Run your agency's numbers in one place
Budgets, Forecasts, and Reports by client, project and team.
With Metrics and Automation tailored to your agency's workflow
Trusted by over 100 leading agencies
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.
- 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.
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.
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.
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.
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.
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.
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.
Pricing
Flexible plans for every agency
Essential
Perfect for small agencies getting started
- Project & deal budgets
- Custom reports & dashboards
- Resource planning
- Time tracking
- Time off management
- Integrations
- Invoicing
- Expense tracking
- Hourly rate costing
- 5 tag categories
- AI insights
- Slack support channel
- Organization-level permissions
- Work schedules & holidays
Advanced
For growing agencies that need more power
Everything in Essential, plus...
- Approval workflows
- Project templates
- Project-level permissions
- Per-employee schedules
- Per-employee holidays
- Salary costing
- Targets & KPIs
- 10 tag categories
- Custom fields
- Custom metrics
Enterprise
For large agencies with advanced needs
Everything in Advanced, plus...
- Deal & budget templates
- Tag-based permissions
- Per-tag work schedules
- Per-tag holidays
- Time off policies & accruals
- Multi-currency
- Revenue recognition
- Unlimited tags
- Effective dates
- Dedicated success manager
- Custom calculations
- Custom integrations
- 24/7 priority support
Ready to transform your agency?
Get started with Metric AI today and see the difference
By continuing, you agree to let us contact you and accept our Privacy Policy.