Quick Overview
- 1#1: Float - Combines team scheduling, resource management, and financial forecasting for accurate project budgeting and profitability tracking.
- 2#2: Runn - Provides capacity planning, scenario modeling, and revenue forecasting to optimize project financial performance.
- 3#3: BigTime - Offers time tracking, expense management, invoicing, and project budgeting for professional services firms.
- 4#4: Forecast - AI-driven resource allocation, project planning, and profitability analytics for finance-focused teams.
- 5#5: Kantata - Enterprise PSA platform integrating project delivery, resource management, and financial controls.
- 6#6: Scoro - All-in-one tool for project management, CRM, quoting, and financial reporting in service businesses.
- 7#7: Accelo - Automates client work, projects, retainers, billing, and revenue recognition for service organizations.
- 8#8: Avaza - Integrates project scheduling, time tracking, expenses, invoicing, and financial dashboards.
- 9#9: Resource Guru - Resource scheduling and planning software with utilization reporting and financial insights.
- 10#10: Deltek Vision - Project ERP solution for AEC and professional services with advanced financial management and compliance.
Tools were selected and ranked based on core feature depth (including forecasting, financial tracking, and integration), user experience (ease of use and reliability), and overall value, ensuring alignment with the unique demands of teams across industries
Comparison Table
Explore the world of financial project management software with our comparison table, showcasing tools like Float, Runn, BigTime, Forecast, Kantata, and more. This guide breaks down key features, pricing structures, and usability to help you identify the right fit for your team’s budgeting, resource tracking, and project coordination needs, whether you prioritize collaboration, scalability, or niche industry tools.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Float Combines team scheduling, resource management, and financial forecasting for accurate project budgeting and profitability tracking. | specialized | 9.6/10 | 9.8/10 | 9.4/10 | 9.2/10 |
| 2 | Runn Provides capacity planning, scenario modeling, and revenue forecasting to optimize project financial performance. | specialized | 9.2/10 | 9.5/10 | 8.5/10 | 8.8/10 |
| 3 | BigTime Offers time tracking, expense management, invoicing, and project budgeting for professional services firms. | enterprise | 8.7/10 | 9.2/10 | 8.4/10 | 8.1/10 |
| 4 | Forecast AI-driven resource allocation, project planning, and profitability analytics for finance-focused teams. | specialized | 8.7/10 | 9.2/10 | 8.5/10 | 8.0/10 |
| 5 | Kantata Enterprise PSA platform integrating project delivery, resource management, and financial controls. | enterprise | 8.4/10 | 9.1/10 | 7.6/10 | 8.0/10 |
| 6 | Scoro All-in-one tool for project management, CRM, quoting, and financial reporting in service businesses. | specialized | 8.2/10 | 8.5/10 | 7.7/10 | 8.0/10 |
| 7 | Accelo Automates client work, projects, retainers, billing, and revenue recognition for service organizations. | enterprise | 8.1/10 | 8.5/10 | 7.4/10 | 7.9/10 |
| 8 | Avaza Integrates project scheduling, time tracking, expenses, invoicing, and financial dashboards. | specialized | 8.5/10 | 8.7/10 | 9.0/10 | 8.8/10 |
| 9 | Resource Guru Resource scheduling and planning software with utilization reporting and financial insights. | specialized | 6.2/10 | 5.8/10 | 8.7/10 | 6.5/10 |
| 10 | Deltek Vision Project ERP solution for AEC and professional services with advanced financial management and compliance. | enterprise | 8.4/10 | 9.2/10 | 7.8/10 | 8.0/10 |
Combines team scheduling, resource management, and financial forecasting for accurate project budgeting and profitability tracking.
Provides capacity planning, scenario modeling, and revenue forecasting to optimize project financial performance.
Offers time tracking, expense management, invoicing, and project budgeting for professional services firms.
AI-driven resource allocation, project planning, and profitability analytics for finance-focused teams.
Enterprise PSA platform integrating project delivery, resource management, and financial controls.
All-in-one tool for project management, CRM, quoting, and financial reporting in service businesses.
Automates client work, projects, retainers, billing, and revenue recognition for service organizations.
Integrates project scheduling, time tracking, expenses, invoicing, and financial dashboards.
