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.

Pricing

Price Overview:
Pricing is based on firm size and modules used. Founding-cohort firms lock in their quoted price for life.

Integrations

Offers API?:
Yes, ConsultancyOS provides an API

Screenshots and Video

ConsultancyOS Forecasting page on the Revenue Forecast tab, with total forecast KPIs, actual-versus-forecast bar chart, and monthly breakdown table.

ConsultancyOS Forecasting page on the Revenue Forecast tab, with total forecast KPIs, actual-versus-forecast bar chart, and monthly breakdown table.

Company Facts

Company Name:
ConsultancyOS
Date Founded:
2025
Company Location:
Australia
Company Website:
consultancyos.ai

Product Details

Deployment
SaaS
iPhone
Training Options
Documentation Hub
Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

ConsultancyOS Categories and Features