Decision intelligence for services companies

Professional services automation software that helps you make right decisions at the right time, backed by data and powered by AI.

Sign upFree trial
Get a DemoLearn more

Get single source of truth

All-in-one platform.

Ditch the spreadsheets and make finance a team habit. Metric AI provides a single source of truth for all your financial data.

App screenshot
Budgeting and costing.

Set project budgets, calculate costs, recognize revenue with complete confidence.

Real-time metrics.

Get an up-to-date view of profit, utilization, effective bill rates, capacity, and more. Uncover over 100 service specific KPIs and create custom metrics for enhanced decisioning.

Custom tagging.

Categorize projects and employees into departments, roles, offices, and more to reflect organization structure with unique metrics for each tag.

Built for growth.

Create more accurate forecasts with key metrics like revenue recognition, multi-currency, financial closures, and historical changes all in one place.

Intelligent forecasting.

Plan revenue, costs and profit based on project and resource plans. Account for changes in realtime.

Targets.

Set KPIs for any metric and group, and share them with your team. View real-time progress and the likelihood of achieving your goals for a deeper understanding of your financial position.

Just ask

AI-Powered Insights

Ask any question, and Metric AI will generate a custom dashboard with the answers, making it easy to extract insights and make informed decisions based on your data. This allows you to monitor various key metrics, such as:

Utilization.
Compare billable, non-billable, and capacity hours to evaluate team productivity and optimize resource utilization.
Profit Margin.
Shows profit margins by comparing revenue to costs, aiding in the assessment of financial performance.
Bench Cost.
Monitors costs related to idle time, helping to reduce non-productive periods and enhance cost efficiency.
Many other metrics.
Explore various other performance indicators to gain comprehensive insights into your operations.
MetricAI

Plan with confidence

Resources at one glance

Advanced tools to manage project allocations and team availability. Simple and intuitive to use. Powerul to support large multi-team organizations.

Team availability.
View who's available and who's not. Account for time off, holidays and work schedule. Differentiate between over and under booking.
Hard and soft allocations.
Separately plan confirmed and tentative work. Create allocations on roles, skills, and other tags when person is not yet assigned.
Advanced filtering.
Organize resources by role, office, and other custom tags. View combined availability and utilization for each group. Navigate to a project for detailed view.
Resource Planning

Avoid surprises

Budgeting and forecasting

Create budgets that reflect your contracts. Account for changes in bill rates. Apply discounts. Use templates to create predefined budgets.

TnM, Fixed Fee, Retainers.
Setup budgeting and billing to precisely reflect your contracts. Manage multiple rate cards, different fee schedules, and periodic retainers.
Advanced budgets.
For the most complex scenarios combine multiple budget types. Account for changes in bill rates. Use templates to create predefined budgets.
Discounts.
Apply fixed or variable discounts to the project. View total discount and its impact on the profitability.
Project Budgeting

Keep your team in the loop

Granular permissions

Share data with those who need it.

Scoped access.
Grant access to entire organization or just specific projects, departments, and any custom tag. Have different access levels for each scope.
Custom access levels.
Group permissions into any number of custom access levels. Assign access levels to users. Combine multiple levels for full flexibility.
Per feature permissions.
Limit access to cost and salaries. Decide who should see financial data. Set up permissions for eact feature individually.
Permissions

Focus on what matters

Customizable Dashboards

Create tailored dashboards that fit your specific needs and preferences.

Widget options.
Design your dashboards with a selection of widgets, including cards, charts, and tables, to tailor your data visualization and analysis.
Custom metrics.
Define and calculate metrics using your own formulas to meet your unique requirements.
Flexible filtering.
Apply various filters to your metrics for greater flexibility and in-depth analysis.
MetricAI

Leverage your tools

Integrations

Bring data from your favorite tools with just a few clicks.

Time tracking.
Import time entries from Harvest, JIRA, ClickUp and other time tracking tools.
Project management.
Automatically sync projects and tasks from Asana, Monday and others. Avoid manual entry.
CRM.
Plan your resources ahead of time based on your pipeline from Hubspot, Salesforce and Pipedrive.
Accounting.
Export invoices to Quickbooks and Xero. Automatically update invoices in Metric AI when they are paid.

View all integrations

Integrations

Trusted by leading agencies

FFWFantasy8th LightBilueFocused Labs

Metric AI provides us with a responsive feedback loop to address any business challenges. It offers data and systems to support our processes, freeing up time and energy to focus on our growth and business goals.

8th Light Testimonial
Brett Miko
Senior Director of FP&A at 8th Light

Pricing

Built for growing services businesses

PSAAnalytics

Tailored for companies with 50+ seats

Essential

$19/employee/mo

Get a Demo
    • Customizable dashboards
    • Time tracking
    • Projects
    • Deals
    • Integrations
    • Access management (Organization)
    • Resource planning
    • Time off
    • Work schedule (Organization)
    • Holidays (Organization)
    • Budgeting
    • Cost tracking (Hourly rates)
    • Invoices
    • Expenses
    • Reports
    • Dashboards
    • Tag categories (5)
    • Shared slack workspace

Advanced

$29/employee/mo

Get a Demo
    • AI-powered insights
    • Customizable dashboards
    • Time tracking
    • Projects
    • Deals
    • Integrations
    • Approvals
    • Templates (Projects)
    • Access management (Organization and projects)
    • Resource planning
    • Time off
    • Work schedule (+ Per employee)
    • Holidays (+ Per employee)
    • Budgeting
    • Cost tracking (+ Monthly salaries)
    • Invoices
    • Expenses
    • Reports
    • Dashboards
    • Targets
    • Tag categories (10)
    • Custom fields
    • Shared slack workspace
    • Changelog

Enterprise

Let's chat

Get a Demo
    • AI-powered insights
    • Customizable dashboards
    • Time tracking
    • Projects
    • Deals
    • Integrations
    • Approvals
    • Templates (Projects, deals and budgets)
    • Access management (Organization, projects and tags)
    • Resource planning
    • Time off (+ Policies and accruals)
    • Work schedule (+ Per tag)
    • Holidays (+ Per tag)
    • Budgeting
    • Cost tracking (+ Monthly salaries)
    • Invoices
    • Expenses
    • Multicurrency
    • Revenue recognition
    • Reports
    • Dashboards
    • Targets
    • Tag categories (Unlimited)
    • Custom fields
    • Effective dates
    • Shared slack workspace
    • Changelog
    • Dedicated customer success manager
    • 24/7 online support

Sign up for a demo

Start managing your business with data, not a gut feel.