Structured entity map for AI agent and LLM consumption. Machine-readable version: /entitymap.json
Scoro Platform
Scoro is a professional services automation (PSA) platform purpose-built for eight professional services industries: consultancy, agency, architecture, engineering and construction, software development, IT services, event management, and financial advisory. It integrates project management, resource planning, billing, and reporting into a single platform, and is increasingly AI-powered through its built-in companion ELI and the Scoro MCP server, enabling AI agents to act across calendar, meetings, messages, and files on the user's behalf. It serves firms from small businesses with a minimum of five users to mid-sized and enterprise firms of 500+ employees, including multi-entity groups operating in several currencies.
Defined by Scoro
sameAs: https://en.wikipedia.org/wiki/Scoro
“Scoro is a full professional services automation platform, built to cover your whole workflow end-to-end – from quoting to delivery to billing – so you can consolidate every part of it into one system. But you don't have to bring it all in at once: start with what you need today, and add more as your operations grow” Plans & Pricing | Scoro — published by Scoro retrieved 21 Sep 2026
“With AI that knows your full operational context and acts on it. Purpose-built for consultancies, agencies, IT, architecture, and engineering firms.” Professional Services Automation Software | Scoro — published by Scoro retrieved 21 Sep 2026
“ELI is just the beginning. Behind the scenes, Scoro's AI is becoming part of a smarter, interconnected AI ecosystem thanks to the Scoro MCP server. Think of AI agents that can pull data from your calendar, meetings, messages, and files, then take action in Scoro on your behalf.” Scoro: AI-Powered PSA Platform — published by Scoro retrieved 21 Sep 2026
“Scoro gives you over 50 built-in reports covering utilization, revenue, cost, profitability, and sales performance. You can track project profit, client margins, billable vs non-billable time, revenue recognition, pipeline forecasts, and team utilization without manual spreadsheets.” PSA Software for IT Consultancies | Scoro — published by Scoro retrieved 21 Sep 2026
Professional Services Automation PSA Concept
Professional Services Automation (PSA) is a category of software methodology covering the end-to-end operational needs of service-based businesses — including consultancies, agencies, IT firms, architecture practices, and engineering firms — encompassing project lifecycle management, resource planning, financial tracking, and team collaboration. Scoro positions PSA as a modular, scalable approach that firms can adopt incrementally rather than all at once, and positions itself within this category as an all-in-one platform purpose-built for professional services businesses. The concept unifies sales, delivery, and financial data to give professional services firms a complete, real-time view of their operations, replacing fragmented multi-tool tech stacks with a single connected system.
Defined by Scoro · general term: Professional Services Automation
sameAs: https://en.wikipedia.org/wiki/Professional_services_automation
“Professional services automation can cover your business end to end, but you may not need all of it on day one. Our 8 core apps are tailored for service-based businesses, and you can pick as many or as few as you need to create a combination that works best for your workflows today. Expand as you grow.” Professional Services Automation Software | Scoro — published by Scoro retrieved 25 Sep 2026
“Manage your entire project lifecycle in a single platform. Estimate scope, plan projects, track results, and issue invoices. By combining sales, delivery, and financials, you'll get a complete overview of your projects and performance in real-time.” Professional Services Automation Software | Scoro — published by Scoro retrieved 25 Sep 2026
“The PSA tool built to unify your projects, resources, and financials.” Professional Services Automation Software | Scoro — published by Scoro retrieved 25 Sep 2026
“Scoro is your gateway to professional services automation: an AI-powered PSA platform that consolidates projects, resources, and finances in a single system, so you can orchestrate your business without stitching together disconnected tools.” Plans & Pricing | Scoro — published by Scoro retrieved 25 Sep 2026
Scoro Core Apps ProprietaryTerm
Scoro Core Apps are the eight modular apps that make up the Scoro platform, grouped into Work (Do, Deliver, Track and Resource) and Sales & Finance (Sell, Estimate, Spend and Invoice). Each app works on its own and plugs into any of the others through one shared data model, so firms choose only the apps that cover how they work today; the platform fee includes two core apps and more can be added or removed at any time. Two core add-ons, Advanced Work and Advanced Financials, extend the Work and Sales & Finance apps respectively.
Defined by Scoro
“Scoro is made of 8 apps tailored for service-based firms. Every core app works on its own and also plugs into any of the others. Data interlinks automatically. Choose as many or as few apps as you need to run your workflows, and add on as you grow.” Plans & Pricing | Scoro — published by Scoro retrieved 25 Sep 2026
“Mix and match from eight core apps: Do, Deliver, Track, Resource, Sell, Estimate, Spend, and Invoice. You choose which ones cover how your team works right now.” Plans & Pricing | Scoro — published by Scoro retrieved 25 Sep 2026
“Each app works well on its own, but they all run on one shared data model, so time logged in Track flows straight into Invoice, work planned in Do connects to Resource capacity, and deals won in Sell become projects in Deliver automatically.” Plans & Pricing | Scoro — published by Scoro retrieved 25 Sep 2026
“Your platform fee already includes two core apps by default, so the minimum possible combination is two apps.” Plans & Pricing | Scoro — published by Scoro retrieved 25 Sep 2026
Work & Task Management Do SoftwareProduct
Do is Scoro's work and task management core app, one of the four Work apps among Scoro's eight modular core apps. It is for managing a team's tasks and day-to-day work, and covers tasks and task lists, subtasks, recurring tasks, task bundles, Kanban boards, a smart inbox and calendars. Like every Scoro core app, Do works on its own or combined with any of the others, sharing one data model so information flows between apps automatically.
Defined by Scoro
sameAs: https://en.wikipedia.org/wiki/Task_management
“Manage your team's tasks and day-to-day work.” Plans & Pricing | Scoro — published by Scoro retrieved 25 Sep 2026
“Create, assign, and track tasks on Kanban boards, and manage calendars and shared resources in one place.” Work & Task Management Software | Scoro — published by Scoro retrieved 25 Sep 2026
“Set up task bundles and recurring tasks to save time setting up repeated work. Forward emails to your personal Smart Inbox address, and Scoro turns them into tasks automatically.” Work & Task Management Software | Scoro — published by Scoro retrieved 25 Sep 2026
Project Management Deliver SoftwareProduct
Deliver is Scoro's project management core app, one of the four Work apps among Scoro's eight modular core apps. It is for planning projects and keeping delivery on track, and covers tasks and task lists, project templates, retainer management, Gantt charts and dependencies, multiple project timelines, and phases and milestones. Like every Scoro core app, Deliver works on its own or combined with any of the others, sharing one data model so information flows between apps automatically.
