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Utilization, Scope Creep, and Rev Rec: The Finance Side of Delivery with Rich Brett
Everyone talks about being “data-driven,” but many professional services businesses are drowning in data, not actually using it. Rich Brett is back for episode three of
Read morePlans & Pricing
Create the Scoro plan you need
Combinations start from
€15
$17
£13
$24.5
$24
user / month
Free 14-day trial · No credit card required · Minimum 5 users
Scoro is made of apps tailored for service-based firms. Every core app works on its own and also plugs into any of the others. Data interlinks automatically. Choose as many or as few apps as you need to run your workflows, and add on as you grow.
Work
Do
Work & Task Management
Deliver
Project Management
Track
Time & Labor Cost Tracking
Resource
Resource & Capacity Planning
Sales & Finance
Sell
CRM & Pipeline Management
Estimate
Estimating & Budgeting
Spend
Bill & Expense Management
Invoice
Client Billing
... plus over 35 add-ons and integrations to choose from
Start with a popular combination…
Time-billing
Turn logged hours into invoices and 
never lose a billable minute.
Included core apps:
-
Track
Track
Know where your team's time is going and what it's costing you.
- Time tracker
- Timesheets
- Billable time
- Labor cost
- Work reports
-
Invoice
Invoice
Handle every billing scenario and track payments.
- Invoice generation
- Receipt tracking
- Prepayment invoices
- Scheduled invoices
- Credit notes
- Recurring billing
- Margin report
- Detailed financial report
Projects & Resources
Plan projects, assign resources, and see what time means in revenue.
Included core apps:
-
Do
Do
Manage your team's tasks and day-to-day work.
- Tasks & task lists
- Subtasks
- Recurring tasks
- Task bundles
- Kanban board
- Smart inbox
- Calendars
-
Deliver
Deliver
Plan projects and keep delivery on track.
- Tasks & task lists
- Project templates
- Retainer management
- Gantt chart & dependencies
- Multiple project timeline
- Phases & milestones
-
Track
Track
Know where your team's time is going and what it's costing you.
- Time tracker
- Timesheets
- Billable time
- Labor cost
- Work reports
-
Resource
Resource
Plan capacity, balance workloads, and track utilization.
- Bookings
- Planner
- Availability indicators
- Time off & Time-off report
- Utilization report
- Team performance report
Quote to Cash
Estimate, deliver, track and bill in one connected flow.
Included core apps:
-
Estimate
Estimate
Build quotes and budgets with margin estimation built-in.
- Quote & budget builder
- Estimation matrix
- Quote templates
- Cost & margin planning
- Detailed financial report
-
Deliver
Deliver
Plan projects and keep delivery on track.
- Tasks & task lists
- Project templates
- Retainer management
- Gantt chart & dependencies
- Multiple project timeline
- Phases & milestones
-
Track
Track
Know where your team's time is going and what it's costing you.
- Time tracker
- Timesheets
- Billable time
- Labor cost
- Work reports
-
Invoice
Invoice
Handle every billing scenario and track payments.
- Invoice generation
- Receipt tracking
- Prepayment invoices
- Scheduled invoices
- Credit notes
- Recurring billing
- Margin report
- Detailed financial report
Best value
End-to-end
Run the client and project lifecycle
end-to-end in a single system.
Included core apps:
-
Sell
Sell
Manage client relationships, track deals, and stay on top of your pipeline.
- Client & contact management
- Price proposals
- Price proposal templates
- Deal tracking
- Pipeline management
- Sales reports
- Detailed financial report
-
Estimate
Estimate
Build quotes and budgets with margin estimation built-in.
- Quote & budget builder
- Estimation matrix
- Quote templates
- Cost & margin planning
- Detailed financial report
-
Do
Do
Manage your team's tasks and day-to-day work.
- Tasks & task lists
- Subtasks
- Recurring tasks
- Task bundles
- Kanban board
- Smart inbox
- Calendars
-
Deliver
Deliver
Plan projects and keep delivery on track.
- Tasks & task lists
- Project templates
- Retainer management
- Gantt chart & dependencies
- Multiple project timeline
- Phases & milestones
-
Track
Track
Know where your team's time is going and what it's costing you.
