Alternatives to Verbial

Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing. The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team: so you can deploy resources based on the best match for scope, scheduling, skillsets, and more • Easily amplify institutional knowledge: by turning past experience into real-time intelligence so all your expertise is available to all your people • Confidently forecast every outcome: with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment Not every services firm operates the same way and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business. With over 1,200 prebuilt connectors including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform. That’s why professional services organizations across software, IT services, management consulting, and marketing agencies rely on Kantata to operate with greater precision, predictability, and profitability

Productive is a business management tool used by agencies and professional service providers. Productive’s main objective is to provide customers with an all-in-one AI platform that helps your best people do their best work: AI handles the repetitive parts, while you focus on delivery. Put manual work on autopilot: the built-in AI Assistant and autonomous Agents work across sales, projects, time tracking, and resourcing, while an AI notetaker captures and turns your meetings into actionable tasks. Track profitability and manage budgets for fixed price and hourly projects, and handle billing for recurring or one-time work. Get smart resource planning suggestions and business insights from AI, just by asking. Connect Productive to MCP-supported services in your stack to pull everything into one workspace.

Scoro is work management software specifically designed for service businesses that have grown weary of dealing with disjointed systems, unpredictable workloads, and shrinking profit margins. With its powerful features and intuitive interface, Scoro streamlines and optimizes the entire workflow of agencies, consultancies and other professional service businesses, providing them with a unified platform to manage all aspects of their operations. By consolidating essential functions such as project management, time tracking, collaboration, invoicing, and reporting, Scoro eliminates the hassle of switching between different tools and brings coherence to the work process. It enables businesses to gain better control over their projects, allocate resources efficiently, and monitor progress in real-time. Scoro's data-driven insights and analytics empower businesses to make informed decisions, identify areas for improvement, and drive overall growth and profitability.

Teamwork.com is a professional services automation platform designed to help service businesses run projects, resources, and financials from one connected workspace. The platform gives teams visibility into project profitability, billable utilization, budgets, workloads, client communication, approvals, timelines, and delivery performance. Teamwork.com helps organizations plan capacity, forecast demand, assign the right people to the right work, and identify underutilized or overutilized team members. Its financial management capabilities help teams track billable hours, monitor margins, stay aligned with budgets, and spot unprofitable projects before they close. Client management tools centralize project communication, approvals, status updates, reports, and dashboards in a shared workspace for teams and clients. TeamworkAI helps users move faster by turning updates into tasks, applying smart filtering, supporting resource management, and integrating with AI models such as Claude and ChatGPT. The platform also includes 150+ integrations, ready-made templates, onboarding support, implementation resources, and security protections. Teamwork.com is designed for agencies, IT services and software companies, consultancies, accounting firms, finance teams, and professional services businesses. By combining project delivery, resource management, profitability tracking, AI productivity, client collaboration, integrations, and reporting, Teamwork.com helps teams deliver better work with less operational stress.

You can create standalone projects easily or use your favorite CRM to do it in one click. All project details are available at a glance. You can also plan your resources using built-in Gantt charts. You can assign tasks, visualize progress of projects, increase team collaboration, reduce waste, and break down projects into organized tasks. PSOhub's Task Manager allows you to eliminate spreadsheets and make everything online. Self-driving time tracking allows you to bill clients more accurately and spend less time on timesheets. PSOhub makes it possible to stop making assumptions about resource allocation. Real-time insight allows you to manage your team and see what is ahead. PSOhub automates the invoicing process by automatically entering data. It's never been easier to bill clients and get paid.

Forecast is a comprehensive project and resource management tool that can be expanded to include a wide range of great features. It combines project management, resource planning and team collaboration under one roof. This allows you to use the power of AI for automating administrative tasks. It is a strong alternative to point-based project management solutions in professional service companies. Ideal for companies with 50+ employees who need the entire project portfolio and resource overview in one software. * Project proposals that are more predictable and precise * Improved planning and analysis with Insights and Reporting * AI supports stronger business decisions * Flexible resource management through Task and Project Allocations * Time and Task Management that is efficient * Get actionable insights into project profitability with cost, revenue, and profit updates in real-time

