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
Projects often encounter failure due to misalignment between team priorities and personnel. This issue is quite straightforward. Moreover, even when projects seem to be progressing well, excessive time spent in status meetings can significantly hamper overall productivity—time that could be redirected toward more valuable activities. Isn't it preferable to utilize your time and that of your teams in a more effective manner? Emphasizing resources is essential, and leveraging real-time data on supply and demand is crucial. For effective workforce planning and resource management, focusing on the highest priority projects and workloads is vital, allowing for resource allocation that aligns with business objectives. This transformative approach to managing tasks and personnel can distinguish between achieving essential goals or lagging behind, and it lies at the core of ResourceFirst by PDWare. This innovative solution stands out as one of the most robust cloud-based resource management software options available today, offering a user experience that rivals Excel's simplicity while enhancing organizational efficiency. Thus, adopting such tools can lead to significant improvements in project outcomes and overall business success.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Authorize.Net
Yes
Beam AI
Yes
BrightGauge
Yes
Ema
Yes
Expensify
Yes
Gusto
Yes
HubSpot Customer Platform
Yes
Kaseya BMS
Yes
Kindo
Yes
Membrane
Yes
Integrations
Authorize.Net
No
Beam AI
No
BrightGauge
No
Ema
No
Expensify
No
Gusto
No
HubSpot Customer Platform
No
Kaseya BMS
No
Kindo
No
Membrane
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
No price information available.
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
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
No
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
Portfolio Decisionware
Country
United States
Website
www.pdware.com
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
Professional Services Automation
Billing & Invoicing
No
CRM
No
Client Portal
No
Collaboration Tools
Yes
Document Management
No
Portfolio Management
Yes
Project Management
Yes
Proposal Generation
No
Quote Management
No
Resource Management
Yes
Time & Expense Tracking
No
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
No
Portfolio Management
Yes
Resource Management
Yes
Time & Expense Tracking
Yes
Traditional Methodologies
Yes