Pricing built for growing services teams
Start with the Essential, then unlock advanced billing, cost visibility, and AI as you scale
14-day free trial on all plans
Essential
$12/mo/per team member
Billed annually, Min 10 Team Members, 1 Legal Entity, Unlimited Projects
Ideal for small teams who want to simplify operations with AI-driven automation.
Key features
Time & Expense
- Timesheets
- Expense Tracking
- Time-off / Leaves
- Multi-level Approval with Notifications
- Custom Tasks & Notes
- Mobile App for iOS and Android
AI Capabilities
- Receipt Scan & Data Extraction
- Expense Auto Categorization
Project & Billing Management
- Project Assignments
- Manage Customers
Resource & Margin Management
- Manage Employees
- Contractors & Suppliers
Platform & Governance
- Multi-Entity Support
- Multi-Currency Handling
- Custom Fields & Lookups
- Bulk Import/ Data Migration Tools
- Customer and Regional Calendars
Security, Access & Integrations
- Role-Based Access Control (RBAC)
- Attribute Level Data Access Policies
- Approval Workflow Audit Trails
- Bulk Import/ Data Migration Tools
- Data Retention Controls
Most Popular
Growth
$20/mo/per team member
Billed annually, Min 10 Team Members, Up to 2 Legal Entities, Unlimited Projects
Best for scaling teams who want more in-depth features & real-time financial visibility
All the features of Essential, and:
Time & Expense
- Sync Time and Expense with Projects
- Tasks-level Approvals
AI Capabilities
- AI-driven Timesheet Autofill
- Contracts and Invoice Intake
- AI Insights Navigator
Project & Billing Management
- Project & Expense Billing
- Flexible / Hybrid Billing Models
- Task Management
- Project Estimates vs Actuals
- Customer Contracts and Invoices
- Cross-Projects Portfolio View
- Revenue Recognition
Resource & Cost Management
- Utilization Tracking
- Bench Visibility and Planning
- Supplier Contracts and Invoices
- Real-time Cost Tracking
- Holiday/Leave Adjusted Forecasts
Services Analytics
- Revenue, Margin & Efficiency Insights
- Pre-built KPIs Tracking
Platform & Governance
- Automated Exchange Rates
- Accounting and HR System Exports
AI-tailored
Enterprise
Custom
Recommended 40+ Team Members, Unlimited Legal Entities, Unlimited Projects
Tailored for large teams who need complete operating system with predictive intelligence
All the features of Growth, and:
AI Capabilities
- Risk Radar (Identifications & Alerts)
- Resource Auto Allocation
- Margin Guardian
Project & Billing Management
- Proforma Invoice Generation
- Customer Rate Cards
- Discount Handling
- Project Budgeting and Tracking
- Scenario Modeling and Forecasting
- Automated Accruals & Deferrals
- Purchase Order Reconciliation
Resource & Cost Management
- Capacity Planning
- Skills Matrix
- Soft Allocations & Adjustments
- Real-time Project Profitability
Services Analytics
- Custom and Pre-built Reports
- Business Unit & Practice Reporting
- Revenue at Risk Tracking
- Advanced Financial Metrics
Security, Access & Integrations
- Pre-built and Custom Integrations
- API Access and Workflow Automation
- Activity logs
- SSO (SAML / OAuth)
- Dedicated Customer Success Manager
Trusted by technology services firms like yours
Compare Features |
Essential |
Growth |
Enterprise |
|---|
Compare Features
| Essential
|
Growth
|
Enterprise
|
|
|---|---|---|---|
| Timesheets | |||
| Expense Tracking | |||
| Time-off / Leaves | |||
| Multi-level Approval with Notifications | |||
| Custom Tasks & Notes | |||
| Regional Calendar & Work Schedule | |||
| Mobile App for iOS and Android | |||
| Sync Time and Expense with Projects | |||
| Tasks-level Approvals |
|
Essential |
Growth |
Enterprise |
|
|---|---|---|---|
| Receipt Scan & Data Extraction | Limited Credits | Expanded Credits | High Credits |
| Expense Auto Categorization | Limited Credits | Expanded Credits | High Credits |
| AI-driven Timesheet Autofill | Expanded Credits | High Credits | |
| Contracts and Invoice Intake | Expanded Credits | High Credits | |
| AI Insights Navigator | Expanded Credits | High Credits | |
| Risk Radar (Identifications & Alerts) | High Credits | ||
| Resource Auto Allocation | High Credits | ||
| Margin Guardian | High Credits |
|
Essential |
Growth |
Enterprise |
|
|---|---|---|---|
| Project Assignments | |||
| Manage Customers | |||
| Project & Expense Billing | |||
| Flexible / Hybrid Billing Models | |||
| Task Management | |||
| Internal Project Tracking | |||
| Billing Adjustments | |||
| Project Estimates vs Actuals | |||
| Customer Contracts and Invoices | |||
| Cross-Projects Portfolio View | |||
| Revenue Recognition | |||
| Effort and Milestone Confirmation | |||
| SOW Phases and Milestones | |||
| Hourly / Monthly Bill Rate Support | |||
| Effort-Based Percent Completion | |||
| Proforma Invoice Generation | |||
| Customer Rate Cards | |||
| Discount Handling | |||
| Project Budgeting and Tracking | |||
| Scenario Modeling and Forecasting | |||
| Automated Accruals & Deferrals | |||
| Purchase Order Reconciliation |
|
Essential |
Growth |
Enterprise |
|
|---|---|---|---|
| Manage Employees | |||
| Contractors & Suppliers | |||
| Roles and Hierarchy Mapping | |||
| Utilization Tracking | |||
| Bench Visibility and Planning | |||
| Supplier Contracts and Invoices | |||
| Payroll & Average Cost cards | |||
