Operating + NetSuite

Keep clients, projects, time entries, and invoicing in sync between Operating and NetSuite, so your delivery and finance systems tell the same story — from planned work to actuals to invoices.

The NetSuite integration is coming in 2026. Talk to us if you'd like to be an early adopter.

Book a demo
Book a 30 minute intro
Try for free

Join the group of happy customers using 

NetSuite

 and Operating together

No items found.
Operating horizon screenshot
Operating Timeline screenshot

Allocate & Forecast

Allocate resources to meet the budget from CRM, and forecast tentative capacity

  • A project and people timeline for different points-of-view
  • Allocate work with hourly rates and project budgets
  • Visualize your deal stages on the project timeline
  • Forecast tentative capacity and use HubSpot deal probabilities to account for uncertainty
HubSpot marketplace
Planned vs. actual hours comparison
Book a setup call
Start a free trial

Access our Operating Routine for Resource Planning

Agencies and consultancies of all sizes – from a boutique to an international powerhouse – should operate efficiently. We wrote a Resource Planning Routine and a solid agenda for your weekly meeting. Get the guide.

Thank you! Find the Staffing Routine guide here.
Oops! Something went wrong while submitting the form.