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Accelo

accelo.com

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Spec score 8.4 #4 of 62 in Capacity Planning Software

What it is

Accelo is professional services automation software for managing projects from planning through delivery, resourcing, and financial administration in one platform. Project tools include templates, scope and planning, task assignment, Agile and waterfall support, Gantt charts, milestones, and portfolio views. Resourcing includes AI-assisted scheduling, utilization reports, capacity forecasting, and soft and hard allocations. Financial features cover time tracking, timesheets, budgets, profitability, invoicing, retainers, expenses, and revenue forecasting. Accelo also lists project insights, predictive risk flags, profitability forecasts, MCP natural-language queries, and 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. The service runs on web, Android, and iOS, includes a client portal, and offers implementation and onboarding support.

Spec sheet

What it does
Accelo is a cloud professional-services-automation platform connecting sales, projects, resourcing, time, billing and financial visibility.Read 21 Oct 2026 · accelo.com
Product
Accelo describes itself as professional services automation software for managing the full project lifecycle in one platform.Read 30 Sep 2026 · accelo.com
Trial
Accelo’s signup page invites new users interested in a trial to speak with an expert and request a tailored demo; it does not state the trial duration on that page.Read 30 Sep 2026 · signup.accelo.com
Integrations
Listed integrations include Microsoft 365, Google Workspace, Exchange, Xero, QuickBooks Online, Mailchimp, Jira, Zendesk, Salesforce, Zapier, HubSpot, Expensify, Gusto, Stripe and PayPal.Read 21 Oct 2026 · help.accelo.com
Headquarters
Denver, Colorado, USARead 23 Sep 2026 · accelo.com
Founded
2011Read 23 Sep 2026 · accelo.com
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.Read 30 Sep 2026 · accelo.com
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.Read 30 Sep 2026 · accelo.com
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.Read 21 Oct 2026 · accelo.com
API documentation
The developer reference requires application registration and documents installed, web and service applications using OAuth 2 authorization-code or client-credential grants.Read 21 Oct 2026 · api.accelo.com
APIs
Accelo offers RESTful and Forms APIs for custom integrations.Read 30 Sep 2026 · accelo.com
Business intelligence
It provides real-time reports, utilization and profitability analysis, project financial views and custom dashboards.Read 21 Oct 2026 · accelo.com
Company founding
Accelo says its founding team launched AffinityLive beta in Wollongong in 2011.Read 21 Oct 2026 · accelo.com
Company legal name
Crunchbase identifies the legal name as Accelo Inc.Read 21 Oct 2026 · crunchbase.com
CRM and sales
The Companies and Contacts module acts as a synchronized CRM, while Sales tracks opportunities, notes, appointments, emails, attachments and custom fields.Read 21 Oct 2026 · help.accelo.com
Data regions
Accelo lists EU, United States, and Australia as primary hosting regions for Accelo; backup regions depend on the selected region.Read 30 Sep 2026 · accelo.com
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.Read 21 Oct 2026 · accelo.com
Documentation and support
The help center contains user guides, configuration guides, video tutorials, API references, FAQs, webinars, community links and mobile-app guides.Read 21 Oct 2026 · help.accelo.com
Encryption
Accelo says data is encrypted in transit and at rest, with AES-256 used for stored data.Read 30 Sep 2026 · accelo.com
Financials
Financial features include time tracking, timesheets, budget and profitability tracking, invoicing, retainers, expenses, and revenue forecasting.Read 30 Sep 2026 · accelo.com
Google Play availability
The Android listing shows 1K+ downloads, encrypted data in transit and user-requested data deletion.Read 21 Oct 2026 · play.google.com
Headquarters and size
LinkedIn lists Denver, Colorado headquarters and 51–200 employees.Read 21 Oct 2026 · linkedin.com
Limit: email workflow
TrustRadius reviewers report missed or mangled email content and say recipients must first exist as linked client contacts.Read 21 Oct 2026 · trustradius.com
Limit: performance and bugs
Reviewers describe slow streams, duplicated or out-of-order conversations, disappearing updates and other glitches.Read 21 Oct 2026 · g2.com
Limit: pricing and contracts
Trustpilot criticism alleges expensive licensing, inflexible reductions of unused seats, limited integrations and insufficient reporting customization.Read 21 Oct 2026 · trustpilot.com
Limit: reporting
Repeated complaints say reporting is limited or difficult to configure, with burdensome searches for billable hours and weak custom filtering.Read 21 Oct 2026 · softwareadvice.com
Limit: usability
Reviewers report a steep learning curve, confusing navigation, clunky interfaces and processes that can take longer than expected.Read 21 Oct 2026 · getapp.com
Mobile requirements
The iPhone app requires iOS 13 or later; the Google Play listing states Android 10 or iOS 13 minimums.Read 21 Oct 2026 · apps.apple.com
Notable news
Accelo's company history records the launch of Accelo v4 in December 2023 and Bow River Capital's acquisition in February 2024.Read 21 Oct 2026 · accelo.com
Ownership and funding
Accelo says Bow River Capital acquired it in February 2024; the company also reports $2 million raised in 2015 and a $9 million Series A in 2017.Read 21 Oct 2026 · accelo.com
Praise: automation and tracking
Independent reviewers commonly value automated workflows, time tracking, project monitoring, integrations and client-activity streams.Read 21 Oct 2026 · softwareadvice.com
Praise: customization
TrustRadius reviewers highlight broad customization of preferences, notifications, groups and permissions.Read 21 Oct 2026 · trustradius.com
Praise: integrated visibility
Reviewers repeatedly praise having CRM, projects, tickets, retainers, time, billing and client communication in one connected system.Read 21 Oct 2026 · getapp.com
Project financials
Accelo tracks time, budgets, margins, profitability, expenses, retainers, quotes, rate cards, invoices and payment status.Read 21 Oct 2026 · accelo.com
Project management
Project tools include templates, scope planning, task assignment, Gantt charts, dependencies, milestones, portfolio views and client approvals.Read 21 Oct 2026 · accelo.com
Public API
Accelo provides REST and Forms APIs; the REST API uses HTTPS actions, JSON/XML/YAML payloads, OAuth security and service accounts.Read 21 Oct 2026 · help.accelo.com
Rating on Apple App Store
2.1 out of 5 from 9 ratingsRead 21 Oct 2026 · apps.apple.com
Rating on Capterra
4.5 out of 5 from 178 reviewsRead 21 Oct 2026 · capterra.com
Rating on G2
4.3 out of 5 from 685 reviewsRead 21 Oct 2026 · g2.com
Rating on Gartner Peer Insights
3.0 out of 5 from 1 ratingRead 21 Oct 2026 · gartner.com
Rating on GetApp
4.5 out of 5 from 178 reviewsRead 21 Oct 2026 · getapp.com
Rating on Software Advice
4.5 out of 5 from 178 reviewsRead 21 Oct 2026 · softwareadvice.com
Rating on Trustpilot
2.9 out of 5 from 2 reviewsRead 21 Oct 2026 · trustpilot.com
Rating on TrustRadius
3 out of 10 from 32 reviews and ratingsRead 21 Oct 2026 · trustradius.com
Resource planning
The platform offers AI-assisted scheduling, utilization reporting, capacity forecasting and soft or hard allocations.Read 21 Oct 2026 · accelo.com
Resourcing
Resourcing features include AI-assisted scheduling, utilization reports, capacity forecasting, and soft and hard allocations.Read 30 Sep 2026 · accelo.com
Retainers
Retainer functionality manages recurring work, periods, tasks, billing, auto-renewal and allocation of project or ticket work.Read 21 Oct 2026 · help.accelo.com
Security audit
Accelo says it maintains a confidential SOC 2 Type 2 report, available to prospective subscribers after a mutual non-disclosure agreement.Read 30 Sep 2026 · accelo.com
Security compliance
Accelo says it maintains a confidential SOC 2 Type 2 report and relies on AWS controls associated with SOC, PCI DSS Level 1, ISO 27017, ISO 27018 and ISO 9001.Read 21 Oct 2026 · accelo.com
Security controls
Security features include two-factor authentication, password policies, Google delegated access, replicated databases, hot failover and daily plus weekly backups.Read 21 Oct 2026 · accelo.com
Self-hosting
Accelo documentation describes access through a cloud deployment URL and does not document a self-hosted installation option.Read 21 Oct 2026 · help.accelo.com
Support and onboarding
Plans include implementation guidance and onboarding support, and Accelo links to a Help Center and Community Forum.Read 30 Sep 2026 · accelo.com
Target customers
Accelo says its mission is to empower professional services businesses and lists agency, consulting, accounting, engineering, architecture, and IT and software industries.Read 30 Sep 2026 · accelo.com
Tickets automation
Ticket triggers can send reminders, change status or priority, and escalate aging or untouched requests automatically.Read 21 Oct 2026 · help.accelo.com

