PSA Software for midsized businesses

Run every department, office and entity in one connected system

Magnetic consolidates forecasting, resourcing and profitability across the organisation, with the permissions and controls that scale requires, at a fraction of the cost and rollout time of a traditional enterprise PSA Platform

See Magnetic configured around how your teams actually operate

Dashboard showing three employees’ remaining capacity hours and a resource finder with criteria for skill, team, and title.
Profitability dashboard showing average margin 29%, margin 48,750, total billing 996,000, and hours cost 573,500 with chart.
Magnetic pipeline forecast dashboard showing sales data, new vs. more business stats, and sales funnel probabilities.
Rated 4.5/5 on G2 and Capterra
Exonic SolutionsClicksConversation LabPlatform45
G2 High Performer, Small BusinessG2 High Performer, Small Business EMEAG2 High PerformerUsers Love Us on G2

Karimjee Group, a multi-entity corporate operating since 1825 runs its in-house creative and communications function through Magnetic

How midsize firms operate

As firms grow, quotes, project plans, timesheets, resourcing planning and reporting often end up spread across different systems. Keeping everything aligned takes more time and makes it harder to stay on top of what is happening across the business. Magnetic brings these areas together in one place, so teams can work from the same information.

Every department, its own system

The better Magnetic way

Built for visibility, control and scalable growth

Run more teams, projects and entities without creating more operational complexity. Magnetic gives you the visibility, and controls to grow while keeping delivery, margin and reporting on track.

Pipeline and forecasting

Turn your pipeline into a plan the business can actually deliver

A strong sales forecast means very little if delivery cannot support it. Magnetic connects upcoming opportunities with the operational information behind them, helping commercial and delivery teams understand what is likely to close, and what that demand means fo the business. Plan earlier, reduce surprises and make commitment with a clearer understanding of what happens after the deal closes.

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Forecast future demand using weighted pipeline value
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Resource gaps visible before a deal closes
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Give operations more time to prepare for likely demand
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Make commercial decisions with delivery context built in
Magnetic resourcing
Magnetic resourcing
Resource planning

Keep work moving without losing control

Enterprise resourcing means balancing multiple teams, clients, projects and priorities at the same time, Magnetic gives resource managers a clearer view of who is available, where workloads are becoming stretched and where upcoming work could create pressure. Allocate with more confidence and reduce last minute changes that disrupt teams and delivery.

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See availability across teams and active projects
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Match upcoming demand to available capacity
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Identify under-and over-allocation earlier
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Reduce clashes between competing client commitments
Project delivery

Create consistency across delivery without forcing every team into the same process

Different clients and service lines often need different ways of working. That should not mean leadership loses visibility or every team builds its own disconnected process.

Magnetic gives delivery teams the flexibility to manage projects in a way that shits the work, while maintaining a more consistent operating structure across the firm

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Standardise repeatable work with project templates
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Configure statuses around different delivery models
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Keep tasks, timelines and project activity together
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Give managers a clearer view of progress across the portfolio
Magnetic resourcing
Magnetic resourcing
Project financials

Protect margin while there is still time to do something about it

Waiting for month-end reporting makes margin a historical number. Magnetic keeps project budgets, time, and costs in view throughout delivery, helping teams see where work is moving away from the plan before over-servicing or overspend becomes embedded in the final result. Give project leaders the financial context they need to act earlier without waiting for finance to close the month.

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Track budgets vs actual performance as work progresses
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See project margin while engagements are still active
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Surface overservicing before it becomes significant
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Give delivery teams greater ownership of commercial performance
Reporting and analytics

Give leadership a current view of performance without rebuilding it monthly

Enterprise reporting becomes expensive when every meeting starts with collecting, exporting and reconciling data. Magnetic turns day-to-day project, resource and financial activity into reporting leadership can actually use. Spend less time assembling and more time understanding what needs attention.

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Dashboards built from live project, resourcing and financial data
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Compare performance across teams, projects and clients
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Reduce spreadsheet consolidation and manual reporting
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Create a more consistent view of performance across the firm
Magnetic resourcing
Magnetic resourcing
Workflow automations & approvals

Put stronger operational controls in place without adding more admin

More teams and more spend, usually mean more approvals, more handovers and more opportunities for processes to break down. Magnetic helps firms built repeatable approval workflows into daily operations, so the right checks happen at the right time, without replying on people to remember every step manually.

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Route approvals to the right people automatically
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Configure rules around different teams and processes
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Reduce manual follow ups and approval bottlenecks
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Keep a clearer record of decisions and activity
Go deeper on midsize business fit

Enterprise capability without enterprise complexity

Get the visibility, control and connected workflows of an enterprise PSA without the heavy implementation, inflated software costs and rigid systems that slow teams down. Magnetic brings pipeline, resourcing, project delivery, and profitability together in one platform, so you can run complex operations without adding complexity to your tech stack.

Magnetic
Custom Internal Systems
Pipeline + capacity, one view
Higher tier
Separate modules
Depends on internal build
Live margin while work is active
Higher tier
Depends on internal build
Resourcing across teams
Higher tier
Depends on internal build
Project templates and custom statuses
Limited detail
Reporting across teams and clients
Higher tier
Higher tier
Ongoing, internal
Starting price (per user/per month)
From $13 base, custom for enterprise
Custom, not publicly disclosed
$150
Internal cost

Comparison based on information that is publicly available as of August 2026. Features, packaging and prices may change and differ according to the plan, region or contract. For the most up-to-date information, please visit each provider's website.

