40 tool profiles under Run the Practice, sorted by composite score.
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
Modern cloud construction management platform consolidating estimating, project management, and accounting with real-time job costing for builders and residential remodelers.
Free trial 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 construction accounting platform with real-time cost tracking, subcontractor PO management, budget forecasting, and OCR-powered invoice capture.
Free trial Agent access: None Firm fit: Solo, Small team, Growing firm
All-in-one construction management platform consolidating estimating, project management, accounting, invoicing, and AI-powered bill extraction for residential builders.
Free trial Agent access: None Firm fit: Solo, Small team, Growing firm
Enterprise ERP + CRM for AEC and government contracting firms, providing project accounting, time/expense, invoicing, resource planning, and DCAA compliance.
The project-time placement reflects resource planning, capacity forecasting, and time/expense tracking for multi-person project teams.
Sub Agent access: API Firm fit: Small team, Growing firm
Professional Services Automation (PSA) platform for architecture, engineering, consulting, and accounting firms with time tracking, billing, resource management, and AI agents.
C1 3/5 reflects modular subscription pricing without public rates on homepage; C2 3/5 reflects QuickBooks integrations via API (no standalone documented API); C3 3/5 reflects cloud SaaS deployment; C4 3/5 reflects QuickBooks sync and data portability; C5 3/5 reflects native QuickBooks integration plus AI agents (AVA, Expense Agent, Resourcing Agent, Insights Agent). BigTime is a PSA leader with 3,000+ organizations; 4.6/5 from 662 Capterra reviews.
Sub Agent access: API Firm fit: Small team, Growing firm
Cloud-native all-in-one management system for construction and trades companies. Integrates CRM, ERP, project management, communication, banking, and finance with AI-integrated features including autonomous agents and AI-powered telephony.
C3 4/5 reflects cloud-native self-serve entry; C2 3/5 reflects API surface and AI agent capabilities in development. Integrated ERP for mid-sized construction firms.
Quote-only Agent access: None Firm fit: Small team, Growing firm
Hidden price
Cloud construction platform for trade contractors and specialty subcontractors, automating estimating, proposals, contracts, RFI and submittal lifecycle, document management, dispatch, invoicing, job costing, and real-time project profitability with deep QuickBooks integration.
Project and job costing embedded in bid-to-invoice workflow.
from $99 Agent access: None Firm fit: Solo, Small team
Cloud ERP + CRM on Microsoft Dynamics 365 designed specifically for architecture, engineering, and construction firms with proposals, project delivery, financials, and HR.
The project-time placement reflects resource planning and project delivery workflows.
Quote-only Agent access: API Firm fit: Small team, Growing firm
Hidden price
Salesforce-native CRM purpose-built for AEC firms with project/pursuit-centric data model.
C1 2/5 reflects Salesforce licensing required + custom Salesforce app costs (RF1). C2 3/5 reflects Salesforce API access (via host platform). C3 2/5 reflects Salesforce implementation complexity. C4 3/5 reflects Salesforce data export, limited portability. C5 4/5 reflects native Salesforce integration + ecosystem access. Salesforce AppExchange listing confirmed.
Quote-only Agent access: API Firm fit: Small team, Growing firm
Hidden price
Construction accounting and ERP suite from Sage covering three product tiers: Sage 100 Contractor (small/mid contractors), Sage 300 CRE (larger firms), and Sage Intacct Construction (cloud-native mid-market/enterprise); 50,000+ construction customers across accounting, job costing, payroll, project management, and field operations.
Sub Agent access: API Firm fit: Small team, Growing firm
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
AI preconstruction workspace for general contractors; CRM, estimating, bid management, and forecasting in one platform.
C1 3/5 reflects published subscription tiers. C2 2/5 reflects web UI primary, no public API documented (RF2). C3 4/5 reflects self-serve signup and fast onboarding. C4 2/5 reflects limited data export. C5 2/5 reflects no integrations documented. Capterra 4.8/5 from 29 verified reviews. AI-native preconstruction for GCs.
