Professional services automation platform - AI tools

Accelo is an AI-powered professional services automation platform that connects sales, delivery, and financial operations to surface delivery and profitability risks early, helping professional services organizations control margins and protect profitability.

• Contact for Pricing

CONREP is an AI-powered, all-in-one Professional Services Automation (PSA) platform, offering modular solutions for HR, project management, CRM, ATS, and finance to streamline business operations.

• Contact for Pricing

PROCESIO is an advanced automation platform that empowers users to design, automate, and optimize business processes without extensive coding, featuring customizable integrations and AI-powered functionalities.

• Usage Based
• From 129$

SS&C Blue Prism is an enterprise-level intelligent automation platform that combines AI, automation, and orchestration capabilities to streamline business operations with high-level security and governance standards.

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QuickstartAdmin is a cloud-based practice management software that automates business operations including time tracking, expense management, client handling, project oversight, and billing for professional services firms.

• Freemium
• From 35$

Klient PSA is a professional services automation platform built natively on Salesforce that helps consulting firms and SaaS businesses manage projects, resources, time tracking, billing, and customer collaboration through AI-enhanced tools.

• Freemium
• From 15$

BrightReturn streamlines business operations for professional service firms through an all-in-one client portal, automated workflows, and secure document sharing. Designed for accounting, legal, and agency professionals, it accelerates invoicing, improves client experience, and drives business growth.

• Freemium

UiPath is an AI-powered business automation platform that enables companies to discover automation opportunities, rapidly build and deploy automations, and operate them at enterprise scale.

• Freemium
• From 420$

Naverisk streamlines IT service delivery with integrated remote monitoring, service desk, PSA, and data protection solutions, empowering MSPs and IT professionals to enhance efficiency and reduce costs.

• Paid
• From 110$

AutomationEdge is a hyperautomation platform integrating RPA, IT Automation, Conversational AI, and Document Processing for enterprise transformation.

• Contact for Pricing

Client Pro AI is an all-in-one business automation platform that leverages AI technology to help small businesses manage customer relationships, automate marketing, handle communications, and streamline operations through a unified dashboard.

• Freemium
• From 97$

PONTUS automates enterprise workflows, adapting to your business needs to increase efficiency and reduce reliance on manual processes and inflexible traditional SaaS solutions.

• Contact for Pricing

PrediktAI is an AI-powered project management platform that helps professional services teams manage projects, resources, and finances while maximizing revenue and ensuring project profitability.

• Free Trial

Tango Agreements is a comprehensive business automation platform designed for professional services that streamlines client management, contract handling, and payment processing while preventing scope creep.

• Freemium
• From 39$

ERPCA is a cloud-based practice management software designed for CA, CS, tax, and financial consultancy firms, offering automation, team coordination, and client service enhancement.

• Contact for Pricing

Prosperty Solutions provides technology-enabled solutions for real estate investors and servicers, covering the entire property lifecycle. Their platform utilizes advanced algorithms and machine learning for data-driven decisions.

• Contact for Pricing

Placy PRO is an AI-powered platform designed for real estate professionals to automate tasks, analyze client needs, and enhance lead engagement. It streamlines operations and improves client interactions through advanced AI capabilities.

• Contact for Pricing

KEBS is a comprehensive Professional Services Automation (PSA) platform that streamlines operations across deal management, resource management, project management, finance management, and ticket management to maximize productivity and profitability.

• Paid
• From 750$

Kantata is an AI-powered professional services automation platform that enhances project delivery, resource management, and financial oversight for agencies and consulting organizations.

• Contact for Pricing

mHelpDesk is an all-in-one field service management software that automates customer contact, scheduling, communication, and billing for service businesses.

• Contact for Pricing

Naturobot is a comprehensive cross-platform automation solution that enables automation of desktop software, web applications, and mobile apps through cloud-based visual process design and AI-assisted workflow generation.

• Contact for Pricing

DocProcess is a cloud-based Business Ecosystem Automation (BEA) platform that automates document processing and back-office workflows, including e-invoicing, e-orders, e-logistics, and contract management, with seamless integration across over 200 ERPs.

• Contact for Pricing

ServicePRO is a workflow management solution that delivers ROI through automation, service catalog management, and customizable forms for efficient service desk operations.

• Paid
• From 20$

Prosperflow is an AI-powered platform designed for marketers and agencies, offering comprehensive solutions including CRM, project management, marketing automation, and client portals to enhance rankings, increase web traffic, generate quality leads, and boost sales.

• Paid
• From 20$

ProcessMaker is a business process automation and workflow software solution that uses AI to design, run, report, and improve business processes, helping organizations automate repetitive tasks and mission-critical workflows.

• Usage Based
• From 3000$

Osher is a business process automation consultancy that specializes in implementing AI-driven solutions, custom automation workflows, and system integrations to improve business efficiency and productivity.

• Contact for Pricing

Procys is an AI-powered document automation platform that extracts data from various documents including invoices, receipts, and ID cards, offering seamless integration with over 260 apps and enterprise-grade security compliance.

• Freemium
• From 10$

BoardFast streamlines administrative processes for digital service companies, automating contractor management, billing, and documentation within a secure, customizable platform.

• Paid
• From 8$

Adept is an enterprise-grade AI platform that automates complex software workflows using advanced agent technology and proprietary models, specializing in web understanding and task automation.

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Pneumatic is a workflow management platform that helps organizations streamline their business processes through automated task assignments and integrations, offering unlimited users for a fixed monthly price.

• Paid
• From 99$