High stakes, high rates. The work you deliver deserves a PSA platform that can keep up.
Match consultants to the right projects, forecast capacity, and track time. Close the month with our built-in revenue recognition and invoicing — all connected to your CRM and accounting tools.
Resourcing
Plan projects with clarity. Pull the relevant info from your CRM, match the right people to each role, and plan people, rates, and budgets to keep work profitable. Run your planning process in your favorite AI chat tool.
AI-first planning
Run your operations directly in Claude or ChatGPT — or build your own AI agents.
Staffing by skills and availability
Match consultants to projects based on role, skills, and availability.
Profitable teams
Budgets, bill rates, cost rates and seniority levels to assess project profitability.
Tentative projects
See upcoming projects, open positions, and available consultants.
Roles and skills
Set these even before you know exactly when the work would begin
Key metrics
How many open needs do you have at the moment? How many available people?
Project planning
Visualize people, projects, and budgets on one timeline. Assign work by availability and rates to keep utilization high and projects profitable. Plan daily schedules and long-term capacity with clear visibility into work, absences, and holidays.
Phases, assignments, and tasks
Divide projects into phases, assign work to specific tasks and compare task-level planned work to actuals.
Match the budgets
Assign work with hourly rates to run projects according to agreed budgets
Confirmed and tentative work visible
Distinguish between confirmed and tentative work
Project profitability
Set cost rates by role, seniority, and consultant and add planned expenses to calculate project margin
Public Holiday Calendars
Add public holidays automatically based on teams' locations
Know when someone is away
See public holidays and manage time off, calculate impact on project workdays
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Timesheets
Track time in the timesheet, through your AI assistant, or with a timer. Approve timesheets, spot missed hours, and sync the data with your HR and invoicing systems. Built for mobile first.
Hours in
Quick time entry on desktop and mobile, or through your AI assistant over MCP. Fewer reasons for a late timesheet.
Track time on tasks
Set shared and project-specific tasks, assign them to projects and set task-specific rates.
Planned time in the timesheet view
See how much there's planned for the week for each project and task
Spot missed hours
See if the time spent matches the plans, so you can catch otherwise missed billable hours
Approve timesheets
Approval flows you configure, so the responsible people review what happened
Connect with your HR & Payroll
Send data over to your HR & payroll to keep everything in sync
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Month-end close
Create and send invoices automatically based on billing cycles and recognize revenue based on how much was earned. Review hours, manage expenses, and sync data with your finance system.
Manage tax rates, choose payment methods, and even create one invoice for multiple projects at once.
Review at a glance
See if time entries are submitted and approved and make sure they match the budget
Automatic generation
Automatically generate invoices based on the billing cycle. Set custom or recurring billing cycles
ASC 606 / IFRS-compliant revenue recognition
Automatic and project progress-based revenue recognition with negative revenue corrections
Multi-currency
Support for all major currencies and currency exchange rates
Connect with your accounting platform or ERP
Send data over to your finance system via our REST API. Native integrations to QuickBooks and Xero.
Project Expense Management
Manage project expenses and attach them to invoices
Reporting
Track utilization, revenue, and project performance in real time. Compare planned vs. actual hours, forecast capacity and profitability, and spot when to hire or rebalance workloads to keep delivery and margins on track.
Forecast revenue & profitability
Forecast your revenue and project profitability with hourly rates and consultant cost rates
Project Margins
Planned and actual margins so you know where money is coming in, and where it's leaking
Capacity & utilization forecasting
Forecast your utilization weeks and months ahead. Visualize differences between offices, roles, and skill sets.
Inform the recruiters
Identify which roles or skills are in high demand and when – know when to hire
Compare plans to actual hours
Spot underutilization and overservicing to increase margins and profitability
Invoiced hours
Compare invoiced hours to your resourcing plans to track your margin
Operating works with the tools you already run on
CRM
Deals become tentative projects automatically
HRIS & People
Leaves and people data, always in sync
Accounting
Invoices out, payment status back
AI & MCP
Run your ops through Claude, ChatGPT, or your own MCP client
See All Integrations
Go deeper
Frequently
Asked Questions
Integrations
Can I use Operating in an AI chat tool like Claude, or ChatGPT?
