Accelo

Accelo is a professional services automation platform that brings together CRM, project management, time tracking, ticketing, and billing in one system. It covers the client lifecycle from lead capture through project delivery and invoicing.

Accounting firms use Accelo to manage client relationships, track projects, record time (including automatic time tracking on emails and tasks), and invoice based on tracked work. Recurring work templates automate the setup of regular engagements, and the platform provides real-time visibility into project profitability and team utilisation. A client portal gives clients access to project updates and invoices.

Accelo is best suited for mid-sized accounting and consulting firms that want a single platform covering CRM, project management, and billing. Firms that prefer best-of-breed tools for each function (separate CRM, separate practice management, separate billing) may find the all-in-one approach more than they need.