Operating
Purpose-built time tracking and invoicing platform designed for consulting and agency teams. Operating serves as a Professional Services Automation (PSA) platform that connects hours, invoicing, and project staffing, addressing the limitations of task management tools like ClickUp and Asana for billing workflows.
Last updated: 2026-04-04 22:53
Overview
Operating is a purpose-built time tracking and invoicing platform designed for consulting and agency teams. It functions as a Professional Services Automation (PSA) platform that centralizes hours, invoicing, and project staffing to address the shortcomings of generic task management tools for billing and resource management workflows.
Key Features
- Project-level time tracking: Log hours against projects or workstreams rather than micro-tasks, ensuring entries are consistent and client-ready
- Automated invoice creation: Hours flow directly into invoices with flexible line item grouping
- Planned vs. actual visibility: Compare allocated hours with actuals to avoid budget overruns
- Multi-company invoicing: Bill from different entities without duplicating work
- Utilization reports: Track consultant workload and billability without manual exports
- PM tool integration: Connect with ClickUp, Asana, or other task management tools to keep them as data entry points while maintaining the PSA as the system of record
Use Cases
- Consulting firms seeking streamlined time-to-invoice workflows
- Agencies needing clear project budgets and utilization dashboards
- Teams looking to capture more billable hours by reducing admin overhead
- Organizations requiring planned vs. actual hour comparisons for project profitability
Business Impact
According to Operating's estimates, firms switching from task-management-based time tracking to a dedicated platform can capture approximately 5% more billable hours per month by reducing admin time and focusing consultants on billable work. For a company generating $20M in annual revenue, this translates to roughly $1M in additional captured revenue.
Methodology Promoted
Operating advocates keeping PM tools (ClickUp, Asana, Monday.com) as convenient data entry interfaces while routing all time data to a dedicated PSA system for invoicing, budgeting, and resource planning. This approach limits logging to high-level tasks, avoids ticket-level logging, and consolidates all reporting in the dedicated platform.
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