TopToolAdvisor

Review · Project management

Projectworks review

PSA built for consulting firms, with time and expense tracking, resourcing, invoicing and forecasting.

By the TopToolAdvisor research desk · Updated November 9, 2026

Features (35%)
8.3
Ease of use (35%)
8.4
Value (30%)
8.6

Projectworks is built for consulting firms, and its entry plan reflects that: Build covers time and expense tracking, resourcing, invoicing and forecasting, plus Xero and QuickBooks integrations and multi-factor authentication, at $17 per user a month billed annually. Scale adds Jira and DevOps, HubSpot, HRIS and payroll, and calendar integrations, along with multi-office and multi-currency support, single sign-on and custom reports. Unleash adds multi-entity support, purchase orders, revenue recognition, a Sage Intacct integration, the API, unlimited custom fields and reports, and a consulting CRM and proposals module in beta. Enterprise combines the software with ongoing services such as fractional operations and custom integrations. The catches are a 10-user minimum billed in bands of 5 and standard onboarding that starts at $1,000, so it suits established firms more than solo consultants.

Who it is for

Consulting, engineering and advisory firms of 10 or more people that want project financials tied to Xero or QuickBooks.

Price

Build from $17 per user per month billed annually, minimum 10 users; onboarding from $1,000.

$ 17 / monthly per user
Quoted from the vendor pricing page on November 9, 2026.

Key features

  • Time and expense tracking, resourcing, invoicing and forecasting on Build
  • Xero and QuickBooks integrations on every plan
  • Jira, HubSpot, HRIS and payroll integrations plus multi-office and multi-currency on Scale
  • Multi-entity, purchase orders, revenue recognition and Sage Intacct on Unleash
  • Consulting CRM and proposals in beta on Unleash

Strengths and weaknesses

  • Strength: Invoicing and forecasting are on the entry plan
  • Strength: Accounting connections to Xero and QuickBooks from Build
  • Strength: Free 21-day trial of all features
  • Weakness: Minimum of 10 users, billed in bands of 5
  • Weakness: Standard onboarding starts at $1,000
  • Weakness: Revenue recognition and API access need the Unleash plan

Key facts

  • Plans: Build, Scale, Unleash and Enterprise
  • Minimum: 10 users, billed in bands of 5
  • Free trial: 21 days
  • Onboarding: Standard onboarding from $1,000

Where it ranks

Projectworks is No. 3 in our Best Professional Services Automation Software verdict.

Alternatives we scored

Visit projectworks.com · Questions or corrections: editorial@toptooladvisor.com