Resource scheduling and planning software with utilization reporting and financial insights.
Project ERP solution for AEC and professional services with advanced financial management and compliance.
Float
specializedCombines team scheduling, resource management, and financial forecasting for accurate project budgeting and profitability tracking.
Interactive timeline overlaying resource capacity, project schedules, and real-time financial metrics like budgets and profitability
Float (float.com) is a leading resource management and scheduling platform tailored for financial project management, enabling teams to visualize project timelines, allocate resources, and track budgets in real-time. It integrates time tracking, capacity planning, and financial forecasting to monitor profitability, costs, and revenue across projects. With drag-and-drop functionality and robust reporting, Float helps service-based businesses align operational efficiency with financial goals.
Pros
- Intuitive drag-and-drop timeline for resource and financial planning
- Comprehensive financial tools including profitability tracking and revenue forecasting
- Seamless integrations with accounting software like QuickBooks and PM tools like Jira
Cons
- Pricing scales quickly for larger teams
- Less emphasis on granular task management compared to dedicated PM tools
- Advanced reporting requires higher-tier plans
Best For
Creative agencies, consultancies, and professional services firms managing client projects with tight financial oversight.
Pricing
Starts at $6/user/month (billed annually) for basic scheduling, up to $12+/user/month for full financial tracking; free 30-day trial available.
Runn
specializedProvides capacity planning, scenario modeling, and revenue forecasting to optimize project financial performance.
Dynamic scenario planning that instantly recalculates financial forecasts (revenue, costs, margins) based on resource schedule changes
Runn (runn.io) is a resource planning and capacity management platform designed for project-based teams, with strong financial project management capabilities including budgeting, revenue forecasting, and profitability tracking. It visualizes resource allocation across projects, enabling real-time scenario planning and financial insights at the project, team, and portfolio levels. By integrating with tools like Jira, Asana, and accounting software like Xero, it bridges operational scheduling with financial outcomes for better decision-making.
Pros
- Powerful revenue forecasting and profitability analysis with scenario planning
- Real-time financial dashboards that update dynamically with schedule changes
- Seamless integrations with PM tools and accounting software for holistic financial oversight
Cons
- Higher pricing tiers required for advanced financial features
- Steep learning curve for complex forecasting and capacity modeling
- Limited native time tracking, relying on integrations
Best For
Mid-sized agencies, consultancies, and professional services firms focused on resource capacity and project profitability forecasting.
Pricing
Starts at $8/user/month (billed annually) for Project plan with basic forecasting; Business plan at $29/user/month unlocks advanced financial tools; Enterprise custom.
BigTime
enterpriseOffers time tracking, expense management, invoicing, and project budgeting for professional services firms.
Profitability Intelligence dashboard providing real-time project margin insights and forecasting
BigTime is a cloud-based professional services automation (PSA) platform tailored for financial project management, enabling firms to track time, expenses, budgets, and profitability across projects. It offers robust invoicing, resource planning, and reporting tools to optimize financial oversight and cash flow. With integrations to major accounting systems like QuickBooks and Xero, it streamlines the entire project lifecycle from planning to payment collection.
Pros
- Comprehensive profitability tracking and forecasting tools
- Automated invoicing and AR management for faster payments
- Strong resource and capacity planning integrated with financials
Cons
- Higher pricing may not suit very small teams
- Learning curve for advanced reporting features
- Limited native CRM functionality requires integrations
Best For
Mid-sized professional services firms like accounting, engineering, or consulting agencies needing integrated financial project controls.
Pricing
Starts at $20/user/month (Essentials plan, billed annually), with Pro at $35/user/month and Elite at $50/user/month; custom enterprise quotes available.
Forecast
specializedAI-driven resource allocation, project planning, and profitability analytics for finance-focused teams.
AI Revenue Forecaster that predicts project revenue and profitability based on real-time data and historical trends
Forecast (forecast.app) is an AI-powered resource planning and project management platform designed for professional services firms, combining scheduling, capacity planning, and financial forecasting in one tool. It enables teams to track project profitability, forecast revenue and costs, and optimize resource allocation with real-time insights. By integrating with accounting software like QuickBooks and Xero, it bridges project delivery with financial outcomes for better business decisions.
