Projectworks
6.3/10Projectworks is professional services automation software. It covers time, expenses, resourcing, invoicing and financial reporting for consulting, engineering and architecture firms.
Data last updated November 2026 · Our methodology
Overview
Projectworks is a professional services automation (PSA) platform from New Zealand. It is built for firms that bill for their people's time, such as architecture, engineering, management consulting, software, life sciences, cybersecurity and government contracting practices. It brings time and expense tracking, resource planning, project budgets, invoicing and financial reporting into one system, so leaders can see utilisation and margins next to delivery. Recent additions include an AI resourcing assistant, AI-assisted proposals, a consulting CRM in beta, and an MCP connector that links project data to AI tools such as Claude and ChatGPT. Pricing is per user per month, with a 10-user minimum billed in bands of 5. The tiers are Build at $17, Scale at $24 and Unleash at $41, plus a custom-priced Enterprise plan. Monthly billing still needs a one-year commitment, and onboarding costs extra, starting at $1,000. Integrations focus on finance: Xero and QuickBooks on every tier, and Sage Intacct on Unleash. Jira, Azure DevOps, HubSpot, calendars, Microsoft Teams and HR tools start at Scale. Salesforce, Monday.com and Zapier are also listed. The REST API is part of Unleash. The main limitation is that Projectworks is a financial and resourcing hub, not a full task manager. Reviewers point to limited report customisation, a weak client portal, and scheduling with dependencies that trails enterprise PSA suites. The 10-user minimum also rules out very small teams.
Our Rating
Who Projectworks is best for
Good fit
The product targets management consulting, engineering and architecture firms, and RFP.wiki puts its fit at roughly 20 to 500 consultants.
Built for engineering and architecture firms billing time, with utilisation and margin reporting.
- Mid-Market8/10
Multi-office, multi-currency and multi-entity features suit services firms of 20 to 500 people.
Less suited
Time-based billing and resourcing suit service agencies, but the vendor's marketing does not target creative agencies.
An Enterprise plan exists but scheduling trails enterprise PSA suites.
- Finance Teams5/10
Financial reporting with Xero, QuickBooks and Sage Intacct sync.
Firms under 10 users still pay for the 10-user minimum.
Software practices are a target and Jira and Azure DevOps integrate at Scale.
Government contracting practices are a named target, though not agencies themselves.
10-user minimum, one-year commitment and $1,000 onboarding.
The 10-user minimum and one-year commitment rule it out for solo users.
Pros & Cons
Pros
- Native Xero and QuickBooks sync is included on the entry tier, which suits firms that invoice from their accounting system.
- Time, resourcing, billing and margin reporting live in one system, built for consulting and engineering firms.
- Reviewers repeatedly praise responsive support, and review-site ratings sit around 4.5 to 4.7.
- The integrations page lists a REST API with Swagger documentation, plus an MCP connector for AI tools.
Cons
- The 10-user minimum and one-year commitment make it costly for very small firms.
- Key integrations such as Jira, HubSpot and SSO need the Scale tier or higher, and the API needs Unleash.
- Reviewers cite limited report customisation and a weak client portal.
- Scheduling with dependencies trails enterprise PSA suites, and onboarding costs at least $1,000 extra.
Key Features
Projectworks Pricing
Build
- MFA
- Resourcing
- Time and expenses
- One-year commitment
- Invoicing and forecasting
- Xero and QuickBooks integrations
- Minimum 10 users, billed in bands of 5
Scale
- SSO
- 5 custom fields
- 5 custom reports
- Everything in Build
- Multi-office and multi-currency
- Jira, Azure DevOps and HubSpot integrations
- HRIS, payroll, calendar and communications integrations
Unleash
- API access
- Multi-entity
- Purchase orders
- Everything in Scale
- Revenue recognition
- Sage Intacct integration
- Consulting CRM and Proposals (beta)
- Unlimited custom fields and reports
Enterprise
- Everything in Unleash
- Custom-built integrations and reports
- Ongoing services such as tune-ups and fractional operations
Frequently Asked Questions
Yes. Projectworks offers a 21-day trial with no credit card required.
Plans start at 10 users and are billed in bands of 5. Any active person in the system counts as a user, even if they do not log in.
No. Monthly billing still requires at least a one-year commitment. Annual billing is discounted.
Xero and QuickBooks are included on every tier. Sage Intacct needs the Unleash plan. MYOB is also listed.
SSO is included from the Scale plan, and MFA is on every plan. API access is part of the Unleash plan.
No. Standard onboarding starts at $1,000, and consultative onboarding is quoted based on requirements.
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