👋 Take on more work and keep projects profitable

Join more that 200 agencies and professional services firms using Magnetic to manage capacity, track project performance and stay on top of profitability as the business grows.

Spend less time on admin and more time moving the business forward

With projects, people and finances in one place, you can see what's happening across the business without pulling reports from different systems or asking teams for updates

One set of numbers, fewer meetings

Keep everyone working from the same source of truth. No more meetings spent comparing reports, questioning figures, or working out whose numbers are right.

Give leadership a live view of the business

Get a clear, up-to-date view of the business whenever you need it. Your numbers are ready before the meeting starts

Make onboarding simpler from day one.

Give new hires one system, one login, and one consistent way of working - instead of introducing them to multiple tools across different teams.

Grow without adding operational complexity

Add new people, offices, teams, or service lines without rebuilding the way your business runs. Your systems stay connected as the business grows.

Customer story

Built for businesses with more moving parts

Billy Einkamerer, Managing Director at Exonic Solutions
Christopher Shayo
Brand Communications, Karimjee Group
How Karimjee Group Brought it's studio operations into one view.
"Before Magnetic, we lacked visibility into studio operations. Now we can clearly see where time goes, changing how we plan, prioritise and collaborate"
Read the Karimjee story
Integrations

Connects to the finance and business systems already in place

Magnetic's operational data connects to the systems your finance, reporting and communication teams already run, so consolidation does not depend on a manual export-and-reconcile step.

Xero
Accounting
Slack
Communication
Sage
Accounting
Google Calendar
Calendar
Zapier
Automation
QuickBooks
Accounting
Campaign Monitor
Email marketing
Ziflow
Proofing
Outlook
Email
Pastel
Accounting
Timeboost
Time tracking
Web Lead Capture
Lead capture
…and 400+ more apps through Zapier. Explore all integrations →

Trusted by large, structurally complex organisations

From multi-entity corporate groups, to global agencies running multiple offices and currencies, organisations with real operation complexity choose Magnetic to consolidate without losing control.

4.5/5 on G2 & Capterra

Enterprise software shouldn't take forever to role out.

From migration and configuration to onboarding and ongoing support, our team helps you roll out Magnetic around the way your organisation actually works.

Get started

Implementation built around your business

Get Magnetic configured around your teams, workflows, and business structure, with implementation support from experiences Magnetic partners.

Hands-on customer success

A dedicated customer success team guides your onboarding and migration, helping your teams get up and running fast.

Support from people who know the platform

Get help from real people when you need it, with online support with ongoing support throughout the working week.

Blue graduation cap icon on white background with light blue border.

Training that helps teams get more from Magnetic

Give every team the resources they need to use Magnetic confidently, with training sessions, webinars, videos and a searchable knowledge base.

Security and control

Built for enterprise security and control

Keep your business data protected while giving each person the access they need to get their work done. Magnetic combines role-based permissions, privacy controls, two-factor authentication and recorded platform activity to help organisations operate securely at scale.

User roles
Finance lead
Full access
Project owner
Manage
External collaborator
Limited
2FA enforced company-wide
Control who can access what

Set permissions by role and apply additional security controls to sensitive projects and opportunities.

Keep entity data separate

Maintain appropriate separation between entities, while retaining the visibility our organisation needs at a group level.

Enforce two-factor authentication

Require 2FA across your organisation to strengthen account security

Keep a clear audit trail

Track user activity across the platform with recorded users, timestamps and actions.

GDPR compliant
GDPR compliant

Support your data protection requirements with documented GDPR-aligned processes

Full activity history

Record key user activity across the platform so administrators can see who did what, and when.

Full activity history

Record key user activity across the platform so administrators can see who did what, and when.

Secure Infrastructure access

Infrastructure access is restricted and protected with strong authentication and least-privilege controls

Read our FAQs for more information →

Questions? We have answers.

Didn't find your question here? No worries - our team is ready to help, anytime.

Need guidance? Our team's ready when you are.
Book a call
What should enterprise firms look for in PSA software?
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Usually once sales, delivery, resource planning and finance are run by different people on different systems and keeping the picture accurate between them has become its own ongoing job. That reconciliation work is the signal, not headcount alone.

Can Magnetic connect sales forecasts with resource capacity?  
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Yes. Magnetic lets teams review forecast pipeline alongside resource availability, making it easier to understand whether upcoming demand can be delivered with current capacity.

Can different teams use different workflows?
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Yes. Project templates, statuses and workflows can be configured for different types of work, allowing teams to retain the processes they need while operating inside the same platform.

How long does implementation take for midsize firms?
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Magnetic is designed to manage work, people and performance across different parts of a professional services business, including team, offices and client groups.

Does Magnetic integrate with existing software?
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Yes! Magnetic integrates with tools including Xero, Sage, Quickbooks, Slack, Outlook and Google Calendar, with access to 400+ additional through Zapier.

How long does implementation take?
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Implementation depends on the number of teams, workflows and data involved. For more complex firms, rollout can be phases by team, office or function to make adoption easier to manage.

See Magnetic configured around your organisations structure

Book a demo to talk through the departments, entities, billing models and reporting requirements specific to your organisation.

Book a demo