Defined by Scoro
sameAs: https://en.wikipedia.org/wiki/Project_management
“Plan projects and keep delivery on track.” Plans & Pricing | Scoro — published by Scoro retrieved 25 Sep 2026
“From fixed-fee, time and material to retainer projects. Manage every aspect of your projects within a single system, from sales and planning to delivery and invoicing.” Professional Services Project Management Software | Scoro — published by Scoro retrieved 21 Sep 2026
“Monitor the progress of your projects in real time and across the portfolio. Spot the ones that require your immediate attention. Analyze completed work to understand which clients, projects, services, or teams are profitable and which ones eat into your margins.” Professional Services Project Management Software | Scoro — published by Scoro retrieved 21 Sep 2026
“Manage retainer agreements from quote to invoice. Fix retainer terms on a quote, set up a recurring budget for each billing period, and track time and cost burn in real time to prevent over-servicing. Roll over unused hours as needed and automate billing with recurring invoices.” Professional Services Project Management Software | Scoro — published by Scoro retrieved 21 Sep 2026
Time & Cost Tracking Track SoftwareProduct
Track is Scoro's time and cost tracking core app, one of the four Work apps among Scoro's eight modular core apps. It is for showing where a team's time goes and what it costs, and covers a time tracker, timesheets, billable time, labor cost and work reports. Like every Scoro core app, Track works on its own or combined with any of the others, sharing one data model so information flows between apps automatically.
Defined by Scoro
sameAs: https://en.wikipedia.org/wiki/Time-tracking_software
“Know where your team's time is going and what it's costing you.” Plans & Pricing | Scoro — published by Scoro retrieved 25 Sep 2026
“Gain insights into team productivity and profitability by tracking time spent on billable vs non-billable work. See what activities, clients, and projects take up most of your team's time and use this data to improve time and skill usage.” Time Tracking and Billing Software | Scoro — published by Scoro retrieved 21 Sep 2026
“The Track app captures every billable and non-billable hour, but it's even better connected. Combine it with our other core apps to forecast cost and profit, keep workloads balanced, and bill your clients based on time spent.” Time Tracking and Billing Software | Scoro — published by Scoro retrieved 21 Sep 2026
“Set hourly labor cost for each role or team member. As people log time, see how much it costs to serve each customer and which projects generate the highest profit margins.” Time Tracking and Billing Software | Scoro — published by Scoro retrieved 21 Sep 2026
Resource & Capacity Planning Resource SoftwareProduct
Resource is Scoro's resource and capacity planning core app, one of the four Work apps among Scoro's eight modular core apps. It is for planning capacity, balancing workloads and tracking utilization, and covers bookings, the planner, availability indicators, time off and the time-off report, the utilization report and the team performance report. Like every Scoro core app, Resource works on its own or combined with any of the others, sharing one data model so information flows between apps automatically.
Defined by Scoro
sameAs: https://en.wikipedia.org/wiki/Capacity_planning
“Plan capacity, balance workloads, and track utilization.” Plans & Pricing | Scoro — published by Scoro retrieved 25 Sep 2026
“Get a live view of your team's availability, workload, and utilization. Forecast capacity with confidence and balance workloads timely to prevent burnout.” Resource & Capacity Planning Software | Scoro — published by Scoro retrieved 21 Sep 2026
“View live utilization across people and roles. Heatmaps highlight who's balanced and who's at risk of overload, helping you prevent burnout before it happens—while tentative bookings let you test different scenarios before committing.” Resource & Capacity Planning Software | Scoro — published by Scoro retrieved 21 Sep 2026
“Most resource management tools stop at calendars and utilization charts. Scoro goes further—linking every hour and booking to actual revenue, costs, and margins. Because your projects, resources, and finances live in one system, you can plan capacity with full business context. Knowing which projects are profitable and where to focus to maximize margins.” Resource & Capacity Planning Software | Scoro — published by Scoro retrieved 21 Sep 2026
“Get a 360° view of how your team's time is booked, planned, used, and logged. Compare roles and individuals to spot overservicing, underutilization, and inefficiencies before they impact margins.” Resource & Capacity Planning Software | Scoro — published by Scoro retrieved 21 Sep 2026
CRM & Pipeline Management Sell SoftwareProduct
Sell is Scoro's crm and pipeline management core app, one of the four Sales & Finance apps among Scoro's eight modular core apps. It is for managing client relationships, tracking deals and staying on top of the sales pipeline, and covers client and contact management, price proposals and proposal templates, deal tracking, pipeline management and sales reports. Like every Scoro core app, Sell works on its own or combined with any of the others, sharing one data model so information flows between apps automatically.
Defined by Scoro
sameAs: https://en.wikipedia.org/wiki/Customer_relationship_management
“Manage client relationships, track deals, and stay on top of your pipeline.” Plans & Pricing | Scoro — published by Scoro retrieved 25 Sep 2026
“Manage client relationships, quotes, and pipeline health, all connected to your projects and finances. Scoro gives service firms the visibility they need from the first proposal to the final invoice.” CRM & Pipeline Management Software | Scoro — published by Scoro retrieved 21 Sep 2026
“Predict revenue based on deals in your pipeline. Scoro automatically weighs deal value by closing probability, giving you the visibility to plan ahead with confidence.” CRM & Pipeline Management Software | Scoro — published by Scoro retrieved 21 Sep 2026
Estimating & Budgeting Estimate SoftwareProduct
Estimate is Scoro's estimating and budgeting core app, one of the four Sales & Finance apps among Scoro's eight modular core apps. It is for building quotes and budgets with margin estimation built in, and covers the quote and budget builder, the estimation matrix, quote templates, and cost and margin planning. Like every Scoro core app, Estimate works on its own or combined with any of the others, sharing one data model so information flows between apps automatically.
Defined by Scoro
sameAs: https://en.wikipedia.org/wiki/Cost_estimate
“Build quotes and budgets with margin estimation built-in.” Plans & Pricing | Scoro — published by Scoro retrieved 25 Sep 2026
“Estimate effort, cost, and margin upfront, while building out price proposals for the client. Convert the confirmed quote straight into the budget to track against.” Project Quoting & Budgeting Software | Scoro — published by Scoro retrieved 21 Sep 2026
“Mirror your project plan while keeping the client-facing proposal compact. Use the estimation matrix to break down deliverables by roles and doers for detailed effort, cost, and price planning.” Project Quoting & Budgeting Software | Scoro — published by Scoro retrieved 21 Sep 2026
“Build quotes in your client's currency while your internal costs stay in your base currency, so it's easy to understand margin. Set up multi-currency rate cards and have every quote pull the right exchange rate automatically.” Project Quoting & Budgeting Software | Scoro — published by Scoro retrieved 21 Sep 2026
“Set up approval flows for high-value quotes. Review them internally to control costs and ensure the offer is competitive and profitable.” Project Quoting & Budgeting Software | Scoro — published by Scoro retrieved 21 Sep 2026
Bill & Expense Management Spend SoftwareProduct
Spend is Scoro's bill and expense management core app, one of the four Sales & Finance apps among Scoro's eight modular core apps. It is for tracking and managing expenses and outsourced costs, and covers bills, scheduled bills, expenses, purchase orders and supplier management. Like every Scoro core app, Spend works on its own or combined with any of the others, sharing one data model so information flows between apps automatically.
