# 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.

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.*

## 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

## Integrations
Slack, Salesforce, HubSpot, Jira, Zapier, Workato, Snowflake, Google Meet, Microsoft Teams, Zoom, Gong

## Platforms
WEB, API, IOS, ANDROID

## Pricing
Subscription-based

## Links
- Website: https://rocketlane.com
- Documentation: https://help.rocketlane.com/support/home
- EveryDev.ai: https://www.everydev.ai/tools/rocketlane