ModernPM provides a unified platform for professional services firms to manage workflows, time tracking, billing, and client relationships. The solution offers flexible invoicing options—including subscription and milestone billing—automated reminders, and open APIs for seamless integration with existing tools, helping teams reduce administrative friction and improve cash flow.
Funding
Funding not disclosed
Founders
Product
Problem
Professional services firms often juggle multiple disconnected tools for time tracking, billing, client management, and reporting, leading to manual data entry, delayed invoicing, and poor visibility into project profitability.
Solution
ModernPM offers a cloud‑based workflow platform that unifies time‑tracking, flexible billing, invoicing, and AI‑driven analytics in a single interface. Users can log time through various frictionless methods, generate subscription‑based, milestone, or hourly invoices, and automate payment reminders. Integrated client‑management features keep contact information and billing preferences organized, while built‑in dashboards provide real‑time insights into workload distribution, WIP, and cash flow. Open, fully functional APIs enable seamless integration with existing ERP, CRM, and accounting systems, allowing firms to preserve their tech stack while eliminating administrative bottlenecks.
Target Audience
ModernPM is aimed at mid‑size to large professional services firms—accounting, consulting, law, and tax practices—that need a unified, low‑friction system to manage projects, bill clients, and gain actionable analytics.
Features
- Effortless time management with multiple logging options, quick‑add timers, and task‑level tracking
- Flexible billing workflows supporting subscription, milestone, and time‑based invoices with automated drafting and reminders
- Automated payment processing (ACH and card) and native integration of client payments
- Advanced WIP management, jurisdiction due‑date tracking, and multi‑entity billing for complex firm structures
- AI‑powered insights and customizable dashboards for profitability, workload, and AR reporting
- Open APIs with unlimited calls, webhook task types, and bulk data actions for rates, invoices, and client records
- Security and permissions suite including SSO (Azure AD, Okta, Office 365), MFA, and granular access controls
- Project and workflow management tools such as smart tasks, templates, and audit logs to enforce institutional knowledge