Projectworks
Projectworks is a cloud-based PSA software platform built for professional services firms, unifying time tracking, resourcing, invoicing, and financial reporting. Founded in 2019 in New Zealand, it serves 20,000+ consultants across 56 countries with subscription SaaS pricing.
- Company typePrivate
- Founded2019
- HeadquartersWellington, New Zealand
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Projectworks does
Projectworks is a cloud-based Professional Services Automation (PSA) software company founded in 2019 and headquartered in Wellington, New Zealand. The platform unifies time tracking, resource planning, invoicing, financial reporting, and AI-powered proposal generation into a single system purpose-built for professional services firms — including management consulting, engineering services, software services, architecture, life sciences consulting, and cybersecurity. Its core product is built on Microsoft Azure infrastructure and integrates natively with leading accounting (Xero, QuickBooks, MYOB), CRM (HubSpot, Salesforce), and project management tools (Jira, Azure DevOps), enabling connected quote-to-cash workflows.
The company monetizes through subscription SaaS on a quote-based, per-seat pricing model with monthly billing, complemented by a self-serve free trial (no credit card required) and sales-assisted enterprise demos. Projectworks has raised approximately NZD 3.5M in seed funding (April 2022, led by Punakaiki Fund), USD 5M Series A (October 2024, led by Bridgewest Group at a NZD 100M valuation), and a USD 12M Series A extension (June 2025, led by Ten Coves Capital) — totaling over USD 20M. The company now operates from offices in Wellington (HQ), San Mateo (US HQ), and London (UK), with reported scale of 20,000+ consultants using the platform across 56 countries and USD 3 billion invoiced through the system.
Leadership was restructured in October 2024 with the appointment of US-based CEO Mark Orttung (former President/COO of Bill.com, CEO of Nexient) to drive North American expansion, supported by CCO Dominique Rennell and Head of Marketing Jacob Lawrie (formerly of Timely and Xero). The platform holds SOC 2 Type II certification, and its AI features (generative proposal generation, predictive revenue/margin/burn forecasting) are powered by third-party providers including OpenAI, ChatGPT, and Azure AI Foundry.
Projectworks firmographics
Firmographics- Name
- Projectworks
- Legal name
- Projectworks, Inc.
- Website
- https://projectworks.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Projectworks is a cloud-based PSA software platform built for professional services firms, unifying time tracking, resourcing, invoicing, and financial reporting. Founded in 2019 in New Zealand, it serves 20,000+ consultants across 56 countries with subscription SaaS pricing.
- Ownership category
- akta.pro rank
Projectworks industry classification
Industry- Product category
- Professional Services Automation Software
- NAICS
- Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Professional Services Automation (PSA) & Services ERP (HDAEAEAF)
- akta.pro secondary industries
- Project & Task Management (BPAMAMAF), iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG)
Keywords
Where Projectworks is headquartered
LocationHeadquarters
- HQ city
- Wellington
- HQ country
- New Zealand
- HQ region
- Oceania
Offices3 records
Markets served
Projectworks business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Subscription SaaS: Projectworks operates on a subscription SaaS model, charging customers for access to its PSA platform. Pricing is not publicly disclosed and appears to be quote-based, likely varying by firm size and feature tier.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Subscription-based pricing with per-seat model |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels9 records
Projectworks product offering
Product offeringCore offering
Projectworks provides a cloud-based Professional Services Automation (PSA) platform that unifies time tracking, resource planning, invoicing, and financial reporting for consulting and professional services firms. The platform features AI-powered proposal generation, real-time forecasting (revenue, margin, burn), and native integrations with accounting (Xero, QuickBooks, MYOB), CRM (HubSpot, Salesforce), project management (Jira, Azure DevOps), and HR systems. It is delivered as a SaaS subscription with a free trial and quote-based pricing, targeting architecture, engineering, management consulting, software services, life sciences, and cybersecurity firms globally.
