--- description: Review of Operating Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Operating | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Resource Management Software](/directory/1296/resource-management/software) > [Operating](/software/521115/Operating) # Operating Canonical: https://www.softwareadvice.co.nz/software/521115/Operating Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/521115/Operating?page=2) > Operating is an AI-enabled professional services automation (PSA) platform for running the business behind complex consulting work. It puts time, people, projects, and money in one place and sits in between the CRM and accounting platform. Operating is built by former IT services professionals. Operating does the following: - Skills-based project staffing \& resource planning with timeline views - Project planning with rate cards, labor costs, and margin \& profit forecasting - Time tracking - Project health monitoring: margin, profits, project progress, budget burndown - Revenue recognition: ASC-06 compliant revenue recognition specific to professional services - Invoice generation and integrations to accounting platforms (QuickBooks \& Xero) to close the month. Operating is design to work with an MCP-first approach: anything you do in the UI, you can do with AI assistants. We also provide a robust REST API to connect with the rest of your tool stack. > > Verdict: Rated **4.8/5** by 17 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.8/5** | 17 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support | 5.0/5 | Based on overall reviews | | Value for Money | 4.7/5 | Based on overall reviews | | Features | 4.5/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Operating Solutions ## Commercial Context - **Starting Price**: US$13.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: Operating is priced per person / month, meaning that the price of our software scales with your company's headcount. - **Target Audience**: 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium and 208 more ## Features - "What If" Scenarios - AI Copilot - API - Access Controls/Permissions - Approval Process Control - Assignment Management - Automatic Time Capture - Billable & Non-Billable Hours - Billing & Invoicing - Budget Tracking - Budgeting/Forecasting - CRM Integration - Capacity Management - Commenting/Notes - Customisable Reports - Dashboard - Data Import/Export - Data Visualisation - Employee Database - Employee Scheduling ## Integrations (12 total) - ChatGPT - Claude - Claude Code - Flowcase - Gemini - Harvest - HiBob - HubSpot Sales Hub - Pipedrive - QuickBooks Online - Salesforce Sales Cloud - Xero ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Resource Management Software](https://www.softwareadvice.co.nz/directory/1296/resource-management/software) ## Related Categories - [Resource Management Software](https://www.softwareadvice.co.nz/directory/1296/resource-management/software) - [Time Tracking Software](https://www.softwareadvice.co.nz/directory/3834/time-tracking/software) - [Sales Forecasting Software](https://www.softwareadvice.co.nz/directory/4678/sales-forecasting/software) ## Alternatives 1. 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[Resource Guru](https://www.softwareadvice.co.nz/software/96827/resource-guru) — 4.7/5 (540 reviews) ## Reviews ### "BEST PSA with MCP" — 5.0/5 > **Wojciech** | *5 August 2026* | Information Technology & Services | Recommendation rating: 10.0/10 > > **Pros**: MCP Server that allows for claude integration so i can ran staffing / proposals / scoping via chat window. > > **Cons**: Very hard to say honestly, there is a learning curve to using the platform but it wasn;t like SalesForce or some large enterprise soft, it just needed a bit of time. > > Very good, good support, robust integration, clear platform, benefits \[sensitive content hidden\] at the same time + the employes who can better undersstand wider org. ----- ### "Impressed\!" — 5.0/5 > **Rachel** | *10 August 2026* | Management Consulting | Recommendation rating: 10.0/10 > > **Pros**: Intuitive and easy to use. Our team found the transition incredibly easy and were impressed. The features were incredibly thought through and I appreciate the continual desire to innovate and further develop the tool. > > **Cons**: The ability to customize invoicing for particular clients is something we are actively working on with the Operating team. > > The customer service and enablement is nothing like I have every experienced. The team really cares about your company and gets to know you along the way to ensure it will work well for you. ----- ### "Resource Allocation Made Easy with MCP Connector" — 4.0/5 > **Sophia** | *5 August 2026* | Information Technology & Services | Recommendation rating: 7.0/10 > > **Pros**: I love the native integration with HubSpot and the incredible MCP connector for use within any LLM. Additionally, the team is incredibly communicative and open to feedback. > > **Cons**: The UI, invoicing aspect, and reporting are less advanced. I have to outsource our automated invoicing for now and wish I could do that all in one platform. I also need to pull many of the reports myself in my LLM, and it would be nice if they were just in operating instead. Finally, I think that the UI could use some updating. > > Overall, it's been a great experience and has made my life a lot easier. The biggest plus is the MCP connection with Codex. It is so easy to update without even going into the application, and that is so important for me so that nothing falls through the cracks. I have many skills that automatically update aspects multiple times a day. ----- ### "Great tool for staffing and time usage monitoring - all the right features with no clutter" — 5.0/5 > **Emil** | *21 October 2025* | Information Technology & Services | Recommendation rating: 10.0/10 > > **Pros**: It's easy and intuitive to use with all the right features implemented and no irrelevant clutter. The team is extremely responsive regarding both support and small feature requests > > **Cons**: I'd like a few more visual cues (e.g. color coding) on the data reports to make them even better, but that is a very minor thing. > > I have experienced that getting started with Operating has been easy regarding getting our project- and line managers to use it. There are basic functionalities you can start using right away and multiples levels of added features you can implement as you go for even more value from the platform. ----- ### "Great resourcing and time tracking software" — 5.0/5 > **Reetta** | *29 July 2025* | Marketing & Advertising | Recommendation rating: 10.0/10 > > **Pros**: The workflow is optimal for what we are aiming to achieve with the software. We also really benefit from the reporting and forecasting features in our consultancy business. > > **Cons**: Some features are still under way since the software is quite new. For example recurring monthly resourcing and work time balance features are still coming. > > Our consultants have been very happy with the software saying it's easy to use and is time saving compared to the previous system. The Operating team also offers great support whenever needed. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/521115/Operating?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/521115/Operating) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data