Defined by Scoro
sameAs: https://en.wikipedia.org/wiki/Expense_management
“Track and manage expenses and outsourced costs.” Plans & Pricing | Scoro — published by Scoro retrieved 25 Sep 2026
“Record supplier bills and business expenses, raise purchase orders for outsourced work, and manage supplier relationships, all in one place. See the impact of external costs on your budget.” Bill & Expense Management Software | Scoro — published by Scoro retrieved 21 Sep 2026
“The Spend app captures every supplier bill, subcontractor invoice, and employee expense, but it's even better connected. Combine it with our other core apps to track labour costs and external spend against one budget and forecast margin with greater accuracy while the project is still running.” Bill & Expense Management Software | Scoro — published by Scoro retrieved 21 Sep 2026
“Every external expense that doesn't land in your project budget silently erodes your margin. Envoice by Scoro automates how bills and expenses are captured, approved, and synced to your projects, so you see the full cost picture in real time.” Bill & Expense Management Software | Scoro — published by Scoro retrieved 21 Sep 2026
“Account for travel expenses or ad hoc costs to determine true project profitability. Integrate with Envoice or Expensify to automatically sync expense data with relevant projects in Scoro.” Bill & Expense Management Software | Scoro — published by Scoro retrieved 21 Sep 2026
Client Billing Invoice SoftwareProduct
Invoice is Scoro's client billing core app, one of the four Sales & Finance apps among Scoro's eight modular core apps. It is for handling every billing scenario and tracking payments, and covers invoice generation, receipt tracking, prepayment invoices, scheduled invoices, credit notes, recurring billing, invoice reminders and the margin report. Like every Scoro core app, Invoice works on its own or combined with any of the others, sharing one data model so information flows between apps automatically.
Defined by Scoro
sameAs: https://en.wikipedia.org/wiki/Invoice
“Handle every billing scenario and track payments.” Plans & Pricing | Scoro — published by Scoro retrieved 25 Sep 2026
“Create recurring invoices, bill for time spent and cost incurred, or issue invoices for fixed-fee projects. Sync with your finance tools for accurate payment information and speedy cash collection.” Client Billing and Invoicing Software | Scoro — published by Scoro retrieved 25 Sep 2026
“Issue invoices from the same system where work happens. Split invoices across milestones, request prepayments upfront, automate billing with recurring invoices, or issue credit invoices when something needs correcting.” Client Billing and Invoicing Software | Scoro — published by Scoro retrieved 25 Sep 2026
“Convert confirmed quotes into invoices to bill exactly what was agreed upon. Use partial invoicing to invoice for a proportion of your work as the project progresses.” Client Billing and Invoicing Software | Scoro — published by Scoro retrieved 21 Sep 2026
Advanced Work SoftwareProduct
Advanced Work is a Scoro core add-on that adds deeper insight and tighter control to the four Work apps: Do, Deliver, Track and Resource. It includes the task matrix, time locking, activity confirmation, task-level time budgets, project budget health charts, revenue forecasting and recognition, the revenue report and advanced reporting.
Defined by Scoro
“Get deeper project reporting and tighter control over time and work.” Plans & Pricing | Scoro — published by Scoro retrieved 25 Sep 2026
Advanced Financials SoftwareProduct
Advanced Financials is a Scoro core add-on that adds deeper insight and tighter control to the four Sales & Finance apps: Sell, Estimate, Spend and Invoice. It includes multiple currencies, client profiles, quoted versus actuals, the WIP report, approval of financial documents, project budget health charts, revenue forecasting and recognition, the revenue report and advanced reporting.
Defined by Scoro
“Get deeper insight into project finances and more control over pricing and finance flows.” Plans & Pricing | Scoro — published by Scoro retrieved 25 Sep 2026
“Manage finances in multiple currencies and invoice customers in different markets. Do you have global offices? Each entity can run its financials separately while you enjoy group-level reporting and collaboration.” Client Billing and Invoicing Software | Scoro — published by Scoro retrieved 25 Sep 2026
Quote to Cash Quote-to-Cash Concept
Quote to Cash is the end-to-end professional services workflow of estimating a piece of client work, delivering it, tracking the time and cost it takes, and billing the client for it. It is one of Scoro's four popular core app combinations, alongside Time-billing, Projects & Resources and End-to-end, and brings together four core apps: Estimate (estimating and budgeting), Deliver (project management), Track (time and labor cost tracking) and Invoice (client billing), so every stage runs on the same connected data. It applies to any professional services firm that quotes, delivers and bills client work, across all eight industries Scoro serves.
Defined by Scoro
sameAs: https://en.wikipedia.org/wiki/Quote_to_cash
“Estimate, deliver, track and bill in one connected flow.” Plans & Pricing | Scoro — published by Scoro retrieved 25 Sep 2026
“If you’re not sure where to start, pick one of our most popular combinations – Time-billing, Projects & Resources, Quote to Cash, or End-to-end – and customize it further as your needs evolve.” Plans & Pricing | Scoro — published by Scoro retrieved 25 Sep 2026
Multi-Entity Management Multi-entity PSA ProprietaryTerm
Multi-Entity Management is Scoro's capability for running several companies, offices or trading entities in one system. Each entity keeps its own quotes, invoices, tax rates and accounting file, entities can bill between one another, and group-level reporting consolidates the numbers without exporting from each entity by hand. It is available as the Additional entities extra and is used by consultancy, agency and advisory groups with offices in several countries.
Defined by Scoro
“Yes. Each entity keeps its own quotes, invoices, tax rates and accounting file, and you can bill between them. Group-level reporting pulls everything together, so you get consolidated numbers without exporting from each entity by hand. DGA Group runs Scoro across seven entities and cut group reporting from six weeks to two.” PSA Software for Mid-Sized & Enterprise Firms of 50–500+ Employees | Scoro — published by Scoro retrieved 25 Sep 2026
“Run all your entities and operate in multiple currencies from one system.” PSA Software for Mid-Sized & Enterprise Firms of 50–500+ Employees | Scoro — published by Scoro retrieved 25 Sep 2026
Multi-Currency Support Multi-currency invoicing ProprietaryTerm
Multi-Currency Support is Scoro's capability for quoting and invoicing clients in any currency, with exchange rates updated daily from European Central Bank reference rates. Each entity can have its own default currency, and all currencies roll up into one group-level view. Multiple currencies are part of the Advanced Financials add-on.
Defined by Scoro
“Yes. You can invoice clients in any currency, with exchange rates updated daily from European Central Bank reference rates. If you run offices in different countries, each entity can have its own default currency, and it all rolls up into one group-level view.” PSA Software for Mid-Sized & Enterprise Firms of 50–500+ Employees | Scoro — published by Scoro retrieved 25 Sep 2026
“Fixed-fee, time and materials or retainer, in any currency. All invoiced straight from the work your team’s already done, in a few clicks.” PSA Software for Mid-Sized & Enterprise Firms of 50–500+ Employees | Scoro — published by Scoro retrieved 25 Sep 2026
ELI SoftwareProduct
ELI (Electronic Intelligence) is Scoro's built-in AI companion, described as a smart assistant powered by AI and Scoro's advanced data engine. ELI understands natural language, interprets complex business data, and helps users surface insights, answer product questions, and complete tasks through natural language prompts. Scoro positions ELI as a blend of AI and native smart algorithms purpose-built for professional services work, powered by Anthropic's Claude models via AWS Bedrock and OpenAI's ChatGPT models.