| Real-time Cost Tracking | |||
| Cost Budget Management | |||
| Holiday/Leave Adjusted Forecasts | |||
| Capacity Planning | |||
| Skills Matrix | |||
| Soft Allocations & Adjustments | |||
| Real-time Project Profitability |
|
Essential |
Growth |
Enterprise |
|
|---|---|---|---|
| Revenue, Margin & Efficiency Insights | |||
| Pre-built KPIs Tracking | |||
| Revenue Concentration | |||
| Average Bill Rate | |||
| Headcount Matrix | |||
| Over- and Under-allocations | |||
| Onsite-Offshore Ratios | |||
| Available Capacity (Bench) | |||
| Employee Role Ratios | |||
| Billable vs Non-Billable Hours | |||
| Bench and Delivery Overhead Cost | |||
| Expense Analysis | |||
| Revenue per Employee (RPE) | |||
| Cost per Employee (CPE) | |||
| Project & Gross Margin Visibility | |||
| Supplier and Contracts Margin | |||
| Custom and Pre-built Reports | |||
| Business Unit & Practice Reporting | |||
| Revenue at Risk Tracking | |||
| Advanced Financial Metrics |
|
Essential |
Growth |
Enterprise |
|
|---|---|---|---|
| Multi-Entity Support | |||
| Multi-Currency Handling | |||
| User Groups and Roles | |||
| Custom Fields & Lookups | |||
| Bulk Import/ Data Migration Tools | |||
| Customer and Regional Calendars | |||
| Automated Exchange Rates | |||
| Accounting and HR System Exports |
|
Essential |
Growth |
Enterprise |
|
|---|---|---|---|
| Role-Based Access Control (RBAC) | |||
| Attribute Level Data Access Policies | |||
| Approval Workflow Audit Trails | |||
| Data Retention Controls | Basic | Standard | Advanced |
| Pre-built and Custom Integrations | |||
| API Access and Workflow Automation | |||
| Activity logs | |||
| SSO (SAML / OAuth) | |||
| Dedicated Customer Success Manager |
FAQs
SuccessPro is an AI-powered PSA platform designed for IT services firms, consulting practices, and agencies with 20 to 3,000 employees. It unifies delivery, billing, and financial operations in one system, so teams can scale without operational complexity.
SuccessPro offers Essential, Growth, and Enterprise plans. Most mid-size services teams begin with the Essential plan and move up as they need deeper automation, analytics, and AI capabilities. Our team can help you identify the right plan during a demo.
SuccessPro is priced per team member per month, billed annually. All plan pricing is available on our pricing page, and there are no hidden fees or unexpected charges. You only pay for what you use.
Customers typically see higher utilization, faster billing cycles, improved margins, and reduced revenue leakage within the first few months. During your demo, we can walk through ROI benchmarks relevant to your business size and model.
No. Pricing is fully transparent with no unexpected fees. Onboarding and standard support are included in your plan. Any add-ons or custom integrations will be clearly scoped and communicated upfront.
Yes, a 14-day free trial is available across all plans. You get full access to evaluate the platform end-to-end. Your data is retained for 30 days after the trial ends, giving you time to decide.
Standard plans are billed annually, which gives you the best pricing. Month-to-month options are available at a slightly higher rate. You can upgrade your plan at any time without disruption.
Yes. You can switch plans as your needs evolve. Upgrades take effect immediately, and downgrades take effect at the next renewal cycle, with no disruption to your operations or data.
Most teams are up and running within a few weeks. Initial setup takes a few days, with the remaining time focused on data migration and onboarding. Data migration complexity is the main variable; our team provides templates and hands-on support to accelerate it.
All plans include support, with faster response times at higher tiers. During onboarding, you receive dedicated assistance including platform walkthroughs, data migration templates, and configuration guidance. In steady state, teams have access to user guides, a knowledge base, and live support.
No. SuccessPro combines time tracking, project billing and costing, expense management, resource management, and analytics in a single system, eliminating the need for separate tools and the manual reconciliation that comes with them.
Switching is straightforward. Historical data import templates and dedicated onboarding support make it easy to transition from spreadsheets or legacy PSA systems. Most teams complete migration with minimal disruption to ongoing operations.
Yes. SuccessPro supports multi-entity operations with multi-currency billing, regional localizations, and unified reporting across all entities, providing leadership a single, consolidated view of the business.
SuccessPro integrates with leading accounting platforms, CRMs, HRMS tools, and collaboration systems. Custom integrations are also available for your proprietary or home-grown platforms.
SuccessPro is SOC 2 certified, with role-based access controls (RBAC), data encryption at rest and in transit, and comprehensive audit logging. Your data remains secure, private, and under your control.
Adoption is a core design principle. AI-powered suggestions, pre-filled timesheets, and intuitive workflows reduce the learning curve significantly. Most teams reach full adoption within a few weeks of go-live.



