Productive
by Productive · Professional Services
Agency management and PSA platform for resourcing, projects, time and profitability.
Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.
- Works with
NetSuiteQuickBooksXero
Sage- Deployment
- Cloud
- Company size
- SMB, Mid-market
- Pricing
- Per-user subscription, tiered
- Founded
- 2014
- Headquarters
- Zagreb, Croatia
Overview
Productive is a cloud-based agency management and professional services automation (PSA) platform aimed at agencies, consultancies, IT services firms, software and hi-tech companies, and architecture and engineering practices. It consolidates resource planning, project management, time tracking, and financial operations -- budgeting, invoicing, forecasting and revenue recognition -- into a single system, positioning itself as a replacement for the spreadsheets and disconnected tools services businesses typically stitch together.
The platform is organized around three areas: resourcing (capacity planning, team availability, skills-based allocation, time tracking, time off), projects (task management with Gantt, list, board, table, calendar and timeline views, docs, forms, a sales CRM, automations), and financials (budgeting and profitability tracking, invoicing, forecasting, expense management, revenue recognition, and a scenario builder). Reporting sits across all three with over 50 pre-built reports, a fully customizable report builder, and an AI assistant that can generate reports from natural-language requests.
Productive does not integrate directly with core ERP systems for two-way data exchange. Its accounting-system integrations (Xero, QuickBooks Online, Sage, NetSuite, Fortnox, Visma e-conomic, Exact, Twinfield) are one-way invoice and expense exports from Productive into the accounting tool, aimed at services firms that run their books in a separate accounting package rather than a full ERP. Founded in 2014 and headquartered with an engineering base in Zagreb, Croatia, the company describes itself as self-funded and profitable, with founders who previously built and scaled a 350-person design and development firm.
Screenshots & demo
Screenshots sourced from Productive.
Features & capabilities
Resource Planning
Capacity, availability and skills-based scheduling across a team.
- Resource planner showing booked vs. available capacity per person
- Skills-based allocation by skill, seniority and availability
- Tentative bookings and placeholders for planned or unconfirmed hires
- Resource request workflow with approval and AI-ranked candidate matching
- Time off management integrated into the resource planner
- Forecasted cost and profit margin based on scheduled (not yet logged) work
- Hybrid and remote team visibility with remote-day allocation and approval
Project Management
Task and delivery tracking across services engagements.
- Gantt, list, board (Kanban), table, calendar, timeline and workload views
- Task dependencies and milestones
- Project templates that duplicate tasks, subtasks, descriptions and assignees
- AI-powered docs and forms, with forms that auto-convert to tasks or emails
- Client access for commenting and budget visibility on shared projects
- Automations that trigger actions such as opening a project, creating an invoice, or posting to Slack
- Mobile app for task updates on iOS and Android
Time Tracking
Logging billable and non-billable hours against budgets and tasks.
- Daily time log, weekly timesheet, and in-task timer entry modes
- Desktop timer and time entries created directly from tasks
- Time entries created from Google Calendar or Outlook calendar events
- AI-suggested time tracking
- Manager approval workflow for submitted hours, with billable and non-billable marking
- Jira integration to pull development time into Productive reporting
- Automatic linkage of logged time to budget spend and profitability
Budgeting and Profitability
Real-time tracking of project economics as work is delivered.
- Fixed-price, time and materials, retainer and non-billable budget types
- Default and client-specific rate cards
- Multi-phase budgeting for long-running engagements
- Real-time profitability view of budget consumed, cost, revenue and margin, without waiting for month-end reports
- Configurable budget-overrun alerts and burn-rate forecasting
- Expense capture with manual entry, approval workflow, and purchase orders for third-party costs
- Scenario Builder for modeling alternative resourcing and budget outcomes on the Ultimate plan
Invoicing and Revenue
Turning tracked time and budgets into client invoices and revenue reporting.