Plans and prices

Accelo Priced on request Custom quote; pricing is based on team size and growth goals. Access to full platform · Implementation guidance · Onboarding support Read 30 Sep 2026 · accelo.com
Advanced Priced on request Three advanced reporting users · advanced custom workflows · advanced triggers and automations · smart scheduling and utilization · adaptive project scheduling · client asset management Read 21 Oct 2026 · getapp.com
Business Priced on request Client retainer management · unlimited client portal users · time approvals for billing · expenses and materials · shared request inbox · ticket management Read 21 Oct 2026 · getapp.com
Custom quote Priced on request Team-size and growth-based pricing · implementation guidance · onboarding support · full platform access Read 21 Oct 2026 · accelo.com
Professional Priced on request Project management · sales management · quote management · time logs, timers and timesheets · client invoices and payments · financial insight dashboards Read 21 Oct 2026 · getapp.com

Every Accelo plan and price →

Strong points and limits

Strong points

  • Project templates, Gantt charts, milestones, and portfolio views
  • AI-assisted scheduling and capacity forecasting
  • Time tracking, invoicing, retainers, and expenses
  • Web, Android, and iOS availability
  • RESTful and Forms APIs

Limits

  • No free plan
  • Pricing requires a custom quote
  • Advanced security report requires mutual NDA

Who it suits

Accelo is aimed at professional services businesses, including agencies, consulting, accounting, engineering, architecture, and IT and software companies. It suits teams needing project, resource, time, billing, and profitability management together.

Verdict

Accelo combines project delivery, staffing, financials, integrations, and AI functions for professional services teams. Its paid pricing is customized by team size and growth goals, with a trial offered through an expert-led process.

Where Specifiction places it

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