17 tool profiles under Run the Practice, sorted by composite score.
Last updated 2026-07-28.
All-in-one platform for project accounting, billing, time tracking, and resource planning built by and for architecture and engineering firms.
C2 4/5 reflects the documented API, C5 4/5 reflects QuickBooks, Xero, DocuSign, Power BI, Microsoft, and Google integrations, and C4 5/5 reflects CSV and Excel export. RF1 and RF3 are present.
Quote-only Agent access: API Firm fit: Small team, Growing firm
Hidden priceLock-in
General-purpose time-tracking and invoicing tool, not architecture-specific, that many small firms use to bill clients and track project profitability.
C1 5/5 reflects the freemium entry point, C2 4/5 reflects the public API plus webhooks, and C5 4/5 reflects QuickBooks Online, Jira, Asana, Slack, Zapier, and Basecamp integrations. Firm-size fit is solo to small-team.
Free tier Agent access: API Firm fit: Solo, Small team
Project-based ERP combining accounting, billing, scheduling, and resource management for small and mid-sized architecture and engineering firms.
This placement is an ERP-style project-time workflow tied to Deltek's accounting and billing stack; C2 3/5 reflects the documented API, C4 5/5 reflects CSV and Excel export, and RF1 plus RF3 are present. Firm-size fit is growing.
Quote-only Agent access: API Firm fit: Growing firm
Hidden priceLock-in
AI-assisted resource planning and capacity forecasting platform used by project-based firms including A/E practices to allocate people across projects.
This placement is a resource-planning and capacity-forecasting workflow for multi-person project teams; C2 4/5 reflects the documented API, C5 4/5 reflects QuickBooks Online, Salesforce, Deltek Ajera, and Unanet integrations, and RF1 plus RF3 are present. Firm-size fit is small-team to growing.
Quote-only Agent access: API Firm fit: Small team, Growing firm
Hidden priceLock-in
Cloud-based infrastructure project delivery platform that unites design and construction workflows through a central connected data environment (CDE). Manages engineering and construction data, supports model-centric workflows, streamlines design reviews, and enables digital twins during the design lifecycle with multi-discipline collaboration.
The project-time placement is limited to document control and model sharing rather than native scheduling; the documented file surface includes DGN, DWG, RVT, IFC, PDF, and Office documents, and C5 5/5 reflects the Microsoft Office, Power Automate, Bentley, and Autodesk connections.
from $960 Agent access: API Firm fit: Small team, Growing firm
Firm management software that combines project budgeting, time tracking, staff planning, and invoicing built specifically for architecture and engineering practices.
C1 4/5 reflects public per-seat pricing, C3 4/5 reflects a small-firm workflow, and C5 3/5 reflects QuickBooks Online integration. C4 5/5 reflects CSV export, and firm-size fit is solo to small-team.
Per seat Agent access: None Firm fit: Solo, Small team
Cloud accounting and invoicing platform for freelancers and service businesses, with built-in time tracking, retainer billing, and project profitability reports.
The project-time placement is tied to the same built-in time tracking and invoice conversion workflow rather than a separate PSA stack; C2 3/5 reflects the REST API and webhooks, and C4 4/5 reflects CSV and PDF export. Firm-size fit is solo to small-team.
from $23 Agent access: API Firm fit: Solo, Small team
All-in-one interior design business platform combining design tools (moodboards, 3D floor plans), client collaboration, FF&E specifications, invoicing, and QuickBooks integration for interior design studios and practices.
The project-time placement reflects DesignFiles's built-in project management, time tracking, and billing workflows for interior design studios; C1 4/5 and C3 5/5 remain strong for this sub-category.
Free tier Agent access: None Firm fit: Solo, Small team, Growing firm
All-in-one freelancer business platform with contracts, invoicing, time tracking, expense management, and a CRM, with an MCP server for AI agent integration.