Ravetree is an all-in-one platform built specifically for client service businesses that need advanced project management, budgeting, and billing—far beyond generic tools. Forecast project budgets, track actual spend, and get instant insights into fees, costs, and profitability with powerful visualizations and reports. This clarity helps you make informed decisions and keep projects financially on track. Ravetree’s robust time tracking and billing features offer unmatched flexibility. Create time logs in one click, assign them to projects or clients, and manage approvals with custom workflows. Set up client-specific rate cards with start and end dates for billing accuracy and consistency. Assign multiple team members to the same task—each with their own bill rate, work role, and time estimate—so you accurately reflect every specialist’s unique contribution and cost. Generate invoices directly from approved time logs and expenses, with seamless QuickBooks integration for efficient financial management. Benefit from advanced resource planning, real-time project visibility, and customizable dashboards—eliminating the need for spreadsheets and disconnected tools. With unlimited file storage, secure client portals, and real-time collaboration, Ravetree keeps your team and clients connected and informed throughout every project. Whether you manage creative, digital, or consulting projects, Ravetree is the ideal solution for businesses that need a platform that truly supports their needs and drives client satisfaction.

CrossConcept Continuum is more than traditional PSA solutions. It incorporates cutting-edge UI technology, making it easier to use the solution. This reduces clicks and time spent logging data. CrossConcept Continuum integrates with all major accounting systems, allowing you to seamlessly synchronize your accounting and projects within one unified system. Our innovative PSA solution allows organizations maximize profitability by integrating financial accounting and connecting projects. This allows you to manage all stages and deliver on your promises, from conception to completion. CrossConcept has decades experience in helping service companies automate their processes. CrossConcept has worked with clients ranging in size from a few people to more than thirty thousand. CrossConcept Continuum was born out of real-world experience by the founder and his team. Our solution is a simple but powerful PSA!

The best PSA software to optimize your contract-to-invoice workflow. TimeLog gives you valuable insights into the project's time, resources, and earnings. You can achieve greater productivity through more accurate billing and higher profits. You can track time and expenses at your own pace. Do not waste time invoicing using a lot of spreadsheets. Instantly see which projects will be profitable and on-track. You can plan better and stick to your deadlines with a complete overview.

Belvak serves as a comprehensive business operations platform tailored for service companies that have a workforce ranging from 5 to 50 employees, including IT agencies, managed service providers (MSPs), consultancies, contractors, and creative firms. This platform integrates the sales process, service delivery, and revenue management into a single system, allowing businesses to monitor their cash flow and profit margins in real-time rather than waiting until the end of the month. It features numerous modules such as Proposals, Invoicing and Payments, Project Management, Project Archive, Maintenance Contracts, Employee Management, Time Tracking, Recruitment, Client Management, Analytics and Reporting, and an AI assistant that provides insights based on your data. With the ability to invoice in over 50 currencies and utilize 12 customizable templates, users can also automate recurring billing and maintenance contracts, monitor billable hours against project margins, and handle hiring and payroll processes without needing additional tools. Belvak integrates seamlessly with popular applications like Stripe, Slack, QuickBooks, and Zapier, and offers a REST API along with webhooks for further connectivity. The platform is free for a single user without requiring a credit card, with the Professional plan available at $49 per month for up to 5 users, and an additional $8 charged for each extra user thereafter. In summary, Belvak not only simplifies business operations but also enhances efficiency through its integrated features, making it a valuable asset for service-oriented companies.

Experience a comprehensive platform designed for overseeing clients, invoices, projects, proposals, estimates, hours, payments, contractors, and staff all in one place. This solution is ideal for attracting clients while optimizing your time and efficiency. Clientary serves as an all-in-one professional services automation tool that addresses the complete needs of your business. With our assistance, countless freelancers, agencies, and companies have successfully streamlined their client management processes. Say goodbye to the hassle of dealing with disparate documents, templates, and applications. We facilitate the entire client lifecycle, from initial proposals and estimates to tracking time, generating invoices, and processing payments, ensuring you and your team have all necessary resources centralized. Initiate your client relationships effectively with tailored proposals and contracts, and easily gather signatures directly through Clientary. Invoices can be generated automatically based on billable work or estimates, simplifying your billing process. Collect payments seamlessly through multiple methods, including credit cards, ACH, or offline options. Monitor time and delegate staff tasks efficiently while also planning for future workload. With features that manage projects, budgets, deadlines, and varying rates, your organization can thrive like never before. This integrated approach will transform how you manage your business relationships and operations.

