Alternatives to Pike

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

Float is the #1 rated resource management software that gives 4,500+ teams the essential data and context they need when resourcing client work. Success in professional services isn’t just about assigning work: it’s building the high-performing teams who deliver it. With Float, you can make smarter resourcing decisions and adapt work as it shifts to build a winning team for every job. The world’s top teams don’t just wing it. They resource client work the right way with Float. You should, too. Try for free at float.com.

Lower expenses, boost project transparency, and maintain your budget effortlessly—with simple timesheets! ClickTime streamlines employee time planning and management, allowing you to track hours from your phone or computer, swiftly approve time entries, and use dashboards to oversee budgets and allocate employee time. Whether you're forecasting project expenses or evaluating past results, ClickTime delivers immediate insights into your business. Quickly see which projects are over or under budget, understand team availability, costs, and productivity, and easily approve timesheets, leave requests, and billable hours.

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.

Silverbucket is a user-friendly resourcing solution, you can make resource plans easily and get a clear view your company’s resource allocations. Achieve results without random spreadsheets, sweat and tears. We can help you manage resources in a way that increases both profitability and job satisfaction. All projects, people and capacity levels can be monitored from a single view. Master the project at hand also with skills tracking, competency management, and possibility to compare resource plans to actual hours. SILVERBUCKET PRODUCT OVERVIEW At a glance you can see the resource situation from the whole company’s perspective, or even just for a single team Allocate resources easily and see updates in real-time Allocate to people or roles. Task management included. Tentative reservations to help with project planning Compare the actual results with the plans Holiday and absence management Time tracking Silverbucket data flows can be automated Custom API's Silverbucket has proven track record of successful projects, high recommendation rate and over 40 000 happy Silverbucket users all around the world.

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.

eResource Scheduler (eRS) is enterprise resource management and scheduling software built for project-driven professional services firms, engineering and AEC consultancies, architecture firms, management consultancies, and accounting and audit firms of 100 to 5,000 people. Trusted by 850+ global enterprises across 29+ countries, it gives real-time visibility into resource capacity, availability, schedules, actuals, and financials, replacing spreadsheets with one connected system. Scheduling stays fast with drag-and-drop assignments, resource requests, and semi-auto scheduling. Actuals flow straight from schedules into timesheets, so planned versus actual hours show up without manual reconciliation. Heatmaps flag overloads before they hit a project, capacity planning reports forecast demand months out, and financials track cost, revenue, and margin on every engagement. Management reports turn that data into decisions firm leaders can act on. Role-based access keeps sensitive project and client data contained, and integrations with third-party calendars and tools like Jira and Slack fit eResource Scheduler into workflows firms already run. The eRS mobile app carries the same visibility into the field or between client sites, letting managers and teams view schedules, log and approve timesheets, and get notifications wherever the work happens. eResource Scheduler turns resource scheduling into a margin lever, not a calendar, so firms catch overloads and gaps before they cost a project, not after.

Pike13 software is specifically designed for fitness centers, gyms, swim schools, music academies, educational institutions, and various other enterprises that rely on appointment-based or class-based operations. This platform enables business owners and their teams to efficiently oversee aspects such as scheduling, client enrollments, billing, payroll, and client records. With its user-friendly and mobile-optimized interface, Pike13 allows businesses to minimize the time spent on administrative tasks, enabling them to focus more on engaging with their clients. The mobile applications are designed to enhance the management of schedules and clients, while also simplifying the check-in experience. Additionally, the automated and targeted reporting features empower business owners to assess their operational health and concentrate on crucial data that informs their strategic decisions. Moreover, Pike13 takes customer service to the next level by assigning each new client a dedicated onboarding specialist to facilitate a smooth software implementation. The exceptional support provided by the Pike13 customer care team consistently exceeds expectations, ensuring that any inquiries or challenges faced by customers are promptly addressed and resolved. This commitment to service not only enhances user experience but also fosters long-lasting client relationships.