The project-time placement is tied to the same built-in timer and invoice conversion workflow; C2 3/5 reflects the MCP and API surface, and C4 4/5 reflects CSV and PDF export. Firm-size fit is solo to small-team.
from $25 Agent access: MCP / API Firm fit: Solo, Small team
Cloud practice and project management tool for architects and engineers covering scheduling, time tracking, invoicing, and month-by-month financial forecasting.
This placement is an A/E-specific time and costing workflow with Xero and MYOB integrations; C3 3/5 reflects moderate onboarding, C4 3/5 reflects CSV export, and RF1 plus RF3 are present. Firm-size fit is solo to small-team.
Quote-only Agent access: None Firm fit: Solo, Small team
Hidden priceLock-in
Cloud-based medical equipment planning platform for healthcare construction and renovation projects -- provides pre-built room templates, an integrated equipment catalog of 80,000+ products, and collaborative project management tools for healthcare providers, architecture/engineering/construction firms, and equipment planners.
The project-time placement is equipment-planning coordination inside the same healthcare room-template and catalog workflow rather than a general practice-management system. RF1 keeps C1 2/5, and C4 3/5 reflects CSV, PDF, and XLSX export.
Quote-only Agent access: None Firm fit: Small team, Growing firm
Hidden price
End-to-end real estate development management platform providing deal pipeline management, financial modeling, project budgeting and forecasting, vendor procurement, AI-powered bid analysis, construction cost tracking, and portfolio analytics -- founded 2017, backed by $36.4M funding, supporting $500B+ in customer projects for leading development firms.
The project-time placement is development budgeting and forecasting with CSV and PDF export plus Sage Intacct integration. RF1 keeps C1 2/5 because Pro and Enterprise pricing is custom, C2 2/5 reflects API access limited to the Enterprise edition with no public CLI or scripting surface, and firm-size fit is small-team to growing.
Quote-only Agent access: API Firm fit: Small team, Growing firm
Hidden price
Web-based medical equipment planning and benchmarking platform for healthcare capital teams -- aggregates real-world biomedical work-order and asset-lifecycle data to compare device reliability, acquisition cost, maintenance burden, and expected lifespan, helping hospitals budget replacements, evaluate alternatives, and prioritize capital allocation decisions.
The project-time placement is capital planning and replace-versus-repair analysis rather than scheduling or team coordination. C5 3/5 reflects the healthcare capital workflow, RF1 keeps C1 2/5 because pricing is quote-only, and C2 2/5 reflects no publicly documented API, CLI, or scripting surface.
Quote-only Agent access: None Firm fit: Growing firm
Hidden price
Cloud-based construction ERP platform providing integrated accounting, project management, HR, payroll, equipment tracking, and field operations for general contractors and specialty trades.
Quote-only Agent access: API Firm fit: Growing firm
Hidden price
AI-powered real estate investment management platform supporting the full investment lifecycle from deal sourcing and pipeline management to underwriting, deal execution, portfolio insights, and relationship management -- includes Dealpath Connect private exchange connecting institutional investors with broker listings from JLL, CBRE, Cushman & Wakefield, Avison Young, and Northmarq; trusted by 300+ firms including Blackstone, Nuveen, MetLife, and LaSalle, powering $10T+ in transactions.
The project-time placement is real-estate pipeline and execution tracking rather than construction administration workflow. C5 3/5 reflects JLL, CBRE, Cushman & Wakefield, Avison Young, and Northmarq integrations, C4 2/5 reflects CSV and PDF export, RF1 keeps C1 2/5 because pricing is quote-only, and C2 2/5 reflects no publicly documented API, CLI, or scripting surface.
Quote-only Agent access: None Firm fit: Growing firm
Hidden price
Web-based construction ERP platform connecting field, service, and project management teams to accounting, payroll, HR, equipment management, and document control with file-based integration architecture.
Quote-only Agent access: API Firm fit: Growing firm
Hidden price
Cloud-based capital program and construction project management platform for facility owners, providing control over planning, design, procurement, construction, and asset handover phases with integrated document and redline management.
Quote-only Agent access: None Firm fit: Growing firm
Hidden priceAgent-hostile