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
Trusted by ambitious
high-growth technical teams
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.
MCP Server
Connect to Claude, ChatGPT, Gemini or other AI assistants using our MCP Server
Extensive REST API
Whatever you do in our UI, you can also do via the API.
Build your own reporting
Use our native reporting, and easily build your own using our MCP Server & REST API
Built for growth
Operating is designed to support a growing operation up to thousands of consultants
Just the right features
Operating lets you use your own CRM, issue tracking, and finance tool. We handle the rest.
Built by ex-consultants
Operating is built by a technical team of ex-IT consulting professionals.
Place the right people on the right projects
See consultant availability and clear the bench
Connect your CRM to match consultants to pipeline projects
Give your staffing team one place for all staffing requests
"Staffing cross-border projects is much easier now. Operating helps us find the right person for the right need — no matter where they're located."
Simon Fransson
General Manager, Columbia Road Sweden
Allocate work and plan project budgets
See people, projects, and budgets on a single timeline
Allocate work with hourly rates and project budgets
Forecast revenue, costs, and margins per project
Track time and compare planned vs. actual
Planned hours pre-filled on timesheets for faster entry
Timesheets sit alongside allocation — no system switching
Analyse deviations between planned and actual hour
Approve, recognize revenue, and invoice
Ditch month-end spreadsheets — handle it all in Operating
Revenue recognition built for professional services
Approvals + recurring and custom invoicing schedules
"We absorbed $250,000 in unbilled work last year. This year, it's down to $25,000."
James Shaw
COO, Inventive.io
Forecast revenue, margins and utilization
Forecast utilization to time sales and hiring moves
Predict revenue and project margins ahead of time
Predictive burn-up charts from allocation + timesheet data
Firms on Operating are feeling the difference
"Operating played a key role in improving our profitability and utilization. By optimizing processes and tracking, we achieved 40% growth."
Anna Lehto
"Last year, pre-Operating, we absorbed $250,000 in unbilled work due to inefficiencies. This year, it's down to $25,000."
James Shaw
"We plan our tentative projects, forecast our revenue, and analyze any deviations in actual hours spent with Operating. There's no going back to the old ways."
Timo Hyväoja
"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
"I used to spend 3 hours per week updating data from CRM to resource allocation sheets. It only takes me 15-20 minutes with Operating."
Alisha David
"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
"We used to jump between HubSpot and Harvest all the time, but with Operating, it's all just there, working together."
Shawn St Mart
"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
"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
"We replaced our complex finance projection spreadsheet, and now our HiBob leaves are visible in Operating, keeping our calculations up-to-date."
Jacqueline Enoch
"Centralizing our capacity planning and skill matrix Excels into Operating has made running the business easier."
John Kavaleff
"Operating is the glue between Harvest time tracking, HubSpot, and our reporting. Both the native integrations, and the APIs are great!"
James Shaw
"We connected Operating to NetSuite ERP via APIs and integrated HiBob using the ready-made integration, replacing our homegrown, disconnected systems."
Perttu Paarma
"Operating replaced a ton of spreadsheets that used to link our CRM and time tracking systems."
Ville Loppinen
"Operating replaced a bunch of custom built reports and eliminated the hassle of connecting pipeline, allocations and time tracking."
Adam Grønbeck Andersen
"Operating integrates with HubSpot and Harvest, automatically importing data to plan optimal project teams and workloads."
Alisha David
"We integrated MS Dynamics CRM to Operating via the API, and use the ready-made Harvest integration. We also visualize our data in PowerBI."
Timo Hyväoja
"It's great to have one place to plan all the projects and teams."
John Kavaleff
Learn how customers
run on Operating
Running a transparent, efficient consulting operation with a human touch
Running a transparent, efficient consulting operation with a human touch
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