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Accelo
Denver, Colorado, USA
What it is
Accelo is professional services automation software for managing the project lifecycle in one platform. Its project tools include templates, scope and planning, task assignment, Agile and waterfall support, Gantt charts, milestones and portfolio views. Resourcing features include AI-assisted scheduling, utilization reports, capacity forecasting, and soft and hard allocations. Financial tools cover time tracking, timesheets, budgets, profitability, invoicing, retainers, expenses and revenue forecasting. Accelo also lists AI project insights, predictive risk flagging, profitability forecasts and MCP natural-language queries, with connections to ChatGPT, Claude, Copilot Studio and Gemini. Integrations include Google Workspace, Microsoft 365, HubSpot, Salesforce, Jira, QuickBooks, Xero, Expensify, Stripe and PayPal; RESTful and Forms APIs support custom integrations. It is available on web, Android and iOS and includes a client portal. The maker identifies agencies, consulting, accounting, engineering, architecture, and IT and software businesses among its target industries. There is no free plan; pricing is by custom quote based on team size and growth goals. A trial is offered through a conversation with an expert and tailored demo, with no duration stated.
For and against
For
- Combines project, resourcing and financial tools.
- Includes utilization reporting and capacity forecasting.
- Offers a client portal and custom APIs.
- Implementation guidance and onboarding support are included.
Against
- There is no free plan.
- Pricing is by custom quote.
The verdict
Accelo brings project delivery, resourcing and financial tracking into one platform for professional services teams. Its custom-quote pricing and lack of a free plan are important considerations for prospective subscribers.
Who it suits
It suits professional services businesses, including agencies, consultancies, accounting, engineering, architecture, and IT and software firms, that need project, resource and financial management.
Plans and prices
Advanced
Three advanced reporting users · advanced custom workflows · advanced triggers and automations · smart scheduling and utilization
Read 21 Oct 2026 · getapp.com
Business
Client retainer management · unlimited client portal users · time approvals for billing · expenses and materials
Read 21 Oct 2026 · getapp.com
Custom quote
Team-size and growth-based pricing · implementation guidance · onboarding support · full platform access
Read 21 Oct 2026 · accelo.com
Professional
Project management · sales management · quote management · time logs, timers and timesheets
Read 21 Oct 2026 · getapp.com
Accelo
Access to full platform · Implementation guidance · Onboarding support
Read 30 Sep 2026 · accelo.com
On the record
- Account security
- Security controls include two-factor authentication, configurable password policies, and automated account lockout after more than five incorrect password attempts within 30 minutes.accelo.com · read 30 Sep 2026
- AI
- Accelo lists AI-assisted resourcing, project insights, predictive risk flagging, profitability forecasts, MCP natural language queries, and connections to ChatGPT, Claude, Copilot Studio, and Gemini.accelo.com · read 30 Sep 2026
- AI capabilities
- Official materials list machine learning, predictive project-risk flags, AI profitability forecasts, natural-language MCP queries and integrations with ChatGPT, Claude, Copilot Studio and Gemini.accelo.com · read 21 Oct 2026
- API documentation
- The developer reference requires application registration and documents installed, web and service applications using OAuth 2 authorization-code or client-credential grants.api.accelo.com · read 21 Oct 2026
- APIs
- Accelo offers RESTful and Forms APIs for custom integrations.accelo.com · read 30 Sep 2026
- Business intelligence
- It provides real-time reports, utilization and profitability analysis, project financial views and custom dashboards.accelo.com · read 21 Oct 2026
- Company founding
- Accelo says its founding team launched AffinityLive beta in Wollongong in 2011.accelo.com · read 21 Oct 2026
- Company legal name
- Crunchbase identifies the legal name as Accelo Inc.crunchbase.com · read 21 Oct 2026
- CRM and sales
- The Companies and Contacts module acts as a synchronized CRM, while Sales tracks opportunities, notes, appointments, emails, attachments and custom fields.help.accelo.com · read 21 Oct 2026
- Data regions
- Accelo lists EU, United States, and Australia as primary hosting regions for Accelo; backup regions depend on the selected region.accelo.com · read 30 Sep 2026
- Data residency
- Accelo states that its standard hosting regions include the United States, European Union and Australia, with Forecast PSA defaulting to Ireland and Germany.accelo.com · read 21 Oct 2026
- Documentation and support
- The help center contains user guides, configuration guides, video tutorials, API references, FAQs, webinars, community links and mobile-app guides.help.accelo.com · read 21 Oct 2026
- Encryption
- Accelo says data is encrypted in transit and at rest, with AES-256 used for stored data.accelo.com · read 30 Sep 2026
- Financials
- Financial features include time tracking, timesheets, budget and profitability tracking, invoicing, retainers, expenses, and revenue forecasting.accelo.com · read 30 Sep 2026
- Google Play availability
- The Android listing shows 1K+ downloads, encrypted data in transit and user-requested data deletion.play.google.com · read 21 Oct 2026
- Headquarters and size
- LinkedIn lists Denver, Colorado headquarters and 51–200 employees.linkedin.com · read 21 Oct 2026
- Integrations
- Listed integrations include Microsoft 365, Google Workspace, Exchange, Xero, QuickBooks Online, Mailchimp, Jira, Zendesk, Salesforce, Zapier, HubSpot, Expensify, Gusto, Stripe and PayPal.help.accelo.com · read 21 Oct 2026
- Limit: email workflow
- TrustRadius reviewers report missed or mangled email content and say recipients must first exist as linked client contacts.trustradius.com · read 21 Oct 2026