- Invoice generation from time and materials, fixed-fee, or expense line items
- Combine multiple projects or services into one invoice, or bill a project partially by percentage, amount or uninvoiced hours
- Automated recurring invoices for retainer budgets
- Custom payment-reminder email sequences for overdue invoices
- Multi-currency invoicing and expense tracking
- xRechnung and PEPPOL e-invoicing support
- One-way invoice export to Xero, QuickBooks Online, Sage, NetSuite and other accounting systems
- Revenue recognition and revenue forecasting on Professional and Ultimate plans
Reporting and AI
Cross-platform visibility into utilization, revenue and margins.
- 50+ pre-built reports covering profitability, utilization and revenue by business unit
- Fully customizable report builder, plus SQL access via Polaris for advanced users
- Real-time KPI dashboard widgets for revenue, cost, margin, average rate and hours worked
- Target-setting for utilization and profit-margin KPIs with progress tracking
- Scheduled report delivery by email or Slack
- AI assistant that generates reports from natural-language requests
Common use cases
- Giving a marketing or creative agency a single view of who is booked, who is free, and what it will cost to staff a new engagement
- Tracking project profitability in real time instead of waiting for month-end finance reports
- Consolidating time tracking, budgeting and invoicing for a consultancy running retainer and fixed-fee client work side by side
- Automating retainer invoicing and payment-reminder sequences for services firms with recurring client billing
- Giving an IT services or software agency capacity forecasting to decide when to hire versus subcontract
- Exporting client invoices generated in Productive into Xero, QuickBooks or Sage for the accounting team
- Rolling up utilization, revenue and margin KPIs across multiple business units or offices for leadership reporting
Strengths & considerations
Strengths
- Combines resource planning, project management, time tracking and financial and profitability reporting in one system built specifically for services businesses, rather than a generic project tool
- Real-time profitability tracking at the project level, rather than relying on month-end accounting close
- Skills- and availability-based resource allocation with an AI-ranked resource-request workflow
- Self-funded and profitable since 2014, founded by operators who previously ran a 350-person services firm themselves
Considerations
- Accounting-system integrations (Xero, QuickBooks, Sage, NetSuite and others) are one-way invoice and expense exports, not bi-directional certified ERP connectors
- No documented native integration with SAP, Microsoft Dynamics, Oracle, Acumatica or Workday
ERP integrations
One-way: invoices created in Productive are exported and copied into NetSuite for further processing.
One-way export of invoices created in Productive into QuickBooks Online.
Export and copy invoices and expenses from Productive into Xero.
Generic Sage integration, product variant not specified by the vendor, for exporting invoices.
Pricing
Essential from $10/user/mo annual, $12/user/mo monthly. Professional from $25/user/mo annual, $29/user/mo monthly. Ultimate is custom and quote-based. Minimum 3 users. Free 14-day trial, no credit card required. Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- SaaS (multi-tenant)
- Compliance
- SOC 2, GDPR, CCPA
- Mobile app
- Yes
- Languages
- English
About the vendor
- Founded
- 2014
- Headquarters
- Zagreb, Croatia
- Ownership
- Private (self-funded and profitable)
Alternatives to Productive in Professional Services
Productive — frequently asked questions
Does Productive integrate with an ERP system?
Productive is not a certified ERP connector platform. It offers one-way invoice and expense export into accounting systems including Xero, QuickBooks Online, Sage, NetSuite, Fortnox, Visma e-conomic, Exact and Twinfield, so services firms can push completed invoices out to whichever accounting tool their finance team uses.
What kind of company is Productive built for?
It targets professional services businesses including agencies, consultancies, IT services firms, software and hi-tech companies, and architecture and engineering practices that need resource planning, project delivery tracking and profitability reporting in one place.
How is Productive priced?
Pricing is per-user and tiered: Essential starts from $10/user/month billed annually ($12 billed monthly), Professional from $25/user/month billed annually ($29 billed monthly), and Ultimate is custom and quote-based for larger, more complex organizations. A minimum of 3 users applies, with a free 14-day trial.
Can Productive track project profitability in real time?
Yes. Productive links logged time, expenses and budget data to show budget consumption, cost, revenue and profit margin as work happens, rather than requiring teams to wait for a month-end accounting close.
Does Productive have a mobile app?
Yes, Productive offers iOS and Android mobile apps in addition to macOS and Windows desktop apps, syncing time entries and task updates across devices.
Evaluating Professional Services?
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