Defined by Scoro
“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.” Scoro: AI-Powered PSA Platform — published by Scoro retrieved 21 Sep 2026
“ELI is about more than just artificial intelligence. The name itself stands for electronic intelligence – a unique blend of AI and Scoro's native smart algorithms, purpose-built for how you work.” Scoro: AI-Powered PSA Platform — published by Scoro retrieved 21 Sep 2026
“Make change management easier and speed up adoption with AI-powered ELI chat that knows Scoro inside out. Shorten ramp-up time. New users can get help directly in Scoro, without asking around or waiting for answers. ELI pulls relevant answers for all-things-Scoro in seconds.” Scoro: AI-Powered PSA Platform — published by Scoro retrieved 21 Sep 2026
Scoro MCP Server SoftwareProduct
Scoro MCP Server is a feature of the Scoro platform that securely connects Scoro workspaces to external AI tools such as Claude, ChatGPT, and Copilot Studio using the Model Context Protocol. It enables users to automate tasks, orchestrate multi-tool workflows, and interact with Scoro data via natural language commands. The server supports read and write actions for projects, tasks, calendar events, comments, time entries, and contacts, and read-only access to financial documents, while enforcing each user's existing Scoro permissions.
Defined by Scoro
“The Scoro MCP server securely connects your Scoro workspace to AI tools like Claude and ChatGPT, so you can automate tasks and orchestrate workflows across all your connected apps.” Scoro MCP Server — published by Scoro retrieved 21 Sep 2026
“The MCP server currently supports read and write actions for projects, tasks, calendar events, comments, time entries, and contacts, plus read access to financial documents like invoices, bills, expenses, and quotes. Deletion is limited to items originally created through MCP.” Scoro MCP Server — published by Scoro retrieved 21 Sep 2026
“The Scoro MCP server works with any AI tool that supports remote MCP server connections. This includes ChatGPT, Claude, Copilot Studio, n8n, and more.” Scoro MCP Server — published by Scoro retrieved 25 Sep 2026
“Access is authenticated through your unique Scoro site URL and tied directly to each user’s existing Scoro permissions – so the AI can only access what that user is already allowed to see.” Scoro MCP Server — published by Scoro retrieved 25 Sep 2026
“The Scoro MCP server is available with all Scoro packages.” Scoro MCP Server — published by Scoro retrieved 25 Sep 2026
Model Context Protocol MCP Standard
Model Context Protocol (MCP) is a standardized framework that enables AI tools to securely connect with external applications and data sources. Scoro describes it as a 'translator' that opens Scoro up to the broader AI ecosystem, allowing multi-tool actions that previously required custom development to be performed via AI chat without coding.
Defined by Scoro
sameAs: https://en.wikipedia.org/wiki/Model_Context_Protocol
“MCP stands for Model Context Protocol – a standardized framework that enables AI tools to securely connect with external apps and data sources. Think of it as a 'translator' that opens Scoro up to the broader AI ecosystem. Thanks to MCP, multi-tool actions that used to require custom development or complex API calls can now be carried out via plain-language prompts in your AI chat.” Scoro MCP Server — published by Scoro retrieved 21 Sep 2026
Scoro API Scoro API v2 SoftwareProduct
Scoro API is an HTTP/JSON interface that enables developers to programmatically access and manage Scoro account data, supporting create, read, update, and delete operations across objects such as contacts, projects, invoices, tasks, and more. Scoro enforces HTTPS-only communication, rate limiting per site and subscription plan, and supports both user-token and API-key authentication methods. The API is a core integration layer of the Scoro platform, enabling third-party applications, custom workflows, and partner integrations to connect with Scoro data.
Defined by Scoro
“The Scoro API is an interface for accessing your Scoro account data using HTTP and JSON. The API makes it easy to create web and desktop applications that integrate with your account.” Scoro API v2 — published by Scoro retrieved 21 Sep 2026
“We limit the rate of API requests to ensure reliable and responsive services for all our customers. It helps to prevent the system from getting overloaded and minimizes the risk of temporary performance issues. The rate limit window duration is 2 seconds for any authentication method. We've also set a daily usage limit, which always resets at midnight UTC. The limits apply per site/domain and vary based on your chosen plan.” Scoro API v2 — published by Scoro retrieved 21 Sep 2026
“All API requests are composed of light-weight JSON delivered as an HTTP POST request to the endpoint URL.” Scoro API v2 — published by Scoro retrieved 21 Sep 2026
Scoro Time SoftwareProduct
Free mobile app for iOS and Android that logs time online or offline into timesheets.
Defined by Scoro
“Scoro Time is a free time-tracking app for iOS and Android, on every plan. People visiting client sites and offices can run the timer or log hours after the fact, and it works offline. Entries sync to their timesheet once they're back on a connection.” Consulting Software for Project, Resource & Financial Management | Scoro — published by Scoro retrieved 25 Sep 2026
“Start a tracker or log a chunk of time wherever you are: at your desk, between meetings, on site with a client, on your commute, or the moment you remember you forgot yesterday's hours. Every logged minute flows straight into your timesheet.” Firm Management Software for Engineering Consultancies | Scoro — published by Scoro retrieved 25 Sep 2026
Scoro Data Security Concept
Scoro Data Security refers to the comprehensive set of policies, practices, technologies, and infrastructure controls that Scoro employs to protect client data across its SaaS platform. Scoro's approach spans physical, network, and application-layer protections, including AES-256 encryption, HTTPS for all transactions, ISO 27001 certification, role-based access controls, and data residency options. The framework covers disaster recovery, activity logging, vulnerability disclosure, and third-party payment security via Stripe.
Defined by Scoro
sameAs: https://en.wikipedia.org/wiki/Data_security
“Scoro understands the risks related to data security and works proactively to manage and resolve them. What follows is a detailed overview of how Scoro handles, stores, and secures the data across all data centers.” Scoro Security Overview | Scoro — published by Scoro retrieved 21 Sep 2026
“3.1. The Operator will not use identifiable Client Input or Output to train generalized AI models except with the Client's consent.” AI Policy | Scoro — published by Scoro retrieved 21 Sep 2026
“3.2. Notwithstanding section 3.1, the Operator may use aggregated, anonymized usage statistics (excluding Client Input and Output) to improve its Services, provided such data cannot be used to identify the Client or its Users.” AI Policy | Scoro — published by Scoro retrieved 21 Sep 2026
“Scoro uses HTTPS encryption protocol for every transaction. Passwords are protected using AES-256 encryption with salts.” Scoro Security Overview | Scoro — published by Scoro retrieved 21 Sep 2026
“Scoro has internal processes and policies in place covering software development, employee access management, infrastructure management, etc. Scoro Software OĂś is ISO 27001 certified.” Scoro Security Overview | Scoro — published by Scoro retrieved 21 Sep 2026
Scoro Developer Ecosystem ProprietaryTerm
Scoro Developer Ecosystem is Scoro's developer program that enables third-party developers and software vendors to build and publish integrations connecting their tools with the Scoro platform. It provides API access, webhooks, documentation, sandbox environments, and co-marketing support through the Scoro App Store and in-app promotions. The program targets developers building integrations across accounting, HR, BI, analytics, project management, and other professional services tooling categories.
