ConsultancyOS Description

ConsultancyOS is a cloud-driven platform that streamlines professional services automation specifically for IT services, technology consulting, and business management firms. It merges essential project delivery functionalities such as phases, milestones, tasks, sprints, and time tracking, along with billing and invoicing, while also providing tools for forecasting, utilization and capacity planning, resource management, client health analytics, financial dashboards, and a customizable client portal. The platform's unique IP Encoding System records a firm's methodologies in playbooks and processes, leveraging AI agents to generate work in accordance with these established methods and firm-specific guidelines, supported by review and version control workflows. Additionally, it encompasses tools for Profit First allocation, workflows for partners and suppliers, recruitment capabilities, and various automation features. The platform allows seamless integration with applications like Xero, Microsoft 365, Microsoft Teams, and DocuSign to enhance functionality. It is specifically tailored for firms with a workforce ranging from 5 to 100 employees, ensuring they have the resources they need to thrive in a competitive market. The comprehensive nature of ConsultancyOS makes it an optimal choice for professional service firms seeking efficiency and adaptability.

Pricing

Pricing Information:
Pricing is based on firm size and modules used. Founding-cohort firms lock in their quoted price for life.

Integrations

API:
Yes, ConsultancyOS has an API

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Company Details

Company:
ConsultancyOS
Year Founded:
2025
Headquarters:
Australia
Website:
consultancyos.ai

Media

ConsultancyOS Forecasting page on the Revenue Forecast tab, with total forecast KPIs, actual-versus-forecast bar chart, and monthly breakdown table.

ConsultancyOS Forecasting page on the Revenue Forecast tab, with total forecast KPIs, actual-versus-forecast bar chart, and monthly breakdown table.

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Product Details

Platforms
Web-Based
iPhone App
Types of Training
Training Docs
Customer Support
Online Support

ConsultancyOS Features and Options

ConsultancyOS User Reviews

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