BigTime is an online time and billing system that professionals use. BigTime allows firms to use time and expense tracking tools as well as WIP management, billing, invoicing, task management tools and many other features in one platform. BigTime, which is cloud-based and has an intuitive interface, bundles industry best practices and operational know-how into a user-friendly app that runs on any desktop or mobile device. BigTime integrates with top productivity apps like Zapier, Lacerte and Slack. From project creation to client payments, BigTime streamlines firm operations with intuitive budgeting, project management, and invoicing solutions that can be configured to automate even the most complex scenarios.

Ancor serves as an all-in-one agency management platform tailored for marketing, creative, and digital firms with teams ranging from 5 to 30 individuals. This software consolidates traditional project management tools, timesheet applications, and spreadsheets into a single solution that facilitates planning, resource management, project execution, and financial tracking. Its AI Planner efficiently transforms project briefs into structured phases, tasks, estimated hours, and anticipated profit margins. The Capacity feature enables users to identify team members overloaded with work exceeding 100% for the upcoming week, helping to manage deadlines more effectively. Additionally, timesheet entries are monitored against actual work completed, while an efficiency dashboard highlights any hours worked that surpass initial estimates and their associated costs. Clients can conveniently approve project deliverables through a user-friendly portal without needing an account, ensuring they are aligned with the specific version of the work. Ancor also offers real-time tracking of project margins, retainers, and scope of work, along with invoicing that is ready for GST compliance. The pricing model is structured on a per-team basis rather than by individual seats, and potential users can take advantage of a 14-day free trial to explore its features. This comprehensive approach makes Ancor a valuable asset for agencies looking to enhance their operational efficiency and client satisfaction.

Avaza is an innovative cloud-based tool designed to enhance professional services automation, facilitating seamless project collaboration, efficient resource scheduling, comprehensive time and expense tracking, retainer management, and streamlined invoicing processes. This platform is widely relied upon by various teams across different sectors, as it consolidates vital business operations into a singular, effective solution. By offering an integrated all-in-one platform, Avaza eliminates the complications associated with having multiple subscriptions and redundant workflows. Its combination of project management, financial oversight, and retainer management equips businesses with immediate access to insights regarding project profitability, employee utilization, and retainer performance, all within a cohesive framework. The retainer management feature stands out by automating payment processes and applying credits for completed tasks, which fosters smooth billing practices, optimal resource distribution, and enhanced transparency throughout client engagements. Furthermore, Avaza is accessible on desktop, tablet, and mobile devices, granting organizations the ability to manage operations flexibly and efficiently from anywhere, thereby boosting productivity and collaboration among team members.

AccountSight serves as a cloud-based Professional Services Automation (PSA) tool tailored to assist startups and expanding businesses. Its notable features encompass project management applications, time and expense tracking, as well as billing and invoicing capabilities. Users benefit from the convenience of automatically linking timesheets and expense receipts to project invoices, in addition to having tools for project planning, forecasting, and scheduling at their disposal. The platform efficiently monitors the discrepancies between planned and actual costs, alongside comparing scheduled hours with the actual time invested in projects. Furthermore, administrators are empowered to generate project estimates, forecast budgets, submit bids, and seamlessly convert estimates into invoices. To enhance accessibility, AccountSight also offers mobile applications compatible with both Android and iOS platforms, ensuring users can manage their projects on the go. Overall, this comprehensive solution is designed to streamline operations and foster growth for its users.

Office Timesheets is a versatile web-based time tracking and management software tailored to meet the unique requirements of organizations focused on project work, enabling precise employee time recording and reporting for effective job costing, accounting, and the billing of professional services. In addition to its core capabilities, it offers comprehensive expense tracking features, accommodating various currencies and automated tax calculations. This user-friendly application, which operates entirely online and mimics the functionality of traditional Windows applications through AJAX, allows for easy configuration to suit project costing, client billing, and time and attendance needs. Users benefit from real-time graphical reports that shed light on productivity levels, while email notifications promote timely submission of timesheets. Furthermore, the software includes a customizable approval workflow designed to align with specific business processes, along with flexible billing and invoicing options for multiple clients. Compliance with DCAA regulations ensures that timesheet submissions adhere to necessary guidelines, making it a reliable choice for professional organizations. The combination of these features makes Office Timesheets an essential tool for businesses aiming to optimize their time management and financial tracking.

TMetric is a productivity and time tracking app for freelancers and business owners that helps them optimize their time usage to make more money. TMetric allows you to track time spent on each task, monitor productivity and activity levels, generate invoices and add cost rates, track progress, budgets, and manage time-off policies. TMetric's intuitive design makes it easy to use and simplifies your workflow for greater efficiency. The app offers a 14-day free trial and a basic plan for a nominal fee. You can choose from web, mobile, or desktop versions. There are also integrations with 50+ other tools.