Pikes is an innovative AI platform designed specifically for consumer brands, enabling them to create, modify, and produce product images, advertisements, and videos directly from existing product materials. This tool ensures that every output aligns with the brand identity through features like shared product libraries, saved prompts, and adherence to brand guidelines, which teams can utilize for various applications including product detail pages, Amazon listings, lifestyle imagery, photoshoots, hero sections, and performance marketing strategies. Users can input a product just once to generate high-quality visuals, variations for multiple SKUs, seasonal themes, marketplace content, animations, and video advertisements without the need for traditional filming or reshoots. With a wide range of product-centric templates, the platform allows teams to initiate projects swiftly, and PikesGPT can convert straightforward requests into prompts ready for production. Additionally, shared boards facilitate collaboration by allowing comments and feedback on creative outputs, while the AI agent utilizes brand context and tailored skills to consistently produce new assets according to a predetermined schedule. This seamless integration of collaboration and automation empowers teams to enhance their marketing efforts efficiently and effectively.

PikeOS is a separation kernel-based hypervisor that supports multiple partitions for many operating systems and applications. It allows you to create smart devices for the Internet-of-Things. PikeOS is the best choice for systems that require protection against Cyber-Security attack due to its separation kernel approach. It is widely used in millions of edge and IoT systems. However, it has also been deployed in critical communications infrastructures. PikeOS combines virtualization and real time with unique technologies that have never been seen before. It allows you to move multiple complex embedded circuit boards into one hardware. It is also able to handle new hardware concepts like Big-SoCs that have multiple heterogeneous cores. PikeOS can run on multiple architectures and support processors that have a memory management unit (MMU).

Streamline the organization of your classes and live streaming links to enable automated communications, such as texts and emails, to your customers upon signing up and prior to their classes. Introducing the All-In-One Customer Communication Hub, designed to guide, convert, retain, and delight your customer base by engaging with them at the most crucial moments. With BrandBot, you have access to tools that foster growth through enhanced customer relationships, making each outreach simpler and more personalized. Maximize the effectiveness of MINDBODY or Pike13 with over 15 ready-to-use data integrations, allowing you to categorize your contacts in more than 650 unique ways. This means that pinpointing the right customers has become incredibly convenient. BrandBot empowers you and your team to communicate with customers when it matters the most, whether it’s through an automated follow-up sequence based on specific behaviors or a timely event email scheduled for next Tuesday, ensuring that your engagement remains relevant and impactful. By leveraging these capabilities, you can not only improve customer satisfaction but also enhance overall retention rates.

Content is King, but what about if you could drive traffic to other content? Yes, you can drive content to other websites by sharing content from others with the link-cloaking iframebreaker CTA of Incises.com What if you could re-target, analyse, and convert visitors into potential customers? Incises.com is a revolutionary new tool that can do all of that and more. It comes with two domains, bot.ax & pike.link. You can add your own domain to enrich the package. Incises.com doesn't just shorten links. It allows you to add Call-To-Action to any website, even those that have iframe protection. When we come across a page that is protected by an iframe, beautiful summary pages can be created instantly.

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.

Epicflow is a predictive project portfolio management platform designed for complex, resource-constrained organizations. Built on over 20 years of research and capacity management expertise, it provides PMO, portfolio, operations, and finance leaders with a shared decision layer to convert finite specialist capacity into predictable delivery schedules, protected project margins, and maximum portfolio throughput. Organizations leveraging Epicflow can: - Predict and resolve bottlenecks early: Identify demand-capacity gaps across shared specialist pools weeks and months before they disrupt delivery commitments. - Sequence work by value per constrained hour: Automatically rank and stagger initiatives using the AI-powered Epicflow Portfolio Optimizer (EPO) and Return on Remaining Investment (RRI) to maximize financial return. - De-risk decisions with What-If simulations: Test alternative start dates, staffing reallocations, and priority shifts in isolated sandboxes before committing changes to live plans. - Connect schedules directly to financial outcomes: Quantify monetary drag cost, predicted contract penalties, and milestone-linked cash flow timing directly from resource-constrained delivery dates. - Deploy without operational friction: Operate as a strategic decision overlay above existing tools (Jira, Microsoft Project, Oracle Primavera P6, SAP) while preserving native team workflows and systems of record. - Accelerate delivery throughput by 20–50%: Execute significantly more projects using existing specialist capacity without increasing headcount or operational costs. By uniting operational capacity with commercial outcomes, Epicflow enables enterprise leadership to replace reactive firefighting with proactive, value-driven portfolio governance.

