Dayshape
AI resource optimization software for professional services firms
About Dayshape
Dayshape is AI-driven resource management software built for large professional services firms such as accounting, audit, tax, and consulting practices. Its Advise engine uses combinatorial optimization to staff projects across the whole portfolio, while budgeting, real-time project financials, and forecast reporting tie scheduling decisions to utilization and margin.
Pros & Cons
Pros
- Purpose-built for professional services: used by almost half of the top 20 US and UK accounting firms and two of the Big Four
- Optimization engine staffs the whole portfolio at once instead of one project at a time
- Ties scheduling to budgets and project financials, so resourcing decisions reflect utilization and margin
- Fair licensing model: only scheduled resources are billed, not resource managers or report viewers
- Reviewers praise the responsive support team and smooth integrations with practice management systems such as STAR
- Strong security posture with SSO, data tenancy, and Azure encryption
Cons
- No public pricing, free plan, or self-serve trial; every deal goes through a quote and implementation project
- Aimed at large firms, so it is overkill for small teams and agencies
- Reviewers report limited customization of dashboards
- Navigation gets harder when handling many small assignments rather than large engagements
- Few public user reviews on G2 and none on Capterra
Key Features
Advise AI scheduling engine
Combinatorial optimization evaluates tens of thousands of scheduling options per second to match people to work across the entire portfolio by skills, availability, grade, and commercial impact.
AI agents
Agents let resource managers and partners ask questions, surface risks, and interrogate real-time resourcing data without building manual reports.
Gantt chart scheduler
Firm-wide Gantt view with location filters, availability heat maps, real-time clash and warning flags, and bulk actions to roll forward recurring engagements.
Budgeting and demand capture
Build engagement budgets and assemble teams at the same time, with automated controls that keep budgets and staffing aligned.
Real-time project financials
Compare time billed against budget on in-flight projects to catch drift early and reduce write-offs and overruns.
Reports and dashboards
Forward-looking forecast reports and personalized dashboards, including a multi-year view of demand versus capacity.
People-first planning
Skills matrix, preferencing, self-select assignments, AI suitability scoring, and real-time utilization alerts to balance workloads and reduce burnout.
Integrations
Connects to ERP, PSA, CRM, practice management, HR and skills databases, and timesheet systems, plus a packaged Workday solution (Dayshape Intelligent Staffing).
Quality and governance
Built to support professional services standards such as ISQM1, with SSO, Azure-hosted encryption at rest and in transit, and annual third-party penetration tests.
Pricing
- Priced per licensed resource (people scheduled on projects during the license year)
- Non-billable resource managers and report viewers are not charged
- Core scheduling, AI, real-time project financials, forecast reports, and standard integrations
- Expert onboarding and training
- Dedicated Customer Success Manager
- One-off implementation fee; optional add-on modules, bespoke infrastructure, and premium 24/5 support
Best For
Centralized resourcing for accounting firms
Audit and tax practices move from office-by-office spreadsheets to one firm-wide scheduling platform that balances utilization across locations.
Busy-season audit staffing
The Advise engine allocates teams across hundreds of concurrent engagements while respecting skills, independence, and quality rules.
Margin protection on engagements
Engagement leaders compare actuals to budget in real time and intervene before overruns become write-offs.
Onshore and offshore delivery planning
Firms orchestrate local and offshore delivery-center resources from a single schedule.
Workforce and capacity forecasting
Firm leaders use multi-year demand and capacity forecasts to plan hiring and growth.
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