TimeLodge integrates various elements such as time tracking, project budgeting, expense management, estimates, invoicing, online payments, and profitability analysis into a single streamlined workflow. It is designed for freelancers and small service enterprises, allowing them to either run timers or input time manually, evaluate billable tasks, convert approved hours and expenses into straightforward invoices, and process client payments via their linked Stripe account. Users can monitor the status of invoices, distinguishing between those ready to be billed, pending payment, overdue, or already paid. The platform also offers features like weekly timesheet submissions, approval processes, automated recurring invoices, reminders, comprehensive reporting, an audit trail, data export capabilities, API integration, and signed webhooks to enhance operational efficiency. With its robust set of tools, TimeLodge aims to simplify financial management for its users.

In just a few simple steps, you can create professional and customized invoices. We can handle any country, currency, or language of your clients. Get a complete overview of all your projects. Use the live tracker to track your hours or fill out your weekly timesheets. You can achieve the productivity and time management you need. Get a complete overview of your business. You can monitor the progress of your projects, the tasks of employees and the transactions of clients. Simple and fast tracking of your company's expenses. All your company's expenses can be tracked at once: supplier invoices, recurring expense, and bill payments. Tie expenses to your projects to get a better financial overview of your ventures. Your clients will be impressed by your dedicated area. Build strong relationships with them. Clients can pay their invoices online, monitor and review their transactions history, and they can also monitor your projects.

ZEP — The new standard for projects. ZEP is the software for Management Consulting, IT Consulting and Engineering: book hours against clients and projects, steer utilization and margins, from the proposal to the invoice. Four product lines cover the path from the first booked project hour to organization-wide control — you start with the line your business needs today and move up as it grows, keeping your data. ZEP Track — Project Time Tracking: your team books hours against clients and projects, budgets and absences sit in one place, and the payroll export is included. ZEP Control — Project Management: plan tasks and capacity and see what a project earns. Revenue, costs and utilization come out of the hours your team has booked. ZEP Operations — Professional Services Automation: the entire project lifecycle in one system — proposal, booked hours, travel expenses, suppliers, invoicing and the export to project-specific financial accounting. ZEP Business — ERP for Professional Services: run the project business across several entities, with internal cost allocation, document management, HR and resource planning included. The AI chat (ZEP Assistant) is included in all four lines at no extra cost, as are all interfaces: ZEP's own REST and SOAP APIs, single sign-on and an unlimited number of third-party integrations. For teams without a project business, ZEP Clock covers working hours, overtime and absences including the payroll export, with travel expense management and HR available as optional add-ons. Get to know ZEP in an online presentation or test it free for 14 days. ZEP GmbH has been developing software for project-based companies for more than 25 years. Developed and hosted in Germany, ISO 27001 certified.

Workspace369 is an online platform designed for agencies, freelancers, consultants, studios, and service-oriented businesses to streamline their client work processes. This comprehensive tool consolidates various client-related elements such as records, requests, proposals, contracts, projects, files, invoices, and conversations into a singular workspace. Teams can easily send proposals for e-signatures, transform accepted proposals into invoices, and facilitate card payments via client links. Additionally, it allows for task organization on boards, scheduling of work on a shared calendar, and the inclusion of tracked time in invoices. A dedicated client portal provides seamless access to proposals, invoices, and appointments, while a shared inbox ensures all client communications are centralized; the Voyager plan includes calls and texts, whereas the Specialist plan introduces a complete business phone system alongside accounting features. Automated workflows enhance follow-up processes, and Workspace AI assists in drafting messages for users to review before sending out. The platform operates in a web browser and offers applications for iPhone, iPad, and Mac devices, with a 14-day free trial available for prospective users to explore its capabilities. Overall, Workspace369 aims to simplify client management and enhance productivity for various service-based industries.

