Financial planning for digital agencies

Connecting Sales, Project Management, and Accounting platforms in a single software to give you a complete view of your organization’s finances.

Trusted by leading agencies

Keep financials in one place

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.

Keep financials in one place

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

Revenue Recognition, Multi-currency, Financial Closures, Historical Changes.

Predict the unknown

Bring more predictability into your planning process. Get notified of potential risks and uncover actionable insights as to why actuals deviate from forecasts.

Intelligent forecasting

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

Audit log

Enhance your ability to track and identify why forecasts change by drilling down to specific allocations, time entries, or updated bill rates.

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.

Historical snapshots

See how trends change over time based on past opportunities and problem areas to strengthen the accuracy of your forecasting and reduce risks.

Predict the unknown

Bring more predictability into your planning process. Get notified of potential risks and uncover actionable insights as to why actuals deviate from forecasts.

Intelligent forecasting

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

Audit log

Enhance your ability to track and identify why forecasts change by drilling down to specific allocations, time entries, or updated bill rates.

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.

Historical snapshots

See how trends change over time based on past opportunities and problem areas to strengthen the accuracy of your forecasting and reduce risks.

Integrate your tools

Build our platform on top of your existing infrastructure to leverage your specific processes. All of your sales, project management, accounting, and hiring data comes together in an easy-to-consume dashboard using our unique integration engine.

Pricing

Professional

$19 /seat/mo

annual commitment, 50 seats minimum
  • Time tracking
  • Resource allocation
  • Project budgeting
  • Expenses
  • Invoicing
  • Historical rates
  • Multi-currency
  • Groups
  • Analytics
  • Forecasting

Enterprise

Contact us for pricing

For organizations that require additional support and customizations.

Let’s start with a conversation

Schedule a demo and get a free consultation on your agency metrics.