Product overview
Projectworks is a unified Professional Services Automation (PSA) platform built specifically for consulting firms. The core platform consists of integrated modules for Time Tracking & Expense Management, Resource Planning/Management, Invoicing & Billing, and Financial Reporting/Analytics. A key add-on feature is AI-powered Proposals. The platform is designed for professional services industries including Architecture, Engineering, Management Consulting, Software Services, Life Sciences, and Cybersecurity. Projectworks integrates natively with major accounting systems (Xero, QuickBooks, MYOB), CRM platforms (HubSpot, Salesforce), project management tools (Jira, Azure DevOps), and HR systems (BambooHR, Employment Hero), enabling a connected workflow from quote to cash. The company also offers supplementary resources including the Z-Suite community platform, Projectworks Academy e-learning platform, and a Consulting Industry Benchmark Report.
Differentiator
Problem solved
Functional benefit
Brands
- Project Intelligence: A connected platform approach combining time tracking, resourcing, invoicing, and forecasting for consulting firms.
- Z-Suite
- Projectworks Academy
- The $50m Consulting Firm
Products and services
- Projectworks Platform A cloud-based Professional Services Automation (PSA) platform built on Microsoft Azure that connects time tracking, resource management, invoicing, and financial reporting into one intelligent system for consulting firms. Includes AI-powered proposals, real-time revenue/margin/burn forecasting, and native integrations with accounting (Xero, QuickBooks, MYOB), CRM (HubSpot, Salesforce), and project management tools (Jira, Azure DevOps).
- AI-Powered Proposals An add-on module that uses generative AI (powered by OpenAI / Chat GPT / Azure AI Foundry) to understand a consulting firm's context and generate personalized proposal content, helping the firm bid faster and win more work. Subject to user review before use per the platform's Terms of Service.
Quantifiable outcome
- 20% average growth for customers in their first year
- +2 more outcomes
Companies that use Projectworks
Customer profileNamed customers17 records
Segments7 records
Ideal customer profiles4 records
Projectworks technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration15 records
AI capability5 records
Feature5 records
Projectworks partnerships and signals
Strategic signalPartnerships
15 partnerships are on record, tiered core and supporting.
- XerocoreDeep integration with Xero accounting platform. Projectworks' Xero integration is rated 4.9/5. Customers can sync billing data, export invoices, and manage accounts in Xero while controlling projects in Projectworks. Company is an award-winning Xero App Partner.
- QuickBookscoreIntegration with QuickBooks Online allowing auto-sync of billing data, invoice export, and expense management. Provides similar functionality to Xero integration for QuickBooks users.
- MYOBsupportingIntegration with MYOB accounting software for Australian and New Zealand customers, enabling invoice export to MYOB.
- JirasupportingIntegration allowing software teams to log time directly from Jira, connecting project management with time tracking.
- Azure DevOpssupportingIntegration for software development teams to log time directly from Azure DevOps, linking development work with Projectworks billing.
- HubSpotsupportingCRM integration for managing customer relationships alongside project work in Projectworks.
- SalesforcesupportingCRM integration for enterprise customers using Salesforce for sales and customer management.
- Microsoft OutlooksupportingCalendar integration with Microsoft Outlook via OAuth, allowing users to connect calendar data to support time entry.
- Microsoft TeamssupportingIntegration with Microsoft Teams for collaboration alongside Projectworks project management.
- BambooHRsupportingHR system integration for managing employee data alongside project resourcing.
- Employment HerosupportingHR platform integration for Australian and New Zealand customers to sync employee data with Projectworks.
- ZapiersupportingZapier integration allowing customers to connect Projectworks with thousands of other applications via no-code automation.
- 12d SynergysupportingIntegration with 12d Synergy for engineering and infrastructure project document management.
- Microsoft AzurecoreCloud hosting infrastructure provider. Projectworks stores Hosted Data and OAuth tokens on Microsoft Azure. Company experienced performance issues due to Azure outage in October 2025.
- OpenAIsupportingAI technology provider powering Projectworks' AI Features including automated text/chat responses and content generation tools. Data processed through AI integrations may be transmitted to or stored with OpenAI.
Scale indicators9 records
Recent moves6 records
Expansion highlights7 records
Projectworks competitors and assessment
Company assessmentDirect peers
- Kantata (formerly Mavenlink + Kimble): Kantata is a leading PSA platform for professional services teams, offering project management, resource planning, time tracking, and financial forecasting. Closely aligned to Projectworks' feature set and target buyer (consulting and services firms).
- Deltek: Deltek's Vantagepoint and Maconomy products are the dominant enterprise PSA suites for professional services firms. Directly comparable to Projectworks in target market (consulting, engineering, architecture) and core feature set (project accounting, resource management, time/billing).
