ServiceOps Pulse is an Execution Intelligence platform for professional services firms to engineer their profitability. It connects to a firm's financial and operational data, measures the gap between what the firm planned and what it is actually doing, and alerts the people responsible for the numbers while there is still time to act, not weeks later when a month-end report confirms the loss.
AIgencyIQ calls that gap drift. It builds through ordinary actions: unbilled hours, late or missing change orders, over-servicing, rate mismatches, unmonitored budgets, revision cycles beyond estimate, stale renewal rates, and absorbed vendor costs. ServiceOps Pulse is built for profit recovery: finding the margin drift erodes and showing what to do about it.
How it works
ServiceOps Pulse combines hundreds of operational signals into 23 KPIs across five domains: Profitability & Revenue, Cash Flow & Runway, Project Health, Team Utilization, and Sales & Pipeline. The KPIs roll up into the Drift Number, a 0–100 score of how far execution has moved from plan.
- Command Center: the Drift Number and a KPI window for each domain.
- AI Smart Summary: a plain-language account of what changed and why it matters.
- Drift Alerts: KPI threshold breaches and discrete events, such as a delayed receivable.
- Causation: variance decomposition, AI-suggested causes, and a recorded confirmation of the cause.
- Decision Modeling Canvas: models realistic interventions from the firm's own data and compares each on cost, timing, impact, and risk.
- Assessment: a record of the situation, cause, options weighed, recommendation, and an action with an owner and due date. An alert resolves only when that record is complete.
- The ServiceOps Brainium: the AI engine that learns from confirmed causes and recorded decisions. It's learning now.
Who it is for
Owners and operators of agencies, consultancies, and accounting and advisory firms, and the fractional CFOs who advise them.
Integrations
QuickBooks Online and Xero, with NetSuite in development.
Security
Encryption in transit and at rest, tenant isolation, and role-based access control. Retrieval-based AI keeps customer data separate from the AI logic, and responses are traceable.
Getting started
Firms begin with a First Pulse: ServiceOps Pulse runs on the firm's own books, at no cost, and reveals its Actual Drift Number, its Drift Exposure in dollars, and a breakdown by domain.
Hoursmith connects client projects, tasks, tracked time, expenses and invoices for freelancers, small web/design/development studios and service agencies. Review the work behind a bill, then create and send the invoice from the same workspace.
WORK AND TIME
Organize tasks in Kanban or list views with assignees, dates, priorities, checklists, comments and attachments. Track time with a timer or manual entries linked to projects and tasks. Project-scoped access and a money-blind Member role let collaborators work without seeing client billing rates.
INVOICING
Build drafts from eligible hourly work, fixed-project fees, billable expenses and custom lines. Review totals, send a PDF or shareable invoice link, track views and record partial/offline payments. Studio and Agency add Stripe Connect online payments into your own Stripe account, overdue reminders, client/project dashboards, reports and CSV/PDF exports. Send invoices through your own SMTP server, Amazon SES or Resend on paid plans. Processing and external email-provider fees are separate.
RECURRING BILLING
Schedule repeatable fees, unbilled time and expenses, or a combination. Create drafts for review or use guarded auto-send. Auto-send emails invoices and payment links; it does not automatically charge clients.
TEAM COSTS
Agency adds private Payouts, internal bills, team profitability, advanced reporting, audit logs and outbound webhooks. Owners and Admins can set private pay rates, review work into bills and record payments made elsewhere. Hoursmith records settlements; it does not transfer money or run payroll.
PRICING (USD)
Free: up to 3 members, unlimited clients/projects, task/time tracking, expenses and 5 invoices/month.
Studio: $5/workspace/month or $49/year billed annually; up to 10 members and unlimited invoices, plus the paid billing/reporting features above.
Agency: $9.99/quantity/month or $99.99/quantity/year billed annually; 25 seats per quantity, Studio features and the Agency features above, priority support routing and guided onboarding. Additional paid quantities add 25 seats each.
Each workspace bills independently. Prices exclude applicable taxes and discounts. The owner counts as a member; valid pending invitations reserve seats. One shared 14-day paid-plan trial per workspace requires no card. Switching plans does not restart it; continued paid access requires choosing a subscription.
PLATFORM
Web app and installable PWA, with a Chrome companion. Paymo and CSV/Excel imports help migration. Paid plans include Telegram notifications, REST API and MCP. Documentation and in-app chat support are available.
Not full accounting, payroll, CRM or resource planning. No Gantt charts, task dependencies, formal timesheet approvals or native desktop/mobile apps.
DirectPointe was founded in 2010 with the purpose of providing the Enterprise Level Technical support services enjoyed by Fortune 100 Companies at an affordable price. Since being in business for over twelve years, DirectPointe brings more than 115 combined years of leadership experience in advanced technical support services, systems management, and architectural design. Our CEO and Founder, James Martinos, has worked for several of the best Fortune 100 companies including Dyncorp International, IBM, Microsoft, MasterCard, General Electric (GE), IAP Worldwide Services, A.G. Edwards, Digital Equipment, and McDonnell Douglas. In addition, he founded and co-owned a successful senior-level consulting firm in St. Louis, MO with clients such as Anheuser Busch, Enterprise Rent-A-Car, A.G. Edwards, and Charter Communications. With this knowledge and understanding of how Fortune 100 companies run and operate, Mr. Martinos has figured out how to provide Enterprise Level Services to small to midsize companies, cities, and counties without breaking the bank or sacrificing that Fortune 100 quality of service.
Since being in the Fortune 100 space, Mr. Martinos saw how they treated their clients and wanted to be different. DirectPointe has taken that to heart and has a people-first approach. We know that price will get you in the door, but only high-quality services and support will keep you as a client. We understand that we/you get a higher quality of services if we hire the right behaviors first. From our approach, a disciplined service delivery model provides predictable, high-quality results. From this approach, you can expect a disciplined technology provider.
DirectPointe’s mission is to help Improve lives, organizations, and communities by helping them Save Money, Make Money, and Give them a Competitive Advantage through technology. The number one way that we have achieved that mission over the years is through our people. Our number one value is “People First”. This means that we hire and train our team around a personal and friendly approach to IT. While technology may continue to change, DirectPointe remains committed to sustainable growth and success for our employees, our clients, and our communities.
We apply a combination of remote support with proactive and preventive care, maintenance, monitoring services, and award-winning integrated software solutions that provide real results. DirectPointe eliminates downtime and disruption of technology services to your employees, customers, and constituents. We service a variety of industries ranging from: State & Local Government, Education, Healthcare, Banking and Brokerage, Insurance, Accounting, Legal Services, Real Estate, and Construction.
DirectPointe has many years of experience supporting clients in various partnerships, attendance at user forums, membership in associations, and multiple avenues of research. DirectPointe remains current on all regulations, legislation, and compliance. DirectPointe instills Confidentiality and Regulation Best Practices. This is due to our strict adherence to HIPAA, Meaningful Use, PCI Compliance, CJIS certifications, and other important confidentiality laws. DirectPointe is also partnered with Gartner Research to stay in front of the ever-changing IT Landscape which allows us to better advise our clients.