Best Project Portfolio Management Software for Xero

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

Wrike is a powerful work management platform that gives cross-functional teams full visibility into complex projects. Our cloud-based collaboration software software is trusted by 20,000+ leading companies around the world, including tech giants such as Fitbit and Siemens. Wrike boasts a wide range of award-winning features, including dynamic request forms, automated workflows, cross-tagging, custom item types, and 400+ app integrations. Work smarter with Work Intelligence™: our advanced communication software that offers voice commands, smart replies, and document processing. We also offer tailor-made templates to help teams kick-start Agile projects and tick every box for compliance. As well as 99.9% uptime, our enterprise-grade security offers single sign-on, role-based access control, and continuous data backup. For extra peace of mind, you can use the Wrike Lock add-on and gain full ownership of your master encryption key. Wrike has been proven to make organizational processes 40% more efficient, eliminating time-consuming admin work and reducing costs across the board. Discover how it can benefit your team — start your free two-week trial today.

Replicon is a cloud-based platform built to manage the complex demands of time tracking, project costing, resource management, and labor compliance, no matter your industry or team size. With intelligent, AI-powered timesheets and an intuitive user interface, Replicon helps you automate time capture, reduce manual effort, and ensure data accuracy across all departments. Whether you're running client-facing projects, internal operations, or hybrid teams across global locations, Replicon provides full visibility into work hours, cost allocation, and task progress. Built-in project costing, configurable workflows, and compliance tools help you manage wage rules, overtime, location-based labor laws, and approval hierarchies with ease. Replicon also includes robust forecasting and reporting features to help managers make informed decisions about staffing, delivery timelines, and project profitability. With integrations for ERP, CRM, and payroll systems, it creates a centralized view of people, projects, and performance. Ideal for operations, HR, IT, finance, and project management teams, Replicon transforms how businesses track time, manage labor, and drive results, with real-time intelligence and automation at its core.

ProjectManager is project and portfolio management software featuring in-depth project data and the market's most comprehensive planning features. Thousands of users worldwide trust our platform for advanced scheduling, automated cost and time tracking, resource management and risk analysis. We enable flawless project execution while providing unbeatable insights at every stage.

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.

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 platform that gives them a complete and real-time view of their business performance. With the Sales Pipeline overview, you can create deal flow and get sales organized. Use the simple time tracker to track your time and collaborate on tasks. Find bottlenecks that are costing you money and consuming your time. Resource Planning features can help you avoid overbooking, burnouts, and collisions. Track Profitability for hourly and fixed price projects. All billing and invoicing for recurring and one-time projects.

ProWorkflow is a web-based project management software that makes it easy to manage your teams and projects. ProWorkflow is a web-based project management tool for freelancers, startups, or enterprises. It offers a variety of powerful tools that can help you get the job done. ProWorkflow features include the ability to assign tasks, track time, and reschedule projects. ProWorkflow also provides easy quoting, invoicing, and reporting tools.

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.

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

Scientrix empowers business leaders to create and manage responsive organizations by providing an enterprise-ready AI digital platform that allows them to plan and execute their enterprise strategy. We do this through an end-to-end strategy-to-execution-to-impact solution. There are many benefits to using AI to increase portfolio value, including 10x faster alignment, linking execution to analysis, and scaling lean portfolio management with less effort. Scientrix also offers award-winning software and data management, as well as advisory services. Our unique thought architecture, advanced technology and change enabling services have a track record of supporting small and large companies in the design and acceleration of their strategy implementation.

UniPhi serves as a comprehensive Portfolio Tracking Management application that showcases the performance of various projects. Its transparent interface allows clients, staff, and project owners to easily spot issues, foster collaboration, and conduct predictive analytics through the 'Summary Tools' available on the dashboard. By utilizing color-coded status indicators, leaders can swiftly differentiate between projects that are progressing well and those that may face potential setbacks. The entire suite is designed for mobile accessibility and is robustly cloud-based, ensuring reliability. Additional functionalities encompass Budget Management, Milestone Tracking, Time & Expense Tracking, and Resource Management, making it an all-encompassing solution for project oversight. With its user-friendly features, UniPhi enhances the overall project management experience.

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.

When communication, files, and project assets are dispersed across various platforms, it often results in missing information, a lack of clarity, and challenges in project management. Conversely, consolidating work in a single location establishes one definitive source of truth, ensuring that all communication, tasks, and documents are accessible to everyone involved. This cohesion leads to smoother project execution! You can initiate a project for any purpose—be it internal meetings, marketing initiatives, client engagements, or even office celebrations. Once you set up the project, you can bring in the appropriate individuals and tools to ensure efficiency. With complete visibility for your project team, nothing falls through the cracks, resulting in seamless project progression! While many project management solutions treat client involvement as an afterthought, Project.co prioritizes client collaboration as a key element for success. Incorporate essential tools like discussions, tasks, files, payments, time tracking, and notes into each project. Furthermore, you can integrate other tools that you already use, creating a comprehensive workspace where everyone can stay informed and engaged. This holistic approach not only enhances productivity but also fosters stronger relationships with clients.

The Polaris project and portfolio management (PPM) solution provides a comprehensive overview of your projects, encompassing timelines, resources, costs, and more. With Polaris MissionControl, you can visualize your organization's strategic goals through an overarching perspective of your project portfolio. Tailored to suit your specific role, it functions on a unified data platform, eliminating data silos and fostering collaboration among teams. Establish your framework and methodologies for overseeing projects, resources, and portfolios effectively. You can also define risk and strategy scores to assist in prioritizing your portfolio. Standardize processes, formats, data, and workflows across the organization with ease, ensuring that everyone is aligned for consistent execution and growth. Organize your projects into portfolios as your business tracks them using our PPM tool, while also being able to set any needed attributes and metrics. Manage delivery, costs, resources, and priorities transparently, ultimately enhancing the performance of your portfolio. This holistic approach not only streamlines project management but also drives organizational success forward.

Keto Software offers innovative solutions for strategic portfolio management that are no-code. They combine artificial intelligence with advanced analytics to boost business agility and transform decision-making. Keto AI+ Platform gives organizations deep insights into their operations. This allows them to align projects to strategic goals, optimize resources, and accelerate project completion. The platform is designed for ease of use and supports dynamic scenario analyses, visual data representations, and automated workflows. This makes complex data analysis available to all users. Keto Software helps companies navigate the challenges of digitalization, ensuring that strategies are executed efficiently and effectively to drive growth and competitive edge. Keto Software provides the tools necessary for success in the fast-paced digital world.