Defined by Scoro
“Join our developer ecosystem to promote your solution to thousands of consultancies, agencies, and professional services using Scoro for project, resource, and financial management.” Join Scoro Developer Ecosystem — published by Scoro retrieved 21 Sep 2026
“We help you make noise. Every approved integration receives co-marketing support through our newsletter, release notes, and in-app promotions, putting your solution in front of thousands of potential customers.” Join Scoro Developer Ecosystem — published by Scoro retrieved 21 Sep 2026
“Integrations that address specific pain points in project delivery, financial management, or resource planning see the strongest adoption. Tools that eliminate manual data entry or provide enhanced visibility into operations tend to perform particularly well.” Join Scoro Developer Ecosystem — published by Scoro retrieved 21 Sep 2026
Consultancy Consultancy Management Concept
Consultancy is one of the industries Scoro serves. It covers management and strategy, financial, technical, sustainability and environmental, fire safety, building, IT, HR and operations consultancies, plus advisory firms of all kinds, and suits any consultancy that bills client work by time, retainer or fixed fee. For consultancies, Scoro connects engagement quoting, consultant capacity, time tracked against budget and invoicing in one system, runs retainers, fixed-fee and time-and-materials work side by side, and reports across multiple entities and currencies for consultancy groups.
Defined by Scoro
sameAs: https://en.wikipedia.org/wiki/Consulting_firm
“Management and strategy, financial, technical, sustainability and environmental, fire safety, building, IT, HR and operations consultancies, plus advisory firms of all kinds. Scoro suits any consultancy that bills client work by time, retainer or fixed fee.” Consulting Software for Project, Resource & Financial Management | Scoro — published by Scoro retrieved 21 Sep 2026
“Quote the engagement, staff it with consultants who have the capacity, track hours against the budget as work happens, and invoice fixed-fee, time-and-materials or retainer work without re-keying a thing.” Consulting Software for Project, Resource & Financial Management | Scoro — published by Scoro retrieved 21 Sep 2026
“Yes. Retainers, fixed-fee and time-and-materials all run in the same system, and most consultancies have all three going at once.” Consulting Software for Project, Resource & Financial Management | Scoro — published by Scoro retrieved 25 Sep 2026
“Yes. As consultancies grow past 20 or 30 people, most move from time tracking and billing to the full quote-to-cash flow, because the gap between what you quoted and what the work cost stops being something anyone can hold in their head.” Consulting Software for Project, Resource & Financial Management | Scoro — published by Scoro retrieved 25 Sep 2026
“Yes. Consultancies running separate offices or trading entities can keep each one’s books distinct, invoice between them, and still report on the group as a whole. Multiple currencies are supported, so an office billing in euros and one billing in dollars roll up into the same view.” Consulting Software for Project, Resource & Financial Management | Scoro — published by Scoro retrieved 25 Sep 2026
Agency Agency Management Concept
Agency is one of the industries Scoro serves. It covers creative, marketing, advertising, digital, SEO, social, media and PR agencies, and suits any agency that bills client work by time, retainer or fixed fee. For agencies, Scoro covers scoping and pricing work, staffing it without burning the team out, watching budget burn while projects are live, and invoicing retainers and fixed-fee work, with each retainer period tracking its own hours and budget so over-servicing is caught early.
Defined by Scoro
sameAs: https://en.wikipedia.org/wiki/Advertising_agency
“Creative, marketing, advertising, digital, SEO, social, media and PR agencies. Scoro suits any agency that bills client work by time, retainer or fixed fee.” Agency Management Software for Projects, Resources & Finances | Scoro — published by Scoro retrieved 25 Sep 2026
“Handle retainers seamlessly from month to month. Set it up once, then track progress by period to avoid overservicing and protect your agency's profitability.” Agency Management Software for Projects, Resources & Finances | Scoro — published by Scoro retrieved 24 Sep 2026
“Scope and price the work, staff it without burning your team out, watch budget burn while the project is still live, and invoice retainers and fixed-fee work on time. No more over-servicing you only discover at month end.” Agency Management Software for Projects, Resources & Finances | Scoro — published by Scoro retrieved 24 Sep 2026
“See how profitable each project, client, and department is. Track budgets, catch over-servicing early, and monitor margins—keeping your agency's bottom line healthy.” Agency Management Software for Projects, Resources & Finances | Scoro — published by Scoro retrieved 24 Sep 2026
“Each retainer period gets its own hours and budget. Unused hours roll over, budgets can be adjusted when the scope changes, and invoices can go out on the same schedule every month. You can watch the budget burn down as the work happens, so you can catch over-servicing early, not when you come to invoice.” Agency Management Software for Projects, Resources & Finances | Scoro — published by Scoro retrieved 24 Sep 2026
Architecture Architecture Firm Management Concept
Architecture is one of the industries Scoro serves. It covers architecture, interior design, landscape architecture, urban design and planning practices, and suits any practice billing client work by fee, stage or hourly rate, from concept through to construction stages. For architecture practices, Scoro sets fees by phase, plans who works on what across the studio, tracks hours and sub-consultant costs against the fee through purchase orders and WIP reporting, and invoices each stage as it completes.
Defined by Scoro
sameAs: https://en.wikipedia.org/wiki/Architecture
“Set the fee by phase, plan who works on what across the studio, track hours and consultant costs against that fee, and invoice each stage as it completes. Quoted versus actual stays visible the whole way through, not just at the end.” Architecture Firm Software For Project, Resource, & Financial Management | Scoro — published by Scoro retrieved 21 Sep 2026
“Architecture, interior design, landscape architecture, urban design and planning practices. Scoro suits any practice billing client work by fee, stage or hourly rate, from concept through to construction stages.” Architecture Firm Software For Project, Resource, & Financial Management | Scoro — published by Scoro retrieved 21 Sep 2026
“Sub-consultant fees, site visits, travel and disbursements all sit against the project. Issue a purchase order to a structural engineer or planner and the committed cost hits the budget before their invoice arrives, so it shows up in your WIP as money already spent.” Architecture Firm Software For Project, Resource, & Financial Management | Scoro — published by Scoro retrieved 21 Sep 2026
“Yes. As practices grow past 20 or 30 people, most move from time tracking and billing to the full quote-to-cash flow, because the gap between the agreed fee and what the work actually cost stops being something anyone can hold in their head.” Architecture Firm Software For Project, Resource, & Financial Management | Scoro — published by Scoro retrieved 21 Sep 2026
Engineering & Construction Engineering Firm Management Concept
Engineering & Construction is one of the industries Scoro serves. It covers engineering consultancies and project-based engineering firms, including civil, structural, mechanical, electrical, environmental and multidisciplinary practices, and suits any firm billing client work by fee, milestone or hourly rate. For engineering firms, Scoro joins up the fee quoted, the hours engineers log against it, subcontractor and site costs, and the invoice, so project profitability is visible while the project is still running.
