All-in-one practice management for multi-disciplinary firms
Manage engagements, capacity and billing in one place. For tax, audit, accounting and financial advisory firms that have outgrown spreadsheets and the tools built for compliance cycles, not for running a profitable business.
Built for the following businesses:
Know who's free before you take the work on
See who’s booked across every engagement and who’s already over capacity with real time utilization heatmaps. Reserve the roles you need before you’ve picked the people, so the capacity is held when the work starts.
Deliver against the fee you quoted
Once the contract is signed, the quote becomes the engagement. Whether it’s an audit, a due diligence project or a CFO retainer. The hours you priced become the tasks your team delivers, so you’re tracking against the exact fee you sold.
See the margin while the work is happening
As your team logs time, Scoro shows how much of the quoted fee is gone and what delivery is costing you. It forecasts where both end up, so you catch an overrun while you can still act on it.
Know when a partner is doing associate work
Project burn breaks down by role, each with its own charge-out rate. Compare planned against actual hours to see whether the engagement is being delivered at the role mix you priced.
Bill the extra hours instead of writing them off
Don’t let billable revenue become a write-off. Scoro shows unbilled time and WIP against the quoted fee, and flags work that was never quoted, so you can ask the client to approve the extra hours instead of absorbing them.
Keep your accounting system where it is
Invoices, bills and payments sync both ways with Xero, QuickBooks and Sage Intacct. Your accounts and tax rates come from the ledger, so delivery and finance are looking at the same numbers.
Run every entity separately, report on them together
Managing more than one office? Each one keeps its own quotes, invoices and tax rates, and connects to its own accounting file. Group-level reporting pulls them together.
What makes Scoro special?
Built for the complexity your firm needs
Native support for the billing models you already use, one structure for every engagement, and permissions you set by role, department, and field.
Billing structures with the depth your firm needs
Set different rates by role, service line, and client, with mutli-currency and multi-entity invoicing built in. Run all of it on one platform, without ever going back to spreadsheets.
Reporting built around your firm
Build metrics from any report and break results down by service line, client, or engagement. So partners see where the margin comes from, not just whether the work got done.
Permissions that match how your firm operates
Set permissions by role and department, restrict access to sensitive information, and layer permission sets to define exactly what actions users can perform. Give clients access to specific engagements with the exact fields they see.
Meet ELI –
Scoro AI in action
Scoro AI comes to life through ELI – your smart companion, built into Scoro. Powered by AI and Scoro’s advanced data engine, ELI understands natural language, interprets complex business data, and helps you take action fast.
Explore Scoro AI
FAQs
Financial advisory firms, tax, audit and accounting practices, and multi-disciplinary firms running several of those together. Scoro suits firms whose work is engagement-based. Where the scope, budget, team and profitability change from one engagement to the next.
It depends on how your firm and its work are structured.
If you’re a single-entity accounting practice automating recurring compliance work, a dedicated accounting practice management tool will probably fit you better. But if your work runs on custom engagements—where scope, budget, team and profitability shift from one to the next—Scoro is built for you.
It’s an especially strong fit for multi-entity firms: separate companies for tax, audit and accounting, each with its own quotes, invoices, tax rates and accounting file, with group-level reporting pulling them together. That structure is where practice management tools struggle, and it’s where partners tend to recommend us.
Practice management tools are built for accounting firms whose work is anchored in recurring compliance cycles, tax workflows, and document chase. Scoro is built for firms whose work is engagement-based, where scope, budget, team, and profitability change engagement by engagement.
Yes. Multiple entities on one platform, each with its own financial setup. Rate cards by role, client, and service line. Invoices in any currency, with daily exchange rates from European Central Bank reference rates.
Yes. Scoro supports retainer engagements with defined billing periods, budgeted hours per period, automated recurring invoicing, and rollover hours where needed. It also supports fixed-fee engagements, time-and-materials engagements, and hybrid models.
