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Manage projects, resources, and finances in a single system, built for professional services firms.

Scoro is a comprehensive professional services automation (PSA) platform designed to unify projects, resources, and finances. It provides a single system for managing the entire project lifecycle, from quoting and budgeting to resource planning, time tracking, invoicing, and reporting. The platform's architecture combines CRM, project management, and financial tools, offering real-time visibility into project performance and profitability. Scoro's AI-powered features, accessed via ELI, automate actions and provide instant insights, enabling data-driven decision-making. Integration capabilities with tools like Xero, QuickBooks, and Google Calendar further streamline workflows. Use cases include project delivery, resource optimization, and financial control for consultancy, agency, IT, architecture, and engineering firms.
Scoro is a comprehensive professional services automation (PSA) platform designed to unify projects, resources, and finances.
Explore all tools that specialize in resource planning. This domain focus ensures Scoro delivers optimized results for this specific requirement.
ELI leverages AI to analyze business data and provide instant insights, automating actions and improving decision-making.
Allows for detailed breakdown of deliverables by role and effort, providing full visibility into costs and margins during the quoting process.
Tracks budget burn and forecasts profitability in real-time at role, service, and project level, capturing both internal and external costs.
Offers customizable dashboards and detailed reports to track key performance indicators (KPIs) and gain insights into progress, results, and future outlook.
Allows administrators to set up granular user permissions to ensure everyone sees only the information and features relevant to their role.
1. Sign up for a free trial or paid plan.
2. Connect your existing tools like Google Calendar, Xero, or QuickBooks through integrations.
3. Import your customer and project data.
4. Configure user permissions and access control.
5. Set up your company's financial settings, including currency and tax rates.
6. Customize dashboards and reports to track key performance indicators (KPIs).
7. Train your team members on the platform's features and workflows.
All Set
Ready to go
Verified feedback from other users.
"Scoro is highly rated for its comprehensive feature set and ability to streamline project management and financial processes, but some users find the initial setup challenging."
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