ConsultancyOS

About ConsultancyOS

Deep Dive with Clara AI

ConsultancyOS is the operating system for modern consultancies. Most tools for services firms are PSAs: they manage projects, time and billing, but they do not deliver the work. ConsultancyOS does both. Its IP Encoding System captures the method that lives in senior consultants’ heads and turns it into AI agents that produce the first draft of every deliverable, grounded in the firm’s own IP and guardrails. Alongside that sits a complete operate layer: forecasting, margin, cashflow, resourcing, a white-label client portal and a Profit First module. Built for IT services and consulting firms of 5 to 100 staff. Flat fee per firm.

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ConsultancyOS: the operating system for modern consultancies.

ConsultancyOS vs the rest: an honest capability comparison grid

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Pricing

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Platforms Supported

Browser Based (Cloud)
Mobile App (iOS)

Organization Types Supported

Small Business

API Support

Not available

Modes of Support

Online

ConsultancyOS Features

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Professional Services Automation Features

Revenue & Profitability Tracking

Project & Resource Management

Billing & Invoicing

Time & Expense Tracking

Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Client & Contract Management

Project Planning & Scheduling

Reporting & Analytics

Workflow Automation

Automatically execute mundane and repetitive processes or workflow so that employees can focus on productive work

Project Management Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Time & Expense Tracking

Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Timeline View

Allows to plan and prioritize and visualize tasks in a GANTT chart like horizontal time-axis.

Project Templates

It holds a bundle of built-in templates that can be customized and used in different projects

Idea Management

Facility to receive insights from internal and external stakeholders

Custom Workflows

Facility to create workflows with custom stages, process, and status.

Kanban Board

To visualize the workflow of a project typically representing sticky notes on a white board

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Recurring Task Management

Helps in monitoring and tackling the tasks or responsibilities that are needed to be managed on a recurrent basis

Task Management

Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting.

Status Tracking

Status Tracking refers to the management of projects, which includes but is not limited to measuring and reporting the status of milestones, tasks and activities

Resource Management

Resource management is the process by which businesses manage their various resources effectively. Those resources can be intangible – people and time – and tangible – equipment, materials, and finances.

Requirement Management

Requirements management is the process of collecting, analyzing, refining, and prioritizing product requirements and then planning for their delivery.

Project Planning

Project planning is a discipline for stating how to complete a project within a certain timeframe, usually with defined stages, and with designated resources.

Project Portfolio Management

Strategically manages a collection of projects to align with an organization's overall goals.

Percent-Complete Tracking

Percentage of work done on estimated items.

Milestone Tracking

They act as signposts through the course of your project, as they help to ensure that you're staying on track.

IT Project Management

IT project management is the process of planning, organizing and delineating responsibility for the completion of an organizations' specific information technology (IT) goals.

Issue Management

Issue management is the process of identifying and resolving issues. Problems can be resource constraint, technical failures etc.

Budget Management

Analyzing financial information to ensure all operations are within budget

Document Management

Ability to store and manage various information and documents in electronic format.

Time Tracking Features

Timesheet Management

Helps to accurately manage timesheet information for easy accessibility

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Overtime Calculation

Simplifies the process of calculating extra hours worked for by staff or team members

Offline Time Tracking

Enables one to track time in offline mode as well

Multiple Billing Rates

Helps in creating customized billable rates for different team members at job

Mobile Time Tracking

Allows tracking time using a mobile device

Billable & Non-billable Hours

Tracks billable and non-billable hours to help in better estimate making and quote clients accordingly

Automatic Time Capture

Employs data mining tactics to index, cleanse and derive meanings of time-related information on the basis of timestamps

Employee Database

Helps in providing an organized collection of employee data

Leave Tracking (Vacation)

Assist in keeping track of leave and holidays for easing the payment calculation process

Resource Management Features

Workforce Forecasting

Automatically predict future workforce needs based on historical data and proactively plan for shortcomings. It illustrates the staffing plan for a specific time period to effectively address both understaffing and overstaffing concerns.

Time Tracking

Helps in tracking the task assigned to different team members or teams

Real-time Dashboard

Provides easy visualization of the latest data

Resource Scheduling

Helps in setting strategies to allocate resources to projects or tasks to complete it correctly and also manage its start/end dates

Multi-Currency

Enables payment and collection in multiple currencies.

Collaboration

Helps you safely share data with only those who matter and enhances your teamwork

Access Control

Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role