Best Resource 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.

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.

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.

Combining powerful project management and easily streamlined operations - we’re the only platform built for managing client projects, profitably. Deliver work on time and on budget, eliminate client chaos, and understand profitability in one platform. Teamwork.com's customers track and manage their projects with a suite of integrated solutions such as helpdesk, collaboration, knowledge sharing, and customer relationship management add-ons, enabling Teamwork.com to be the 'one-stop shop' solution for business owners. Teamwork.com is trusted by over 20,000 companies worldwide with a global team of over 350 employees, making project management more straightforward, more efficient, and more impactful with our project planning software, integrated with all the tools you already use.

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.

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.

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.

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

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

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.

Streamtime Software is an online project management solution designed specifically for creative teams. Committed to preserving the essence of creativity, Streamtime enables teams to handle administrative tasks without the dull, cumbersome, and unappealing forms and procedures typically associated with them. The platform boasts an array of aesthetically pleasing, user-friendly, and supportive tools that facilitate time tracking, project planning, quoting and invoicing, scheduling, and comprehensive reporting. With its focus on enhancing workflow, Streamtime empowers teams to focus more on their creative endeavors while efficiently managing their projects.

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.

MIDAS is a powerful and easy-to-use room booking system that gives you complete control over your bookings and resource scheduling. It is trusted by businesses of all sizes and shapes around the globe. The software can be accessed via any web browser on your desktop, laptop or tablet. It allows you to see in a glance when room bookings have been scheduled in the calendar. You can also schedule staff and equipment, send reminders, invoices, booking confirmations, and invoices to clients. You can also take bookings through your public website and eliminate double bookings. Your MIDAS booking system can be accessed from anywhere you are using a modern web browser. You can access your room booking system from anywhere, whether you are at work, home, or on the go.

OfficeRnD hybrid is a workplace management tool that allows companies to efficiently manage a hybrid workplace environment. The software makes it easy to book desks and rooms, manage visitors, and manage inventory. The platform includes a range of mobile and web apps that increase employee engagement and help employers to communicate benefits and perks. OfficeRnD hybrid helps companies create and manage hybrid offices using modern, easy-to-use web and mobile apps. It's easier and smarter to support remote and office work. Employees can easily see and reserve desks at the office on the days that they are going to be there. You can reserve a desk anywhere you are. You can see the real-time availability of desks. You can manage shared and assigned desks. Everyone can see a live floor plan with desks and availability. It's easy to find and book the right space from any device. Smart room scheduling automatically sends reminders and notifications.