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Operating Solutions

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20 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.7
Serving customers since
2023
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Operating Solutions Reviews

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Greg M.
GM
Greg M.
Chief Operating Officer at Modus Create
08/30/2026
Validated Reviewer
Verified Current User
Review source: Organic

Built by people who've actually run a services business

It's obvious from day one that Operating was built by people who have lived in professional services. The resource model, positions, allocations, and phases, matches how consulting work is actually planned and delivered, so we spent almost no time bending the tool to fit our reality. Staffing and allocations and the utilization and margin reporting are where we get the most value: we can see planned versus actual capacity and delivery economics in one place instead of assembling them from exports. The integration ecosystem is also a real differentiator. Native HiBob and HubSpot connections, a well-built API, and an MCP server mean the data doesn't stay trapped in the product.
James G.
JG
James G.
08/18/2026
Validated Reviewer
Verified Current User
Review source: Organic

Operating Makes Capacity and Revenue Planning Easy with Clear Project Visibility

Forward planning for capacity and revenue has been much easier since we started using Operating. Having all of our in-flight projects in one place makes it simple to see who is assigned to the work, for how long, at what rate, and other key details.
Wojciech C.
WC
Wojciech C.
Writing and sharing GTM & RevOps content
08/05/2026
Validated Reviewer
Verified Current User
Review source: Organic

Best PSA with MCP

They were the first MCP ready PSA tool, we've connected it with hubspot and automated most of our work and run everything from claude thanks to them

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HQ Location:
Helsinki, FI

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What is Operating Solutions?

Operating is a professional services automation (PSA) platform for consulting firms to manage the business behind complex consulting work. The platform covers the end-to-end delivery process of a consulting firm from resource planning to timesheets, monitoring project health, and finally invoicing and revenue recognition. Operating provides native integrations to CRMs like Salesforce, HubSpot and Pipedrive, as well as to accounting platforms like QuickBooks and Xero.

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Year Founded
2023