Metric AI is unclaimed —

Metric AI

Run your agency's numbers in one place·metric.ai

Metric AI is an agency management and automation platform (PSA) built for professional services firms. It helps plan budgets, forecast revenue and costs, track profit margin and utilization, and manage resource allocation and time tracking all in one system. The platform includes AI-powered insights, customizable dashboards, invoicing, revenue recognition, and integrations with CRM, accounting, and project management tools, plus custom AI agents for workflow automation.

What it's for

Plan and track project budgets and forecastsTrack profit margin, utilization, and effective bill ratesManage resource planning, team availability, and allocationsTrack billable and non-billable timeGenerate and automate invoicing synced with QuickBooks or XeroTrack revenue recognition and labor costsManage sales pipeline and dealsTrack employee time off and schedulesMonitor project and organizational healthBuild custom dashboards and reports with AI-generated insights

Features 20

AI-powered insights that generate dashboards from questions
Custom AI agents for workflow automation
Custom tagging of projects and employees
Customizable dashboards with cards, charts, and tables
Dashboard Data API for custom automations and reports
Deal and sales pipeline tracking
Expense tracking
Granular, scoped permissions by project, department, or tag
Health reports for projects and organization
Invoicing synced with QuickBooks or Xero
Labor cost tracking
Project and deal budgeting with templates
Resource planning with team availability and allocations
Revenue recognition
Targets and KPI tracking
Task management
Team scheduling and work calendar management
Time & Material, Fixed Fee, and Retainer billing models
Time off and holiday management
Time tracking with timers and timesheets

At a glance

free trialAPI

TypeWeb app

DeploymentCloud

PlatformsWeb

Foragencies, professional services firms

CompanyMeasured Analytics, Inc.

Integrations

XeroClickUpWorkableHarvestCopperActiveCampaignTogglAsanaPipedriveTimelyQuickBooksMondaySage IntacctWrikeBambooHRSalesforceRipplingFreshBooksJiraHubSpot

Resources

Pricing

14-day free trial, 25-seat minimum, and a 3-month refund period apply. Enterprise plan pricing is custom and available on request.

Essential$29/user/mo

Described as 'Perfect for small agencies getting started'

5 tag categories

Advanced$39/user/mo

Marked as 'Most Popular'; described as 'For growing agencies that need more power'

10 tag categories

EnterpriseQuote

Priced via custom quote ('Let's chat'); described as 'For large agencies with advanced needs'

Unlimited tags