Agileday offers an AI‑driven professional services automation platform that unifies CRM, ERP, project delivery, and financial data into a single real‑time model for consulting, engineering, and IT service firms. The system uses machine‑learning talent matching, automated time‑tracking, and forecasting to optimize staffing, margin, and revenue while providing role‑specific dashboards for sales, delivery, and finance teams.
Funding
$1.5M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Professional services firms often operate with fragmented CRM, project delivery, and financial systems, leading to unreliable forecasting, limited visibility into talent capacity, and duplicated tooling. These silos force manual data reconciliation and impede real-time decision‑making across sales, staffing, and finance functions.
Solution
Agileday delivers an AI‑driven professional services automation platform that unifies sales pipelines, resource allocations, timesheets, and project financials into a single, real‑time data model. Embedded machine‑learning algorithms continuously analyze skill inventories, availability, and margin targets to generate two‑way staffing recommendations and forecast revenue impacts. The platform surfaces contextual insights through role‑specific dashboards, enabling managers to adjust allocations, predict cash flow, and prevent revenue leakage without switching applications. Integration points with leading CRM and ERP solutions ensure bidirectional data flow, while an intuitive UI reduces onboarding time and encourages organization‑wide adoption.
Target Audience
The primary customers are mid‑size to large professional services organizations—consulting, engineering, IT services, and managed‑service providers—seeking an integrated PSA solution for operations, delivery, and finance teams.
Features
- Real‑time bi‑directional integration with major CRM (e.g., Salesforce) and ERP/financial systems (e.g., NetSuite, SAP) via RESTful APIs
- AI‑powered two‑way talent matching that aligns skills, preferences, and capacity with open opportunities and project demand
- Intelligent time‑tracking that auto‑suggests entries based on planned activities and updates utilization metrics instantly
- Dynamic allocation and bench management tools with live margin, capacity, and availability visualizations
- Instant forecasting engine that projects revenue, margin, and resource needs using up‑to‑date project and staffing data
- Automated invoice generation and timesheet status workflows to reduce manual finance effort
- Role‑based dashboards for executives, project leads, HR, and sales, delivering KPI snapshots and performance insights
- Built‑in skill taxonomy and competency management to maintain an up‑to‑date talent database for strategic workforce planning