- Time tracker
- Timesheets
- Billable time
- Labor cost
- Work reports
-
Resource
Resource
Plan capacity, balance workloads, and track utilization.
- Bookings
- Planner
- Availability indicators
- Time off & Time-off report
- Utilization report
- Team performance report
-
Spend
Spend
Track and manage expenses and outsourced costs.
- Bills
- Scheduled bills
- Expenses
- Purchase orders
- Supplier management
- Detailed financial report
-
Invoice
Invoice
Handle every billing scenario and track payments.
- Invoice generation
- Receipt tracking
- Prepayment invoices
- Scheduled invoices
- Credit notes
- Recurring billing
- Margin report
- Detailed financial report
-
Advanced Work
Advanced Work
Get deeper project reporting and tighter control over time and work.
- Task matrix
- Time locking
- Activity confirmation
- Task-level time budgets
- Project budget health charts
- Revenue forecasting & recognition
- Revenue report
- Advanced reporting
-
Advanced Financials
Advanced Financials
Get deeper insight into project finances and more control over pricing and finance flows.
- Multiple currencies
- Client profiles
- Quoted vs actuals
- WIP report
- Approval of financial documents
- Project budget health charts
- Revenue forecasting & recognition
- Revenue report
- Advanced reporting
Platform functionality is included by default and powers whichever core apps you choose. You can choose between Standard and Enterprise platform.
Standard
Enterprise
Projects
Companies
Customizable dashboards
Bookmarks
Products & services
Availability
File management
Comments & notifications
Triggers & actions
Watchdogs
Newsfeed
Multi-factor authentication
Data import & export
Tags & tag groups
API
MCP Server
AI assistant ELI
80 credits per user
120 credits per user
Roles
10
unlimited
Permission sets
10
unlimited
Space per site
3G
10G
PDF templates
10
20
Custom fields
60
180
Statuses
20 per module
20 per module
Reporting history
5 y + 1 mo
10 y + 1 mo
FTP integration
Single sign-on
User provisioning
Unique & mandatory fields
Each column represents a core app or a core add-on and the functionality available within it.
Do
Deliver
Track
Resource
Sell
Estimate
Spend
Invoice
Advanced work
Advanced financials
Tasks & task lists
Subtasks
Task bundles
Recurring tasks
Kanban board
Smart inbox
Calendars
Shared resources
Project templates
Retainer management
Gantt chart & dependencies
Phases & milestones
Multiple project timeline
Time tracker
Timesheets
Billable time
Labor cost
Summarized work report
Detailed work report
Planner
Bookings
Time off
Time off report
Team performance report
Utilization report
Contact management
Price proposals
Sales pipeline
Pipeline report
Web forms
Quote templates
Detailed financial report
Price lists
Quote & budget builder
Estimation matrix
Quote timeline
Role-based pricing
Margin & markup
Product codes
Finance & receipt accounts
Accounting objects & report
Bills
Expenses
Purchase orders
Scheduled bills
In-house & outsourced services
Supplier management
Summarized financial report
Invoices
Receipts
Allocating time and costs to invoices
Prepayment invoices & balances
Partial invoicing
Scheduled invoices
Late invoice reminders
Periodization of invoice lines
Invoice locking
Margin report
Task matrix
Activity confirmation
Time locking
Time breakdown chart on a task level
Advanced & comparative reporting
Project budget health charts
Revenue forecasting & recognition
Revenue report
WIP report
Quoted vs actual table
Client profiles
Multiple currencies
Approval of financial documents
Each column shows where the integration is included: bundled with the Platform, included in a specific core app, or available only as a paid extra.
Platform
Resource
Sell
Estimate
Spend
Invoice
Paid extra
Apple Calendar
Google Calendar
MS Exchange
Dropbox
Google Drive
Zapier
Bamboo HR
Salesforce
HubSpot
Envoice
Expensify
Avalara
QuickBooks
Xero
Exact Online
Stripe
Sage Intacct
Jira
Finbite
All extras are available as paid add-ons on top of any core app and combination.
