--- title: Skills Workflow Reviews meta_title: 'Skills Workflow Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Skills Workflow works for a business like yours. date_modified: '2026-04-07' parent_category: name: Process Automation url: https://www.g2.com/categories/process-automation --- # Skills Workflow Reviews **Vendor:** Skills Workflow **Category:** [Business Process Management Software](https://www.g2.com/categories/business-process-management) ## About Skills Workflow Skills Workflow is a type of cloud-based operations management software that helps service-driven teams plan, execute, and monitor projects, resources, and financial performance within a unified system. It falls within the category of professional services automation (PSA) and work management platforms, designed primarily for agencies, consultancies, and other project-based organizations that require coordination across multiple functions. The product centralizes workflows that typically span project management, resource planning, time tracking, and financial oversight. By integrating these capabilities into a single environment, it enables teams to manage the full lifecycle of client work, from initial planning and scoping to delivery and billing. This reduces reliance on fragmented tools and supports more consistent data across operational and financial processes. Skills Workflow is typically used by roles such as project managers, operations leaders, finance teams, and executives who need visibility into project progress, team capacity, and profitability. Common use cases include planning team workloads, tracking time and costs against projects, forecasting revenue, and generating reports for decision-making. Key aspects of the product include: • Project and task management, allowing teams to structure work, assign responsibilities, and monitor progress across multiple projects • Resource planning and allocation, helping organizations match team capacity with project demand and adjust workloads dynamically • Time tracking and cost control, enabling accurate capture of effort and alignment with budgets and project margins • Financial management features such as budgeting, invoicing, and revenue tracking, supporting end-to-end project profitability analysis • Reporting and analytics tools that provide visibility into performance metrics, including utilization rates, project status, and financial outcomes In addition, the platform supports integrations with external tools commonly used in business environments, allowing organizations to connect existing systems and maintain continuity in their workflows. It is typically delivered as a software-as-a-service solution, making it accessible through a web interface without requiring on-premise infrastructure. Overall, Skills Workflow addresses the need for coordinated operational and financial management in project-based organizations, providing a structured environment where teams can align execution with business objectives. - [View Skills Workflow pricing details and edition comparison](https://www.g2.com/products/skills-workflow/reviews?open_modal_url=%2Fproducts%2Fskills-workflow%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fskills-workflow%252Freviews%26source%3Dsticky_header_pin§ion=pricing&secure%5Bexpires_at%5D=2026-08-09+14%3A31%3A22+-0500&secure%5Bsession_id%5D=294a8b12-b048-40d2-8655-e9394f2ca3a0&secure%5Btoken%5D=54f02aa422785b7b09e453c29c680d08da78351daee58e4f44e9b905172bc8c8&format=llm_user) ## Skills Workflow Features **Additional Functionality** - Data Import/Export - Estimating - Timer - Multi-Currency - Customizable Reports - Alerts/Notifications - Reporting/Analytics - Real-Time Updates - Projections - Customizable Fields - Approval Process Control - Mobile App - Generative AI - Activity Dashboard - Billing & Invoicing - Budgeting/Forecasting - Resource Allocation & Planning - Access Controls/Permissions - Real-Time Notifications - AI Copilot - Summary Reports - Reporting & Statistics - Real-Time Data - Automatic Time Capture - Overtime Calculation - Clock In/Out - Productivity Analysis - Multi-Language - Employee Scheduling - Employee Database - Billable & Non-Billable Hours - Usage Tracking/Analytics **Expense Reports** - Ease of Creating Expense Reports - Bank / Credit Card Integration - Smart Categorization - Digital Receipt Management - Employee Reimbursement - Currency Conversions - Corporate Card - Credit Card Management **Tasks** - Creation & Assignment - Due Dates - Task Prioritization - To-Do Lists - Dependencies - Mass Updates - Drag & Drop - Recurring Tasks - Real-Time Updates **Automation** - Process Automation **Setup** - Activities - Flows - Dependencies - Notifications - Calendar Management - Business Process Automation **Planning** - Resource Definiton - Capacity - Scheduling - Real-Time Data **Communication** - Chat - Discussions - External - Feedback - Announcements **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Agentic AI - Expense Management** - Autonomous Task Execution - Cross-system Integration **Travel Management** - Ease of Booking - Itinerary Management - Trip Notifications - Advanced Integrations - Online Booking - Credit Card Management - Booking Management - User Management - Restriction Management - Reservations Management - Reimbursement Management - Vendor Management - Travel Management - Promotions Management - Workflow Management - Receipt Management - Supplier Management - Compliance Management - Policy Management - Invoice Management - Real-Time Notifications - Third-Party Integrations - Timesheet Management - Invoice Management - Reimbursement Management - Real-Time Notifications **Projects** - Planning - Project Map - GANTT - Calendar View - Views - Project Budgeting - Issue Tracking - Templates - Critical Path - Time & Expense - Methodologies - Project Time Tracking - Bug Tracking - Milestone Tracking - Task Progress Tracking - Activity Tracking - Project Tracking - Status Tracking - Progress Tracking - Agile Methodologies - Sprint Planning - Project Planning - Release Planning - Multiple Projects - Multi-Department/Project - Customizable Templates - Project Templates - Gantt/Timeline View - Percent-Complete Tracking - Reporting/Project Tracking - Goal Setting/Tracking - Time Tracking - Traditional Methodologies - Task Planning - Traditional Methodologies **Process Management** - Process Overview - Process Analysis - Real-Time Process Monitoring - Unstructured Processes - API Connection - Intelligence - Document Approval **Logistics** - Dashboards & Reporting - Data Collection - Lanuguage Options - Activity Dashboard - Real-Time Data - Real-Time Reporting - Payroll Reporting **Management** - Updates - Audit Trail - Integration **Optimization** - Performance - Forecasting - Corrections **Content & Documents** - File Sharing - Notes - Search - Versioning **Additional Functionality** - Calendar Management - Shop Floor Management - Performance Management - Real-Time Monitoring - KPI Monitoring - Availability Management - Third-Party Integration - Drag & Drop - Project Management - Activity Dashboard - Recommendations - Collaboration Tools - Equipment Management - Task Management - Gantt/Timeline View - Progress Tracking - Alerts/Notifications - "What If" Scenarios - AI Copilot - For Manufacturers - Real-Time Reporting - Mobile Access - Cost Management - Scenario Planning - Historical Database - Inventory Control - Reporting/Analytics - Generative AI - Time Tracking - Resource Management - Predictive Analytics - Resource Allocation & Planning - Projections - Prioritization - Search/Filter - Timesheet Management - Workflow Management - Skills Tracking - Utilization Reporting - Approval Process Control - Access Controls/Permissions - Third-Party Integrations - Reporting & Statistics - Customizable Reports - Commenting/Notes - API - Project Planning - Assignment Management - Customizable Fields - Multiple Projects - Time & Expense Tracking - Resource Request - Data Import/Export - Reporting/Project Tracking - Capacity Management - Real-Time Notifications - Real-Time Updates - Project Templates - Document Management - Workflow Automation **Time Tracking** - Ease of Completing Timesheets - Tracking Time to Project/Task - Billable Time Rate Management - Reimbursement Management - Task Progress Tracking **Resource Management** - Resource Definiton - Capacity - Scheduling - Task Scheduling - Project Planning/Scheduling **Customization** - Document Generation - Process Design - Process Repository - No-Code App Development - Low-Code App Development - No-Code **Management** - Schedule Creation Tools - Schedule Management - Employee Leave Management - User Access - User Role Access - Employee Information - Employee Information Automation - Calendar Management - Workflow Management - Compliance Management - Timesheet Management - Payroll Management - HR Management - Time Off Management - Task Management - Document Management - Mobile Access **Controls** - Custom Views - Followers - User Management - Calendars - Public Sharing **Generative AI** - AI Text Generation - Generative AI **Client Invoicing** - Invoice Creation and Delivery - Electronic Payments - Project Accounting / Revenue Recognition - Biometric Recognition - Optical Character Recognition **Project Monitoring** - Baselining / KPIs - Resource Allocation - Activity Dashboard - Activity Dashboard **Collaboration** - Access Controls/Permissions - Data Unification - Accessibility - Process Routing - Real-Time Data - Role-Based Permissions **Monitoring** - Regulations Enforcement - Compliance Monitoring - Integration - Third-Party Integrations **Project Management** - Task Management - Planning - Visibility - Integration **Agentic AI - Workflow Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Generative AI - Expense Management** - Image-to-Text - Text Generation - Text Summarization **Additional Functionality** - Reminders - Mobile App - Status Tracking - Sick Leave Tracking - Overtime Calculation - Reporting/Analytics - Time Tracking - API - Employee Scheduling - Employee Database - Role-Based Permissions - FMLA Administration - Self Service Portal - Data Import/Export - AI Copilot - Generative AI - Approval Process Control - Search/Filter - Attendance Tracking - Vacation/Leave Tracking - Biometric Recognition - Clock In/Out - Alerts/Notifications - Customizable Reports - Project Time Tracking - Audit Trail - Leave Tracking - Multi-Location - Access Controls/Permissions - Time & Expense Tracking - Real-Time Notifications - Lockout Periods - Electronic Signature - Automated Scheduling - Geofencing - Labor Forecasting - Employee Portal - Employee Time Tracking - Punch card - Automatic Time Capture **Additional Functionality** - Audit Trail - Secure Data Storage - AI Copilot - Approval Process Control - Data Import/Export - Duplicate Detection - Expense Claims - Budgeting/Forecasting - Customizable Fields - Spend Control - Customizable