Professional Services Automation Platform for AI Consulting Firms

A fully connected platform for running a professional services operation

Resourcing, timesheets, forecasting, and project financials

A robust data model with different billing types, rate cards, seniority levels and more

MCP Server and REST API to connect to the rest of your operations stack

Operating UI showing planning of tentative projects and project allocations

Trusted by the fastest growing AI Consulting firms

Running an AI-first consultancy, but operations stack is not keeping up?

Operating is the reliable backbone of many fast scaling AI consultancies, providing the base system of record to build upon.

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MCP Server

Connect to Claude, ChatGPT, Gemini or other AI assistants using our MCP Server

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Extensive REST API

Whatever you do in our UI, you can also do via the API.

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Build your own reporting

Use our native reporting, and easily build your own using our MCP Server & REST API

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Built for growth

Operating is designed to support a growing operation up to thousands of consultants

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Just the right features

Operating lets you use your own CRM, issue tracking, and finance tool. We handle the rest.

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Built by ex-consultants

Operating is built by a technical team of ex-IT consulting professionals.

Operating transformed resource planning for our company of 2,000+ consultants

"We picked Operating because it's built for the future of consulting: clean data, a proper API, and MCP support. The team worked alongside us, took our feedback seriously, and acted on it."
James Garner
COO
Fabric Group, Australia

How it works

Match consultants to the right projects

  • See consultant availability ranked by urgency to clear the bench
  • Connect CRM to match consultants to projects in your sales pipeline for efficient project staffing
  • View all open and unassigned positions in projects to distribute work smoothly in your staffing team

Off-the-shelf integrations with

Pipedrive LogoHubSpot Logo

+ integrations to other CRMs possible via our REST API

More on the product
Operating horizon screenshot

Allocate work and plan project budgets

  • Solve the resource allocation puzzle: see people, projects, and budgets on a timeline
  • Allocate work with hourly rates and project budgets
  • Plan projects financially: forecast revenue, costs, and margins

Off-the-shelf integrations with

Pipedrive LogoHubSpot Logo

+ integrations to other CRMs possible via our REST API

More on the product
Operating horizon screenshot

Track time and compare planned vs. actual hours

  • View planned hours on your timesheet for faster, more efficient filling.
  • Keep timesheets with resource allocation and project staffing to minimize system switching
  • Analyse deviations between planned hours and actual hours spent

Off-the-shelf integrations with

Pipedrive LogoHubSpot Logo

+ integrations to other CRMs possible via our REST API

More on the product
Operating horizon screenshot

Approve timesheets, recognize revenue, and generate invocies

  • Ditch month-end close spreadsheets and handle everything in Operating instead.
  • Revenue recognition that's designed for professional services organizations
  • Timesheet approvals, and recurring and custom invoicing schedules for efficient invoice generation

Off-the-shelf integrations with

Pipedrive LogoHubSpot Logo

+ integrations to other CRMs possible via our REST API

More on the product
Operating horizon screenshot

Forecast revenue, margins and utilization

  • Forecast utilization to make the right moves in sales and hiring
  • Forecast revenue & project margins, and predict where your business is headed
  • View predictive project burnup charts with project allocation and timesheet data

Off-the-shelf integrations with

Pipedrive LogoHubSpot Logo

+ integrations to other CRMs possible via our REST API

More on the product
Operating horizon screenshot

Operating is connected with our AI native operations stack

"Operating plugs straight into our AI-native stack — Linear, Google Calendar, the works. Capacity planning and timesheets that used to require manual chasing now just happen. It's the connective tissue we didn't know we were missing."
UTTAM KUMARAN
CEO
Brainforge.ai, Austin, TX

Explore the interactive demo

Discover how Operating helps optimize consulting firm workflows, from matching consultants to projects to allocating workloads and monitoring budgets.

Here's what our customers are saying

Connecting CRM and Time Tracking Seamlessly

We used to jump between HubSpot and Harvest all the time, but with Operating, it’s all just there, working together.

Shawn St Mart
Delivery Lead
Furo

From juggling tools to simplified operations

We switched to Operating to spend less time juggling tools and more time on client work. The reports, plus HubSpot and HiBob integrations, make that easy.

Petya Raykovska
Director Of Operations
Human Made

Operating helps us identify all billable work, improving our profitability

Last year, pre-Operating, we absorbed $250,000 in unbilled work due to inefficiencies. This year, it's down to $25,000.

James Shaw
COO
Inventive.io

We're seeing higher utilization and better profitability

Operating played a key role in improving our profitability and utilization. By optimizing processes and enhancing tracking, we achieved 40% growth over the calendar year.

Anna Lehto
CEO
70/30 Digital

Our staffing has gotten a lot clearer, and we now have a more reliable future outlook

Operating is great—it's a new approach compared to our homegrown spreadsheet setup, but we're quickly getting smarter and gaining clarity, especially for staffing new projects.

Brittany Meeks
Associate Managing Director
Winterberry Group

Operating helps us staff projects efficiently by showcasing our consultants' skills

We're about 150 people, in different locations and countries. We can keep things efficient and people-focused with a common view of our sales pipeline, allocations, and our team's skills and interests.

Ville Loppinen
General Manager
Columbia Road

Our resource planning now connects with HR and sales, saving time on data entry

We replaced our complex finance projection spreadsheet, and now our HiBob leaves are visible in Operating, keeping our calculations up-to-date.

Jacqueline Enoch
CFO
Founder and Lightning

Fewer Excel sheets, a reliable future outlook—what's not to like!

Centralizing our capacity planning and skill matrix Excels into Operating has made running the business easier.

John Kavaleff
COO
Iona
Photo of Lauri, our CEO

...or let's get going

Drop us a line at hello@operating.app

An account will be set up in less than 24 hours

We're happy to help you import your data
to build a proper demo environment, and advice
you on the best practices of integrating Operating
to Workday.

Running a large consulting company is complex

Hundreds of projects, tens of teams, and thousands of consultants. Your team spends a lot time planning for things that ends up being canceled or postponed. It takes too much time with clunky disconnected systems no one understands.

That’s why we built Operating. Designed for enterprise consulting companies, Operating streamlines project staffing, resource allocation, time tracking, and forecasting. Less busywork, more time for clients.

Fewer Excel sheets, a reliable future outlook – what's not to like!

Centralizing our capacity planning and skill matrix Excels into Operating has made running the business easier.

John Kavaleff, Iona
JOHN KAVALEFF
COO
Iona & Co

We're growing the business – together with the whole team

Everyone now has visibility to upcoming and current projects. The information that used to live in people's heads is now in Operating.

Elisa Lipponen, Nordkapp
ELISA LIPPOnen
Director of Ops
Nordkapp

Staffing cross-border projects is much easier now

We have a lot of projects done together across our different offices. Operating helps find the right person for the right need - no matter where they are located.

Simon Fransson, Columbia Road
SIMON FRANSSON
General Manager
Columbia Road Sweden