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

A tailored solution created for industries focused on projects, project ERP software enhances both material and capacity planning, which are integral to portfolio management. Utilizing project ERP leads to reduced lead times, increased project profitability, and more efficient allocation of resources, ultimately driving project success. The benefits extend beyond immediate improvements, fostering long-term operational excellence.

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.

Tempo Financial Manager bridges time tracking and financial oversight within Jira. Leveraging data from Tempo Timesheets, it provides real-time views of project costs, budget burn rates, labor expenses, and profit margins, all without leaving Jira. Project managers can compare planned vs. actual financials, generate forecasts, set and monitor budgets, track budget milestones, classify work as CapEx or OpEx, and manage cost and billing rates by role with effective dates. The tool supports revenue tracking and profitability analysis to help organizations align project execution with business budgets. By turning the time teams already log into live financial data, Financial Manager removes manual exports and reconciliation. Projects can be grouped into strategic portfolios so leaders measure aggregated budget, scope, revenue, and cost across a program and share it through reports driven by custom JQL filters. It is Cloud Fortified on the Atlassian Marketplace and supports English, French, Spanish, German, Russian, and Portuguese. As part of Tempo's modular, Jira-native suite for Strategic Portfolio Management, Financial Manager connects with Timesheets, Capacity Planner, Structure PPM, and Custom Charts, giving project leaders and finance partners a shared, current view of where every project and portfolio stands against budget. Adopt one app or several – they work better together, with no separate platform to maintain.

Eliminate the use of spreadsheets and transform finance into a collaborative team effort. Metric.ai serves as a comprehensive hub for all your financial information. You can confidently set project budgets, compute costs, and recognize revenue seamlessly. Maintain an up-to-date overview of your profit, utilization rates, effective billing, capacity, and additional metrics. Discover over 100 service-oriented key performance indicators (KPIs) and develop custom metrics to facilitate better decision-making. Organize projects and personnel into various departments, roles, and offices to accurately represent your organizational structure, complete with tailored metrics for each category. Enhance your forecasting accuracy by consolidating essential metrics like revenue recognition, multi-currency capabilities, financial closures, and historical variations all within a single platform. This approach allows you to inject more predictability into your planning. Additionally, you will receive alerts about potential risks and gain actionable insights into why actual results may differ from forecasts. By integrating project and resource plans, you can effectively plan for revenue, costs, and profits while adapting to changes in real-time. Embrace a more streamlined financial management experience that fosters teamwork and informed decision-making.

i2e Consulting provides a comprehensive Microsoft Project Online framework designed to cater to various degrees of Project Portfolio Management (PPM) maturity. Engaging with i2e allows for a Project Online implementation that is straightforward, effective, and budget-friendly. The PPM Foundation lays the groundwork for a solid portfolio of work while refining project management practices, which include integrated projects, a centralized work repository, the removal of manual tasks, standardized project templates, smooth collaboration among teams, and organized resource management strategies. Moving to PPM Advanced, organizations can establish superior frameworks for cost and resource management, which encompass planned resource management strategies, precise forecasting, evaluations of demand versus capacity, improved reporting capabilities, and project templates tailored to specific roles. Lastly, PPM Ultimate enhances project delivery and value by ensuring that projects are in sync with strategic objectives, facilitating strategic project prioritization, and improving resource management through the use of actual performance data, thus reinforcing the alignment of projects with organizational goals. In this way, i2e Consulting not only helps in managing projects effectively but also contributes to achieving broader business success.