Additional entities
Custom module
Change request log
Client purchase orders
Company targets
Custom email domains
Customer portal
Extra customization
Goals & OKRs
IT assets registry
Orders & contracts
Project briefs
RAID log
Talent pipeline
Time off management
… or create your own combo in three steps
Pick exactly the apps and add-ons you need to cover your workflows
You can configure the rest of the platform further in your trial.
1
Pick platform capabilities
2
Choose core apps
3
Add extras & integrations
Create your combination
Onboarding
Our Onboarding Experts have worked with thousands of businesses worldwide. They will help you set up your Scoro site, optimize your team’s workflow, and get your company fully on board. Alternatively, you can choose a partner from our directory to assist with consultation on change management, implementation, training and integration.
Up to 15 people
Self-Onboarding
You set up your site and onboard your team independently with our help materials.
This plan includes:
- Self-onboarding guides
- Video tutorials
- Product tours
Up to 25 people
Assisted
You set up Scoro independently, with our experts at hand for on-demand consultations.
This plan includes:
- Self-onboarding guides
- Video tutorials
- Product tours
- Up to five 1-hour Q&A sessions
- 5 hours of e-mail consultations
26-49 people, 1–4 core apps
Professional
Our experts help you establish your workflows, set up the site and manage the change.
This plan includes:
- Requirements mapping session
- Scoro workflow consultations
- Guided site configuration
- Guided data migration
- End-user training sessions
26-49 people, 4+ core apps
Premier
Our experts help you establish your workflows, set up the site and manage the change.
This plan includes:
- Requirements mapping session
- Scoro workflow consultations
- Guided site configuration
- Guided data migration
- End-user training sessions
More than 50 people? Our experts tailor the onboarding service to your unique needs. Contact us.
Frequently Asked Questions
Scoro is your gateway to professional services automation: an AI-powered PSA platform that consolidates projects, resources, and finances in a single system, so you can orchestrate your business without stitching together disconnected tools. With complete visibility across your entire operation, including clients, projects, resources, financials, and business intelligence, plus AI that understands your full operational context and acts on it, you can operate more efficiently, improve financial performance, and forecast revenue and resource needs with greater confidence.
Scoro is built to scale with you. Start with only the apps you need today, and combine on more as you grow, so you’re never paying for complexity you don’t need yet. The core apps are purpose-built for consultancies, agencies, IT, architecture, and engineering firms.
Most tools force a trade-off: you start simple and then outgrow it, or you buy for scale and end up paying for complexity you don’t need yet. Scoro takes a combine-your-own approach instead. The core apps are already shaped around the professional-services workflow. Each app works well on its own, but they all run on one shared data model, so time logged in Track flows straight into Invoice, work planned in Do connects to Resource capacity, and deals won in Sell become projects in Deliver automatically. You get the flexibility to start with only what you need, without the integration work of stitching several tools together later, plus financial depth, including budgeting, quoting, and profitability reporting, that most point solutions and other all-in-one work management tools don’t offer.
Yes. Get started now with a free, fully featured 14-day trial of Scoro, no credit card required. Or schedule some time to talk with one of our experts and they will show you exactly how Scoro can streamline the way your team works.
Scoro is a full professional services automation platform, built to cover your whole workflow end-to-end – from quoting to delivery to billing – so you can consolidate every part of it into one system. But you don’t have to bring it all in at once: start with what you need today, and add more as your operations grow.
Mix and match from eight core apps: Do, Deliver, Track, Resource, Sell, Estimate, Spend, and Invoice. You choose which ones cover how your team works right now.
If you’re not sure where to start, pick one of our most popular combinations – Time-billing, Projects & Resources, Quote to Cash, or End-to-end – and customize it further as your needs evolve.
Price per user is shaped by which apps you use, starting from €15/user/month and scaling as you add more. This ensure you’re only ever paying for the part of your operations you run in Scoro today, not for complexity you don’t need yet.
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Yes, the minimum number of user seats for all combinations is 5.
It depends on which part of your workflow you want to run in Scoro. As there are countless ways to combine the apps, we suggest starting by thinking through what you want to achieve and improve, and what your core workflow looks like. You can start a free trial with a combination that fits and test through the apps as you need. Not sure where to start? Book a demo and one of our experts will help map your workflow to the right combination.
