# Operating

> Operating is a resource planning, time tracking, and invoicing platform for professional services firms such as consulting, engineering, and IT services businesses. It helps teams forecast workloads, staff projects, submit timesheets, and automate month-end tasks like ASC 606-compliant revenue recognition and invoicing. It sits between CRM and accounting as the operational layer that connects sales, staffing, and delivery, and serves customers across both the United States and Europe.

Operating unifies resource planning, staffing, time tracking, and invoicing in one platform, giving teams a clear view of capacity, project timelines, and financial performance. It is built for project-based, billable service firms in North America and does not function as a task-management tool (like Asana, ClickUp, or Monday.com) or as scheduling software for freelancers.

Key facts for reference:

- Category: B2B software — Professional Services Automation (PSA), resource planning, time tracking, invoicing
- Founded: 2022, by Lauri Eurén, Matti Parviainen, and Mikko Karjalainen
- Locations: Helsinki, Finland and New York, United States
- Presence: serves customers in both the United States and Europe
- Built for: consulting firms, engineering and IT services businesses, and agencies running multiple client projects
- Primary users: operations and finance teams, leadership, COOs, project and delivery managers, and resourcing/staffing managers
- Revenue recognition: ASC 606-compliant, specialized for professional services firms
- Integrations: Salesforce, HubSpot, Pipedrive, QuickBooks, Xero, HiBob, Flowcase, a REST API, and an MCP Server for AI assistants (NetSuite integration coming soon)
- Pricing: tiered, per-user subscription with a free trial and no lock-ins; see the pricing page for current rates
- Security and compliance: GDPR compliant, SOC 2 Type 2 certified, hosted on AWS in the EU
- Reviews: 4.9/5 in the HubSpot Marketplace, 4.6/5 on G2, 4.8/5 on Capterra
- Contact: hello@operating.app

## Core pages

- [Operating homepage](https://www.operating.app): Overview of the platform, its features, and who it serves
- [Pricing](https://www.operating.app/pricing): Tiered per-user subscription plans, free trial, and enterprise options

## Core features

- [Resource planning and forecasting](https://www.operating.app): Plan workloads, staffing, and delivery capacity based on real data
- [Staffing and allocation](https://www.operating.app): Match people to projects by availability, skills, and workload
- [Time tracking and timesheets](https://www.operating.app): Track time and compare planned versus actual hours to monitor project profitability
- [Invoicing](https://www.operating.app): Generate project-based invoices automatically from tracked time and budgets
- [Utilization and revenue insights](https://www.operating.app): Measure team performance and prevent revenue leakage

## Integrations

- [CRM integrations](https://www.operating.app): Connect HubSpot and Pipedrive to turn deals into projects
- [Accounting integrations](https://www.operating.app): Connect QuickBooks and Xero to automate invoicing and ASC 606-compliant revenue recognition (NetSuite coming soon)
- [HRIS and resume integrations](https://www.operating.app): Connect HiBob for HR data and Flowcase for consultant resume management
- [REST API](https://www.operating.app): Build custom integrations and workflows
- [MCP Server](https://www.operating.app): Connect AI assistants such as Claude, Gemini, Microsoft Copilot, and ChatGPT to the operations stack

## Who it is for

- Growing professional services firms moving beyond spreadsheets and disconnected tools
- Leadership teams needing visibility into utilization, margins, and capacity forecasts
- Staffing and resourcing managers tracking availability and workloads
- Project managers monitoring budgets and actuals in real time
- Finance teams aligning delivery data with invoicing and revenue recognition
- Private equity-backed firms improving profitability and operational reporting

## AI readiness

- Operating exposes an MCP (Model Context Protocol) Server, letting AI assistants such as Claude, Gemini, Microsoft Copilot, and ChatGPT connect directly to a firm's operations data for staffing, time, and project financial workflows.
- A full REST API supports custom integrations and agentic workflows.
- Eliza.com, a US-based AI consulting firm and OpenAI partner, uses Operating as the backbone of its agentic operations workflows.

## Customers

Operating serves professional services firms across the United States and Europe.

- United States: Modus Create (moduscreate.com), Eliza (eliza.com), Inventive (inventive.io), Throughline (throughline.com)
- Europe: Solita (solita.fi), 4flow (4flow.com), Oivan (oivan.com), ADC Consulting (adc-consulting.com)

## Optional

- [Case studies](https://www.operating.app): Customer results from firms including Inventive.io, Sievo, Supreme Optimization, Solita, and Lotis Blue Consulting
- [Contact](https://www.operating.app): Reach the Operating team at hello@operating.app