Taskomat allows you to streamline your freelance activities, encompassing everything from organizing tasks to generating invoices. It effectively connects the budget of your projects with the duration required to finish them. Moreover, it integrates top productivity strategies into a singular platform. Recognized as the ultimate in productivity and smart work solutions, Taskomat serves as a comprehensive tool for project management, task scheduling, performance tracking, client relations, and invoicing. With Taskomat, all essential elements for managing your work efficiently are consolidated in one location. This eliminates the frustration of juggling multiple platforms that fail to deliver genuine value. Rather than just being a project management software, Taskomat functions as an ROI management system. By defining your financial objectives, you can enhance your work processes for better results. To excel as a freelancer, relying solely on a billing software is inadequate; similarly, a standard project management tool falls short. To truly succeed as a freelancer, embracing Taskomat is essential, as it offers the specialized tools and features needed to elevate your business. It’s your all-in-one solution for achieving peak productivity and financial success in the freelance world.

Ruddr serves as a contemporary platform tailored for professional services, specifically designed for small to medium-sized teams. It systematically collects vital operational metrics concerning clients, projects, budgets, tasks, time, expenses, and invoices. Through its detailed reports and key performance indicators, users gain valuable insights into crucial metrics such as revenue, service margins, realization rates, and utilization rates. Ruddr boasts a rich array of integrated functionalities that enable seamless management of professional services operations, eliminating common frustrations. Users can oversee all clients and projects within a single interface, making it easier to monitor essential performance indicators on individual project dashboards. Time tracking is made simple with options for day, week, month, or list views, allowing for flexibility in how time is recorded. Project managers can swiftly authorize time and expenses, ensuring smooth workflow. Users can also develop comprehensive budgets by consolidating tasks associated with each project and monitor real-time progress against these budgets throughout the duration of the project. Additionally, generating reports on key operational data is straightforward, facilitating thorough evaluations of hours worked, expenses incurred, utilization rates, and more. This all-in-one approach ensures that teams can focus on delivering quality services while maintaining efficient operational oversight.

Captivate clients and reduce time spent on administrative tasks, eliminating the need for manual invoicing and persistent payment reminders. Cone’s user-friendly proposal software exemplifies the ideal blend of simplicity and functionality tailored for accountants. Effortlessly send polished proposals while securing payment information in advance. Projects can commence automatically once a proposal has been signed, removing the burden of manual intervention. Experience seamless project initiation after acceptance, while gaining insightful visibility into your team's tasks, deadlines, and overall project advancements to enhance workflows. Optimize your operations and unlock higher levels of productivity. Utilize the client portal to distribute forms, gather electronic signatures, and request files without hassle, eliminating the need for follow-ups with clients. Generate invoices directly from proposals or ongoing projects, accommodating various payment options such as ACH or credit/debit cards. Recognizing the importance of data security for your business’s triumph, we have instituted robust measures to safeguard your information effectively. By leveraging this software, you can focus on what truly matters: growing your business and serving your clients better.

SQUAVA is a time-tracking, project management, accounting, and forecasting tool for professional service firms. It combines all of your business's day-to-day operations in one online, outof-the-box software. SQUAVA's intelligent workflows and features make it easy to focus on the important tasks that will build your business and make money. You can answer difficult questions such as: When should I hire? How much work do I have? Our simple pricing plan scales with you business and easily pays off with the time and money that you save. We train and onboard our customers without any upfront costs. You pay monthly, just like your cash flow. SQUAVA is the software that you've been searching for to manage your business. It's amazing!

Kytes PSA can be integrated with ERP, CRM, HRMS, BI and any other third-party or home-grown application to provide the single source of truth. Kytes PSA is built on state-of-the-art-technology-stack, offers comprehensive and thoughtful functionalities, excellent user experience, secure & scalable & single tenant cloud hosting. Its highly configurable and that makes it easier to implement and response to the change requests becomes time and cost efficient. Overall Kytes PSA provides the best value to cost ration across global PSA offerings. Kytes PSA can be used to drive different project types, contract types (T&M, Fixed Price, Retainership, UFP and others), delivery methodologies like waterfall, agile, ticket based etc., Kytes PSA provides the best of both worlds, an out-of-the-box and yet tailor made solutions for customers looking to digitize and automate their complete business processes for customer projects, New Product Development (NPD) projects and Internal Initiatives projects.