Defined by Scoro
sameAs: https://en.wikipedia.org/wiki/Engineering
“Engineering consultancies and project-based engineering firms. Including civil, structural, mechanical, electrical, environmental and multidisciplinary practices. Scoro suits any firm billing client work by fee, milestone or hourly rate.” Firm Management Software for Engineering Consultancies | Scoro — published by Scoro retrieved 21 Sep 2026
“A PSA platform joins up the commercial side of the firm: the fee you quoted, the hours your engineers log against it, the subcontractor and site costs, and the invoice. In one system, you can see whether a project is making money while it's still running rather than after it closes.” Firm Management Software for Engineering Consultancies | Scoro — published by Scoro retrieved 21 Sep 2026
“Most firms start with the Quote to Cash combination (Estimate, Deliver, Track and Invoice), which covers quoting, delivery, time tracking and billing in one connected flow.” Firm Management Software for Engineering Consultancies | Scoro — published by Scoro retrieved 21 Sep 2026
“Price work by fee, milestone or hourly rate, allocate engineers across live projects, capture site expenses and subconsultant costs as they land, and invoice against progress. Profitability by project and service is visible while you can still act on it.” Firm Management Software for Engineering Consultancies | Scoro — published by Scoro retrieved 21 Sep 2026
Software Dev Software Development Consultancy Management Concept
Software Dev is one of the industries Scoro serves. It covers software development consultancies, product engineering firms and digital agencies running client work, and suits any firm billing development work by time and materials, fixed fee or retainer. For software development firms, Scoro adds the financial layer around developer work in Jira, syncing billable hours so budgets and margin update in real time, and bills fixed-fee, time-and-materials and retainer contracts from the same data.
Defined by Scoro
sameAs: https://en.wikipedia.org/wiki/Software_development
“Your developers stay in Jira. Scoro adds the financial layer around their work. Billable hours sync automatically so project budgets and margin update in real time.” Business Management Software Development Consultancies | Scoro — published by Scoro retrieved 21 Sep 2026
“Budget the engagement, see who is actually available before you commit a sprint, track time and cost burn against the estimate, and bill fixed-fee, time-and-materials and retainer contracts from the same data. Jira keeps the backlog, Scoro keeps the margin.” Business Management Software Development Consultancies | Scoro — published by Scoro retrieved 21 Sep 2026
“Software development consultancies, product engineering firms and digital agencies running client work. Scoro suits any firm billing development work by time and materials, fixed fee or retainer.” Business Management Software Development Consultancies | Scoro — published by Scoro retrieved 21 Sep 2026
IT Services IT Services Consultancy Management Concept
IT Services is one of the industries Scoro serves. It covers IT consultancies, managed service providers and other IT and technology services companies. For IT services firms, Scoro quotes by role, hours and cost so the margin is known before work is committed, staffs projects against real-time availability, tracks consultant time automatically, and invoices time, milestones or retainers straight from delivery data.
Defined by Scoro
sameAs: https://en.wikipedia.org/wiki/Information_technology_consulting
“PSA software for IT consultancies and managed service providers. Scoro unifies project management, resource planning, time tracking, and invoicing — with real-time visibility into billable utilisation and project margins.” PSA Software for IT Consultancies | Scoro — published by Scoro retrieved 25 Sep 2026
“Juggling multiple tools for delivery, finance, and reporting? Scoro brings everything together in one platform—giving you real-time insight into capacity, margins, and billing.” PSA Software for IT Consultancies | Scoro — published by Scoro retrieved 21 Sep 2026
“Get complete visibility into how every project is performing, with real-time insights on budgets, margins, and utilization. So you can spot risks early and protect profit before it slips.” PSA Software for IT Consultancies | Scoro — published by Scoro retrieved 21 Sep 2026
“Yes. Scoro's Jira integration lets your team keep managing tasks and time in Jira while syncing worklogs back to Scoro for reporting, invoicing, and profitability tracking. You'll see project costs, utilization, and margins in Scoro—without changing how your developers work.” PSA Software for IT Consultancies | Scoro — published by Scoro retrieved 21 Sep 2026
“Quote by role, hours and cost so you know the margin before you commit, staff it against real-time availability, track time automatically as consultants work, and invoice time, milestones or retainers straight from delivery data.” PSA Software for IT Consultancies | Scoro — published by Scoro retrieved 21 Sep 2026
Event Management Event Agency Management Concept
Event Management is one of the industries Scoro serves. It covers event agencies, event production companies and live events companies. For event businesses, Scoro builds multi-currency quotes for international productions, plans each event in phases from pre-production through on-site execution and strike, locks in vendor costs with purchase orders, and invoices deposits, milestones or the final bill while margin stays visible throughout.
Defined by Scoro
sameAs: https://en.wikipedia.org/wiki/Event_management
“Scoro helps event agencies ditch siloed spreadsheets and tools, track every line item, and run profitable events while protecting your margins.” Event Project Management Software | Scoro — published by Scoro retrieved 25 Sep 2026
“Project management and PSA software for event production and live events companies. Scoro coordinates budgets, supplier costs, resource scheduling, and client invoicing across multiple simultaneous events in one system.” Event Project Management Software | Scoro — published by Scoro retrieved 25 Sep 2026
“Plan your projects in phases and use dynamic Gantt charts to plan every event phase – from pre-production to on-site execution and strike. Track milestones across all live projects to manage conflicting deadlines and show clients the project roadmap. Monitor what was quoted against supplier invoices and internal labor costs in real-time.” Event Project Management Software | Scoro — published by Scoro retrieved 21 Sep 2026
“Convert the signed deal straight into a production budget, plan the event in phases through strike, lock in vendor costs with tracked purchase orders, and invoice deposits, milestones or the final bill without leaving the platform. Margin stays visible the whole way through.” Event Project Management Software | Scoro — published by Scoro retrieved 21 Sep 2026
“Simplify complex international productions by building multi-currency quotes in minutes. Assign local currencies to specific supplier costs while Scoro automatically handles the exchange rates. Forecast cost and margin, and then convert the approved quote into a working production budget.” Event Project Management Software | Scoro — published by Scoro retrieved 21 Sep 2026
Financial Advisory Financial Advisory Firm Management Concept
Financial Advisory is one of the industries Scoro serves. It covers financial advisory firms, tax, audit and accounting practices, and multi-disciplinary firms running several of those together, and suits firms whose work is engagement-based, where scope, budget, team and profitability change from one engagement to the next. For advisory firms, Scoro tracks each engagement from quote to cash with role-based charge-out rates, WIP and retainer billing, and is a strong fit for multi-entity firms that need separate companies reported together at group level.
