Customers & salesRead more

Deals, work, and profit for each customer

Sales and delivery share one record. You can see who to grow and who to reprice.

The Tanner Outdoor customer record with revenue $325,400, cost $188,127 and margin 42.2% in green, a deals pipeline board with Opportunity, Scoping, Proposal and Closed Won cards, and a Kemp Mobile Checkout quote in front with two lines and a total of US$87,200.
From deal to delivery
Convert a won deal into a project. Sales and delivery work from the same record.
Profit per customer
Revenue, cost and margin for each customer.
One thread per customer
Keep comments on customers and deals on the customer record.
A portal for clients
Clients can check progress without asking you.

Integrations

Read more about IntegrationsRead more

Connect the tools you use today

Slack, accounting, and CRM, or move data with CSV.

80+integrations
Productivity
Act on Slack and Teams messages and tasks without switching apps.
Bookkeeping
Invoices and expenses sync with QuickBooks, Xero, e-conomic, and more.
CRM
Link deals from HubSpot, Salesforce and other CRMs to Pike customers.
Import and export
Move data in and out with CSV.

Projects

Read more about ProjectsRead more

A delivery tool your team will use

Tasks, updates and deadlines on one project. You see a delay while there is time to reschedule.

Stacked project views for Tanner Platform Rebuild under an Overview, Board, List, Timeline tab strip: a kanban board with Todo, In progress and Under review cards, a week timeline with a today line, and a list grouped by status and sorted by due date with ENG-53 Checkout performance budget first.
Pick a view
Board, list, and timeline of the same tasks.
Keep big projects in order
Milestones, dependencies, and subtasks on longer work.
Comments on the work
Comment, tag and mention people on the task.
Start from a template
Reuse project and task templates at kickoff.

Resourcing & capacity

Read more about Resourcing & capacityRead more

See who has capacity and who is full

One view of the team's hours against their capacity.

Resourcing screens stacked together: a Members allocations timeline with confirmed and tentative bars, a Day, Week, Month capacity heatmap with Rachel at 105% and 108% highlighted in amber, and an allocation dialog for Rachel Ward on Kemp Checkout Redesign at 6 h per day and 98% utilization.
Zoom from a day to a year
See tomorrow's bookings or a year of utilization by project, team or person.
Tentative next to confirmed
Put proposed work against capacity before you say yes.
Book a role first
Staff by role, then assign a person.
Move work between people
Drag assignments across the team. Capacity updates as you go.

Finance & invoicing

Read more about Finance & invoicingRead more

See margin as the work happens

Live margin on every client, project, and team.

The Finance tab of Tanner Platform Rebuild with recognized $325,400, invoiced $305,484, cost $189,077 and profit $136,323 in green above a cumulative earnings, cost and profit chart, with a budget usage pane behind and invoice INV-1042 in front totalling $1,387.50.
Compare jobs side by side
Rank clients, projects, and teams by margin.
Filter profit how you need
Profit by customer, project, team, or the whole business.
Same as the books
Sync with QuickBooks, Xero or e-conomic. Enter each figure once.
Invoice the hours
Turn approved, unbilled time into invoice lines.

Dashboards

Read more about DashboardsRead more

Your numbers, built by asking

Ask for the chart you need and pin it. Every role gets a view of live delivery data.

The Brandt Overview dashboard with a Quarter control, Add widget button, four KPI tiles, a revenue chart and a Margin by client widget, with the Agent panel in front answering Show margin by client, highest first and offering Pin to dashboard.
Build a widget by asking
Describe the chart in plain words and pin the result.
A view for every role
Partners, managers, and consultants each see what they need.
Filter by client or team
Narrow any dashboard by customer, project, team, or person.
Take it to Excel
Download a dashboard as a workbook, one sheet per widget.

Time & absence

Read more about Time & absenceRead more

Hours you log show up in financials

Log time on the task. Pike adds it to project financials.

A week calendar with logged and dashed planned blocks behind a weekly timesheet of four tasks across Monday to Friday totalling 36:15 with a Submit for approval button, and a running timer card for Executive dashboard design, Carver Fleet Analytics at 01:23:47.
Start and stop a timer
Start, stop, and resume as you move between tasks.
Log from a task or timesheet
One click from a task, a list, or the weekly timesheet.
Set the rules once
Require notes and approvals, or keep it lightweight.
Hours as revenue
Break time down by project, team, or person as revenue.

Customers & sales

Read more about Customers & salesRead more

Deals, work, and profit for each customer

Sales and delivery share one record. You can see who to grow and who to reprice.

The Tanner Outdoor customer record with revenue $325,400, cost $188,127 and margin 42.2% in green, a deals pipeline board with Opportunity, Scoping, Proposal and Closed Won cards, and a Kemp Mobile Checkout quote in front with two lines and a total of US$87,200.
From deal to delivery
Convert a won deal into a project. Sales and delivery work from the same record.
Profit per customer
Revenue, cost and margin for each customer.
One thread per customer
Keep comments on customers and deals on the customer record.
A portal for clients
Clients can check progress without asking you.

Integrations

Read more about IntegrationsRead more

Connect the tools you use today

Slack, accounting, and CRM, or move data with CSV.

80+integrations
Productivity
Act on Slack and Teams messages and tasks without switching apps.
Bookkeeping
Invoices and expenses sync with QuickBooks, Xero, e-conomic, and more.
CRM
Link deals from HubSpot, Salesforce and other CRMs to Pike customers.
Import and export
Move data in and out with CSV.

Pike MCP

Ask your AI about the business, then act on it

Connect Pike to Claude, ChatGPT or Gemini. Ask about margin and status, then plan and update projects from the chat.

MarginWhich clients dropped below 30% margin this quarter?
TimesheetsWho hasn't submitted their timesheet for last week?
PlanningPlan a 6-week discovery sprint for Ashby Health with phases and owners, then create it in Pike.
UtilizationWhat was billable utilization per team in September?
CapacityWho has room for a three-week discovery sprint starting Monday?
MarginWhich fixed-fee projects are trending over budget?
BillingShow unbilled hours by project, oldest first.
ReportsEvery Monday at 8, post my briefing to #leadership in Slack.
DeliveryWhich tasks are overdue on Tanner Phase 2, and who owns them?
TimesheetsLog 2 hours on Tanner Phase 2 for today's client workshop.
TimesheetsCompare planned vs. logged hours for the design team this month.
ClaudePikevia MCP

Ask your AI about Pike

Which clients dropped below 30% margin this quarter?

Answered from live workspace data

Works in your AI assistant

One server URL for Claude, ChatGPT, Gemini, Cursor and any other MCP client.

Ask, then make the change

Plan a project, move a deadline or book someone, and see it in Pike straight away.

Your Pike permissions apply

You sign in with Pike, so the assistant only sees what you can see in the app.

Explore Pike MCP

From a few people
who run your kind of firm

Founders, ops, and finance people describing the tools they used and what they check now.

Thomas Berg

“

“We know whether we can deliver new work before we commit to it.”

Tentative work and staffing changes kept slipping into side spreadsheets next to Kantata. Pike shows proposed and confirmed work in one capacity view, so I no longer rebuild the week every Monday.

TB

Thomas Berg

Managing partner, 35-person consultancy

“We've turned hours of monthly admin into work the team can actually bill for.”

PN

Priya Nair

Head of operations, 50-person digital agency

User satisfaction
+76%
Admin time
-34%
Data entry
3x faster
Data accuracy
+46%

Your business runs better on Pike.

Contact sales
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  • GDPR CompliantGDPR
  • AICPA SOC 2 Type IISOC 2 Type II

Built to keep sensitive client data secure and private.