VOGSY is an all-in-one CRM and ERP platform for services businesses. We make it easy to set up new countries, track international projects, and connect local finance packages. Unify financials, operations, and delivery across teams, tools, and countries—without replacing your local finance systems. From opportunity to invoice, VOGSY gives you the clarity to grow profitably in every currency and country. Run as many concurrent accounting integrations as you need. VOGSY takes mere minutes to connect Xero in AUD for Australia, Tally in INR for India, Sage in GBP for the UK... Any configuration you need. Connect as many local accounting tools as you need Consolidate key finance data in your base currency Ramp up a new country in minutes, in any currency Comply with local accounting practices with zero fuss Keep costs under control Obtain 100% accuracy in A/R and A/P administration

Workplate is a cloud-based business solution tailored for professional services firms in India, such as CA and CS practices, law firms, IT companies, agencies, and consultancies. The software encompasses various modules for project management, customer relationship management (CRM), electronic signing, invoicing, and an AI-enhanced team communication platform. The project module facilitates engagement planning, task management, milestone tracking, time logging, approval processes, and comprehensive work reports. The CRM component oversees lead management, client records, deal progress, owner assignments, and follow-up tasks. The eSign feature allows for the management of engagement letters, non-disclosure agreements, and statements of work, incorporating Aadhaar-based signing capabilities in India, along with providing signed PDFs and detailed audit trails. The invoicing module ensures compliance with GST regulations, supporting retainer and milestone billing, payment link generation, receivables tracking, and exporting to accounting tools like Tally and Zoho Books. Each module can be purchased individually, and ongoing developments aim to enhance data integration and automate the time-to-invoice process, promising even greater efficiency for users. Overall, Workplate streamlines the operational aspects of professional services firms, enabling them to focus more on their core business activities.

Born and bred in the UK, Anfold Software provides online back-office and HR technology for over 800 clients worldwide from our London-based premises. We offer two distinct products: Project and Recruitment.

Indy is an adaptive and all-in-one management software that allows freelancers to track everything, from payments to proposals. Indy makes time management and organization easy so users can focus on their work. This platform includes a collection of contract, proposal, and form templates that make it easier to get clients. Users can assign tasks to specific projects or to categories using the task tracking system. The time tracker tool allows users to log and categorize time spent on tasks as they work. This makes it easy to balance multiple projects or create invoices. Indy can generate detailed invoices for clients when it's time to pay. In return, clients have peace of mind knowing Indy uses top payment methods such as PayPal and Zelle. Indy is a versatile and reliable tool that can be used with other tools such as Profiles, Drive and Client Contacts.

MonoDesk serves as a comprehensive platform designed specifically for freelance creatives, agencies, and studios. It allows users to oversee clients and their respective portals, manage projects and tasks, track milestones, organize weekly schedules, monitor time, facilitate team collaboration, handle leads, and create proposals complete with e-signatures and invoices, all while benefiting from an integrated AI Co-Worker. This centralized approach simplifies workflow and enhances productivity for creative professionals.

Monton is a comprehensive agency management software designed specifically for agencies and professional services firms that bill for their team's time, catering to sectors such as marketing, creative and digital agencies, software development studios, IT service providers, consultancies, and accounting firms. This platform integrates multiple functionalities, including project management, time tracking, staffing and resource planning, invoicing, and customer relationship management (CRM) into a single interface. It enables real-time calculation of project and client margins based on recorded hours, individual cost rates, and invoices. Project managers benefit from the ability to track budget utilization and forecast team availability, while business owners can analyze client profitability and retainer agreements effectively. Pricing is structured by plan rather than by user, with all plans encompassing essential features, though the limits on members, storage capacity, and support levels differ according to the tier selected. The free tier accommodates up to five users without requiring a credit card for sign-up. In addition, Monton's official MCP server allows for seamless integration with AI assistants such as Claude and Cursor, facilitating margin checks, task creation, and hour logging directly through chat interfaces. Furthermore, the software is accessible in multiple languages, including English, Spanish, Italian, and Catalan, making it a versatile choice for a diverse range of users.

Beebole is a project time tracking and resource planning platform trusted by 1,000+ companies in 60+ countries. Since 2008, it has helped SMBs and mid-market teams measure where time and money go across projects — without stitching together separate tools for planning, financials, and approvals. Track time against projects, sub-projects, tasks, and clients via weekly timesheet or start/stop timer. Manage billing rates, cost rates, and project budgets at the person, project, task, or team level. Track expenses against budgets. See project margins and profitability in real time — not just at month-end. Beebole connects resource planning directly to the timesheet. Managers assign work in the planning view; those entries appear pre-populated in each employee's timesheet. Employees confirm or adjust. That means managers can see deviations between planned and actual in real time. Run multi-stage timesheet approval workflows: manager → project lead → finance, in the order you define — with quorum settings and a full audit trail. Configure custom roles with granular permissions. Add custom fields to projects, people, tasks, and time records to help create the exact reporting you need. Reports are fully configurable. Build multi-dimensional reports, visualize with 11 chart types, and schedule for automatic email delivery. Native integrations with Asana, Jira, Linear, QuickBooks, and BambooHR. Beebole's API is available at all plan levels. Beebole is available in 10 languages, and it's GDPR- and DCAA-compliant. Beebole offers a free plan for up to 5 users. Paid plans start at $9/seat/month. Try Beebole today with a 30-day free trial, no credit card required.

