--- title: "Metric.ai Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Metric.ai Software - reviews, pricing plans, popular comparisons to other Business Management products and more." source_url: "https://www.capterra.com/p/175896/Metric-ai/" page_type: "product" language: "en" --- # Metric.ai Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Metric.ai ## What is Metric.ai? Metric.ai is the only tool for digital agencies that combines software to provide services with financial analytics to run a business, so you no longer need to use spreadsheets to bridge agency operations. Get real-time insights on revenue forecasts, profitability, utilization, and other 100+ metrics, broken down by clients, departments, roles, and custom tags. Establish the right processes by combining sales, resource management, time-tracking, and invoicing into one tool that bridges the gap. ## What is Metric.ai used for? [Professional Services Automation](https://www.capterra.com/professional-services-automation-software/)[Business Intelligence](https://www.capterra.com/business-intelligence-software/)[Business Performance Management](https://www.capterra.com/business-performance-management-software/) Top alternative Featured Overall rating Based on 5 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $499 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Metric.ai?[Manage this product listing](https://www.g2.com/products/metric-ai/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Metric.ai 4.8 (5) VS. [4.2 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting Price $499 per user, per month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (5) Ease Of Use 4.0 (2,029) Value For Money 5.0 (4) Value For Money 3.9 (1,618) Customer Service 5.0 (4) Customer Service 3.8 (1,721) ## Metric.ai alternatives Highest Rated [4.7 (689)](https://www.capterra.com/p/162588/HoneyBook/reviews/) Starting price $36.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [PracticePro 365](https://www.capterra.com/p/199214/PracticePro-365/) [0.0](https://www.capterra.com/p/199214/PracticePro-365/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 0% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/199214/PracticePro-365/) [MYOB Acumatica](https://www.capterra.com/p/179531/MYOB-Advanced/) [4.1 (77)](https://www.capterra.com/p/179531/MYOB-Advanced/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/179531/MYOB-Advanced/) [Productive](https://www.capterra.com/p/169710/Productive/) [4.6 (109)](https://www.capterra.com/p/169710/Productive/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/169710/Productive/) ## FAQs about Metric.ai Overview ### What company size and specific industries is Metric.ai built for? Metric.ai is designed for professional services firms of small to enterprise size that want data-driven business decisions. It is built for organizations in consulting, agencies, and other service-based sectors, giving management access to both top-down and bottom-up analytics for operational and financial insight. Features and Usability ### What are the key features of Metric.ai? Metric.ai offers accounting, budgeting and forecasting, project management, and time & expense tracking as core capabilities. It also includes customizable dashboards, reporting, and visual analytics, plus access controls/permissions, resource management, and KPI scorecards. Additional features cover benchmarking, profitability analysis, risk management, and third-party integrations. Integrations ### Which third-party tools and platforms does Metric.ai integrate with? Metric.ai integrates with 20 third-party tools, including project management, CRM, and accounting platforms such as Asana, Basecamp, Trello, Jira, GitHub, HubSpot CRM, Pipedrive, and QuickBooks Online Advanced. It also connects with Harvest, Toggl Track, FreshBooks, Wave, Float, Forecast, Copper, SugarCRM, and Timely. Getting Started and Support ### What training and onboarding options does Metric.ai offer? Metric.ai provides live online training and documentation to help teams get started. Live online sessions support guided setup and direct instruction, while documentation gives users written reference material for self-paced review of features and steps. Getting Started and Support ### What customer support options does Metric.ai offer? Metric.ai offers email/help desk support, a knowledge base, and chat. No reviewer feedback about support is available here, so no claims can be made about response times, helpfulness, or common frustrations. The listed channels indicate direct help by ticket or chat, plus self-service documentation. ## Features AI summary Based on 6,813 Business Management reviews Capterra reviewers point to these as the business management features buyers value most: - **Workflow Management** (**57%** of reviewers rated this feature as critical) - **Client Management** (**57%**) - **Task Management** (**55%**) Metric.ai includes other capabilities that reviewers also consider important, such as **Access Controls/Permissions** (**54%**). This feature helps businesses manage who can view or update information across the system, providing teams with better oversight, stronger data security, and clearer responsibility across daily operations. CRM 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Ad hoc Reporting 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Generate one-off reports that meet information requirements Client Portal 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Private online space that lets businesses securely share documents and provide information access to clients Dashboard 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Assembly of graphs and charts for visualizing and tracking statistics/metrics Dashboard Creation 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Creation and customization of dashboards Goal Setting/Tracking 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Establish measurable goals and objectives and track their progress over a specific period of time Metric.ai 33 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Tracking: Track and document all activities across devices, networks, and other systems - Ad hoc Reporting: Generate one-off reports that meet information requirements - Benchmarking: Compare key metrics for the business against prominent players in the industry - Budgeting/Forecasting: Create budgets based on historical data and future projections - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Cost-to-Completion Tracking: Forecast of the expenses necessary for project completion - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Reports: