The smartest services orgs now run on Agentic PSA

Rocketlane unifies delivery, resourcing, financials, and client collaboration - and powers them with agentic automation that executes and governs work in real time.
Powering 700+ modern enterprises and services teams

Does it take too many hoops to get these answers?

1

Do you know if any project is going off track before it becomes a problem?

2

Do you always know if your best resources are assigned to the right project?

3

Can you quickly see how much of your team’s time is billable?

4

When did you last hear about all your customers at risk before it became an escalation?

With an Agentic PSA, the answers come to you automatically.

Here's what changes with Agentic PSA

It's not a people problem. It's what happens when delivery runs on systems that depend on humans to hold everything together.

Traditional PSA
Rocketlane’s Agentic PSA

Project delivery

Delivery is managed across fragmented tools. Updates are scattered and risks surface late.

Project delivery runs in one unified platform with built-in governnace. No context switching, and full visibility into risks.

Resourcing

Juggling spreadsheets to figure out who's available and manually matching skills.

Agents handle the daily grind - skill matching, staffing, reallocations, extensions, and backfills.

Revenue & billing

Hours not submitted. Scope creep unbilled. Invoices chased by finance.

Every unlogged hour and budget overrun is caught before it becomes a margin loss.

Customer signals

No updates until the escalation email arrives.

Nitro mines every call, email, and interaction. You act before they churn.

Customer experience 

PMs chase updates instead of delivering. Customers get silence between milestones.

Every commitment tracked, every risk surfaced. Clients feel a team that's always ahead.

The all-in-one PSA for modern services teams

Rocketlane gives you full control over your projects, time, resources, and financials, so you can plan smarter and scale with confidence.

Own the full project lifecycle — in one place

From kickoff to delivery, track progress, budgets, and risks in real time, and course-correct early to stay on schedule and under budget.

Standardize execution with pre-built templates and automated workflows that reduce manual effort, minimize errors, and keep projects moving smoothly from start to finish

Optimize resource utilization

Plan and staff projects with complete visibility into your team.

Balance workloads with real-time capacity views, prevent burnout, and ensure timesheets stay accurate and up to date, so delivery and financials always reflect reality.

Get true P&L of projects

Stay on top of profitability as projects run, not after they’re done.

Live P&L tracking helps you catch budget overruns early, automate accurate invoicing, and protect margins on every engagement.

Forecast revenue with confidence using real-time project progress, resourcing, and time data.

Eliminate every blind spot

Get instant visibility across projects, people, and finances.

Pre-built dashboards surface delivery health, utilization, revenue, and risk at a glance, with the flexibility to drill down when needed.

Leaders can monitor performance, spot issues early, and govern by exception, without stitching together reports from multiple tools.

Centralized customer portal

Give customers a single, shared portal where they can clearly see what’s expected of them—assigned tasks, owners, and due dates—all in one place.

With direct visibility into their responsibilities and upcoming deadlines, customers are more likely to take action on time, respond faster, and keep the onboarding moving without constant follow-ups.

Integrate with your existing tech stack

Connect Rocketlane to the tools you use everyday. Reduce busywork, get customers to value faster.

and 50+ more integrations Via Zapier

“Rocketlane fuels ambition and helps PS businesses defy limits. To do something new. “

“Before Rocketlane, every kickoff felt like a scramble. We’ve reduced time-to-kickoff by 88% and cut delivery times by 76%. And we've doubled our ARR.”

Stacey Milgram Potzka

Vice President of Operations and Implementations, Actabl

86%

reduction in go-live time. Shrinking implementation time from 6+ months to just 30 days with Rocketlane.

100%

client commitments captured and fulfilled with the help of Rocketlane AI.

“We finally have full control and visibility across delivery. Projects run smoother, teams are aligned, and we’ve reached a 75% utilization rate. That’s real operational efficiency in action!”

Lisa LaVan
Director of Service Delivery, FirstUp

Read the full story
"We used to juggle spreadsheets and emails just to keep projects on track. Now everything runs seamlessly and client engagement has soared by 86%."

Chris Erik Jensen

Chief Product Officer, ERPgruppen

Enter the agentic world of services with Rocketlane

Experience how delivery feels when AI agents work beside you - faster timelines, leaner budgets, and scale that once felt out of reach.