Yes, you can use our MCP server to connect Operating directly to your AI tool of choice like Claude, ChatGPT, or any other modern enterprise LLM.
Can I import people from our HR or time tracking system?
Yes, you can do this using our native time tracking integrations, HiBob integration, REST API or a .csv file.
Can I integrate our HR tool?
Yes, we have a native integration to HiBob, and more on the way.
Can I link to our files on Google Drive, Linkedin CVs, etc.?
Staffing
Does Operating suggest the right consultants for right projects based on their skills?
Yes, you can match consultants to the right projects based on their availability, role, skill set, team, site, and seniority level. With our MCP server, you can take even more parameters into use, like project history or previous team setups.
Can people showcase their skills, interests and bio?
Yes, you're able to add more information about your consultants to make sure the staffing team has the right info at hand. You can also update the information via the API.
Can anyone look up what kind of projects they might be staffed on soon?
Yes, you can let your consultants have visibility into the tentative project plans and let them have a say in which project they'll be placed next.
Can I manage externals, subcontractors, freelancers?
Can I add people to the talent pool before they've started work?
Can I replicate our company structure, teams, offices, etc.?
Yes, Operating lets you define your geographical locations as sites, teams, roles, and seniority levels, as well as skills with skill levels, skill sentiments and categories.
Scheduling
Can I set part-time working hours for a consultant?
You can set part-time working hours for people to make sure you have people's actual capacity in the system to make better staffing decisions, and to have an accurate utilization forecast.
Can I let people manage their own schedule?
Can I let people manage their own weekly working hours and time off?
Yes, with Operating you can let people define their own working hours, as well as let them mark when they're having time off.
Can I add different countries' holidays automatically on people's timeline?
You can automatically add country-specific holiday calendars and assign them to people under a site at once.
Can I add internal projects and roles?
Time Tracking
Does Operating allow time tracking in timesheets?
Yes, you can use timesheets in Operating to consolidate resource planning and time tracking in one platform. This helps you minimize revenue leakage and capture all billable hours.
Can people submit their timesheets and can someone else approve them?
Operating supports submitting timesheets. You can set up approval flows so that e.g. project owners approve project hours, and people's managers approve internal hours.
Can I visualize everyone's time tracking data?
Yes, use our timesheets, connect your time tracking system or bring in data via CSV to visualize time spent and monitor utilization.
Can I compare planned utilization with the realized utilization-%?
Yes, Operating lets you compare planned and actual hours, helping you identify if consultants are overworked or underutilized.
Can I track utilization % and number of billable hours per person?
Yes, you're able to track billable utilization, productive utilization (all client work, not just billable), and overall utilization (internal projects included).
Financials
Can I add hourly rates, and forecast my company's revenue?
Yes, you can add charge-out rates, and project budgets to Operating, so you're able to forecast your company's revenue. Filter down to team, client, or project level.
Can I monitor project profitability (gross margin) by adding consultant cost rates and expenses?
Does Operating handle revenue recognition?
Yes, you can recognize revenue for projects in Operating so your finance team can keep track.
Can I see a predictive project burnup to stay within the budget?
Can I generate invoices in Operating?
If you set an invoicing cycle for a project, invoices are generated automatically for the right month with all the budgetary and timesheet data included.
How do I know when an invoice is ready to be sent?
Can I send invoices using Operating?
Operating allows you to send invoices directly from our platform, or to connect your invoicing/accounting platform via the API.
Can I do account planning for a client account inside Operating?
In the client page, you see all projects related to the client. You can also write your account plan here.
Access
Do you support different user permission levels?
Yes, both the view and edit permissions are highly configurable, so you can set different access levels for leadership, project managers, individual contributors, and subcontractors.
Do you support single-sign-on (SSO)?
Yes. We support all the major platforms like Microsoft Entra (Azure AD), Okta, Google, and more. Reach out to hello@operating.app if you need more info.
