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People & FinanceRocketlane

A unified platform aligning projects, resources, time, and finances for professional services teams to optimize margins.

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Product details

Rocketlane is a collaborative delivery platform that links project plans with resources and financial data, providing real-time visibility into budgets, profitability, and performance. It eliminates manual data gathering by syncing plans, staffing, time tracking, and invoicing, delivering a single source of truth for project accounting. The system supports precise task-level resource allocation, time entry, and automated billing, empowering teams to forecast revenue, control costs, and drive margin improvements across engagements.

With seamless CRM integrations and cross-functional visibility, Rocketlane helps professional services firms plan, execute, and optimize client delivery. It enables accurate time and expense capture, fast client-ready invoicing, and scalable billing across models. By unifying project, people, and finance data, it reduces scope creep, accelerates onboarding, and provides actionable insights to improve utilization, cash flow, and profitability for services organizations.

Features & Benefits

  • Expense Management: Capture every project expense, track it, and bill accurately to prevent overruns.
  • Time Tracking & Invoicing: Log hours and convert approved timesheets into client-ready invoices with speed and precision.
  • Forecasting & Project Accounting: Monitor revenue, cost, and profit margins in real time to forecast profitability.
  • Resource & Capacity Planning: Allocate resources at the task level and optimize utilization from project creation.