Scale your pricing with your firm. No hidden costs. No surprise overages.
Choose the plan that fits your service firm's needs. All plans include core profitability tracking, project analytics, and resource planning.
For small teams
For growing firms
For multi-office operations
| Feature | Starter | Professional | Enterprise |
|---|---|---|---|
| Projects included | 15 | Unlimited | Unlimited |
| Margin reporting | Monthly snapshot | Real-time | Real-time + Forecasting |
| Team members | Up to 5 | Unlimited | Unlimited |
| Integrations | Basic exports | ✓ QuickBooks, Harvest | ✓ 50+ platforms |
| Support | Email (48h) | Priority email | ✓ Dedicated team |
| SLA guarantee | None | 99.5% | ✓ 99.9% |
Yes. Changes take effect on your next billing cycle. We prorate charges fairly if you switch mid-month.
A project is any active client engagement: retainers, fixed-fee work, time-and-materials, or internal projects. Each tracks its own profitability separately.
Yes. Pay annually and save 15%. We also provide custom pricing for multi-year commitments and enterprise deployments.
No setup cost. We provide free onboarding support to import your projects, configure dashboards, and train your team.
Export project data, margins, timesheets, and reports as CSV or PDF. Professional and Enterprise plans include API access for real-time data syncing.
SOC 2 Type II certified. End-to-end encryption, encrypted backups across multiple regions, and regular security audits. GDPR and HIPAA compliant for covered entities.
Yes. No long-term contracts. Cancel any time without penalty. You keep your data and can export it immediately.
Yes. Try any plan free for 30 days. No credit card required to start. All features included during the trial period.
Try Service Firm Operations AI free for 30 days. No credit card. See why service firms trust us to manage their profitability.