Metric.ai

Metric.ai is designed for digital agencies and other professional services teams that need to connect project delivery with financial performance. It brings budgeting, resource planning, time tracking, invoicing, and reporting together so teams can monitor project finances without relying on separate spreadsheets. Set budgets for time-and-materials, fixed-fee, and retainer work, then compare planned and actual hours, costs, and revenue. Resource planning helps managers view team availability and allocate confirmed or tentative work. Team members can record hours using timesheets or a timer; those entries can update project budgets and profitability calculations. Invoices can be prepared from billable time, fees, and expenses, with exports to QuickBooks or Xero. Dashboards report on metrics such as revenue, profit margin, utilization, and capacity, with views organized by client, project, role, department, or custom tags. Teams can create custom metrics and ask questions to generate dashboards. Integrations can bring in time, project, and CRM data from tools such as Harvest, Jira, Asana, HubSpot, Salesforce, and Pipedrive. Metric.ai may suit agencies looking to forecast revenue and staffing needs, track project profitability, and manage billing alongside operations.

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