- Accelo: Accelo is a PSA platform automating project management, timesheets, billing, and client work for service businesses. Overlaps with Projectworks across consulting and engineering verticals with similar PLG + sales-assisted distribution.
- Scoro: Scoro offers end-to-end work management for professional services including project management, time tracking, billing, and reporting. Comparable in mid-market professional services positioning and integrated PSA feature scope.
- Certinia (formerly FinancialForce): Certinia's Professional Services Automation (PSA) cloud is built natively on Salesforce and serves mid-to-large professional services organizations. Directly comparable in PSA workflows, financial visibility, and resource management, with a stronger enterprise footprint.
- Replicon: Replicon provides cloud time tracking and PSA solutions (TimeBill, ProjectTime) used by professional services and project-based organizations. Comparable in time/billing automation and project accounting core functionality.
- BigTime Software: BigTime is a PSA platform purpose-built for professional services firms (accounting, consulting, engineering, architecture) with time tracking, billing, resource management, and project accounting — a near-direct functional overlap with Projectworks.
- BQE Core: BQE Core is a PSA suite for architecture, engineering, accounting, and consulting firms with time/billing, project management, and accounting features. Projectworks explicitly names BQE Core as a competitor it migrates customers from.
Emerging players
- Productive.io: Productive is a PSA and agency management platform for creative and digital agencies, offering time tracking, resource planning, profitability, and budgeting. Emerging player with a more agency-focused ICP than Projectworks, but overlapping in professional services workflows.
Broad incumbents
- Microsoft Dynamics 365 Project Operations: Microsoft's Dynamics 365 Project Operations is a broad enterprise PSA offering tightly integrated with the Microsoft Cloud, Teams, and Outlook — the same ecosystem Projectworks is built on. Represents a major incumbent threat at the enterprise end of the PSA market.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Projectworks social profiles
Digital presenceProjectworks compliance and trust
Trust signalCompliance1 record
Projectworks financial estimates
Financial estimateRevenue estimate
Valuation estimate
Projectworks leadership team
Management profileNumber of profiles
Profiles4 records
Projectworks funding detail
Funding detailFunding overview
Funding rounds3 records
Investors4 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Projectworks M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Projectworks
What does Projectworks do?
Projectworks provides a cloud-based Professional Services Automation (PSA) platform that unifies time tracking, resource planning, invoicing, and financial reporting for consulting and professional services firms. The platform features AI-powered proposal generation, real-time forecasting (revenue, margin, burn), and native integrations with accounting (Xero, QuickBooks, MYOB), CRM (HubSpot, Salesforce), project management (Jira, Azure DevOps), and HR systems. It is delivered as a SaaS subscription with a free trial and quote-based pricing, targeting architecture, engineering, management consulting, software services, life sciences, and cybersecurity firms globally.
Is Projectworks a public or private company?
Projectworks is a private company. It is classified as venture growth investor backed and is currently operating.
When was Projectworks founded?
Projectworks was founded in 2019. It employs 51 to 100 people.
Where is Projectworks based?
Projectworks is headquartered in Wellington, New Zealand, in the Oceania region.
How does Projectworks make money?
One revenue line is on record: subscription SaaS.
Who are Projectworks's main competitors?
Direct peers on record are Kantata (formerly Mavenlink + Kimble), Deltek, Accelo, Scoro, Certinia (formerly FinancialForce), Replicon, BigTime Software and BQE Core. Productive.io is listed as an emerging player. Microsoft Dynamics 365 Project Operations is listed as a broad incumbent.
Does Projectworks have an API?
Yes. Projectworks offers API Connection and Direct Data Connection integrations. The Terms of Service reference AI Features powered by third-party providers including OpenAI, Chat GPT, Azure AI Foundry. The privacy policy states that Hosted Data is stored in Microsoft Azure and accessed using Projectworks. Specific API documentation URL, authentication method, rate limits, and versioning are not explicitly stated in the provided sources.
What industry is Projectworks in?
Projectworks's product category is Professional Services Automation Software. Its primary akta.pro industry code is HDAEAEAF, Professional Services Automation (PSA) & Services ERP, with a secondary code of BPAMAMAF, Project & Task Management. Its NAICS code is 513210 and its SIC code is 7372.