Professional services automation platform - AI tools

CONREP is an AI-powered, all-in-one Professional Services Automation (PSA) platform, offering modular solutions for HR, project management, CRM, ATS, and finance to streamline business operations.

• Contact for Pricing

PROCESIO is an advanced automation platform that empowers users to design, automate, and optimize business processes without extensive coding, featuring customizable integrations and AI-powered functionalities.

• Usage Based
• From 129$

SS&C Blue Prism is an enterprise-level intelligent automation platform that combines AI, automation, and orchestration capabilities to streamline business operations with high-level security and governance standards.

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Klient PSA is a professional services automation platform built natively on Salesforce that helps consulting firms and SaaS businesses manage projects, resources, time tracking, billing, and customer collaboration through AI-enhanced tools.

• Freemium
• From 15$

BrightReturn streamlines business operations for professional service firms through an all-in-one client portal, automated workflows, and secure document sharing. Designed for accounting, legal, and agency professionals, it accelerates invoicing, improves client experience, and drives business growth.

• Freemium

UiPath is an AI-powered business automation platform that enables companies to discover automation opportunities, rapidly build and deploy automations, and operate them at enterprise scale.

• Freemium
• From 420$

Naverisk streamlines IT service delivery with integrated remote monitoring, service desk, PSA, and data protection solutions, empowering MSPs and IT professionals to enhance efficiency and reduce costs.

• Paid
• From 110$

AutomationEdge is a hyperautomation platform integrating RPA, IT Automation, Conversational AI, and Document Processing for enterprise transformation.

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PONTUS automates enterprise workflows, adapting to your business needs to increase efficiency and reduce reliance on manual processes and inflexible traditional SaaS solutions.

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PrediktAI is an AI-powered project management platform that helps professional services teams manage projects, resources, and finances while maximizing revenue and ensuring project profitability.

• Free Trial

Tango Agreements is a comprehensive business automation platform designed for professional services that streamlines client management, contract handling, and payment processing while preventing scope creep.

• Freemium
• From 39$

Prosperty Solutions provides technology-enabled solutions for real estate investors and servicers, covering the entire property lifecycle. Their platform utilizes advanced algorithms and machine learning for data-driven decisions.

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Placy PRO is an AI-powered platform designed for real estate professionals to automate tasks, analyze client needs, and enhance lead engagement. It streamlines operations and improves client interactions through advanced AI capabilities.

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KEBS is a comprehensive Professional Services Automation (PSA) platform that streamlines operations across deal management, resource management, project management, finance management, and ticket management to maximize productivity and profitability.

• Paid
• From 750$

Kantata is an AI-powered professional services automation platform that enhances project delivery, resource management, and financial oversight for agencies and consulting organizations.

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Naturobot is a comprehensive cross-platform automation solution that enables automation of desktop software, web applications, and mobile apps through cloud-based visual process design and AI-assisted workflow generation.

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DocProcess is a cloud-based Business Ecosystem Automation (BEA) platform that automates document processing and back-office workflows, including e-invoicing, e-orders, e-logistics, and contract management, with seamless integration across over 200 ERPs.

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ServicePRO is a workflow management solution that delivers ROI through automation, service catalog management, and customizable forms for efficient service desk operations.

• Paid
• From 20$

ProcessMaker is a business process automation and workflow software solution that uses AI to design, run, report, and improve business processes, helping organizations automate repetitive tasks and mission-critical workflows.

• Usage Based
• From 3000$

Osher is a business process automation consultancy that specializes in implementing AI-driven solutions, custom automation workflows, and system integrations to improve business efficiency and productivity.

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Procys is an AI-powered document automation platform that extracts data from various documents including invoices, receipts, and ID cards, offering seamless integration with over 260 apps and enterprise-grade security compliance.

• Freemium
• From 10$

BoardFast streamlines administrative processes for digital service companies, automating contractor management, billing, and documentation within a secure, customizable platform.

• Paid
• From 8$

Adept is an enterprise-grade AI platform that automates complex software workflows using advanced agent technology and proprietary models, specializing in web understanding and task automation.

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Pneumatic is a workflow management platform that helps organizations streamline their business processes through automated task assignments and integrations, offering unlimited users for a fixed monthly price.

• Paid
• From 99$

Housecall Pro delivers comprehensive field service management enhanced by AI, helping home service businesses automate scheduling, payments, communication, and more to fuel growth and efficiency.

• Free Trial
• From 59$

Narada AI offers agentic process automation using Large Action Models to automate complex workflows across various enterprise tools, focusing on both front-line and back-office tasks.

• Freemium
• From 20$

Syncro XMM offers a comprehensive platform integrating Remote Monitoring & Management (RMM), Professional Services Automation (PSA), and Microsoft 365 management, empowering MSPs and IT departments to streamline operations and boost efficiency.

• Paid
• From 139$

Plumb is an AI automation platform that helps users streamline content creation, data analysis, and lifestyle management tasks through personalized automations and templates.

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Realty Pilot is an all-in-one transaction management and asset management platform designed for real estate professionals, offering integrated CRM capabilities, back-office solutions, and automated workflow tools to streamline property management and business operations.

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PulpSense is an AI automation platform that helps businesses optimize their operations, automate lead generation, and solve project management bottlenecks while scaling to 8 figures.

• Contact for Pricing