Professional Services Automation (PSA)

Part of the worlds-biggest-software-project initiative.

An AI-native platform that unifies project delivery, resource management, time and expense tracking, and client billing into a single system purpose-built for services businesses.

Professional Services Automation software replaces the patchwork of disconnected project management, timesheet, and accounting tools that most services firms rely on today. It is designed for consulting firms, agencies, IT services providers, and any organisation that bills for professional time. The core problem: when project delivery, resource planning, and billing live in separate systems, data silos create revenue leakage, inaccurate forecasts, and poor client visibility.

Why Professional Services Automation (PSA)?

Incumbents are expensive and enterprise-only. Kantata (Mavenlink + Kimble) delivers deep resource management and financial reporting, but implementation complexity and cost put it out of reach for small and mid-market firms.
No open-source alternative exists at full-feature parity. Every PSA platform on the market is proprietary SaaS. Revenue recognition logic (ASC 606 / IFRS 15) is based on published accounting standards, not proprietary algorithms, and can be implemented independently.
Client experience is an afterthought in legacy tools. Most incumbents bolt on basic client portals rather than making client-facing visibility a first-class feature. Rocketlane is an exception, but it trades off financial depth for portal quality.
The CRM-to-delivery gap remains unsolved. Deals won in Salesforce or HubSpot still require manual project setup and resource allocation in most PSA tools. Seamless deal-to-SOW-to-project automation is an underserved area.
Billable time under-capture is rampant. Without AI-assisted time tracking, services firms routinely fail to capture all billable hours, directly impacting revenue. Current AI time-tracking features are locked behind premium tiers.

Key Features

Project Delivery Management

Milestone tracking, task assignment, and dependency mapping
Delivery risk alerts driven by AI-based schedule and budget burn forecasting
Delivery templates for standardised project blueprints, reducing setup time
SOW-to-project automatic setup triggered by CRM deal close

Resource Planning and Allocation

Capacity planning with role-based scheduling and skill matching
Utilisation dashboards showing billable versus non-billable time by person, team, and project
AI-driven resource allocation recommendations based on skills, availability, and project priority
Bench view highlighting underutilised staff with available capacity

Time and Expense Tracking

Web, mobile, and timer-based time entry with manager approval workflow
Expense capture with receipt photo, category tagging, and billable flag
AI-suggested time entries based on calendar and task activity to reduce under-capture
Offline-capable mobile capture for field-based consultants

Billing and Revenue Recognition

Time-and-materials and milestone billing modes with automated invoice generation
Retainer management and block-hour billing
ASC 606 / IFRS 15 revenue recognition automation for milestone and percentage-of-completion contracts
Billing anomaly detection flagging unbilled work or uncaptured expenses before invoice runs

Client Portal and Reporting

Client-facing project portal showing milestone status, documents, and approvals
AI-drafted client status reports summarising progress, risks, and next steps
Real-time profitability dashboards at project, client, and portfolio level
Margin, realisation rate, and effective bill rate analytics

AI-Native Advantage

AI is not a bolt-on feature here; it is embedded across the delivery lifecycle. Automated project health scoring surfaces delivery risk before milestones slip, without requiring manual PM input. AI-assisted time tracking analyses calendar events and task activity to suggest time entries, directly reducing the revenue leakage caused by under-captured billable hours. Resource allocation recommendations match skills and availability to project needs, and AI-generated client status reports eliminate the weekly reporting burden that consumes PM bandwidth across every services firm.

Tech Stack & Deployment

The platform targets self-hosted and cloud deployment models. CRM integration with Salesforce and HubSpot is a core requirement for deal-to-project handoff. Accounting integration with QuickBooks and Xero enables invoice synchronisation. ERP connectivity (NetSuite, SAP) and HR system integration (Workday, BambooHR) are planned for enterprise deployments. Revenue recognition logic follows published ASC 606 and IFRS 15 standards and does not depend on licensed IP from incumbents.

Market Context

The PSA software market was valued at approximately USD 16.6 billion in 2026 and is forecast to exceed USD 50 billion by 2034, according to Fortune Business Insights. Incumbent pricing is enterprise-focused, leaving the mid-market underserved. Gartner Peer Insights identifies AI capability, integration depth, and scalability as the top buyer selection criteria. Primary buyers are operations leaders, delivery managers, and finance teams at consulting firms, IT services providers, and agencies.

Project Status

This project is in the research and specification phase. Contributions, feedback, and domain expertise are welcome.

Contributing

We welcome contributions from developers, domain experts, and potential users. See CONTRIBUTING.md for guidelines.

Important: All contributions must be your own original work or clearly attributed open-source material with a compatible licence. Copyright infringement and licence violations will not be tolerated and will result in immediate removal of the offending contribution. If you are unsure whether a piece of code, text, or other material is safe to contribute, open an issue and ask before submitting.

Licence

Licence to be determined. See discussion for context.