Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
JOVACO Solutions, with over 25 years of dedicated experience as an Independent Software Vendor (ISV), has developed a comprehensive understanding of the unique demands and realities faced by project-driven organizations. This expertise has enabled us to create a state-of-the-art project management solution that aligns seamlessly with the actual business processes of these firms rather than forcing them to adapt to the software. Since project-based organizations account for 50% of our clientele, we are positioned to offer best practices and effective solutions drawn from extensive partnerships. Our project management tool, JOVACO Project, built on the Microsoft Dynamics platform, delivers complete visibility across all business functions throughout the entire project lifecycle. Tailored specifically for professional services firms, this reliable solution equips users with all essential tools to enhance project control, oversee tasks and operations, and optimize workflows from a unified platform, ensuring maximum efficiency and productivity. Furthermore, our commitment to continuous improvement means we consistently evolve our offerings to better serve our clients' changing needs.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Docusign
Yes
Microsoft 365
Yes
Microsoft Teams
Yes
TEDI
No
Xero
Yes
Integrations
Docusign
No
Microsoft 365
No
Microsoft Teams
No
TEDI
Yes
Xero
No
Pricing Details
Pricing is based on firm size and modules used. Founding-cohort firms lock in their quoted price for life.
Free Trial
No
Free Version
No
Pricing Details
$3000 one-time payment
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
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
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
ConsultancyOS
Founded
2025
Country
Australia
Website
consultancyos.ai
Vendor Details
Company Name
Jovaco Solutions
Founded
1983
Country
Canada
Website
www.jovaco.com/en/product-overview/jovaco-project/
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
Product Features
Job Costing
Bills of Material
No
Budgeting & Forecasting
Yes
Change Orders
No
Cost-to-Completion Tracking
No
Invoice Management
No
Overrun Reporting
No
Percent-Complete Tracking
Yes
Production Cost Tracking
No
Purchase Order Management
No
Quotes / Estimates
No
Time Tracking
No
Work Order Management
No
Professional Services Automation
Billing & Invoicing
Yes
CRM
Yes
Client Portal
No
Collaboration Tools
No
Document Management
No
Portfolio Management
Yes
Project Management
Yes
Proposal Generation
No
Quote Management
No
Resource Management
No
Time & Expense Tracking
Yes
Project Management
Agile Methodologies
Yes
Budget Management
Yes
Client Portal
Yes
Collaboration Tools
No
Cost-to-Completion Tracking
Yes
Customizable Templates
Yes
Gantt Charts
Yes
Idea Management
Yes
Kanban Board
Yes
Milestone Tracking
No
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
Yes
Traditional Methodologies
Yes
Project Planning
Agile Methodologies
No
Budget Management
No
Collaboration Tools
No
Due Date Tracking
No
Gantt Charts
No
Kanban Board
No
Prioritization
No
Progress Tracking
No
Resource Management
No
Task Management
No
Template Management
No
Traditional Methodologies
No