Pros
- AI-driven capacity planning and scheduling for accurate resource allocation
- Comprehensive financial forecasting including profitability, revenue recognition, and cost tracking
- Seamless integrations with CRM, accounting, and time-tracking tools
Cons
- Pricing can be steep for small teams or startups
- Steeper learning curve for advanced financial customization
- Reporting options lack deep flexibility compared to dedicated BI tools
Best For
Professional services agencies and consultancies that need integrated project management with precise financial forecasting and profitability analysis.
Pricing
Starts at $59/user/month for Professional plan (billed annually); Enterprise plans are custom quoted with advanced features.
Kantata
enterpriseEnterprise PSA platform integrating project delivery, resource management, and financial controls.
Profitability tracking that links resource allocation, actuals vs. forecasts, and margins in real-time across projects and portfolios
Kantata is a comprehensive professional services automation (PSA) platform designed for project-based organizations, offering robust financial project management capabilities including budgeting, forecasting, invoicing, and profitability tracking. It integrates resource management, time and expense capture, and real-time financial reporting to provide end-to-end visibility into project performance and margins. Tailored for agencies, consultancies, and professional services firms, it helps optimize financial outcomes across portfolios.
Pros
- Advanced financial forecasting and profitability analysis with real-time dashboards
- Seamless integration of time, expenses, and resources for accurate cost tracking
- Strong reporting tools for project, client, and portfolio-level financial insights
Cons
- Steep learning curve for new users due to extensive feature set
- Pricing can be prohibitive for small teams or startups
- Limited out-of-the-box customizations without professional services
Best For
Mid-sized to large professional services firms and agencies requiring integrated financial oversight for multiple projects and clients.
Pricing
Custom quote-based pricing; typically starts at $39-$59 per user/month for core plans, scaling to enterprise levels with add-ons.
Scoro
specializedAll-in-one tool for project management, CRM, quoting, and financial reporting in service businesses.
Real-time profitability analytics that automatically combine billable hours, costs, and revenue data across all projects
Scoro is an all-in-one business management platform that unifies project management, CRM, time tracking, and financial tools like quoting, invoicing, and profitability analysis. It enables teams to plan projects with budgets, track expenses and billable time, and generate financial reports to monitor profitability in real-time. Designed for service-based businesses, Scoro streamlines financial project management by integrating operations and finances into a single dashboard.
Pros
- Comprehensive profitability tracking across projects, teams, and clients
- Seamless integration of time tracking, budgeting, and invoicing
- Customizable financial reports and dashboards for deep insights
Cons
- Steeper learning curve due to extensive features
- Pricing can be high for small teams or basic needs
- Limited advanced financial forecasting compared to specialized tools
Best For
Professional services firms, agencies, and consultancies that require integrated project delivery and financial oversight.
Pricing
Starts at $26/user/month (Essential, billed annually) up to $63+/user/month (Pro), with custom Ultimate plans.
Accelo
enterpriseAutomates client work, projects, retainers, billing, and revenue recognition for service organizations.
Real-time profitability dashboards that automatically calculate project margins based on actuals vs. budgeted time, expenses, and revenue
Accelo is a comprehensive professional services automation (PSA) platform designed for service-based businesses, combining project management, CRM, sales pipelines, and financial tools into a single system. For financial project management, it offers robust features like time tracking, budgeting, automated invoicing, expense management, and profitability reporting to ensure projects stay on budget and profitable. It enables seamless tracking from quote generation to invoice payment, with real-time dashboards for financial oversight.
Pros
- Strong financial tracking with budgeting, forecasting, and real-time profitability insights per project
- Automated invoicing and retainer management that syncs directly with time and expenses
- Integrated PSA capabilities reduce the need for multiple tools, streamlining operations
Cons
- Steep learning curve due to extensive customization options and complex interface
- Pricing can escalate quickly for larger teams or advanced features
- Fewer native integrations with specialized accounting software compared to competitors
Best For
Professional service firms like agencies, consultancies, and IT services providers seeking an all-in-one solution for financial project oversight and profitability management.
Pricing
Starts at $39/user/month (Automate plan), $69/user/month (Grow), $99/user/month (Professional), with custom Elite enterprise pricing; billed annually.
Avaza
specializedIntegrates project scheduling, time tracking, expenses, invoicing, and financial dashboards.
