AI TOOL PROFILE
Metric AI: Agency Management and Automation Software
- Operations
- Analytics and Reporting
- Agencies
- Professional Services Firms
- Small to Mid-sized Agencies
Pricing
Plans start at $29 per seat/month for the Essential tier, with an Advanced tier at $39 per seat/month. A 14-day free trial is available with a 10-seat minimum.
At a glance
- Best for
- Agencies, Professional Services Firms, Small to Mid-sized Agencies
- Key use cases
- Agency Budget Management, Resource Capacity Planning, Financial Performance Tracking, Invoicing Workflow
- Integrations
- Harvest, Jira, ClickUp, Asana, Monday
- Official website
- Visit metric ai official website
How AI is used
Metric AI is a Professional Services Automation (PSA) tool designed to centralize financial data for agencies. It supports project budgets for Time and Materials, Fixed Fee, and Retainer contracts, alongside resource planning and team availability tracking.
The software is designed for a range of agency sizes, from small teams to larger organizations. It helps track indicators such as utilization, effective bill rates, and bench costs, which may assist managers in making decisions about staffing and pricing.
Buyers should note that the platform imports data from external time-tracking and accounting tools. Depending on the requirement for advanced reporting or multi-currency support, different pricing tiers may be required.
Key Features
Budgeting and Forecasting
Supports T&M, Fixed Fee, and Retainer budgets with the ability to apply discounts and use budget templates.
Resource Planning
Tracks team availability, including holidays and work schedules, with support for hard and soft allocations.
AI-Powered Insights
Includes AI agents that can generate custom dashboards and answer questions about metrics like profit margin and utilization.
Customizable Dashboards
Allows users to build tailored views using widgets, charts, and custom formulas.
Granular Permissions
Provides scoped access to specific projects or departments and allows the restriction of financial data like salaries.
Use Cases
Agency Budget Management
Planning and tracking budgets by client and project to monitor planned versus billed amounts.
Resource Capacity Planning
Viewing team availability and managing project allocations to identify over or under-booked staff.
Financial Performance Tracking
Monitoring agency KPIs such as profit margins and bench costs to evaluate operational performance.
Invoicing Workflow
Generating invoices based on budgets and exporting them to accounting software.
Integrations
- Harvest
- Jira
- ClickUp
- Asana
- Monday
- Hubspot
- Salesforce
- Pipedrive
- QuickBooks
- Xero
FAQ
How does Metric AI handle different contract types?
- It supports budgeting and billing for Time and Materials (T&M), Fixed Fee, and Retainer contracts.
What is the minimum requirement for the free trial?
- The 14-day free trial requires a minimum of 10 seats.
Can Metric AI integrate with my current accounting software?
- Yes, it supports exporting invoices to and updating data from QuickBooks and Xero.
Which plan is needed for multi-currency support?
- Multi-currency support is available in the Enterprise tier.
Source category: Operations
Source subcategory: Analytics & Reporting
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