Agileday

Agileday is a professional services automation (PSA) platform aimed at consulting and other professional services firms. It connects talent data, resource allocations, timesheets and project financials in a single system, positioning itself as an operational layer between a firm's CRM and its financial software. The platform combines real-time data across sales pipeline, delivery and finance to support forecasting, staffing and resource planning.

Functionality is organized by role. Operations and staffing users get matchmaking, two-way matching, high-volume staffing, allocation and bench management; delivery leads get visibility into assignments, project staffing and financials, time tracking and invoice generation; employees get time reporting, engagement tools, growth plans and the ability to indicate work preferences; sales users get lead generation, pre-sales engagement, reference and talent search and a CV optimizer; leadership gets portfolio management, instant forecasting, revenue-leakage prevention and performance insights; HR gets skills and competence management, contextual surveys, talent development and subcontractor management; and finance gets timesheet statuses, invoicing and forecasting linked to revenue and margin data.

The company frames its approach as "people-first" in contrast to traditional PSA systems that it characterizes as management-oriented systems of record: decentralized rather than hierarchical decision-making, open data sharing, all employees as users rather than only managers, and simplified configuration with industry practices built in rather than fully customizable setups.

Business model

Agileday sells a software platform to professional services organizations, with self-service entry via a free trial alongside a sales-led demo motion. Implementation includes personal onboarding and vendor-assisted data migration, with deployment described as taking weeks rather than months [0].