
Agentic PSA platform for professional services and client onboarding
Rocketlane is a professional services automation (PSA) and client onboarding platform that unifies project management, resource and financial management, and a branded customer portal into a single client-facing service delivery engine. It helps services teams onboard customers faster, collaborate transparently with clients and partners, and deliver projects on time and on budget, with AI 'Nitro' agents that augment back-office and delivery operations.
A white-labeled client portal with magic-link login, project presentation, approvals, and collaboration to keep customers engaged throughout delivery.
Manage projects with Gantt, List, and Kanban views, templates, project updates, and portfolio-level reporting.
Built-in time capture, timesheets, timesheet approvals, and calendar integration for accurate billing and utilization.
Resource planning, auto-allocation, capacity management, utilization tracking, and AI-assisted resourcing.
Project budgeting and tracking, flexible billing, rate cards, margins and profitability, revenue recognition, invoicing, and expense management.
Custom automations with per-plan run limits to streamline repetitive delivery and back-office tasks.
Reusable project, document, form, and email templates to standardize and accelerate recurring onboarding work.
Run client onboarding through a branded portal with shared milestones, approvals, and collaboration to accelerate time-to-value.
Manage end-to-end services projects with resourcing, time tracking, budgeting, and profitability tracking in one platform.
Plan allocations, track utilization, and manage team capacity across a portfolio of client projects.
Handle billing, rate cards, revenue recognition, invoicing, and margin tracking for services engagements.

Enterprise resource planning and portfolio management software

Visual project management with Kanban boards for teams of all sizes

Purpose-built professional services automation with AI-powered resource management and project delivery

Visual resource scheduling and capacity planning for teams that deliver client work
Agentic add-ons including governance agents, Nitro Meetings, Nitro Analyst, AI Fills, and documentation/migration agents that augment delivery teams.
Connects with Slack, Salesforce, HubSpot, Jira, Zapier, Workato, and Snowflake depending on plan.
Actionable emails, milestone CSAT, and customer collaboration tools to track satisfaction and reduce email back-and-forth.

All-in-one professional services automation uniting projects, resources, and finances