AI Professional Services Automation (PSA) Software

Our Professional Services Automation (PSA) Software is a complete suite of tools help boost financial returns on your resources and projects.

Capacity & DEMAND

Match people and projects

Get a detailed snapshot of your team allocations and availability. Increase resource utilization by matching your team members' skills and project needs efficiently. Look months into the future, capture resource bottlenecks, and understand when to hire new people.

our platform

Powerful features backed by AI

The ultimate upgrade to delivering projects on time and on budget.

Native AI

Forecast AI learns from your best projects and best project managers to give recommendations specifically tailored to your company.

Utilization Reports

Retrieve utilization reports in minutes not hours. Run reports on overall on your whole portfolio to get a birds-eye view of all client projects.

Accurate Project Budgets

Follow the project budget and keep it on track. See up-to-the-minute numbers on where you earn the revenue, what is costing you, and how you capitalize on projects.

Resource Management

Maximize resource efficiency. Automatically have utilization calculated for you on a company-wide level and get valuable insights into how employees’ available time is spent.

“What we can see is a transparency around which projects exist and how many we have. From a top-down perspective there is a huge benefit"

Director, Business Applications & Architecture
Benjamin Sjögren

"Our developers are now at 91% billable. It’s a huge change that has made Grafikr a lot more profitable. We are a much healthier company because of it."

CEO & Founder
Kiranan Luxmy

“The level of financial reporting that we get from Forecast is far and above anything that I’ve seen in any project management tool that I’ve ever used."

Director of Operations
Allison Escott
Better project management

Instantly understand who can work on what and when

Proactively manage your entire team in real-time on one dashboard and anticipate future demand. Scope out potential project with placeholders and tentitive booking, and forecast demand based win probability.

Capacity & DEMAND

Maximize project profitability

Focus on more value-adding tasks to create happier clients with a real-time overview of the workload and capacity of all your resources.

Better project management

Instantly understand who can work on what and when

Proactively manage your entire team in real-time on one dashboard and anticipate future demand. Scope out potential project with placeholders and tentitive booking, and forecast demand based win probability.

integrations

Integrate your tech stack

The AI-driven platform that brings all your data together to streamline projects, resources and financials.

View all integrations

Powerful Features

The ultimate upgrade to delivering projects on time and on budget.

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Time Tracking

Use AI-powered timesheets to register time and build a solid foundation for accurate reporting and forecasting.

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Invoicing

Forecast provides users with the ability to generate invoices for projects and track payments on invoices.

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Notifications

Enable in-app notifications or opt to be notified by email. Get updates immediately or have them packaged as daily.

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Resource Allocations

Stay on top of your resources, future demand and utilization of your workforce to save time and money.

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Project Scoping

Plan out projects, determine and document the work required using phases, tasks, and deadlines, and view high-level information.

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Story Points

Story Points provide a relative measure of how much time and effort is required to complete an individual user story.

What our clients say

The ultimate upgrade to delivering projects on time and on budget.

Investing in Forecast is a no-brainer for us.

It’s easier for us to spot inefficiencies before the scope and budget are way overboard and show people where we’re at.

Head of Operations, Holition
Matt Nelson

Forecast ensures we actually make revenue because the point is margin, right?

It’s super key and has uncovered significant losses prior to getting on the platform.

Head of Technology, steam commerce
Christopher Cowley

Hitting and exceeding our 65% margin goal was thanks to Forecast.

We have a much more accurate view of our margins, expenses and costs as they relate to our projects.

Director of Ops, Herman-Scheer
Allison Escott

Using Forecast my team has become far more profitable

The team doesn't go over budget anymore, and we see can foresee problems really early with our clients so we can have those conversations at multiple points.

Executive Producer, Grumpy Sailor
Crystal Rata

We grew our revenue and headcount by 50% and Forecast played a major role.

First time we’ve ever seen realtime, unified financial performance across all client work. Such a jump from where we were before, onboarding was quick, a lot of evolution for us.

Operations Director, Oxford Global
Andi Garavaglia

Forecast has freed me up from essentially being a full time resource manager

I'm now ahead of overall delivery and back to running projects. That’s because the system is so easy to use.

Head of Delivery, Hallam
Glenn More

FAQs

Some common questions about professional services automation and PSA tools.

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How does PSA software support hybrid or remote project teams?

PSA software centralizes project management, resource allocation, and time tracking in a single platform accessible from anywhere. Forecast.app, being cloud-based, enables remote and hybrid teams to stay aligned, view real-time project progress, and collaborate effectively regardless of location. This allows for seamless communication and tracking of tasks, which is especially valuable when teams are dispersed across different time zones.

Can PSA software like Forecast help improve resource utilization and prevent burnout?

Yes, Forecast's resource management tools provide visibility into each team member’s workload and capacity. By setting realistic utilization targets, the software helps avoid overloading employees and ensures resources are allocated efficiently. Forecast.app's forecasting capabilities also allow managers to predict workload peaks and adjust plans accordingly, helping to balance team efforts and avoid burnout.

How does Forecast's PSA software support accurate revenue forecasting for projects?

Forecast integrates project and resource management data to generate precise revenue forecasts. It tracks billable hours, expenses, and project milestones, allowing finance teams to predict revenue based on project progress and client agreements. This helps organizations maintain financial transparency and make better strategic decisions by anticipating cash flow needs and aligning budgets with project timelines.

What are the benefits of using Forecast's PSA software for client reporting?

With Forecast, client reporting is simplified and transparent. The platform allows you to create customizable, real-time dashboards that showcase project progress, milestones, time spent, and budget status. Clients can receive regular updates and view project data in an easy-to-understand format, enhancing trust and communication by giving them insight into how their project is progressing.

How does Forecast help ensure compliance with SLAs and other contractual obligations?

Forecast's software allows you to set up project milestones, deadlines, and task dependencies that align with your service-level agreements (SLAs). By automating these processes, the software helps ensure that deliverables meet contractual obligations. Notifications and alerts can be set up for key dates and requirements, reducing the risk of missing deadlines and helping maintain a strong relationship with clients by fulfilling commitments consistently.

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The ultimate upgrade to delivering projects on time and on budget.

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