Joinery Core is an all-in-one production and workshop management platform created specifically for joinery businesses, woodworking shops, and custom manufacturing workshops. The platform was developed by a joinery business owner who experienced firsthand the operational challenges caused by miscommunication, disconnected systems, and material shortages during production workflows. Joinery Core centralizes production planning, inventory management, team scheduling, project tracking, accounting, and profitability monitoring into one easy-to-manage system. Visual drag-and-drop Gantt charts allow businesses to organize production schedules, allocate workshop capacity, and track project progress across multiple stages of manufacturing. The platform supports a complete sales-to-production pipeline where users can manage projects from quote acceptance and design through production, delivery, and final completion. Smart inventory tools help businesses track materials, monitor stock levels, and receive low-stock alerts before shortages affect deadlines or disrupt operations. Team management features allow workshop owners to monitor staff workloads, manage timesheets, and optimize labor allocation across active projects. Joinery Core also includes real-time profitability tracking that provides visibility into revenue, costs, labor expenses, overhead, and profit margins for individual jobs. File storage and drawing support help businesses organize project documents, designs, and workshop information in one centralized environment. The platform is designed for solo joiners, small workshops, and larger manufacturing operations that want to modernize workflows and reduce administrative inefficiencies.

Napta is a sophisticated platform that leverages artificial intelligence to streamline workforce planning and resource management specifically designed for firms in the professional services sector. By integrating various aspects such as staffing, skills, project performance, and business intelligence into a unified system, it enables teams to create highly effective project teams while optimizing resource utilization, minimizing idle time, and enhancing overall profitability. The platform effectively pairs consultants with suitable assignments based on an array of factors including skills, certifications, experience, availability, preferences, and professional aspirations, while features like advanced search, skills similarity, conflict notifications, and cross-staffing empower managers to allocate talent seamlessly across different offices and business units. Its real-time planning capabilities provide insights into workloads, capacity, availability, and anticipated resource requirements, ensuring a comprehensive and up-to-date understanding of skills, qualifications, and certifications within the organization. Additionally, the Projects Performance module carefully monitors key financial metrics such as revenue, costs, margins, average daily rates, milestones, and the comparison between planned and actual results, incorporating AI-driven alerts to flag any potential budget overruns, thereby facilitating proactive financial management. This holistic approach not only enhances operational efficiency but also fosters a more agile and responsive business environment.

MangoGem created the MangoGem APS Optimizer to optimize planning and scheduling. This tool was designed to go beyond current APS systems and make it accessible and easy for organizations of all sizes. It employs a unique combination mathematical optimization methods, heuristics, and other advanced information technology like artificial intelligence. MangoGem's APS Optimizer can help you improve performance, increase efficiency, and reduce costs. Scheduling optimization that goes beyond the state-of-the art APS systems. A powerful Advanced Planning and Scheduling System that includes a flexible scheduling optimizer.

Consolidate your Leads, Clients, Projects, Finance, and Human Resources into a single platform with SaaSuite. This comprehensive business management solution is tailored for Freelancers and Small to Medium Enterprises (SMEs). Experience the convenience of having everything you need in one place, which will boost your productivity, save valuable time, enhance decision-making, and ultimately increase your profits! With an effective HR and Project Management system, you can oversee your team's tasks and implement the Agile methodology to ensure you never miss another project deadline. Additionally, our Customer Relationship Management feature allows you to effectively manage your sales funnel by monitoring the status of each prospect and tracking your active clients’ progress. Our robust Finance Management and Reporting System empowers you to handle invoices while keeping a close eye on your income and expenses, thereby maximizing your profitability. Gain a comprehensive 360° view of your tasks, time logs, financials, income and expenses, employee leaves, and attendance records. This enables you to visualize your performance, conduct thorough analyses, and make informed decisions! Simply select the desired report from the Reports section in the side menu to begin your analysis and gain valuable insights.

