Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Accelo is an AI-powered Professional Services Automation (PSA) platform that unifies CRM, project management, resource scheduling, time tracking, billing, and financial reporting in a single connected system — purpose-built for consulting, IT services, accounting, engineering, architecture, and marketing firms.
Where most PSA tools report on what happened, Accelo's embedded AI predicts what's coming: flagging at-risk projects before deadlines slip, surfacing scheduling conflicts before they hit delivery, and identifying margin erosion before the project closes. The result is fewer surprises, better utilization, and profitability you can actually control.
Core capabilities:
- Pipeline & CRM — manage leads, proposals, and retainers end-to-end
- Project management — milestones, tasks, budgets, and real-time health tracking
- Resource scheduling — AI-assisted allocation based on skills, availability, and workload
- Time & expense tracking — automatic time capture to close the revenue leakage gap
- Invoicing & billing — milestone, time-based, fixed-fee, and retainer billing in one workflow
- Reporting & dashboards — real-time financial visibility from pipeline to payment
Accelo integrates with the tools professional services teams already use: QuickBooks, Xero, Salesforce, Microsoft 365, Google Workspace, Jira, Slack, and more — eliminating duplicate data entry and fragmented visibility.
Industry research shows 42% of professional services firms lose revenue they've already earned. Accelo closes those gaps by connecting every stage of the client lifecycle — so billable hours don't fall through the cracks, scope creep gets caught early, and leaders make decisions on data instead of instinct.
Description
Your business and its relationships with clients are constantly evolving. Without investing significant time in analyzing numbers to produce a static spreadsheet, it might be challenging to pinpoint specific areas where financial inefficiencies exist and where revenue opportunities are being missed. MSPCFO equips you with detailed insights, enabling you to determine which agreements, engineers, and clients contribute positively to your profits, and which ones may be diminishing your financial success month after month. Our advanced business intelligence platform offers over 50 real-time reports, granting you the capability to identify, assess, and monitor the factors influencing revenue growth and those that hinder profitability. The vital information required to enhance your revenue streams is embedded within your PSA; release it today. By utilizing MSPCFO, you can uncover the intricate data necessary to discern the profitability of your agreements and teams, ultimately allowing you to make informed decisions that will lead to increased earnings moving forward.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Strategy Overview
Yes
Ariglad
Yes
Authorize.Net
Yes
COZYROC SSIS+ Suite
Yes
Continuum PPM
Yes
Ema
Yes
Exopen
Yes
Expensify
Yes
Google Analytics
Yes
HubSpot CRM
Yes
Integrations
Strategy Overview
Yes
Ariglad
No
Authorize.Net
No
COZYROC SSIS+ Suite
No
Continuum PPM
No
Ema
No
Exopen
No
Expensify
No
Google Analytics
No
HubSpot CRM
No
Pricing Details
Accelo’s pricing is based on your team size and growth goals, and is designed to deliver a clear and quick return on your investment.
Free Trial
Yes
Free Version
No
Pricing Details
$175 per 3 users per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Accelo
Founded
2011
Country
United States
Website
www.accelo.com
Vendor Details
Company Name
MSPCFO
Founded
2012
Country
United States
Website
www.mspcfo.com/msp-software
Product Features
Advertising Agency
Campaign Management
Yes
Collaboration
Yes
Document Management
No
File Sharing
No
Project Management
Yes
Task Management
Yes
Time Tracking
Yes
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No
IT Project Management
Bug Tracking
Yes
Issue Management
Yes
Milestone Tracking
Yes
Percent-Complete Tracking
Yes
Portfolio Management
Yes
Prioritization
Yes
Product Roadmapping
Yes
Requirements Management
Yes
Resource Management
Yes
Status Tracking
Yes
Supports Agile
Yes
Supports Scrum
Yes
Task Management
Yes
Testing / QA Management
No
Time & Expense Tracking
Yes
MSP
Backup Management
No
Billing & Invoicing
Yes
CRM
Yes
Dashboard
Yes
Help Desk
Yes
Issue Management
Yes
Live Chat
No
Patch Management
No
Privileged Access Management (PAM)
No
Project Management
Yes
Remote Access
No
Remote Systems Monitoring
No
Scheduling
Yes
Professional Services Automation
Billing & Invoicing
Yes
CRM
Yes
Client Portal
Yes
Collaboration Tools
Yes
Document Management
Yes
Portfolio Management
Yes
Project Management
Yes
Proposal Generation
Yes
Quote Management
Yes
Resource Management
Yes
Time & Expense Tracking
Yes
Project Management
Agile Methodologies
Yes
Budget Management
Yes
Client Portal
Yes
Collaboration Tools
Yes
Cost-to-Completion Tracking
Yes
Customizable Templates
Yes
Gantt Charts
Yes
Idea Management
Yes
Kanban Board
Yes
Milestone Tracking
Yes
Portfolio Management
Yes
Resource Management
Yes
Time & Expense Tracking
Yes
Traditional Methodologies
Yes
Work Management
Access Roles / Permissions
Yes
CRM
Yes
Calendar Management
Yes
Collaboration Tools
Yes
File Storage / File Sharing
No
Kanban
Yes
Messaging / Discussion
No
Performance Metrics
Yes
Project Management
Yes
Reporting / Analytics
Yes
Resource Management
Yes
Strategic Planning
Yes
Task Management
Yes
Time Tracking
Yes
Version Control
No
Workflow Management
No
Product Features
MSP
Backup Management
No
Billing & Invoicing
No
CRM
No
Dashboard
No
Help Desk
No
Issue Management
No
Live Chat
No
Patch Management
No
Privileged Access Management (PAM)
No
Project Management
No
Remote Access
No
Remote Systems Monitoring
No
Scheduling
No
Sales Analytics
Collaboration Tools
No
Dashboards
No
Forecasting Analytics
No
Ideal Customer Profile (ICP)
No
Lead Analytics
No
Pipeline Management
No
Predictive Forecasting
No
Predictive Lead Scoring
No
Sales Intelligence Reporting
No