# Metric AI

> Metric AI is an agency management and automation platform (PSA) that helps professional services firms plan budgets, forecast clearly, track utilization and profit margin in one place to automate workflows and drive decisions. The platform offers AI-powered insights, customizable dashboards, resource planning, time tracking, integrations with CRM/accounting tools, and custom AI agents for workflow automation.

## Product

- [Home](https://www.metric.ai/): Main product overview with features for agency management
- [AI Agents](https://www.metric.ai/agents): Custom-built AI agents deeply integrated into your organization's workflows
- [Features](https://www.metric.ai/docs/features): Comprehensive list of all platform features
- [Integrations](https://www.metric.ai/integrations): Connect with CRM, accounting, project management, and time tracking tools
- [Pricing](https://www.metric.ai/#pricing): Pricing plans and options

## Features

### Core Features
- [Dashboards](https://www.metric.ai/docs/dashboards_reports/dashboards/ai_powered_dashboards): AI-powered customizable dashboards with metrics, charts, and reports
- [Resource Planning](https://www.metric.ai/docs/features/resource_planning/overview): Manage team availability, allocations, and project schedules
- [Time Tracking](https://www.metric.ai/docs/features/time_tracking/overview): Track billable and non-billable hours with timers and timesheets
- [Budgeting](https://www.metric.ai/docs/features/budgeting): Plan and track project budgets and forecasts
- [Invoicing](https://www.metric.ai/docs/features/invoices/overview): Generate and manage invoices with templates and automation
- [Health Reports](https://www.metric.ai/docs/features/health_reports): Monitor project and organizational health metrics
- [Revenue Recognition](https://www.metric.ai/docs/features/revenue_recognition): Track and manage revenue recognition
- [Labor Cost](https://www.metric.ai/docs/features/labor_cost): Track and analyze labor costs by project and employee
- [Expenses](https://www.metric.ai/docs/features/expenses): Manage and track project and organizational expenses
- [Deals](https://www.metric.ai/docs/features/deals): Manage sales pipeline and deal tracking
- [Schedule](https://www.metric.ai/docs/features/schedule): Team scheduling and work calendar management
- [Time Off](https://www.metric.ai/docs/features/time_off): Track and manage employee time off and vacation
- [Task Management](https://www.metric.ai/docs/features/task_management): Create and manage project tasks and assignments

## Integrations

### CRM Integrations
- [HubSpot Integration](https://www.metric.ai/hubspot): Convert won deals into projects, track CRM to delivery
- [Salesforce Integration](https://www.metric.ai/salesforce): Enterprise CRM integration for deal tracking and project creation
- [Pipedrive Integration](https://www.metric.ai/pipedrive): Sales CRM integration for pipeline management
- [Copper Integration](https://www.metric.ai/copper): Google Workspace-native CRM integration
- [ActiveCampaign Integration](https://www.metric.ai/activecampaign): Marketing automation and CRM integration

### Accounting Integrations
- [QuickBooks Integration](https://www.metric.ai/quickbooks): Sync financial data, automate invoicing
- [Xero Integration](https://www.metric.ai/xero): Accounting integration for invoices and financial data

### Project Management Integrations
- [Asana Integration](https://www.metric.ai/asana): Project management sync and automation
- [Jira Integration](https://www.metric.ai/jira): Development project tracking and task management
- [ClickUp Integration](https://www.metric.ai/clickup): All-in-one project management platform integration
- [Wrike Integration](https://www.metric.ai/wrike): Enterprise project management integration

### Time Tracking Integrations
- [Harvest Integration](https://www.metric.ai/harvest): All-in-one time tracking and project management
- [Toggl Integration](https://www.metric.ai/toggl): Simple time tracking integration
- [Timely Integration](https://www.metric.ai/timely): Automatic time tracking integration

### HR Management Integrations
- [BambooHR Integration](https://www.metric.ai/bamboohr): HR management system integration
- [Rippling Integration](https://www.metric.ai/rippling): HR, IT, and finance platform integration
- [Workable Integration](https://www.metric.ai/workable): Recruiting and applicant tracking integration

### All-in-One Integrations
- [Monday Integration](https://www.metric.ai/monday): Work operating system integration
- [FreshBooks Integration](https://www.metric.ai/freshbooks): Accounting and invoicing integration
- [Sage Intacct Integration](https://www.metric.ai/sage_intacct): Financial management integration

## Metricopedia

- [Utilization](https://www.metric.ai/metricopedia/utilization): Understanding and calculating team utilization rates
- [Profit Margin](https://www.metric.ai/metricopedia/profit_margin): How to calculate and track profit margins
- [Billable Hours](https://www.metric.ai/metricopedia/billable_hours): Tracking and measuring billable time
- [Non-Billable Hours](https://www.metric.ai/metricopedia/non_billable_hours): Understanding and managing non-billable time
- [Revenue](https://www.metric.ai/metricopedia/revenue): Revenue tracking and recognition
- [Expenses](https://www.metric.ai/metricopedia/expenses): Expense tracking and management
- [Capacity](https://www.metric.ai/metricopedia/capacity): Team capacity planning and management
- [Headcount](https://www.metric.ai/metricopedia/headcount): Employee headcount tracking and analysis
- [Turnover](https://www.metric.ai/metricopedia/turnover): Employee turnover metrics and analysis

## Blog & Resources

- [Blog List](https://www.metric.ai/blog/list): Articles on agency management, AI automation, and professional services
- [Changelog List](https://www.metric.ai/changelog/list): Latest product updates and new features
- [Documentation](https://www.metric.ai/docs): Complete product documentation

## Optional

- [Terms of Service](https://www.metric.ai/terms): Legal terms and conditions
- [Privacy Policy](https://www.metric.ai/privacy): Privacy policy and data handling
- [Careers](https://www.metric.ai/careers): Job openings and career opportunities