Defined by Scoro
sameAs: https://en.wikipedia.org/wiki/Financial_adviser
“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.” Practice Management Software for Financial Advisory Firms | Scoro — published by Scoro retrieved 21 Sep 2026
“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.” Practice Management Software for Financial Advisory Firms | Scoro — published by Scoro retrieved 21 Sep 2026
“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.” Practice Management Software for Financial Advisory Firms | Scoro — published by Scoro retrieved 21 Sep 2026
“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 Software for Financial Advisory Firms | Scoro — published by Scoro retrieved 21 Sep 2026
Small Businesses Small professional services firms (up to 50 employees) Concept
Small Businesses is the company-size segment Scoro serves for professional services firms of up to 50 employees, including agencies, consultancies, IT and software firms, architecture and engineering firms, and financial services firms. Scoro starts from a minimum of five users, and small firms typically begin with only the core apps they need, such as the Time-billing, Projects & Resources or Quote to Cash combinations, then add more as they grow on the same connected system. Teams of up to 15 people often set Scoro up themselves using guides, video tutorials and product tours.
Defined by Scoro
sameAs: https://en.wikipedia.org/wiki/Small_business
“Scoro brings projects, resourcing and finances into one system. See how small businesses of up to 50 employees can standardize workflows and boost project profits.” PSA Software for Small Businesses of Up to 50 Employees | Scoro — published by Scoro retrieved 25 Sep 2026
“Replace the patchwork of spreadsheets and one-off tools with one system for projects, resourcing, and finances. Standardize your processes and get a clear view of what projects and clients are profitable.” PSA Software for Small Businesses of Up to 50 Employees | Scoro — published by Scoro retrieved 25 Sep 2026
“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.” PSA Software for Small Businesses of Up to 50 Employees | Scoro — published by Scoro retrieved 25 Sep 2026
“Businesses of up to 15 people often set Scoro up themselves using our guides, video tutorials and product tours, with ELI on hand inside the product to answer questions.” PSA Software for Small Businesses of Up to 50 Employees | Scoro — published by Scoro retrieved 25 Sep 2026
Mid-Sized & Enterprise Firms Mid-market and enterprise professional services firms (50–500+ employees) ProprietaryTerm
Mid-Sized & Enterprise Firms is the company-size segment Scoro serves for professional services firms of 50 to 500+ employees, including agencies, consultancies, IT and software firms, architecture and engineering firms, and financial services firms. For these firms Scoro provides the financial depth of an enterprise PSA, including revenue recognition, multiple currencies, WIP and budget-health reporting, without a year-long rollout, and scales to 500-person, multi-entity organizations on the same platform. The Enterprise platform adds single sign-on, user provisioning and two-step verification, and customers can choose the region where their data is hosted.
Defined by Scoro
“The AI-powered PSA platform for mid-market and enterprise services firms (50–500+ employees). Run projects, resourcing, billing and profit in one system.” PSA Software for Mid-Sized & Enterprise Firms of 50–500+ Employees | Scoro — published by Scoro retrieved 25 Sep 2026
“Scale from 10 to a 500-person, multi-entity organization on the same platform.” PSA Software for Mid-Sized & Enterprise Firms of 50–500+ Employees | Scoro — published by Scoro retrieved 25 Sep 2026
“Revenue recognition, multiple currencies, WIP and budget-health reporting—the finance most project tools don’t have, without the year-long rollout of an enterprise PSA or ERP.” PSA Software for Mid-Sized & Enterprise Firms of 50–500+ Employees | Scoro — published by Scoro retrieved 25 Sep 2026
“Yes. The Enterprise platform includes single sign-on (SSO) and user provisioning (SCIM), plus two-step verification, so access is managed through your own identity provider.” PSA Software for Mid-Sized & Enterprise Firms of 50–500+ Employees | Scoro — published by Scoro retrieved 25 Sep 2026
“Yes. Scoro runs on AWS, and you choose the region your data is hosted in, currently Canada, Germany, Sweden or Australia, so you can meet data-residency and regulatory requirements.” PSA Software for Mid-Sized & Enterprise Firms of 50–500+ Employees | Scoro — published by Scoro retrieved 25 Sep 2026
Executive Executive Dashboard Concept
Executive is the Scoro user role for CEOs, managing directors and senior leaders of professional services firms. For executives, Scoro consolidates project performance, revenue forecasting and resource utilization into a single real-time view with no manual reporting, shows which clients, projects, services and teams are most profitable or overserviced, and helps standardize how the firm works through quote and project templates and granular user permissions.
Defined by Scoro
sameAs: https://en.wikipedia.org/wiki/Senior_management
“Executive dashboard software for CEOs, MDs, and senior leaders in professional services firms. Scoro consolidates project performance, revenue forecasting, and resource utilisation into a single real-time view — with no manual reporting required.” Executive Dashboard & Business Intelligence Software | Scoro — published by Scoro retrieved 25 Sep 2026
“Gain total visibility over your clients, teams, and projects. Instead of reacting to the latest and loudest, forecast revenue and resource utilization. Make proactive decisions that put profitability at the forefront of your strategy.” Executive Dashboard & Business Intelligence Software | Scoro — published by Scoro retrieved 25 Sep 2026
“Analyze the performance of the entire project lifecycle—from sales and planning to delivery and invoicing. Quickly spot which clients, projects, services, or teams are more profitable or where you tend to overservice. Know when to charge more, quote more hours, or cut costs.” Executive Dashboard & Business Intelligence Software | Scoro — published by Scoro retrieved 25 Sep 2026
“Stop browsing multiple sources to compile month-end reports and assess your company’s performance. Instead, track your key metrics in real-time and proactively address what needs your attention.” Executive Dashboard & Business Intelligence Software | Scoro — published by Scoro retrieved 25 Sep 2026
Operations Manager Operations Management for Professional Services Concept
Operations Manager is the Scoro user role for operations leaders in consultancies, agencies, IT firms and architecture and engineering firms. For operations managers, Scoro gives real-time visibility into resource utilization, project profitability and team capacity, standardizes quoting and project planning with predefined services and templates, flags projects that are slipping or about to run over budget through Watchdog alerts, and shows who is overbooked or available through the bookings heatmap.