Alter the layout and content of reports - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Forecasting: Form predictions based on past and present data/trends - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Key Performance Indicators: Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Percent-Complete Tracking: Level of completion within a task - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Predictive Analytics: Predict future data based on historical data sets - Profitability Analysis: Evaluate the degree to which business operations bring monetary gains - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Time Tracking: Measure time to completion or hours worked for projects - Projections: Estimate or forecast of a future scenario based on the study of present trends - Resource Management: Process of planning, scheduling and executing the optimal and effective use of human capital across projects - Scheduling: Plan availability and assign specific time slots for tasks and resources - Scorecards: Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Trend/Problem Indicators: Visually identify direction of development and areas that require attention - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data --- Get Advice We can help you find the software with the features you need. Features 5.0 (5) 5.0 Based on 5 reviews ## Pricing Value for money 5.0 (4) Free Trial Basic $499.00 Value for money 5.0 (4) 5.0 Based on 4 reviews ## Integrations [ Trello](https://www.capterra.com/p/211559/Trello/)[ Jira](https://www.capterra.com/p/19319/JIRA/)[ Basecamp](https://www.capterra.com/p/56808/Basecamp/)[ Asana](https://www.capterra.com/p/184581/Asana-PM/)[ QuickBooks Time](https://www.capterra.com/p/151722/TSheets/)[ Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[ GitHub](https://www.capterra.com/p/129067/GitHub/)[ FreshBooks](https://www.capterra.com/p/142390/FreshBooks/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (4) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (4) 5.0 Based on 4 reviews ## User reviews Overall rating 4.8 Based on 5 reviews Filter by rating 5(4) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent AS Adam S. CEO Computer Software ### "Perfectly suited professional services automation for growing consultancy" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 19, 2024 Pros Metric.ai was a breath of fresh air after our firm compared to the more "entrenched" solution we were using prior to Metric. Being a design/engineering firm, the functionality, UI design and layout was instantly a better fit for our team. Metric delivered on promises our previously solution could not provide over years of engagement. It was easy to get our team up to speed on Metric, and when we needed support from Metric.ai, it was thoughtful and empathetic. Highly recommend. Cons The only real thing I disliked about Metric.ai was that we didn't find it sooner. It would have been a much better choice than the more "entrenched" solutions in the professional services automation space. Switched from [Kantata](https://www.capterra.com/p/110832/kantata/) Mavenlink (now Kantata) was oversold during the sales process and didn't live up to the expectations. Most promises made by the product were only possibly through costly engagement with their professional services team to customize the product to do what it was promised to do. The product was complex and not internally consistent between it's in-house reports and the built in BI tool that provided analytics. Alternatives considered [Kantata](https://www.capterra.com/p/110832/kantata/) [Harvest](https://www.capterra.com/p/75598/Harvest/) [Forecast](https://www.capterra.com/p/138122/Forecast-it/) Reasons for choosing Metric.ai Metric.ai was the "goldilocks" choice, it was the right size, right features, right price, right integrations, and right customizations for us in our growth at that point. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Project Manager Information Technology and Services ### "Worry-free Finance Management" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 10, 2021 This tool helped us budgeting and cost estimations for our new digital clients. A lot of effective time got saved. Pros It helps in managing finance, extra work is under control now. Helps in budgeting and costing for new clients. Best for startups and SME to focus on growth. Cons So far it is like an employee who is doing his work perfectly, no issues at all. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User Study Manager I Biotechnology ### "Great tool to visualize and track data" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 April 3, 2020 Pros This is an amazing software which can keep track of all the data from different sectors like employee hours and salary, production and inventory, time tracking etc. It can collect data and create strong visual for better decision making and fault finding. Cons It is perfect for small to medium size business. But for really large and complex operations this may not be an ideal choice. However it is great value for money for mid-sized companies. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User iOS Developer Accounting ### "Great tool for business analytics" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 26, 2020 Pros This software is great at creating visuals by collecting your data from your tools. Very easy to project goals and track all the information of employees and sales. You can also manage consumption and ordering of your resources. Cons No major disadvantages. But it takes time to understand all the features it offers so recommended to take time a train software users in the beginning. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. DV Denis V. CTO Computer Software ### "Great software for collecting business KPI and analytics" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 1, 2018 Pros Great system for connection sales and production department and the next with every employee in the company. We have got 30 active outsourcing projects every month. We checked many software systems connected with the efficiency of business/projects/employee, but Metric.ai are the best for this. Many integrations with 3d party services allow solving business decisions on the fly. For a small business that operates on the go, this is ideal. Cons No major issues; We asked to support more tricky cases in revenue recognition of complex projects to distinguish recognized, invoiced and paid revenue. They have replied that this feature is already in works. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.