Free trial Agent access: API Firm fit: Small team, Growing firm
Agent-hostile
Construction cost management platform for subcontract-driven projects: real-time budget control, invoice processing, forecasting, and seamless ERP/accounting integration.
Quote-only Agent access: None Firm fit: Growing firm
Hidden price
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
Capital portfolio management platform for owner-operators, delivering visibility and control across multi-project, multi-industry portfolios with standardized workflows.
The project-time placement reflects resource visibility and program-level scheduling across multiple projects.
Quote-only Agent access: None Firm fit: Growing firm
Hidden priceAgent-hostile
CRM and marketing platform built for construction and A&E firms; SOC 2 Type II certified.
C1 3/5 reflects published subscription tiers. C2 2/5 reflects web UI primary, no public API documented (RF2). C3 3/5 reflects self-serve signup. C4 2/5 reflects limited export capabilities. C5 2/5 reflects no documented integrations. G2 4.9/5, BuiltWorlds Top 50. SOC 2 Type II certified for AEC/construction focus.
Free trial Agent access: API Firm fit: Small team, Growing firm
Agent-hostile
Enterprise AI-first CRM for AEC firms, formerly Cosential; 4,000+ clients.
C1 2/5 reflects quote-only pricing for enterprise SaaS (RF1). C2 3/5 reflects enterprise REST API available. C3 2/5 reflects vendor-led implementation. C4 2/5 reflects proprietary data model (RF3). C5 3/5 reflects some integrations (QuickBooks, Procore assumed). Capterra 4.4/5 from 69 verified reviews. Formerly Cosential, rebranded as Unanet CRM; 4,000+ AEC clients.
Quote-only Agent access: API Firm fit: Small team, Growing firm
Hidden priceLock-in
AI-driven ERP+CRM on Microsoft Dynamics 365 for AEC firms; covers proposals, project delivery, financials, and resource planning.
C1 1/5 reflects Microsoft Dynamics licensing required + custom implementation (RF1). C2 4/5 reflects Dynamics 365 / Power Platform APIs. C3 1/5 reflects complex Dynamics implementation. C4 2/5 reflects proprietary Dynamics data model (RF3). C5 4/5 reflects Dynamics ecosystem integrations (Power BI, Teams, Power Automate).
Quote-only Agent access: API Firm fit: Growing firm
Hidden priceLock-in
Cloud-based AI-powered construction ERP with unified financial management, job costing, and project management; 900+ construction leaders and 15,000+ active users.
Quote-only Agent access: None 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
Construction-specific accounting platform combining job costing, payroll, invoicing, and vendor payments with GPS-enabled time tracking and crew management.
Quote-only Agent access: None Firm fit: Small team, Growing firm
Hidden price
Integrated construction software with automated accounting for service contracts and jobs; 30+ years serving MEP, electrical, plumbing, and specialty trade contractors.
Quote-only Agent access: None Firm fit: Small team, Growing firm
Hidden price
Enterprise construction ERP for specialty contractors: integrated financial management, payroll, job costing, and field service operations.
Quote-only Agent access: API Firm fit: Growing firm
Hidden price
Cloud construction ERP for heavy construction and trade contractors in Canada; integrated project management, accounting, payroll, invoicing, and equipment management.
Quote-only Agent access: None Firm fit: Small team, 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 construction accounting platform positioned as modern alternative to QuickBooks/Sage/Viewpoint; real-time job costing, WIP reporting, and AI-powered accounts payable automation.
Quote-only Agent access: None Firm fit: Small team, 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
130+ year construction intelligence platform with project leads, market demand forecasting, and bid intelligence.
C1 2/5 reflects quote-only enterprise pricing (RF1). C2 1/5 reflects web-portal primary, no public API documented (RF2). C3 2/5 reflects vendor-led implementation. C4 1/5 reflects proprietary lead data with limited export (RF3). C5 2/5 reflects minimal integrations. Capterra listing available. Industry-standard construction leads intelligence; 130+ years history.
Quote-only Agent access: API Firm fit: Small team, Growing firm
Hidden priceAgent-hostileLock-in