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PSA software for professional services

Run your professional services firm
on facts not feelings
PSA software for professional services teams

Manage projects, time, resources, customers, and finances in one place.

One platform built for how professional services firms actually work.

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Timeline view of a project's tasks in the project management sectionTimeline view of a project's tasks in the project management section
Time tracking section dashboard with a list of tasks and their durationsTime tracking section dashboard with a list of tasks and their durations
Finance section dashboard with a list of invoices and their amountsFinance section dashboard with a list of invoices and their amounts
Resources section dashboard with a list of resources and their availabilityResources section dashboard with a list of resources and their availability
Invoicing section dashboard with a list of invoices and their amountsInvoicing section dashboard with a list of invoices and their amounts
Customers section dashboard with a list of customers and their detailsCustomers section dashboard with a list of customers and their details
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© 2026

Trusted by 500+ agencies and consultancies

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Built around profit

Every hour, project, and client rolls up to the number you run the firm on: profit.

Everyone in the same tool

When the whole team works in one place, every hour and update lands in data you can trust.

Your business, live

Utilization, margin, and capacity update as work happens, so you decide on today's numbers.

Built for professional services

Crafted for professional services firms to ensure productivity and profitability.
Plan work, allocate people, track time, and invoice clients without enterprise complexity.

Project iconProjects
Board, list, and timeline views with milestones, dependencies, and templates.
Person iconResources
See capacity at a glance, soft-book tentative work, and staff roles with placeholders.
Time tracking iconFinance
Live margin by client, project, and team, with invoices that flow to your bookkeeping.
Chart iconDashboards
The state of your business on one screen, filtered any way you ask.
Customer iconCustomers

Deals convert to projects, with pipeline, delivery, and profitability per customer.

Time tracking iconTime management
Timers, one-click logging, and approvals, with every hour priced into project financials.

A delivery tool your
team will actually use

Centralise every task, update, and deadline in one place, so when a project slips, you know before your client does.

Project management views showing board, list and timeline layouts for task organization in light modeProject management views showing board, list and timeline layouts for task organization in dark mode
See work your way
Board, list, and timeline views of the same tasks, so everyone works how they like.
Structure big projects
Milestones, dependencies, and subtasks keep long engagements on rails.
Keep the conversation on the task
Comments, tags, and mentions stay on the task, so context is always attached.
Start from a template
Reuse project and task templates so kickoffs take minutes.

Know who has capacity
and who's at the limit

One view of how your whole team is utilized against their actual capacity.

Light mode view of organizational resource allocation dashboard showing team capacity, project assignments and workload distributionDark mode view of organizational resource allocation dashboard showing team capacity, project assignments and workload distribution
Timeline view of resource allocation showing capacity and project assignments over timeTimeline view of resource allocation showing capacity and project assignments over time in dark mode
Zoom from a day to a year
Check tomorrow's crunch or a full year of utilization, by project, team, or person.
Plan tentative next to confirmed
Soft-book work that might land, and see how it affects capacity before you commit.
Hold space with placeholders
Staff by role or skill first, and swap in real people once you know who.
Reallocate in seconds
Drag work between people and see remaining capacity change immediately.

Time logged now,
revenue visible instantly

Log hours where the work happens and they land in project financials the same moment.

Time planned vs actual chart in dark modeTime planned vs actual chart in light mode
Time sheet in light modeTime sheet in dark mode
Start a timer, stay in flow
Start, stop, and pick the timer back up as you move between tasks.
Log from wherever you are
One click from a task, a list, or the weekly timesheet.
Set the rules once
Require notes on entries and route them through approval, or keep it lightweight.
See hours as money
Break time down by project, team, or person and see what it's worth in revenue.

Profitability isn't
a monthly afterthought

Utilization tells you what's coming. Here's what it turned into: live margin on every client, project, and team.

Finance dashboard showing invoicing and profitabilityFinance dashboard showing invoicing and profitability
Compare work side by side
Rank clients, projects, and teams by margin and spot what to reprice or stop selling.
Slice it however you ask
Profit by customer, project, team, or the whole business, in one view.
One source of truth with your books
Sync with QuickBooks, Xero, or e-conomic so nothing is entered twice.

Evaluate your customer
relationships with data

Connect your pipeline to delivery data and see which relationships to grow, which to reprice, and which to stop saying yes to.

Northwind Corporation

Customer since 2024

AI analysis
75

High profitability

Strong performance: 15% profit growth, 20% faster delivery. Opportunities to expand with current capacity.

Active projects

Website redesign

In progress - 60%

Mobile app

Planning phase - 20%

Active deals

Corporate strategy

Negotiation

Rebrand 2028

Proposal sent

Convert to project
Mark as won
Change status
Change responsible
Delete
Others

Key contacts

John Smith

CEO

Sarah Johnson

Technical lead

Client portal in light modeClient portal in dark mode
From deal to delivery
Deals convert into projects, so sales and delivery share one record.
Know who's worth growing
Profitability per customer and trends show you where to invest the relationship.
One thread per customer
Comments on customers and deals keep agreements and follow-ups in one place.
Give clients a window
A customer portal shows clients progress the moment they wonder about it.
ISO 27001 CertifiedISO 27001 Certified
ISO 27001
GDPR CompliantGDPR Compliant
GDPR
AICPA SOC 2 Type IIAICPA SOC 2 Type II
SOC 2 Type II

Trusted by companies worldwide to safeguard sensitive client data and maintain the highest standards of information security and privacy protection.

FAQ

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