Your platform fee already includes two core apps by default, so the minimum possible combination is two apps.
No, you can combine apps freely across both groups based on your workflow, not by category. Most customers end up with at least one Work app and one Sales & Finance app, since that’s where Scoro’s core advantage shows up – time and money in one system – but it isn’t a requirement.
Yes. As your team’s needs change, you can add new apps, remove ones you no longer use, or move between combinations at any time. All the data that is in your system will stay interlinked automatically across your app combination. Your subscription updates to reflect your active apps and user count.
Yes. Access is managed per user, so you can give people the apps they need for their role. For example, giving your finance team access to Invoice and Spend without extending that access to your whole team. Permissions can be fine-tuned for each app.
Scoro AI is included as part of the platform and therefore a number of free credits are included with each combination. Standard platform includes 80 free credits per user per month, and Enterprise platform includes 120 free credits per user per month. If you run out of free credits, you can add more by purchasing the ELI credits add-on. Learn more.
Yes, annual billing gives you a 13–17% discount, depending on the exact currency and combination.
Add-ons and integrations extend your core app combination and are priced separately. Some integrations are included for free, while others are charged per piece or per user. You can see the added cost before switching one on, and browse the full list in our Pricing configurator.
That depends on the size of your team and company, and your requirements. For most of our customers, getting fully up and running with Scoro takes from a few days up to a few weeks or months, depending on the complexity of the setup. This includes importing your data (contacts, invoices, etc.), and getting to know the system.
Our Onboarding team helps you with all aspects of getting started with Scoro and we are happy to tailor the onboarding package to your exact needs and business processes. An onboarding package may include help on setting up the site, business process mapping, help on importing data, help on setting up integrations, training for your team, etc. See more info about the onboarding packages here.
According to Scoro’s Onboarding team: “We’ve helped hundreds of companies use Scoro and work more efficiently. When we’re doing team trainings for Scoro’s users, we can solve the questions and issues right away and show the new users all the tips and tricks on how to use the system.”
The free self-onboarding package is available for teams of up to 15 people. You are free to use the self-onboarding materials such as videos and articles in our Help Center to set up your Scoro site.
Self-onboarding is not suitable for teams of 15+ people. With bigger teams, you will require our onboarding experts to help you set up your Scoro site, optimize your team’s workflow, and get your entire company fully on board to get the most out of Scoro. Please note that the self-onboarding materials are only available in English.
Self-onboarding package is for you if:
- You are tech-savvy and feel confident about setting up the site by yourself using the self-onboarding materials in our Help Center.
- You have figured out the best workflow for your company and don’t need further in-person consultation on that.
- You have less than 15 people in your team. As soon as you have confirmed your payment plan, we will send over the first tips and tricks for self-onboarding.
Yes, you can import your own contacts, products, images, invoices, receipts, and more.
There’s a ton of useful support articles and videos available at our Help Center. We also have a dedicated Customer Support team in place that is happy to help you with any questions.
Contact any of our implementation partners to tailor a custom onboarding service for your company. Then contact your Scoro consultant to confirm your selection of partner and to finalize your subscription plan.
If you have any questions about Scoro or the sign-up process, please send us a note. We look forward to hearing from you!
Scoro has ensured my team is not overworked, resources are used optimally, and less time is wasted on project management confusion.
Anna-Kaisa Reed, Art Director & Design Team Manager Aava & BangWe can now be highly accurate on project profitability because of Scoro.
Colleen Kelley, President of Management Consulting Stratford GroupWhen I read that Scoro did end-to-end work management, I thought, how could you possibly do that well across the whole piece, but it does really work. It’s the absolute beauty of Scoro.
Matt Stevenson Dodd, Managing Director Trust ImpactWe’re at least 70% more productive than we were before, and working on a singular platform has definitely helped our business grow.
Marc Raad, President Significans AutomationWe realized how much time was wasted on manual work for data visualization. We spent 5-6 hours generating reports for weekly meetings, but now it's done in minutes with Scoro.
Monica Fernandez, COOScoro's approach to budgeting and profit tracking has been a game-changer for our Production Managers. It has enhanced transparency and communication within the company, transforming how we handle project finances.
MJ van Lingen, Partner Global Production Partners