Explore a PS Cloud platform that actually works.

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

Infovity
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nexturn logo
cloudpaths logo
Amiseq logo
lirik logo
Ganit logo
innominds logo

Compare Features

Essential

Growth

Enterprise

Compare Features

Essential

Growth

Enterprise

Timesheets check check check
Expense Tracking check check check
Time-off / Leaves check check check
Multi-level Approval with Notifications check check check
Custom Tasks & Notes check check check
Regional Calendar & Work Schedule check check check
Mobile App for iOS and Android check check check
Sync Time and Expense with Projects check check check
Tasks-level Approvals check check check

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 check Expanded Credits High Credits
Contracts and Invoice Intake check Expanded Credits High Credits
AI Insights Navigator check Expanded Credits High Credits
Risk Radar (Identifications & Alerts) check check High Credits
Resource Auto Allocation check check High Credits
Margin Guardian check check 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

Built for growing technology services companies.

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.

Start with what you need, upgrade as you grow.

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.

Transparent pricing with no surprises.

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.

Measurable impact from day one.

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.

What you see is what you pay.

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.

Try before you commit. No credit card required.

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.

Annual plans with flexible upgrade options.

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.

Flexible plans that scale with your business.

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.

Go live in weeks, not months.

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.

Dedicated guidance from day one.

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.

One platform to replace fragmented tools.

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.

Guided migration with minimal disruption.

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.

Manage multiple entities and geographies in one system.

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.

Connect with your existing business stack.

SuccessPro integrates with leading accounting platforms, CRMs, HRMS tools, and collaboration systems. Custom integrations are also available for your proprietary or home-grown platforms.

Enterprise-grade security and access control.

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.

Designed for ease of use with minimal friction.

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.

Learn how SuccessPro’s
Ai-First approach is transforming leading services organizations.