Dinvy Ascent was designed to help you transition to online time entry and billing now, and to allow you to add advanced features such as estimating, planning, and customizations, as you grow. Data capture helps you run your business more efficiently. Dinvy Ascent displays your data quickly and in a way that is valuable, where you need it. Dashboards consolidate key indicators of performance for easy consumption on Executive, Account and Project pages. Custom Reports are available to be delivered directly to your inbox at the time you need them. Our architecture is focused on scalability, customization and flexibility. Dinvy Ascent allows you to customize the user experience and add new features or feature flags based on your changing business needs. What that means is that you have to adapt to the limitations of your software or pay for features which your team members do not need.

To compare your plans with reality, forecast the availability of your employees and track their time on projects. A quick overview of your financial and operational performance. To streamline non-billed tasks, bring all parts of your business together and allow you to focus on what is most important: providing high-quality professional services to your clients. Smart algorithms based on tech and soft skills matrix allow you to see who is available and to schedule the most suitable people for existing, planned, or tentative projects in one click. Estimate the phases of a project, report vacancies and manage profitability. You can deliver truly data-driven, profitable results. Employee dashboard and predictive timesheets make it easier for employees to log their work. This data can be used to improve your project. You can estimate costs for both a project and your entire business. Dynamic reports allow you to track all changes in real time.

PLYNTUM serves as a comprehensive workspace designed for agencies and various companies involved in client services. It integrates essential elements such as projects, clients, team members, tracked time, and financials into a single platform, enabling teams to easily identify upcoming tasks while providing companies with insight into project costs. Users can organize client work through customizable boards that feature owners, deadlines, and relevant files, displayed in list, board, calendar, or timeline formats. All agreements, requests, and project histories for each client are consolidated into a single record. Time tracking is facilitated with options to review hours before finalizing them, along with linking approved time and direct expenses to the overall project value; it also encompasses invoice management, payments, and receivables. The system maintains a trail of requests and approvals, ensuring that decisions are documented and assigned to specific owners. Additionally, it allows for the management of multiple companies as distinct workspaces within a single account. The pricing starts at $55 per month per workspace, which includes membership for team members, and the Launch plan offers a 7-day free trial without requiring a credit card. Developed in Tbilisi, Georgia, by the creative agency Lost & Found, it is available in both English and Georgian, making it accessible to a diverse user base. This innovative approach aims to streamline workflow and enhance collaboration across teams, providing a valuable solution for managing client work effectively.

AI Time Tracker captures every billable hour automatically. You see live margin, not end-of-month surprises. How profitable is the project you are working on right now? If the honest answer is "I'll know when invoices go out," that's the problem. TimeCamp's AI Time Tracker logs hours in the background as your team works, so the margin on every client and project updates in real time. AI Time Tracker fills in timesheets automatically based on activity, no manual entry Live margin on every client and project, updated as work happens Time, attendance, invoicing, and budgeting in one place Connect 80+ tools you already use, from Jira to QuickBooks Built for teams who want facts, not Friday guesses Stop guessing. Start knowing.

Mycel is a cloud-based platform designed for client operations and workflow management tailored specifically for service-oriented firms that deal with ongoing projects. It assists teams in identifying potential clients and crafting outreach messages, preparing reports and deliverables from client files and pre-existing templates, requesting necessary information and conducting follow-ups, as well as generating invoices and payment reminders. Additionally, Mycel allows teams to strategize marketing content and manage a business website effectively. Each piece of external communication is subject to review and approval by a team member, ensuring that company guidelines and edits are preserved for future reference. The platform integrates seamlessly with popular email, accounting, customer relationship management, collaboration, and payment systems, while also offering a client portal for reviewing work and responding to inquiries. Tailored for accountants, bookkeepers, agencies, consultants, and other businesses providing repeatable written services, Mycel enhances efficiency and organization across various operational tasks. By streamlining these processes, it enables teams to focus more on delivering high-quality services to their clients.