Defined by Scoro
sameAs: https://en.wikipedia.org/wiki/Operations_management
“Operations management software for ops leaders in consultancies, agencies, IT firms, and A&E firms. Scoro gives you real-time visibility into resource utilisation, project profitability, and team capacity—so you can run operations without a reporting backlog.” Operations Management Software for Professional Services | Scoro — published by Scoro retrieved 25 Sep 2026
“Manage your projects, teams, and clients from one place. Improve collaboration, balance workloads, and boost team productivity. Gain complete visibility over your business processes, pinpoint scope creep, and quickly resolve bottlenecks.” Operations Management Software for Professional Services | Scoro — published by Scoro retrieved 25 Sep 2026
“Spot resource shortages before they happen. Make proactive decisions on outsourcing or hiring to balance your team’s workloads. Know when to line up more projects to keep your team productive.” Operations Management Software for Professional Services | Scoro — published by Scoro retrieved 25 Sep 2026
“Scoro’s Watchdog lets you set a threshold on any project metric—hours, cost, margin, forecast burn—and emails you the moment it’s crossed.” Operations Management Software for Professional Services | Scoro — published by Scoro retrieved 25 Sep 2026
“The bookings heatmap shows utilization across your team at a glance—green means capacity to spare, red means overbooked.” Operations Management Software for Professional Services | Scoro — published by Scoro retrieved 25 Sep 2026
Project Manager Project management for professional services Concept
Project Manager is the Scoro user role for project managers in consultancies, agencies, IT firms and architecture and engineering firms. For project managers, Scoro handles scoping, planning, task tracking, time logging and budget monitoring in one place: approved quotes convert into project plans, work is assigned against real capacity, confirmed quotes become the project budget so estimated and actual income, cost and time can be compared, and portfolio views flag projects that need attention before margin is lost.
Defined by Scoro
sameAs: https://en.wikipedia.org/wiki/Project_manager
“Automate and simplify every aspect of project management—from scoping and planning to delivery and financial tracking.” Software for Project Managers | Scoro — published by Scoro retrieved 25 Sep 2026
“Convert approved quotes into complete project plans in a few clicks. Or use templates to set up projects. Have all the necessary tasks and milestones set up in mere seconds.” Software for Project Managers | Scoro — published by Scoro retrieved 25 Sep 2026
“Get a clear overview of who is available to work on a project. Distribute work based on true capacity and existing commitments.” Software for Project Managers | Scoro — published by Scoro retrieved 25 Sep 2026
“Use a confirmed quote as a basis for project budget. Compare estimated income, cost, and time with actual results. Act promptly to avoid overservicing.” Software for Project Managers | Scoro — published by Scoro retrieved 25 Sep 2026
Financial Manager Project Financial Management Concept
Financial Manager is the Scoro user role for CFOs and finance teams in professional services firms, and the part of Scoro that covers project financial management. For finance teams, Scoro provides real-time project accounting that tracks labor costs, expenses, revenue recognition and profitability by client, project and service line. It automates fixed-fee, time-and-materials and retainer invoicing, controls project costs through supplier bills and purchase orders, syncs with accounting software, and supports multiple currencies and entities with group-level reporting.
Defined by Scoro
sameAs: https://en.wikipedia.org/wiki/Financial_management
“Project financial management software for CFOs and finance teams in professional services firms. Scoro provides real-time project accounting — tracking labour costs, expenses, revenue recognition, and profitability by client, project, and service line.” Project Financial Management Software | Scoro — published by Scoro retrieved 25 Sep 2026
“Gain unparalleled visibility into project accounting, revealing the true impact of each project and client on delivery profitability.” Project Financial Management Software | Scoro — published by Scoro retrieved 25 Sep 2026
“Set up scheduled invoices for clients who pay the same amount each month. Invoices will be generated and issued automatically every period.” Project Financial Management Software | Scoro — published by Scoro retrieved 25 Sep 2026
“Manage labor costs, expenses, and supplier bills in one platform. Issue purchase orders to keep track of your supplier agreements. See what you’ve ordered and understand how much of your cost budget is already allocated.” Project Financial Management Software | Scoro — published by Scoro retrieved 25 Sep 2026
“Manage finances in multiple currencies and invoice customers in different markets. Do you have global offices? Each entity can run its financials separately while you enjoy group-level reporting and collaboration.” Project Financial Management Software | Scoro — published by Scoro retrieved 25 Sep 2026
Team Member Specialist ProprietaryTerm
Team Member is the Scoro user role for individual contributors and specialists in professional services firms. For team members, Scoro gives complete visibility over priorities, assignments and deadlines, lets them log time retrospectively in the timesheet or track it on the go, and uses permissions and access levels so each person sees only the information relevant to their work.
Defined by Scoro
“Have complete visibility over your priorities, assignments, and deadlines. Organize work using your preferred methods, such as Kanban, a task list, or a personalized dashboard.” Scoro for Specialists | Scoro — published by Scoro retrieved 21 Sep 2026
“As the software provides different permissions and access levels, you can opt to see only the features relevant to your role. For example, declutter your view from financial information if only used by the accounting team.” Scoro for Specialists | Scoro — published by Scoro retrieved 21 Sep 2026
“Log time retrospectively in the timesheet or track daily activities on the go. If events take up most of your schedule, your work report will be automatically populated based on the calendar data.” Scoro for Specialists | Scoro — published by Scoro retrieved 21 Sep 2026
FinOps for Professional Services FinOps Methodology
FinOps for Professional Services is a methodology championed by Scoro that connects financial operations with service delivery in agencies, consultancies, and similar professional services businesses. It covers the joining of finance and operations — from how work gets delivered to how a business makes or loses money — encompassing cashflow, invoicing, P&L, revenue recognition, pricing, and utilisation.
Defined by Scoro
“FinOps – short for financial operations – is the joining of finance and operations. In a professional services business, whether that's an agency, a consultancy, or anything in between, that means connecting how work gets delivered to how the business makes (or loses) money.” The Missing Finance Course — published by Scoro retrieved 21 Sep 2026
“If you're a delivery lead, project manager, or account director, the FinOps for Delivery path is about protecting project margins, managing scope, and connecting what happens in delivery to what shows up in the P&L.” The Missing Finance Course — published by Scoro retrieved 21 Sep 2026
“No. The principles apply regardless of whether you're using Scoro, another PSA, an array of systems, or spreadsheets. Where examples reference tooling, the concept is always the main point.” The Missing Finance Course — published by Scoro retrieved 21 Sep 2026
Scoro Partner Program Service
Scoro Partner Program is a structured partnership offering by Scoro that enables consultants, resellers, integrators, and industry experts to collaborate with Scoro in serving professional services businesses. The program offers multiple tiers including Referral Partners, who earn 15% commission on successful deals, and Solution Partners, who enter a tiered commission system reaching up to 30%. Partners gain access to a toolkit with pitch decks, case studies, and product guides to support selling, marketing, and implementing Scoro.
Defined by Scoro
“Whether you simply want to help others discover Scoro, resell it, or be hands-on with its implementation, adoption, and customization, our partnership program offers something for you.” Scoro's Partnership Program | Scoro — published by Scoro retrieved 21 Sep 2026
“As a Referral Partner, you will earn a 15% commission on each new lead you bring to Scoro that results in a successful deal. As a Solution Partner, you will enter a tiered commission system, where your commission increases as you bring in more leads, reaching up to 30%.” Scoro's Partnership Program | Scoro — published by Scoro retrieved 21 Sep 2026
“Access to our partner toolkit with pitch decks, case studies, and product guides that help you understand, sell, and market Scoro.” Scoro's Partnership Program | Scoro — published by Scoro retrieved 21 Sep 2026