Operating.app provides professional services automation (PSA) software for technical consulting firms, unifying resourcing, project financials, revenue recognition, and invoicing in a single system. The platform connects with CRM, HRIS, and accounting tools, and offers an MCP server that lets AI assistants like Claude or ChatGPT handle staffing and operational tasks. It enables firms to forecast utilization and margins, track planned versus actual hours, and automate billing cycles.
Funding
Funding not disclosed
Founders
Product
Problem
Technical consulting firms often manage complex client work across disconnected spreadsheets and tools, making it difficult to track resourcing, project financials, and revenue recognition in real time. This fragmentation leads to underutilized consultants, missed billable hours, and inaccurate margin forecasts, especially when coordinating cross-border projects and multiple teams.
Solution
Operating.app provides a professional services automation (PSA) platform that centralizes resourcing, project planning, time tracking, revenue recognition, and invoicing for technical consulting firms. The system connects to existing CRM, HRIS, and accounting tools to keep data synchronized, and it offers an MCP server that enables AI assistants like Claude or ChatGPT to interact with operational data directly. Users can match consultants to projects based on skills and availability, forecast capacity and profitability, and compare planned versus actual hours to catch deviations early. The platform supports multiple revenue recognition methods, recurring and custom invoicing schedules, and multi-currency operations, all accessible through a mobile-first interface.
Target Audience
Primary customers are technical consulting firms, professional services teams, and high-growth companies that need to manage complex client work, staffing, and project financials in a unified system.
Features
- AI-first planning via MCP server, allowing operations to be run directly in Claude, ChatGPT, or custom AI agents
- Staffing by skills, roles, and availability with tentative project visibility and open position tracking
- Project profitability tracking with cost rates by role, seniority, and consultant, plus planned expenses and margin calculations
- Time tracking with timer, AI assistant, or mobile entry, including task-level tracking and planned time in the timesheet view
- Configurable approval flows for timesheets and automatic invoice generation based on custom or recurring billing cycles
- ASC 606 / IFRS-compliant revenue recognition with negative revenue corrections and project progress-based methods
- Capacity and utilization forecasting with burn-up charts, public holiday calendars, and time-off management
- Native integrations with Salesforce, HubSpot, Pipedrive, HiBob, Harvest, QuickBooks, Xero, and REST API for custom connections