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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

Acronis Automation is a powerful Professional Services Automation (PSA) solution designed specifically for Managed Service Providers (MSPs) to optimize and streamline their business operations. It includes robust features such as automated billing and invoicing, service desk management, CRM tools, project management, inventory tracking, and KPI reporting. Seamlessly integrating with Acronis' Remote Monitoring and Management (RMM), cybersecurity, and data protection services, it provides a unified platform for managing tickets, automating workflows, and analyzing business performance. This centralized solution reduces manual processes, enhances efficiency, and improves client satisfaction, enabling MSPs to focus on delivering exceptional services and driving growth.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 
NinjaOne Yes 
PayPal Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Stripe Yes 
Xero Yes 
Zapier Yes 
Acronis Cyber Protect No 
Authorize.Net Yes 
Exopen Yes 
Gmail No 
Google Analytics Yes 
HubSpot CRM Yes 
Kaseya VSA No 
N-able N‑central No 
Salesforce Yes 
Truto Yes 
Unifonic Yes 
WordStream Yes 

Integrations

Microsoft 365 Yes 
NinjaOne Yes 
PayPal Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Stripe Yes 
Xero Yes 
Zapier Yes 
Acronis Cyber Protect Yes 
Authorize.Net No 
Exopen No 
Gmail Yes 
Google Analytics No 
HubSpot CRM No 
Kaseya VSA Yes 
N-able N‑central Yes 
Salesforce No 
Truto No 
Unifonic No 
WordStream 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

$49.00/month/user
All-in monthly fee per user (based on annual subscription).
Free Trial Yes 
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 Yes 
iPad App Yes 
Android App Yes 
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) No 
In Person Yes 

Vendor Details

Company Name

Accelo

Founded

2011

Country

United States

Website

www.accelo.com

Vendor Details

Company Name

Acronis

Founded

2003

Country

Switzerland

Website

www.acronis.com/en-us/products/cloud/cyber-protect/automation/

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

Help Desk

Alerts / Escalation Yes 
Automated Routing Yes 
Community Forums No 
Customizable Branding Yes 
Document Storage No 
Email Integration Yes 
IT Asset Management Yes 
Incident Management Yes 
Interaction Tracking Yes 
Knowledge Base No 
Known Issue Management Yes 
Live Chat No 
Multi-Channel Communication Yes 
Multiple Brands / Products Yes 
Network Monitoring No 
Real-time Chat No 
Self Service Portal Yes 
Service Level Agreement (SLA) Management Yes 
Ticket Management Yes 

IT Service

Contract Management Yes 
IT Asset Management Yes 
Incident Management Yes 
Knowledge Management No 
Release Management No 
Self Service Portal Yes 
Service Catalog No 
Service Reporting Yes 
Ticket Management 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 No 
Document Management No 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation Yes 
Quote Management Yes 
Resource Management No 
Time & Expense Tracking Yes 

RMM

Deployment Management No 
For MSPs No 
IT Asset Management No 
Mobile Access No 
Network Monitoring No 
Patch Management No 
Real-time Alerts No 
Remediation Management No 

Service Desk

CMDB No 
Change Management Yes 
IT Asset Management Yes 
Incident Management Yes 
Knowledge Base No 
Mobile Access Yes 
Procurement Management No 
Remote Control No 
SLA Management Yes 
Self Service Portal Yes 

Time Tracking

Automatic Time Capture Yes 
Billable & Non-Billable Hours Yes 
Billing & Invoicing Yes 
Employee Database Yes 
Expense Tracking No 
Mobile Time Tracking Yes 
Multiple Billing Rates Yes 
Offline Time Tracking No 
Online Time Tracking Yes 
Overtime Calculation Yes 
Time per Project Reporting Yes 
Timesheet Management Yes 
Vacation / Leave Tracking Yes 

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