The only PSA and onboarding platform where agents do the work

Rocketlane connects delivery, resourcing, client collaboration and financials in one place.

With agents in the epicentre that execute, govern, and surface risk in real time.

See Rocketlane in Action

Recognised by G2 as a Leader in the Professional services category
Powering 700+ modern enterprises and services teams

A single source of truth across the entire delivery lifecycle

Most PS teams track projects in one place, time in another, and finances somewhere else entirely. Rocketlane connects all of it so nothing slips through.

From deal closed to go-live, in one place
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From kickoff to delivery, track progress, budgets, and risks in real time to stay on schedule and under budget. Use templates and automated workflows to reduce errors and keep projects moving smoothly.
Optimize resource utilization
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Plan and staff projects with complete visibility into your team. Balance workloads with real-time capacity views, prevent burnout, and ensure timesheets stay accurate and up to date, so delivery and financials always reflect reality.
See P&L on every project, live.
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Track profitability as projects run, not after they're done. Live P&L tracking catches budget overruns early, automates invoicing, and protects margins on every engagement. Forecast revenue with confidence using real-time progress, resourcing, and time data.
Reports and insights that drive action
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Get instant visibility across projects, people, and finances.Pre-built dashboards surface delivery health, utilization, revenue, and risk at a glance, with the flexibility to drill down when needed.

Leaders can monitor performance, spot issues early, and govern by exception, without stitching together reports from multiple tools.
Centralized customer portal
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Give customers a single, shared portal where they can clearly see what’s expected of them—assigned tasks, owners, and due dates—all in one place. With direct visibility into their responsibilities and upcoming deadlines, customers are more likely to take action on time, respond faster, and keep the onboarding moving without constant follow-ups.

Integrate natively with your existing tech stack

Connect Rocketlane to the tools you use everyday. Reduce busywork and get customers to value faster.

and 50+ more integrations Via Zapier

"Rocketlane has really given us a one-stop shop as our PSA tooling, not just for our team but also for our customers. They're able to interact and work with us every day throughout the entire project lifecycle."

Jessica Monroe

Director, Project Management

"What we needed was a single platform that could handle project management, integrate seamlessly with Salesforce, and push data and metrics across the entire organisation in real time, and that is exactly what Rocketlane delivered."

Rola Abdul Ghani

Manager, Implementation Services

"Rocketlane gave us everything in one place — project management plans, resource management, financials, and invoicing — and the UI is so intuitive that you can largely teach yourself how to navigate around it."

Jacqui Morgan

Head of Client Delivery, Transformation & Global PMO

"The main reason we went looking for a new solution was to have everything in one place: project management, time tracking, budget management, and customer visibility. ”

Lisa LaVan

Director of Service Delivery

"Rocketlane brought everything under one roof, and today we have complete visibility of every onboarding by stage, by activity, by task, and by owner."

Rajiv Ramnan

Co-Founder

From client portal to account intelligence, all in one place

Modern services teams are agile, client-centric, and data-driven. They need more than just project tracking—they need a platform that drives outcomes.

Rocketlane helps you deliver a smooth, transparent client experience with a branded portal, real-time updates, and automated reminders. 

Clients stay informed and accountable, milestones stay on track, and value is delivered faster every time.

Powering service delivery teams

86%

reduction in go-live time.

Read customer story

59%

faster time-to-value

Read customer story

86%

increased client engagement

Read customer story

“What excites me about Timesheet Policies is the ability to bring structured guardrails into our time data. The idea that we can encode our policies directly into the system to catch issues at the end of the week or month, feels like a meaningful shift.”

Daniel Levine

Director, PS and Implementation

“Today our team manually creates tenants, assigns roles, and configures environments for every new customer. What’s exciting is that the configuration agent can automate this setup, dramatically reducing manual effort and helping us deliver faster implementations.”

Vidwesh Umasankar

Practice Leader, Professional Services

“Our team manually logs weekly account updates in Salesforce today. Signals can automatically surface risks and key customer requests from conversations, giving our account managers the insights they need without extra manual work.”

Richard D'Ambrosio

Director of PS, Customer Success

"On more complex implementations, we spend 10–15 hours documenting decisions and structuring requirements to capture everything. With Nitro’s documentation agent, it could automatically pull key decisions from our calls and keep documentation updated as the project evolves.”

Stacey Milgram Potzka

Vice President of Operations and Implementations

Get real-time visibility into project margins as delivery unfolds

Rocketlane brings delivery, time, and finance together, giving you a clear line of sight from work done to revenue earned.

Every hour worked and every dollar spent rolls into the project’s margin in real time. Track actuals against budget and see whether profitability is holding.



Spot drift early, roll performance up across the portfolio, and know exactly where you stand without waiting for the month-end.

Legacy tools weren’t built for how modern delivery teams work. But Rocketlane is.

Legacy PSA
Rocketlane’s Agentic PSA
Project delivery

Fragmented tools and scattered updates

One unified platform

Delivery runs with built-in governance, real-time visibility, and zero context switching.

Resourcing

Staffing is guesswork on spreadsheets.

Agents do the work

Skill matching, reallocations, and backfills — fully automated.

Revenue & billing

Missed hours quietly kill your margins.

No hour goes untracked

Every overrun is caught before it hits your margins.

Customer signals

You only hear about problems post-escalation.

Act before they escalate

Nitro surfaces risk while there's still time to act.

Customer experience 

Customers are always left in the dark.

Clients always feel ahead

Every commitment tracked, no silence between milestones.

Built for every delivery-driven team

Whether you're onboarding new customers, running services projects, or managing client implementations, Rocketlane adapts to your workflows and drives results.

Customer onboarding teams

Faster, consistent onboarding with automation and full transparency.

Professional services teams

Manage projects, time, finances, and clients—all in one place.

Agencies and consultancies

Deliver faster, impress clients, and drive long-term revenue.

Implementation
Teams

Deliver faster, impress clients, and drive long-term revenue.

Move your service delivery into the fast lane

Deliver projects on time and on budget. Collaborate with your team, partners, and customers. Without scope creep, stress, or missed goals.