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Ratings and Reviews 0 Ratings
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What is Jetpack Workflow ?
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What is ConsultancyOS?
ConsultancyOS is a cloud-based solution designed to enhance professional services automation, particularly for firms in IT, technology consulting, and business management. It integrates vital project management features, including phases, milestones, tasks, sprints, and time tracking, with billing and invoicing, while offering tools for forecasting, utilization and capacity planning, resource management, client health analytics, financial dashboards, and a customizable client portal. The platform's distinctive IP Encoding System captures a company's methodologies through playbooks and processes, utilizing AI agents to ensure work aligns with these established methods and specific firm guidelines, all supported by review and version control workflows. Moreover, it includes functionalities for Profit First allocation, partner and supplier workflows, recruitment features, and numerous automation capabilities. ConsultancyOS also facilitates smooth integration with software like Xero, Microsoft 365, Microsoft Teams, and DocuSign, thereby enhancing its overall functionality. Specifically designed for businesses with a workforce of 5 to 100 employees, it equips them with the necessary tools to thrive amid competition. This comprehensive suite of features positions ConsultancyOS as an ideal solution for professional service firms aiming for greater efficiency and flexibility in their operations. By adopting ConsultancyOS, firms can significantly improve their project management processes and optimize resource allocation to achieve better results.
API Availability
API Availability
Has API
Pricing Information
$36.00 USD/month/user
We price on a per-user basis at monthly and 1-year subscription levels. Prices start at $36/month per user for an annual subscription.
Our month-to-month subscription costs $45/month per user. With our annual subscription, save 25% off each user compared to the month-to-month.
Our month-to-month subscription costs $45/month per user. With our annual subscription, save 25% off each user compared to the month-to-month.
Free Trial Offered?
Pricing Information
Pricing is based on firm size and modules used. Founding-cohort firms lock in their quoted price for life.
Supported Platforms
SaaS
Supported Platforms
SaaS
iPhone
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
Training Options
Documentation Hub
Company Facts
Organization Name
Jetpack Workflow
Date Founded
2014
Company Location
United States
Company Website
www.jetpackworkflow.com
Company Facts
Organization Name
ConsultancyOS
Date Founded
2025
Company Location
Australia
Company Website
consultancyos.ai
Categories and Features
Accounting Practice Management
Approval Workflow
Client Management
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Professional Services Automation
CRM
Collaboration Tools
Project Management
Time & Expense Tracking
Categories and Features
Professional Services Automation
Not specified