Automatic invoice generation from approved timesheets and expenses, ensuring precise billing tied directly to project financials
Avaza is an all-in-one business management platform that combines project management, time tracking, expense logging, invoicing, and resource scheduling into a single tool. It excels in financial project management by enabling users to track time and expenses against project budgets, monitor profitability in real-time, and generate invoices directly from timesheets. Designed for small to medium-sized teams, it provides comprehensive reporting on project costs, revenue, and margins without needing multiple disjointed apps.
Pros
- Seamless integration of time tracking, expenses, and invoicing for accurate financial oversight
- Real-time profitability tracking and budgeting per project or client
- User-friendly interface with customizable workflows and mobile app support
Cons
- Limited advanced financial forecasting or scenario planning tools
- Reporting customization lacks depth compared to enterprise solutions
- No built-in payroll processing, requiring third-party integrations
Best For
Small agencies, consultancies, and professional services firms needing an affordable, integrated tool for project budgeting, billing, and profitability analysis.
Pricing
Free for 1 user; paid plans start at $11.95/user/month (billed annually) for Freelancer, $47.95/month for up to 10 users on Team plan, with Enterprise custom pricing.
Resource Guru
specializedResource scheduling and planning software with utilization reporting and financial insights.
Real-time profitability dashboards that calculate revenue and costs directly from resource bookings and rates
Resource Guru is a cloud-based resource scheduling and planning tool designed primarily for booking people, rooms, and equipment with drag-and-drop calendars and availability views. It offers supplementary financial features like assigning hourly rates and costs to resources, tracking billable vs. non-billable time, and generating utilization, revenue, and profitability reports. While effective for resource management, its financial capabilities are limited compared to dedicated financial project management software, lacking advanced budgeting, invoicing, or expense forecasting.
Pros
- Intuitive drag-and-drop scheduling interface
- Solid resource utilization and basic profitability reporting
- Seamless integrations with tools like Asana, Jira, and Google Workspace
Cons
- Limited depth in financial tools—no native invoicing, budgeting, or expense tracking
- Resource-centric rather than project-level financial management
- Pricing scales per user and can become costly for larger teams
Best For
Small to mid-sized teams focused on resource scheduling who need basic cost and profitability insights tied to bookings.
Pricing
Starts at $4.16/user/month (Grasshopper plan, billed annually, min. 1 user); higher tiers Shrewd ($8.33) and Blackbelt ($13.11) unlock advanced reporting and custom fields.
Deltek Vision
enterpriseProject ERP solution for AEC and professional services with advanced financial management and compliance.
DCAA-compliant project accounting and auditing capabilities for government contractors
Deltek Vision is a robust ERP platform tailored for project-driven organizations in industries like architecture, engineering, construction (AEC), and government contracting. It excels in financial project management by integrating time tracking, expense management, budgeting, forecasting, invoicing, and profitability analysis into a unified system. The software provides deep visibility into project finances, ensuring compliance with standards like DCAA and FAR, while supporting resource planning and CRM functionalities.
Pros
- Comprehensive project accounting with real-time profitability insights
- Strong compliance tools for government and regulated industries
- Seamless integration of financials, time/expenses, and resource management
Cons
- Steep learning curve due to complex interface
- High implementation and customization costs
- Limited out-of-the-box mobile accessibility
Best For
Mid-to-large AEC firms and government contractors requiring detailed financial oversight and regulatory compliance in project management.
Pricing
Custom quote-based pricing, typically starting at $5,000+ per month for mid-sized deployments, based on users, modules, and hosting (cloud or on-premise).
Conclusion
Among the reviewed tools, Float leads as the top choice, seamlessly merging team scheduling, resource management, and financial forecasting for precise budgeting and profitability tracking. Runn impresses with its strong capacity planning and scenario modeling, while BigTime stands out for its specialized time tracking, expense management, and invoicing tools tailored to professional services. Each offers unique value, but Float’s holistic approach makes it the clear standout for optimizing project financial performance.
Don’t miss out—explore Float today to unlock streamlined project management and enhanced financial visibility, and take the first step toward more profitable, efficient projects.
Tools Reviewed
All tools were independently evaluated for this comparison
Referenced in the comparison table and product reviews above.