Ruddr Professional Services Automation Platform

Ruddr is an AI-native Professional Services Automation (PSA) platform built to help services firms run their operations more predictably and profitably. Ruddr is designed for firms with 50 - 1,000 billable personnel and has over 500 customers across the globe. Ruddr supports multicurrency operations across more than 150 currencies and offers an open API and MCP server with over 90 AI tools.

Ruddr's central premise is that scaling a professional services organization depends on continuously balancing supply (people and capacity) against demand (projects and pipeline), and that firms need a full-featured system that deploys quickly and is easy to use. The Ruddr platform brings the core PSA workflows together in one place: time and expense tracking, project and resource management, sales pipeline, forecasting, invoicing and payments, revenue recognition, project health tracking, and dashboards and KPIs. These are tied together by AI via Ruddr Intelligence.

Ruddr serves a range of services verticals, including technology services, management consulting, marketing services, SaaS, finance and accounting, architecture and engineering, HR and recruiting, and the public sector. It connects to the tools these firms already use across HR, finance, CRM, expense management, and collaboration, with integrations across leading platforms, including Sage Intacct.

Ruddr can be used in a web browser, a macOS desktop app, iOS and Android apps, Slack, and Microsoft Teams. On the security front, Ruddr holds ISO 27001 certification, is GDPR compliant, is a member of the Data Privacy Framework, and has independent security firms perform an annual security audit and penetration test.

Ruddr has received extensive industry recognition. Ruddr was awarded the 2026 IDC SaaS Customer Satisfaction Award for Professional Services Automation and has 4.6 out of 5 stars across hundreds of reviews on G2 Crowd.

Key Benefits:
Ruddr is the AI-Native Professional Services Automation platform. Key features include:

• Ruddr Intelligence: Ruddr's AI layer gives instant answers, analysis, and guidance on any workspace data the user has permission to see. It includes the Ruddr Assistant, a Chart Engine that builds visualizations from a plain-language description, and AI-generated custom reports. Users can also reach it from their preferred AI app through the Ruddr MCP server.
• Time Tracking: Teams can log time from the web app, macOS app, Slack, or mobile, using day, week, month, or list views and optional timers. Real-time budget tracking and configurable multistep approval workflows, including client approval, help cut lost revenue and billing errors.
• Expense Tracking: Users capture billable and non-billable expenses with receipts, covering both project-level expenses and employee expense reports. Expense categories can be customized, for example by requiring receipts or attendee lists, and each project can carry its own expense budget.
• Resource Management: A click-and-drag interface lets users allocate work to team members or placeholders by day, week, or month. As allocations are made, Ruddr shows a real-time forecast of each project's hours, revenue, cost, and margin.
• Project Management: Kanban boards, Gantt charts, a phase/task hierarchy, dependencies, and milestones keep projects organized. Ruddr monitors every project for budget risk and reports performance by team member, including revenue, effective bill rate, and gross margin.
• Sales Pipeline: Users track companies, opportunities, contacts, and activity history, and can link opportunities to tentative projects so delivery can plan ahead. Pipeline metrics like gross and weighted pipeline value are built in, and the module integrates with Salesforce and HubSpot.
• Dashboards & KPIs: Personal, project, and organizational dashboards give each role the metrics it needs. Examples include individual utilization against target, actual-to-date and projected project financials, and real-time KPIs like realization rate and effective bill rate.
• Invoicing & Payments: The Ready to Bill screen shows a real-time accrual of pending hourly, fixed-fee, and expense items, and invoices can be created in one click. Invoices, payments, and credit notes sync in both directions with one or more accounting platforms at the same time.
• Forecasting: Allocations on both sold and pipeline work feed forecasts of billable, client, and productive utilization. They also drive revenue forecasts by client, project, and period, which helps firms hit plan, reduce bench time, and inform hiring.
• Multicurrency: Ruddr supports more than 150 currencies, with real-time conversion in reports and over 20 years of daily exchange-rate history. Teams can track work and expenses in a project's own currency and bill clients accordingly.
• Revenue Recognition: This feature handles recognizing services revenue within Ruddr.
• Project Health Tracking: This feature monitors the ongoing health of projects.
• Open API: The public API lets customers build custom integrations and extend Ruddr, with documentation at docs.ruddr.io.

Requirements:

Price:
Subscription based on company size

Integration Approved Countries:
United States