The Infor Professional Services Automation (PSA) suite serves as a versatile solution for project portfolio management, enabling organizations to effectively track and oversee client projects. It encompasses various elements, including personnel, processes, technologies, and financial considerations, offering firms enhanced visibility and centralized oversight of client bids, sales proposals, and both billable and non-billable project activities while improving resource allocation efficiency. With an intuitive interface, Infor PSA equips project managers with the necessary tools to oversee costs, resources, and timelines, thereby maximizing delivery effectiveness, all within their familiar systems without any extensive setup requirements. Additionally, by integrating essential project financial information with key accounting systems, the Infor PSA suite empowers professional services organizations to achieve superior margin management and streamlined information flow, ultimately optimizing their entire portfolio of client projects for greater success. This comprehensive capability ensures that firms can efficiently respond to changing project demands while maintaining a high level of service quality.

Tempo Capacity Planner is a Jira-native resource management tool that gives managers real-time visibility into team availability, skill sets, and workload. It helps organizations assign the right people to the right tasks at the right time by providing a bird's-eye view of team bandwidth. Teams can forecast future hiring needs, identify capacity shortfalls, prevent overloading, and optimize workloads across projects. Managers sort resource requests by availability, role, and skill, schedule multiple people on the same Jira item, configure holidays and workloads to avoid burnout, and create recurring plans with approval workflows. Capacity Planner integrates with Tempo Timesheets for a connected view of planned vs. actual effort, so the plan teams build is continuously measured against the time they actually log. It is part of Tempo's modular, Jira-native suite for Strategic Portfolio Management and sits alongside Financial Manager and Structure PPM, so resourcing decisions tie back to cost and portfolio data. Adopt one app or several – they work better together, every app native to Jira with no separate platform to maintain. From individual team scheduling to organization-wide resource planning across many concurrent projects, Capacity Planner helps deliver work on time and within budget without burning people out.

There is a strong argument for moving away from traditional methods and embracing an Enterprise Project Performance strategy. By unifying project portfolio management, controls, and management into a cohesive enterprise solution, EcoSys provides rapid access to more precise insights. This leads to enhanced project outcomes. Bid farewell to fragmented data and the cumbersome, unreliable nature of spreadsheets. With EcoSys, informed decision-making is facilitated through automated reporting and instantaneous data availability. Achieving equilibrium between resource capacity and project requirements can be effortless. Remove uncertainty and maximize your portfolios through a strategic alignment of goals and project execution. This integrated approach not only streamlines processes but also fosters a culture of continuous improvement within organizations.

Ayoga serves as a cloud-based collaboration tool designed to streamline project management by ensuring that you receive timely information, which aids in better strategizing, achieving project milestones, and making informed business choices. It fosters comprehensive engagement with all stakeholders throughout the project lifecycle. By using Ayoga, you can effectively eliminate project delays caused by communication lags by connecting all involved parties seamlessly. The platform enhances RFI communication and data visualization, empowering you to manage vendor relationships and uphold robust connections with customers. Its built-in security features grant you control over access for both internal and external project participants. You can also optimize resource management and enhance financial performance. The integrated resource modeler, linked with IoT technology, delivers real-time insights into resource utilization on-site. Interactive charts illustrate the relationship between utilization and capacity, enabling you to strategically plan for maximum resource efficiency and avert potential cost overruns. By utilizing Ayoga, you can transform the way you approach project management and elevate your overall business performance.

Exact for Project Management provides an all-in-one solution that encompasses accounting, time tracking, project oversight, capacity planning, purchasing, and invoicing! This comprehensive approach enables you to meet customer demands while also maximizing profit margins. Are you in search of a user-friendly platform for time tracking and invoicing? Alternatively, do you need a more sophisticated system to monitor projects and financial performance across international operations? Exact presents a solution designed to support your growth objectives, ensuring that your projects are completed punctually, within budget constraints, and in compliance with all specifications. Additionally, it assists in maintaining healthy profit margins by minimizing wasted time. Recording time has never been simpler, as employees can easily log their hours on their smartphones, tablets, or laptops for each project. Moreover, the reporting features provide a transparent overview of project statuses and necessary actions, empowering you to ensure that projects align with customer expectations and deadlines while also allowing for proactive management adjustments.