Olqan is the Business Operating System for growing companies. It helps them grow profitably. Growth adds clients, projects, employees, invoices and admin. Billable hours go unrecorded, finished work waits to be invoiced, and margins shrink while revenue rises. Olqan helps companies grow without letting overhead grow at the same rate. Win more: track leads, pipelines, proposals and follow-ups, and send contracts for e-signature. Deliver profitably: track time and billable hours, set project budgets, compare budget against actual, and see utilization and capacity. Get paid faster: invoice from projects, milestones and retainers, then track payments, send reminders and reconcile what you receive. Scale with less overhead: handle approvals, attendance, leave and employee records, and give clients a portal to follow their own work. Free Solo plan. Paid plans include a 14-day trial. No credit card required.

Stafiz, a cloud-based software, allows you to manage service activities and staffing, as well as invoice projects. - One software that simplifies business management and forecasting. - Data is more reliable, available in real-time, visibility is increased tenfold. - Forecast the utilization rate and plan for your team's capacity. - Real-time monitoring of financial forecasts and project progress. - Track your margins to improve profitability. - Identify potential opportunities and profile requirements. - Incorporate opportunities into the forecast. - Search profiles by role, experience, and skills.

Bonsai is an all-in-one business management solution for small businesses and self-employed professionals. One of the most commonly used functions is financial management. It covers everything business owners need to manage their finances efficiently and achieve profitability goals: invoicing & payments, accounting, taxes, and even banking. With an intuitive and user-friendly dashboard, it is easy to use. Using Bonsai, SMBs can easily track income and automatically categorize expenses to maximize write-offs. It enables small business owners to get paid faster by creating professional invoices in seconds with global payments and automatic reminders. In addition to financial management, Bonsai offers a complete client and project management solution. It includes contracts & e-signing, proposals, CRM, client forms, scheduling, time tracking, and many other features for running and growing a business successfully. Business owners can generate custom contracts and proposals from 1000+ templates in Bonsai’s library. All of Bonsai’s features are integrated and automated, making it an all-in-one business process management platform that saves time and money. Grow your business in no time while Bonsai takes care of the rest.

Manage your entire business and accomplish tasks seamlessly with a single application. Plutio is a comprehensive business management tool crafted to assist you in overseeing projects, monitoring time, and generating eye-catching proposals along with invoices that ensure prompt payments. You can efficiently create tasks for all your requirements, allowing Plutio to keep you organized and focused on what truly matters. No matter where you are, you can monitor your time and gain insights into everyone's time entries through an advanced time-sheet feature. Quickly send invoices, track their status, and receive payments swiftly using various payment options like PayPal and Stripe. Design stunning proposals and legally binding agreements with an easy-to-use drag and drop editor, while also being able to track when they are viewed or digitally signed. Foster communication with your team through real-time messaging and integrated email features, enhancing collaboration. With the option to add or invite new members, you can work together more effectively and cultivate stronger relationships. Initiate discussions with anyone on Plutio, seamlessly linking your conversations to your ongoing projects and tasks for improved productivity. This cohesive environment empowers you to streamline operations and achieve your business goals more efficiently.

Flowlu is your ultimate destination for comprehensive business management. Offering a complete suite of tools for project organization, task delegation, financial tracking, and team collaboration, Flowlu empowers you with complete visibility into your company's operations. Streamlining your business processes, Flowlu serves as a centralized hub where you can efficiently manage all aspects of your operations in one convenient location.

As an agency grows, information can get lost in the heads of people or spread across multiple systems. This can lead to lost control, wasted time, and even loss of profits. Agency management software combines all the information you need to manage your clients, projects, and finances in one place. You can save time and let everyone see the information they need. This software also gives you real-time data that will help you make informed decisions to improve your agency's performance. Intelligent agency management software gives you a clear view of your agency's performance, profitability, and capacity utilization. You can easily see the profitability of each client and project, and pinpoint areas where you need to focus your efforts. Accurate quotes can reduce under-quoting or over-delivering, and billing plans can ensure regular payments.

WorkflowMax is a cost-effective, feature-rich solution that can help you increase project profitability. WorkflowMax is a cloud-based online workflow and job manager product from Xero. It has been used by more than 10,000 companies. These include time tracking, quoting, streamlined billing, job management, insights and reporting. WorkflowMax is ideal for creative agencies, engineers, surveyors and lawyers, IT companies and construction firms, consultants, and anyone who bills time.