Templates - Access Controls/Permissions - Reporting & Statistics - Automated Receipt Matching - Mobile Receipt Upload - Billable & Non-Billable Hours - Financial Analysis - Categorization/Grouping - Single Sign On - Activity Dashboard **Additional Functionality** - Drag & Drop - Template Management - Approval Process Control - Customizable Dashboard - Rules-Based Workflow - Document Management - Monitoring - Progress Tracking - Workflow Configuration - Collaboration Tools - Commenting/Notes - Task Management - Forms Management - No-Code - Data Import/Export - Email Management - Customizable Reports - Access Controls/Permissions - Graphical Workflow Editor - Real-Time Data - API - Search/Filter - AI Copilot - Mobile Access - Customizable Fields - Activity Tracking - Compliance Tracking - Role-Based Permissions - Reporting/Analytics - Project Workflow - Activity Dashboard **Remote Collaboration** - Alignment - Accountability - Connectivity - Offline Mode **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Agentic AI - Business Process Management** - Multi-step Planning - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Third-Party Integrations **Mobile** - Receipt Capture - Mileage Tracking - Travel Itinerary and Flight Status Updates - Expense Tracking - Real-Time Updates **Platform** - Embedded AI / Machine Learning - Complex Approval Workflow - Generative AI **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Project Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Third-Party Integrations - File Transfer **Additional Functionality** - Backlog Management - API - Retrospectives Management - Task Management - Access Controls/Permissions - Supports Scrum - Team Management - Kanban Board - Request Management - Commenting/Notes - Charting - @mentions - Planning Tools - Projections - Collaboration Tools - Calendar Management - Email Management - Project Workflow - Deadline Management - Role-Based Permissions - Alerts/Notifications - Reporting & Statistics - Customizable Fields - AI Copilot - Resource Management - Workflow Management - Template Management - Negative Feedback Management - Data Import/Export - File Management - Assignment Management - Progress Reports - Budget Management - Real-Time Reporting - Real-Time Notifications - Requirements Management - Search/Filter - Issue Management - Document Management - Release Management - For IT Project Management - Product Roadmapping - Change Management - Mobile App - Portfolio Management - Testing/QA Management - Billing & Invoicing - Risk Management - Web-based Deployment - Idea Management - Client Portal - File Sharing - Version Control - Availability Management - Productivity Analysis - Multi-Channel Communication - Forecasting - Key Performance Indicators - Remote Support - Predictive Analytics - Tagging - Feedback Management - User Management - Network Diagram - Project Management - Document Storage - Visualization - Customizable Reports - Time Clock - Reminders - Daily Reports - Configurable Workflow - Roadmapping - Iteration Management - Timeline Management - KPI Monitoring - For Small Businesses - Chat/Messaging - Messaging **Mobile Time Tracking** - Project Time Tracking - Expense Tracking - Progress Tracking - Activity Tracking - Time Tracking by Client - Project Tracking - Billable Items Tracking - Attendance Tracking - Vacation/Leave Tracking - Project Time Tracking - Leave Tracking - Budget Tracking - Online Time Tracking - Offline Time Tracking - Location Tracking **Administration** - PCI Regulation Compliant **Agentic AI - Project Collaboration** - Multi-step Planning - Cross-system Integration **Administration** - Business Tool Integration - Workflow - Automated Reminders - Policy Compliance Management - User, Role, and Access Management - Timesheet Management - Payroll Management - Employee Management - Invoice Management - Calendar Management - Workflow Management - Task Management - Mobile Access - Mobile Access - Workflow Management - Compliance Management **Platform** - Reporting - APIs / Integration - Internationalization - Performance and Reliability - Mobile User Support - Offline - Accounting Integration - QuickBooks Integration - Real-Time Reporting - Third-Party Integrations - Payroll Integration - Accounting Integration **Process Development** - Process Routing **Additional Functionality** - Rules-Based Workflow - Mobile Access - Document Storage - Data Import/Export - Collaboration Tools - Document Management - Real-Time Reporting - Customizable Forms - Activity Dashboard - CRM - Process Modeling & Designing - Drag & Drop - Task Progress Tracking - API - Calendar Management - Audit Management - Commenting/Notes - Forms Management - Alerts/Notifications - Reporting/Analytics - Configurable Workflow - Graphical Workflow Editor - Data Visualization - Workflow Management - Process Change Tracking - AI Copilot - Email Management - Templates - Real-Time Updates - Approval Process Control - Customizable Fields - Version Control - Forms Automation - Customizable Templates - Compliance Management - Activity Tracking - Single Sign On - Task Management - Customizable Reports - Business Process Control - Business Process Automation - User Management - Audit Trail ## Top Skills Workflow Alternatives - [Teamwork.com](https://www.g2.com/products/teamwork-com/reviews) - 4.4/5.0 (1,177 reviews) - [Scoro](https://www.g2.com/products/scoro/reviews) - 4.5/5.0 (488 reviews) - 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