Metric AI: Agency Management and Automation Software
Metric AI helps agencies and professional services firms manage project budgets and resource availability. It is designed for teams that need to track profit margins and utilization.
At a glance
- Category
- Operations
- Best for
- 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.
- Key use cases
- Agency Budget Management, Resource Capacity Planning, Financial Performance Tracking, Invoicing Workflow
- Integrations
- Harvest, Jira, ClickUp, Asana, Monday
- Official website
- usemetricai.com
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
Supports T&M, Fixed Fee, and Retainer budgets with the ability to apply discounts and use budget templates.
Tracks team availability, including holidays and work schedules, with support for hard and soft allocations.
Includes AI agents that can generate custom dashboards and answer questions about metrics like profit margin and utilization.
Allows users to build tailored views using widgets, charts, and custom formulas.
Provides scoped access to specific projects or departments and allows the restriction of financial data like salaries.
Use Cases
Planning and tracking budgets by client and project to monitor planned versus billed amounts.
Viewing team availability and managing project allocations to identify over or under-booked staff.
Monitoring agency KPIs such as profit margins and bench costs to evaluate operational performance.
Generating invoices based on budgets and exporting them to accounting software.
Best For
Integrations
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.
FAQ
It supports budgeting and billing for Time and Materials (T&M), Fixed Fee, and Retainer contracts.
The 14-day free trial requires a minimum of 10 seats.
Yes, it supports exporting invoices to and updating data from QuickBooks and Xero.
Multi-currency support is available in the Enterprise tier.
Source category: Operations
Source subcategory: Analytics & Reporting
