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Metric AI
by Metric AI
What Metric AI is
Metric AI is a professional services automation platform for agencies and service businesses. It organizes budgets, forecasts, and reports by client, project, and team, with real-time refresh. Financial views include profit, utilization, effective bill rates, capacity, and more than 100 service-specific KPIs. Budgeting supports time-and-materials, fixed-fee, and retainer work, along with multiple rate cards, fee schedules, and discounts. Resource planning covers availability, time off, holidays, work schedules, and hard or soft allocations. Users can build dashboards with cards, charts, tables, formulas, and filters, or ask questions to generate a dashboard with answers. Named integrations include Harvest, JIRA, ClickUp, Asana, Monday, HubSpot, Salesforce, Pipedrive, QuickBooks, and Xero. Permissions can be scoped by organization, project, department, and custom tag, with controls for cost and salary data. Metric AI also describes custom AI agents, a GraphQL API, and a Dashboard Data API. It runs on web and API platforms.
Who it suits
It suits agencies and service businesses that need financial, resource, and capacity planning. Enterprise is presented for large agencies with advanced needs.
What it does well
- Real-time data refresh
- Supports multiple budgeting arrangements
- Dashboards include formulas and filters
- Scoped permissions for sensitive cost data
- Lists many project and accounting integrations
What to know first
- No free plan
- Plans require at least 25 seats
- Essential and Advanced have monthly fees
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Essential | 5 tag categories · 25 seats minimum · 14-day free trial · 3-month refund period | $29 a month |
| Advanced | 10 tag categories · 25 seats minimum · 14-day free trial · 3-month refund period | $39 a month |
| Enterprise | 25 seats minimum · 14-day free trial · 3-month refund period | On request |
As metric.ai lists them, read 11 Oct 2026. The maker's own page has the final word.
Verdict
Metric AI combines agency budgeting, resource planning, reporting, and dashboard creation with connected business systems. Its seat minimum and paid plans make plan sizing important before adoption.
Facts from Metric AI's own pages
- AI agents
- Metric AI says it builds custom AI agents to automate workflows, using the platform as a single source of truth. · metric.ai, 11 Oct 2026
- AI insights
- The site says users can ask questions and have Metric AI generate a custom dashboard with answers. · metric.ai, 11 Oct 2026
- API
- The documentation lists a GraphQL API and Dashboard Data API section. · metric.ai, 11 Oct 2026
- Budgeting
- Budgeting supports time-and-materials, fixed-fee, and retainer arrangements, multiple rate cards, fee schedules, and discounts. · metric.ai, 11 Oct 2026
- Company and location
- The site identifies Measured Analytics, Inc. and lists its address in Irvine, California; its footer carries a 2018–2026 copyright notice. · metric.ai, 11 Oct 2026
- Dashboards
- Users can build dashboards with cards, charts, tables, custom formulas, and filters. · metric.ai, 11 Oct 2026
- Financial metrics
- The platform reports profit, utilization, effective bill rates, and capacity, and says it offers over 100 service-specific KPIs. · metric.ai, 11 Oct 2026
- Free plan
- No · metric.ai, 21 Sept 2026
- Headquarters
- Irvine, California, United States · metric.ai, 28 Sept 2026
- Integrations
- The homepage names Harvest, JIRA, ClickUp, Asana, Monday, HubSpot, Salesforce, Pipedrive, QuickBooks, and Xero for time tracking, project management, CRM, and accounting workflows. · metric.ai, 11 Oct 2026
- Natural-language queries
- Yes · metric.ai, 21 Sept 2026
- Permissions
- The product describes scoped permissions by organization, project, department, and custom tag, plus feature-level controls for cost and salary data. · metric.ai, 11 Oct 2026
- Privacy and security
- Its privacy policy says it uses security measures including encryption, firewalls, and SSL, while noting these measures do not guarantee against breaches. · metric.ai, 11 Oct 2026
- Product
- Metric AI describes itself as a professional services automation platform for agency budgets, forecasts, and reports by client, project, and team. · metric.ai, 11 Oct 2026
- Refresh frequency
- real-time · metric.ai, 21 Sept 2026
- Resource planning
- Resource planning covers team availability, time off, holidays, work schedules, and hard and soft allocations. · metric.ai, 11 Oct 2026
- Row-level security
- Yes · metric.ai, 21 Sept 2026
- Paid from
- 29 · metric.ai, 21 Sept 2026
- Support
- The Essential plan includes a Slack support channel; Enterprise lists a dedicated success manager and 24/7 priority support. · metric.ai, 11 Oct 2026
- Who it serves
- The product is presented for agencies and service businesses, with Enterprise described for large agencies with advanced needs. · metric.ai, 11 Oct 2026
Where Metric AI stands on Freedom251
- Business Intelligence Tools#64 of 89