All integrations
Metric AI is a fully modular platform that lets you connect the tools you already use, creating a unified system of record for your services business. By centralizing your data - whether it’s CRM details, time tracking entries, or accounting information - you can streamline operations, reduce manual work, and gain deeper insights into your organization’s performance.
How It Works
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Connect the Tools You Already Use
From CRMs and time trackers to accounting and HR systems, simply link your existing apps to Metric AI. -
Choose Data to Import
Determine which objects or records (e.g., deals, tasks, or employees) you want to bring into your Metric AI environment. -
Merge Data from Multiple Sources
Combine and reconcile records from different projects and employees into single project or employee profiles in Metric AI. -
Automatic Data Sync
Metric AI regularly fetches new or updated data from your connected apps every few hours, ensuring your organization’s metrics stay current.
CRM Integrations
Import
- Deals
- Clients
- Owners
- Stages
Supported Tools
- HubSpot
- Salesforce
- Copper
- Pipedrive
- ActiveCampaign
By syncing CRM data, you can monitor sales pipelines, forecast revenue, and track client interactions—helping your team close deals faster while tying sales outcomes to project performance.
Time Tracking Integrations
Import
- Projects
- Tasks
- People
- Time Entries
Supported Tools
- JIRA
- Harvest
- ClickUp
- Toggl Track
- Timely
Bringing in time-tracking data ensures accurate insight into your team’s billable and non-billable hours. Align project timelines with labor costs to see the full picture of project profitability.
Project Management Integrations
Import
- Projects
- Lists
- Tasks
Supported Tools
- Asana
- JIRA
- ClickUp
- Wrike
Sync your tasks, projects, and team assignments to keep project scopes, timelines, and workloads consistent with the data in Metric AI. This cross-platform visibility helps you spot risks and opportunities early.
Accounting Integrations
Export and Import
- Invoices
- Line Item Types
- Clients
Supported Tools
- QuickBooks
- Xero
Integrate your financial data by importing and exporting client information, invoices, and more. Keeping your accounting records in sync with Metric AI accelerates billing cycles and improves financial reporting accuracy.
HR & Payroll Integrations
Import
- People
- Roles
- Departments
- Offices
- Time Off
- Payroll Data
Supported Tools
- Rippling
- Workday
- BambooHR
- Google Sheets
Automatically bring in employee records, departments, and payroll data to align labor costs and time off with projects and resource planning. This reduces administrative tasks and ensures consistent headcount data across systems.
Resource Planning Integrations
Import
- Projects
- Tasks
- People
- Schedules
- Allocations
Supported Tools
- Harvest Forecast
- Tempo
- Float
Merging resource plans with Metric AI allows you to forecast utilization, manage capacity, and compare planned hours to actuals—all in one place.
SSO Integrations
Single Sign-On
- Rippling
- Okta
Import
- Users
- Access
Streamline authentication across your organization by connecting SSO providers. You can quickly manage user access, ensuring the right people have the right permissions without juggling multiple logins.
By consolidating data from your CRM, time tracking, project management, HR, and accounting tools, Metric AI empowers you to eliminate data silos and maintain a single source of truth. With automatic synchronization, advanced reporting, and unified insights, you’ll have the foundation you need to make smarter decisions and optimize your services business.