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.

Arrange projects in alignment with organizational strategies and objectives, while reallocating financial and personnel resources to facilitate effective project delivery. Oversee a vast array of projects within your portfolio and organize them into a coherent annual roadmap. Monitor your resource availability and schedule assignments strategically to optimize efficiency. Utilize visual input tools to assist in the management of cross-project capacity and administration. Access real-time evaluations at your convenience, enabling you to analyze your project portfolio and identify potential bottlenecks and risks promptly. Effortlessly assess various projects, project categories, resource pools, and capacities using diverse graphical representations. Employ adaptable planning through resource pools, which can be established in your portfolio to represent specific topics or areas of activity, thus providing a foundation for effective capacity management. This strategic approach not only streamlines project oversight but also enhances overall resource utilization across the organization.

Kiplot is a robust software solution for strategic and project portfolio management, aimed at consolidating strategy, planning, execution, capacity, and financial oversight into a single platform, enabling organizations to transform their strategic objectives into quantifiable business results. By linking strategic aspirations, funding, and delivery in real time, Kiplot empowers leaders to swiftly adjust priorities and distribute resources dynamically instead of depending on fixed annual planning processes. Additionally, it seamlessly integrates with various tools such as Jira, Azure DevOps, and ERP systems, ensuring a unified source of truth across both delivery and financial domains. The software offers enhanced portfolio planning features, which include OKR alignment, enterprise roadmaps, capacity and demand planning, risk and dependency management, Pareto-informed prioritization, and scenario modeling for predicting value and benefits aligned with an organization's roadmap. Furthermore, Kiplot’s customizable dashboards and real-time analytics provide leaders with clear insights into organizational performance and resource utilization, fostering informed decision-making. As a result, companies can maintain agility while navigating complex project landscapes and effectively achieving their strategic goals.

Oversee projects of various scales with Primavera P6 EPPM, a powerful and user-friendly tool designed for the effective prioritization, planning, management, and execution of projects, programs, and portfolios on a global scale. This comprehensive solution provides insights into both current and anticipated resource utilization, facilitating precise forecasting and informed decision-making. Users can address overallocation issues by redistributing resources or adjusting assignments as needed. Additionally, it supports the planning, scheduling, and control of extensive programs alongside individual projects. With features focused on optimizing roles and resources, as well as managing demand and capacity, it ensures streamlined communication regarding resource needs and decisions throughout the project's duration. Furthermore, the software offers graphical representations for analyzing resource and role utilization, enhancing clarity and strategic planning. This makes it an indispensable asset for project managers striving for efficiency and effectiveness in their operations.

Comprehensive business management software designed for your entire organization. While many solutions provide project management tools, it's essential to consider how these projects integrate with the broader team dynamics. Projectworks equips every member of your services firm—from project managers and executives to finance personnel—with essential tools. Gain insights into team resource allocation to enhance scheduling, monitor project progress, and manage budgets effectively. This platform centralizes the administration of timesheets, time-off requests, and performance evaluations for your workforce. With cross-project visibility, you can project revenue accurately, assess recoverability, and streamline invoicing processes. Additionally, you can manage resources on an individual basis, allowing you to track each team member's workload. Improved project scheduling is achievable as you can identify who is at capacity, who has extra bandwidth, and when a project can slot into your overall workflow, ensuring optimized operational efficiency. By leveraging these functionalities, your company can foster collaboration and productivity across all departments.

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.