Yes. Most small firms start using Scoro at five to 10 people, when spreadsheets stop giving a clear answer on whether an engagement made money.
You don’t need the whole platform. A small firm might start with time tracking and invoicing, then add quoting and engagement management later. It’s the same system, so everything’s already connected.
The minimum is five users, and teams of up to 15 can set Scoro up themselves using our guides and video tutorials.
Yes. This is where most firms move from time tracking and billing to the full quote-to-cash flow, because the gap between the fee you agreed and what delivery actually cost stops being something anyone can hold in their head.
From 26 people, our onboarding team maps your workflows, configures the site and runs the data migration with you. See onboarding options.
Yes. Scoro is used by businesses of 50, 100, 200, and 300+ people, and by groups with offices in several countries.
At that size, Scoro covers what enterprise IT and finance teams ask for:
- ISO 27001 certified and GDPR compliant
- Single sign-on, user provisioning and two-step verification, on the Enterprise platform
- Permission sets you can set as tightly as you need
- Separate entities, each with their own books, reported together at group level
- An open API and an MCP server to connect Scoro to the rest of your stack
DGA Group runs Scoro across 380 people and 12 offices. Since moving off Deltek Maconomy and QuickBooks, project profitability is up 33% and utilization up 20%. Read the full story
Yes. Native, GL-level bidirectional integrations with Xero, QuickBooks Online, Sage Intacct, and Exact Online. Invoices, bills, payments, contacts, products, chart of accounts, and tax rates sync automatically, with configurable frequency. Each Scoro entity connects to its own accounting organization.
Scoro starts at $17 per user per month, with a minimum of five users. You choose from eight core apps and pay only for the ones you use.
Most firms start with the Quote to Cash combination (Estimate, Deliver, Track and Invoice), which covers pricing the engagement, delivering it, tracking time against it and billing it. See full pricing for more details.
No. You start with exactly what you need. That might be two apps for time tracking and billing, four for the full quote-to-cash flow, or all eight to run the whole client and engagement lifecycle. You can add or remove apps at any time, and your data connects across whatever you’re running. Compare combinations.
For most customers, a few days to a few weeks, depending on team size and how complex your setup is. That includes importing your existing data (contacts, engagements, invoices) and getting to know the system.
Firms of up to 15 people set Scoro up themselves using our guides, video tutorials and product tours, with ELI on hand inside the product to answer questions. Up to 25, our experts are available for Q&A sessions and email consultations. From 26 people, our onboarding experts take the lead. See onboarding options.
Yes. ELI is built into Scoro and works on your live data, so it can answer questions about your engagements and finances and take action on them. It can chase the team for unlogged time before you invoice, draft a quote from a client email, or review an engagement’s health and flag budget overruns before they cost you.
A set amount of free AI credits is included in the platform for everyone. Learn more about Scoro AI.
Yes, on every plan. The Scoro MCP server connects your site to AI tools like ChatGPT, Claude and Copilot Studio, so you can pull data and take action in Scoro without leaving your AI chat.
It also works across tools. Connect Scoro alongside Slack, Gmail or Jira and you can ask one question that draws on all of them. Learn more about the MCP server.
Yes. Scoro has an open API available on every plan, so you can connect it to systems that don’t have an off-the-shelf integration. A BI tool like Power BI, a data warehouse, or a bespoke internal system. See the API documentation.
Yes. You can give clients access to specific engagements and control exactly which fields they see, so they get progress without seeing your cost or margin detail.
Scoro’s interface is available in English, French, Spanish, German, Estonian, Latvian and Lithuanian.
Customer success stories
Start a free trial
Tour the product and try Scoro for free for 14 days, no credit card required.
Try for free
Leading financial firms rely on Scoro
Project profitability has increased by 33% with Scoro, thanks to real-time project profitability tracking.
Luis Perez, Head of FP&A DGA Group, advisory firmWe’ve liked how flexible Scoro is. We’ve been able to configure it to our requirements very easily.
Marisa Saliba, COO CSA Group, advisory firm