Rocketlane
Rocketlane is an AI-powered Professional Services Automation (PSA) platform that unifies project delivery, resource management, financial tracking, and client experience in one intelligent system.
At a Glance
Engagement
Available On
Listed Apr 2026
About Rocketlane
Rocketlane is an agentic, all-in-one PSA platform built for modern service delivery teams. It combines project execution, people and financial management, and client experience into a single source of truth, powered by AI agents (Nitro) that automate frontline work, govern delivery processes, and surface risks early. The platform is designed for onboarding, implementation, and professional services teams who need to deliver projects on time and on budget while maintaining a high-quality client experience.
- Nitro AI Agents — AI teammates that auto-generate project plans from SOWs, automate configuration and migration tasks, monitor risks, and keep delivery moving at speed.
- Project Delivery & Execution — Manage projects with Gantt, List, and Kanban views; use dynamic templates, sprint planning, automations, and governance workflows to standardize delivery at scale.
- Client Portal — Give customers full visibility into project progress with a branded portal, magic-link login, approvals, CSAT collection, and actionable email updates.
- Resource Management — Surface the right team members based on availability, skills, and workload; set utilization guardrails and auto-allocate resources to prevent burnout and budget overruns.
- Financial Management — Track project budgets, margins, revenue recognition, invoicing, rate cards, and profitability in real time directly within the delivery workflow.
- Time Tracking — Capture time with built-in AI governance, timesheet approvals, time-off management, and calendar integrations to keep billing clean.
- Business IQ Reporting — Access real-time dashboards covering project performance, portfolio health, utilization, profitability, and customer sentiment.
- Automations — Configure custom automation rules for approvals, nudges, escalations, and follow-ups so governance is always on without manual effort.
- Integrations — Connect to Slack, Salesforce, HubSpot, Jira, Zapier, Workato, Snowflake, Google Meet, MS Teams, Zoom, and Gong.
- Enterprise Security — SOC 2 Type II, GDPR, HIPAA, ISO 27001, ISO 27701, ISO 42001, CSA Star, CPRA, and CASA compliant.
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Pricing
Essential
Perfect for small service teams seeking foundational delivery blocks to kickstart operations.
- Unlimited projects
- Unlimited customer members
- Branded Customer Portal
- Project presentation
- Customer login via magic link
- Customer approvals and collaboration
- Actionable emails
- Built-in CSAT at milestones
- Project updates
- All Tasks view (Gantt, List, Kanban)
- Project and Document templates
- Form templates
- Email templates
- Attachments
- Spaces
- Time tracking
- Timesheets
- Timesheet approvals
- Custom Automations (50 runs/user/month)
- CSAT reports
- Task collaboration
- Document collaboration
- Mobile app
- Project collaboration
- Zapier integration
- Privacy and sharing
Standard
Ideal for expanding organizations needing more in-depth capabilities and integration for scaling.
- Everything in Essential
- Unlimited projects
- Unlimited customer members
- SmartFill
- Sprint planning
- Project update templates
- Dynamic templates
- Forms
- Calendar integration for timesheets
- Custom Automations (200 runs/user/month)
- Project performance report
- People performance report
- Partner portal
- Partner CSAT
- Delivery metrics and performance monitoring
- Partner governance
- HubSpot integration
- Jira integration
- Slack integration
- Custom domains
- API access
Premium
Great for teams desiring tailored workflows with comprehensive reporting capabilities.
- Everything in Standard
- Unlimited projects
- Unlimited customer members
- Key events and Intervals
- Time-off management
- Custom Automations (500 runs/user/month)
- Project budgeted hours alerts
- Resource AI
- Resource Planning
- Auto-allocation
- Capacity Management
- Utilization tracking
- Project budgeting and tracking
- Flexible billing options
- Rate cards
- Margins & Profitability
- Revenue Recognition
- Invoicing
- Expense management
- Project profitability report
- Portfolio report
- Interval IQ report
- Operations insights report
- Salesforce integration
- Workato integration
- Custom email domain
Enterprise
Tailored for large enterprises requiring a fully customizable, comprehensive delivery engine.
- Everything in Premium
- Unlimited projects
- Unlimited customer members
- Unlimited custom automations
- Forms automations
- Custom reports
- Soft allocations / tentative planning
- Skills matrix
- Multiple currency support
- Snowflake integration
- Role Based Access Controls
- SAML
Nitro Premium
AI agents that augment your team's expertise with 5,000 credits included.
- Time Governance
- Resource Governance
- Project Governance
- Nitro Analyst
- Meeting AI
- Resourcing Agent
Nitro Enterprise
Full agentic PSA suite with 10,000 credits included.
- Everything in Nitro Premium
- Documentation agent
- Migration agent
- Workforce agent
- Nitro Signals
AI Fills
Elevate client communications and free up hours of busywork. Turn meetings into ready-to-go emails, project documents, and project notes. Works with Google Meet, MS Teams, Zoom, and Gong.
- Meeting-to-email generation
- Meeting-to-project document generation
- Meeting-to-project notes generation
- Google Meet integration
- MS Teams integration
- Zoom integration
- Gong integration
Capabilities
Key Features
- AI-powered project plan generation from SOWs
- Nitro AI agents for delivery automation
- Branded client portal with magic-link login
- Gantt, List, and Kanban project views
- Resource planning and auto-allocation
- Capacity management and utilization tracking
- Financial management with revenue recognition and invoicing
- Time tracking and timesheet approvals
- Custom automations with governance workflows
- CSAT collection at project milestones
- Partner portal and partner management
- Business IQ dashboards and reporting
- Dynamic project templates
- Sprint planning
- Process governance with early warning systems
- Document and form management
- Mobile app for iOS and Android
- Role-based access controls
- SAML SSO
- Multi-currency support