Planview PPM Pro, previously known as Innotas, is designed to enhance the effectiveness of Project Management Offices (PMOs). This secure, cloud-based Project Portfolio Management (PPM) tool offers a comprehensive approach to overseeing PMO functions. It covers all aspects from demand intake management to portfolio performance reporting, allowing teams to elevate their PMO operations. Whether you're initiating your PMO journey or seeking to enhance its capabilities, Planview PPM Pro™ software provides the tools necessary to gather, rank, and implement projects, thereby enabling PMOs to direct their resources towards the most impactful tasks. Establishing a centralized project portfolio can lead to greater visibility into both projects and resources, which fosters governance and enhances execution throughout the organization. Additionally, it helps capture project requests and new ideas efficiently, preventing the challenges associated with intake overload, while also allowing for effective management of work demand through strategic scoring and prioritization. By adopting Planview PPM Pro, organizations can streamline their project management efforts and drive significant value from their initiatives.

SoftExpert PPM software stands out as a highly versatile solution designed for the prioritization, planning, management, and execution of projects, portfolios, and various business initiatives. It seamlessly integrates into any project-centric application across an organization, addressing areas such as strategic investments, product innovation, service delivery, and six sigma initiatives, among others. This powerful software assists companies in completing projects within established timelines and budgets by empowering project managers and team members to enhance scheduling, optimize resource allocation, and ensure the timely achievement of milestones and deliverables. Additionally, it includes features for cost and revenue tracking, making it a comprehensive tool for financial oversight. The adaptable and modular suite encompasses various functionalities, including project planning, workforce allocation, document and quality management, risk assessment, process oversight, and service demand management, ensuring it meets diverse organizational needs effectively. With its broad range of capabilities, SoftExpert PPM software positions itself as an essential asset for any project-driven enterprise.

Mosaic, an AI-powered resource management and workforce management solution, increases productivity and profitability. It integrates with most financial and project management software to automatically collect data and show who is doing what and when. The software allows teams to accurately forecast and bill, manage their capacity effectively, and plan their workloads. Mosaic helps organizations get rid of clunky spreadsheets. It gives them the real big picture. Get started today with a 30-day free trial.

Software for managing resources enhances team performance and ensures project success. With this tool, you can efficiently identify and organize the ideal project team, address staffing conflicts as they arise, and anticipate future hiring requirements. It allows you to oversee various projects while monitoring multiple teams, enabling you to schedule projects confidently according to your team's workload and predict the project pipeline. Your team can easily input their hours through pre-filled timesheets, allowing them to concentrate on their core responsibilities. Additionally, the software helps in visualizing intricate data to identify project patterns, assess overall business performance, and strategize for growth. This comprehensive solution integrates project management and resource allocation, effectively aligning high-level staffing strategies with the execution of individual tasks, ultimately fostering a more cohesive work environment. Balancing strategic oversight with operational efficiency is crucial for any organization's success.

A comprehensive Project and Team Management platform specifically tailored for entrepreneurs, startups, and expanding teams that aims to streamline operations by eliminating the chaos of using multiple tools. This innovative solution transcends conventional project management applications by offering more than mere task tracking; it includes capabilities such as real-time budget analysis, automated timesheet generation, sprint planning, and resource capacity oversight, providing leaders with a holistic view of both project advancement and financial stability in one unified interface. By unifying tasks, finance, and accountability within a single system, teams can save significant time each week, avoiding the complexities and expenses associated with additional add-ons or external plugins. Engineered from the ground up with a scalable framework, this platform is built to evolve with businesses, empowering them to minimize inefficiencies, lower expenditures, and make informed, data-driven choices that foster growth and success. Ultimately, this solution not only enhances productivity but also positions teams to thrive in a competitive landscape.

TRAXXEO is a sophisticated platform designed to oversee your site resources, allowing for better control over your projects and enhancing the effectiveness of your internal workflows. It tailors its offerings to your specific requirements by providing a variety of digital solutions that facilitate data gathering from numerous connected devices, including smartphones, tablets, vehicle black boxes, attendance clocks, RFID tags, badges, BLE tags, QR codes, and various identification methods like ID cards, BTP cards, construable, and limosa. This innovative tool not only helps you manage site resources effectively but also boosts your daily productivity on the ground by enabling precise hour recording per task and monitoring operations via mobile devices. Furthermore, TRAXXEO is essential for human resources linking to salary management systems, finance teams interfacing with ERP systems, and project engineers who require mobile access to tools, ensuring seamless integration across all necessary connections. In essence, TRAXXEO serves as a comprehensive solution to enhance project oversight and operational efficiency.

