Metric.Ai

Metric.ai is a Professional Services Automation (PSA) platform that helps agencies manage budgets, forecasts, and reports. It provides an all-in-one solution for financial data, project management, and team utilization.

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At a glance

Pricing

Paid · Freemium · Enterprise

Free tier

Yes

API

Yes

Skill level

Mixed

About

What is Metric.ai?

Metric.ai is a comprehensive Professional Services Automation (PSA) platform designed for agencies to centralize operational and financial data. It offers tools for precise budgeting, accurate forecasting, and detailed reporting by client, project, and team. The platform helps agencies track profit margins, utilization, and effective bill rates, while also providing over 100 service-specific KPIs and custom metric creation. Key features include advanced resource planning with team availability and allocation management, customizable dashboards for data visualization, and AI-powered insights to generate custom dashboards based on user questions. Metric.ai integrates with popular tools for time tracking, project management, CRM, and accounting, streamlining workflows and enabling data-driven decisions.

Best used for

Ideal for startup founders and small business owners who need to centralize financial data, optimize resource allocation, and gain insights into agency performance. Especially valuable for making data-driven decisions and automating workflows to improve profitability and efficiency.

Common actions

manage budgets

forecast revenue

track profit

plan resources

automate workflows

analyze performance

Capabilities

Key features

Budgeting and costing
Real-time metrics
Intelligent forecasting
Resource planning
Customizable dashboards
AI-powered insights
Granular permissions

Target Audience

startup foundersmall business owner

Integrations

harvestjiraclickupasanamondayhubspotsalesforcepipedrive+ 3 more

Pricing & Plans

Paid · Freemium · Enterprise

Free Trial

FAQs

What types of budgets can I create with Metric.ai?

Metric.ai supports various budget types including T&M, Fixed Fee, and Retainers. You can also combine multiple budget types for complex scenarios, apply discounts, and use templates for predefined budgets, ensuring flexibility and accuracy in your financial planning.

How does Metric.ai help with resource planning?

Metric.ai provides advanced tools to manage project allocations and team availability. You can view who's available, account for time off, differentiate between over and under booking, and plan confirmed or tentative work based on roles, skills, or custom tags.

What kind of AI-powered insights does Metric.ai offer?

Metric.ai's AI-powered insights allow you to ask any question and receive a custom dashboard with the answers. It helps monitor key metrics like utilization, profit margin, and bench cost, enabling data-driven decisions and comprehensive operational insights.

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