Manage the people, time, and money of your digital agency
Resourcing and project profitability for agencies that bill their time
Track client work against the hours actually delivered
See profitability by client and by month
Trusted by ambitious
high-growth technical teams
Agencies break when they run on hours alone: profitability belongs in the same tool.
Agencies lose profitability slowly, on client work that quietly absorbs more hours than it's worth. Operating connects the plan, the logged hours, and the fee, so you can see both utilization and profitability.
Book without double-booking
Allocate people across overlapping projects without double-booking anyone.
Planned vs. actuals
Easily see planned vs. actual hours, revenue, and costs.
Margins visible
Run your agency with margin targets instead of only hourly targets.
Plan conflicting project timelines and forecast capacity
Capacity includes part-time contracts, freelancers, and the internal work that usually gets left off the plan.
Client work, internal projects, time off, part-timers, and contractors
Full-time, and part-time allocations for overlapping projects
Internal and new-business time tracked separately
Tentative allocations for visualizing potential conflicts
Keep ongoing client work profitable
Operating shows how fast the budget of ongoing client work is being used up, so you can catch an overrun before it happens.
Monthly client budgets
Burn-down against the hours agreed
Over-servicing caught before it eats the margin
Scope additions billed rather than absorbed
Bill what you delivered
Approved hours and fees become invoices without a spreadsheet in between, and land in your accounting system.
Invoices from tracked time, fees and expenses
Pass-through costs and expenses captured
Accounting integrations with QuickBooks and Xero
REST API and MCP Server for the rest
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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