Projectworks

Projectworks is a professional services automation platform designed to replace the spreadsheets, disconnected point solutions, and outdated software that consulting firms often rely on to run their businesses. It addresses the challenge of managing the full project lifecycle—from winning new work to getting paid—within a single, integrated system, eliminating the administrative burden and data fragmentation that can hinder growth and profitability.

The platform brings together modules for time and expense tracking, resource management, invoicing and billing, and financial reporting. It includes AI tools that assist with tasks such as resourcing and proposal generation, and can connect to external AI tools like Claude and ChatGPT via an MCP server. Integrations are available with accounting systems (Xero, QuickBooks, Sage Intacct, MYOB), project management and development tools (Jira, Azure DevOps, Monday.com), CRM platforms (HubSpot, Salesforce), HR systems (Employment Hero, BambooHR), and calendar and communication tools (Google Calendar, Microsoft Outlook, Microsoft Teams), as well as a Zapier connection and an API.

Projectworks is built for consulting and professional services firms. The company offers a free trial and flexible pricing plans, with support provided through training, data migration, and ongoing customer service.