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Description

Eliminate the use of spreadsheets and transform finance into a collaborative team effort. Metric.ai serves as a comprehensive hub for all your financial information. You can confidently set project budgets, compute costs, and recognize revenue seamlessly. Maintain an up-to-date overview of your profit, utilization rates, effective billing, capacity, and additional metrics. Discover over 100 service-oriented key performance indicators (KPIs) and develop custom metrics to facilitate better decision-making. Organize projects and personnel into various departments, roles, and offices to accurately represent your organizational structure, complete with tailored metrics for each category. Enhance your forecasting accuracy by consolidating essential metrics like revenue recognition, multi-currency capabilities, financial closures, and historical variations all within a single platform. This approach allows you to inject more predictability into your planning. Additionally, you will receive alerts about potential risks and gain actionable insights into why actual results may differ from forecasts. By integrating project and resource plans, you can effectively plan for revenue, costs, and profits while adapting to changes in real-time. Embrace a more streamlined financial management experience that fosters teamwork and informed decision-making.

Description

Polaris self-driving professional services automation (PSA) employs cutting-edge technology to assess real-time data and provide insights to maintain project timelines, resource allocation, and financial health. With the inclusion of MissionControl in Polaris PSA, users gain immediate access to all essential metrics required for efficient task management. This consolidation ensures that project details, financials, and resource information are housed in a singular, easily accessible location. By utilizing an updated and live overview of the operations, you can exercise control and implement timely adjustments as necessary. Harness both historical and current data to swiftly respond to fluctuations and make informed decisions on the spot. Establish a clear framework and methodology to effectively oversee projects, resources, and finances, while seamlessly applying standardized processes and workflows throughout your organization. Achieving alignment among all team members is crucial for consistent execution and fostering growth, and this is made possible through the customizable PSA software. Additionally, this innovative approach not only enhances operational efficiency but also positions organizations to better navigate the complexities of project management in an ever-evolving landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Asana Yes 
GitHub Yes 
QuickBooks Online Yes 
Wrike Yes 
Xero Yes 
ADP BizPro No 
BambooHR No 
Box No 
Everhour Yes 
Harvest Forecast Yes 
HubSpot CRM Yes 
JD Edwards EnterpriseOne No 
Jira Work Management Yes 
Microsoft Dynamics 365 No 
SAP Concur No 
SAP SuccessFactors Learning No 
ServiceNow No 
Tick Yes 
Trello Yes 
Zoho Books Yes 

Integrations

Asana Yes 
GitHub Yes 
QuickBooks Online Yes 
Wrike Yes 
Xero Yes 
ADP BizPro Yes 
BambooHR Yes 
Box Yes 
Everhour No 
Harvest Forecast No 
HubSpot CRM No 
JD Edwards EnterpriseOne Yes 
Jira Work Management No 
Microsoft Dynamics 365 Yes 
SAP Concur Yes 
SAP SuccessFactors Learning Yes 
ServiceNow Yes 
Tick No 
Trello No 
Zoho Books No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$29 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

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) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Measured Analytics

Founded

2017

Country

United States

Website

www.metric.ai

Vendor Details

Company Name

Polaris

Founded

1996

Country

United States

Website

www.replicon.com/polaris-psa/professional-services-automation-software/

Product Features

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking Yes 
Budgeting & Forecasting Yes 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics Yes 
Profitability Analysis Yes 
Strategic Planning Yes 
Trend / Problem Indicators Yes 
Visual Analytics Yes 

Business Management

Billing & Invoicing No 
CRM No 
Employee Management Yes 
Financial Management Yes 
Inventory Management No 
Marketing Management No 
Order Management No 
Point of Sale (POS) No 
Project Management No 
Purchasing No 
Scheduling No 
Time & Expense Tracking Yes 
Training Management No 
Vendor Management No 

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis Yes 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up Yes 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics Yes 
Qualitative Analysis No 
Quantitative Analysis Yes 
Scorecarding Yes 
Strategic Planning Yes 

Professional Services Automation

Billing & Invoicing No 
CRM No 
Client Portal Yes 
Collaboration Tools No 
Document Management No 
Portfolio Management No 
Project Management Yes 
Proposal Generation No 
Quote Management No 
Resource Management Yes 
Time & Expense Tracking Yes 

Project Management

Agile Methodologies No 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools No 
Cost-to-Completion Tracking Yes 
Customizable Templates No 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking Yes 
Portfolio Management No 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies No 

Product Features

Professional Services Automation

Billing & Invoicing No 
CRM No 
Client Portal No 
Collaboration Tools No 
Document Management No 
Portfolio Management No 
Project Management No 
Proposal Generation No 
Quote Management No 
Resource Management No 
Time & Expense Tracking No 

Alternatives

Alternatives