Scoro

Cloud-based professional services automation platform for agencies and consultancies to manage projects, resources, time tracking, invoicing, and profitability forecasting.

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About Scoro

Scoro is a cloud-based professional services automation (PSA) platform designed for agencies, consultancies, and architecture and engineering firms. It provides a unified system to manage projects, resources, and finances across teams and currencies. The platform includes quoting and budgeting tools with estimation matrices that break deliverables down by role, effort, cost, and margin, linking scope to planned delivery. Project delivery is managed through Gantt charts, tasks and subtasks, phases, milestones, dependencies, and reusable templates. Time tracking and resourcing features include timesheets, capacity planning, utilization reporting, recurring tasks, and task bundles. Financial control and reporting capabilities cover budgets, invoicing, receipts, retainers, supplier management, WIP and revenue forecasting, and profitability forecasting at project, service, role, and client levels. Scoro also offers GDPR compliance and ISO 27001 certification, along with integrations and an API for connecting to tools like Jira, Xero, QuickBooks, and Stripe. An AI assistant named ELI supports natural-language questions on business data.

Scoro

London · Founded 2013

Founded: 2013
Headquarters: London

Key features

Quoting and budgeting with estimation matrices
Project delivery management with Gantt charts and templates
Time tracking and resourcing with capacity planning
Financial control including invoicing and profitability forecasting
GDPR compliance and ISO 27001 certification
Integrations with Jira, Xero, QuickBooks, and Stripe
AI assistant (ELI) for natural-language business data queries
Multi-currency and multi-team support

Use cases

Managing projects, resources, and finances for agencies
Automating time tracking and invoicing workflows
Generating profitability forecasts and financial reports

Pros

Unified platform for managing projects, resources, and finances in a single system
Advanced quoting and estimating with breakdowns by role, effort, cost, and margin
Real-time financial insights including budget burn, profitability forecasting, and margin tracking
Built-in AI assistant (ELI) for natural-language queries on business data
Modern, intuitive interface designed for ease of use and quick adoption

Cons

May require training for teams transitioning from legacy PSA tools
Complexity could overwhelm very small teams or solo practitioners
Limited offline functionality due to cloud-based architecture

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Frequently asked questions about Scoro

What is Scoro and who is it designed for?

Scoro is a cloud-based professional services automation (PSA) platform designed for agencies, consultancies, architecture, engineering, and IT services firms. It unifies project, resource, and financial management in a single system.

How does Scoro help with project management?

Scoro supports project delivery through Gantt charts, tasks, subtasks, phases, milestones, dependencies, and reusable templates, enabling teams to manage the entire project lifecycle from quote to cash.

What financial insights does Scoro provide?

Scoro offers real-time budget tracking, profitability forecasting, and margin analysis at project, service, role, and client levels, including cost management and expense tracking.

Does Scoro include AI capabilities?

Yes, Scoro features an AI assistant named ELI that supports natural-language questions on business data, helping users gain instant insights and automate actions within the platform.

What integrations does Scoro support?

Scoro integrates with tools like Google Calendar, Xero, QuickBooks, Sage Intacct, Stripe, Jira, and Expensify, allowing seamless connectivity with existing workflows.

How can I get started with Scoro?

Prospective users can try Scoro for free or book a demo directly from the website to explore its features and suitability for their business needs.