Avaro One serves as a comprehensive CRM and PSA solution tailored for firms in sales, delivery, and professional services, seamlessly merging these functions into a cohesive platform. The system comprises six distinct modules that address various aspects of the client lifecycle: the Sales module streamlines pipeline management, lead scoring, and quotation processes; the Marketing module facilitates campaign management and audience segmentation; the Delivery module is responsible for overseeing project execution and resource allocation; the Finance module efficiently handles invoicing and expense tracking; the People & Development module fosters employee performance reviews and career advancement; while the Platform module ensures robust security measures, regulatory compliance, and system integrations. As sales opportunities progress, they transition into delivery projects, with tracked hours automatically relayed to the finance module for accurate invoicing. Additionally, Avaro One boasts features such as eight customizable service model templates, document tracking capabilities for quotes and contracts, a personalized client portal for real-time updates and invoice access, tools designed for GDPR compliance, support for multiple currencies, and enhanced security through two-factor authentication and role-based access controls. With its intuitive interface and comprehensive features, Avaro One empowers organizations to enhance their operational efficiency and client engagement effectively.

Planisware Enterprise helps you to capture your strategy and align your portfolios, projects and teams in order to have an impact on your bottom line. Planisware Orchestra allows you to make project decisions across your entire portfolio. It also helps you reach the next maturity level. Planisware Enterprise integrates budgets, forecasts and schedules with resources and actuals. Planisware is trusted by global organizations such as Ford, Philips and Pfizer as well as dynamic mid-sized innovators like Zebra, Beam Suntory and MSA Safety to manage their project pipeline. Planisware helps you to define your strategy and evaluate the results using roadmaps, budgets, investment buckets, and other tools. Through simulations and investment scenarios, you can define, prioritize, manage, and monitor your portfolio of projects. Capacity planning, resource scheduling, time tracking, and visibility are some of the ways you can gain visibility into your resources and manage them. You can manage your projects by controlling costs, scheduling, and deliverable management.

Align project requirements with the actual availability of teams within Jira using a Forge application tailored for Jira Cloud. This tool integrates organizational structure (including teams and RBS), calendar-driven capacity, a dynamic resource-request workflow that facilitates communication between Project Managers and Team Managers, as well as Jira worklogs and timesheets, comprehensive analytics, and the ability to generate invoice-ready CSV or XLSX exports. All data remains securely within Atlassian Forge, ensuring seamless access and management. This innovative solution enhances project planning and resource allocation, ultimately leading to more efficient team performance.

LiveCosts is a financial management tool specifically designed for construction contractors who require enhanced oversight of project expenses, purchase orders, supplier invoices, and profit margins. It boasts a user base of over 20,000 individuals worldwide. With LiveCosts, users can monitor real-time project expenditures, manage budgets efficiently without relying on cumbersome spreadsheets, and provide finance, commercial, and site teams with a unified view of costs as they occur. This software enables teams to minimize administrative tasks, expedite invoice processing, identify overcharges at an early stage, and assess project alignment with financial goals before margins are compromised. The platform features comprehensive project cost tracking, management of purchase orders, supplier pricing catalogs, invoice processing capabilities, labor cost tracking, valuation assessments, reporting dashboards, an AI document parser, and seamless accounting integrations with popular systems such as Xero, QuickBooks, and Sage. By using LiveCosts, construction firms can safeguard their profits, enhance cash flow management, and streamline the financial reporting process, making it quicker, clearer, and more precise. Additionally, the software empowers users to make informed decisions that can lead to improved project outcomes and financial performance.