Decision intelligence for services companies
Professional services automation software to make the right decisions at the right time, backed by data, powered by AI.
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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.
Get
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.
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.
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.
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.
Make
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.
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.
Pricing
Built for growing services businesses
Fits businesses of any size
Basic
$99/mo
Get a Demo- Users (1)
- AI tokens (50/mo)
- Dashboards (Unlimited)
- Integrations (1)
- Sync frequency (1-day)
Essential
$199/mo
Get a Demo- Users (5)
- AI tokens (150/mo)
- Dashboards (Unlimited)
- Integrations (1)
- Sync frequency (4-hour)
Advanced
$499/mo
Get a Demo- Users (15 + $29 per extra user)
- AI tokens (350/mo)
- Dashboards (Unlimited)
- Integrations (1)
- Sync frequency (1-hour)
Enterprise
Let's chat
Get a Demo- Users (Unlimited)
- AI tokens (350/mo)
- Dashboards (Unlimited)
- Integrations (Unlimited)
- Sync frequency (1-hour)
- Advanced features
- Customizations
Sign up for a demo
Start managing your business with data, not a gut feel.