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Analytics for Professional Services

Optimize project performance, maximize profitability, and deliver exceptional client value with AI-powered analytics designed for professional services firms.

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Solving Your Biggest Challenges

Professional services firms face unique data challenges. Here's how Querri addresses them.

Project Profitability Blindness

Without real-time visibility into project costs, resource allocation, and margins, profitable projects look the same as money-losing ones.

⚡ Querri Solution: Real-time profitability dashboards with automated alerts when margins drop below targets.

Resource Optimization Struggles

Manual resource planning leads to over-allocation, under-utilization, and missed opportunities to maximize team productivity.

⚡ Querri Solution: AI-powered resource allocation recommendations based on skills, availability, and project requirements.

Client Reporting Inefficiencies

Hours spent creating custom reports for each client, pulling data from multiple systems, often with outdated information.

⚡ Querri Solution: Automated client-specific dashboards with real-time data and white-label reporting options.

Growth Forecasting Gaps

Without clear visibility into pipeline, capacity, and historical performance, growth planning becomes guesswork.

⚡ Querri Solution: Predictive analytics combining pipeline data, capacity planning, and historical trends for accurate forecasting.

How Querri Transforms Professional Services

From setup to insights in days, not months.

1

Connect Your Systems

Link your project management, time tracking, financial, and CRM systems.

  • Integrates with popular PS tools like Deltek, Mavenlink, Smartsheet
  • Secure, read-only connections
  • Automated data synchronization
2

AI Maps Your Data

Our AI understands your data structure and creates a unified view.

  • Automatically maps projects, resources, and financial data
  • Learns your business terminology
  • Identifies key performance indicators
3

Get Instant Insights

Ask questions in plain English and get immediate answers.

  • Natural language query interface
  • Pre-built PS-specific dashboards
  • Proactive anomaly detection
4

Scale & Optimize

Use insights to improve margins, resource allocation, and client satisfaction.

  • Automated client reporting
  • Predictive resource planning
  • Margin optimization recommendations

Ready to unlock your data's potential?

Join thousands of businesses making data-driven decisions with Querri.

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Results Professional Services Firms Are Achieving

Data-driven professional services firms outperform their competitors.

+35% profit margin

Improved margins

Real-time project profitability tracking prevents margin erosion.

+22% utilization

Higher utilization

AI-powered resource planning maximizes billable time.

85% time saved

Faster reporting

Automated client reports reduce admin time by hours each week.

+40% NPS score

Better client satisfaction

Data-driven insights improve project delivery and client value.

90% forecast accuracy

Accurate forecasting

Predictive analytics improve pipeline and capacity planning.

+60% revenue growth

Faster growth

Data-driven decisions accelerate sustainable business growth.

No credit card required
14-day free trial
Setup in minutes

See how Querri works for professional services

Try asking questions a professional services leader might ask.

Try For Yourself

Professional Services Success Stories

See how firms like yours are transforming operations with Querri.

"Querri transformed how we manage projects. We can now spot profitability issues before they impact the bottom line and optimize resource allocation in real-time."
Sarah Thompson
Managing Partner
Strategic Consulting Group
35%
Margin Improvement
Higher project profitability
20 hrs/week
Time Savings
Reduced admin work
"Our clients love the automated reporting. What used to take us 2 days now happens instantly, and the insights are far more valuable than our old static reports."
Michael Rodriguez
Operations Director
TechFlow Consulting
+40%
Client Satisfaction
NPS score increase
90% faster
Reporting Time
Automated processes
"The predictive analytics are game-changing. We can now forecast resource needs 3 months ahead and prevent project overruns before they happen."
Jennifer Walsh
CEO
Innovation Partners
95%
Project Success
On-time, on-budget delivery
+60%
Revenue Growth
Year-over-year increase

Be ready for any weekly business review

Get clear, data-backed answers to the questions that matter most to your business growth.

Track Performance

Monitor KPIs and metrics that drive your business forward

Spot Trends

Identify patterns and opportunities before your competition

Make Decisions

Turn insights into action with confidence and clarity

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Frequently Asked Questions

What analytics can professional services firms run in Querri?
Professional services firms use Querri to track project profitability by engagement, analyze resource utilization and billable hour rates, monitor client satisfaction scores, forecast revenue from the pipeline, and identify the client segments and project types with the best margins — all in plain English without SQL.
How does Querri help professional services firms track project profitability?
Querri connects to your project management, time-tracking, and billing data to build real-time profitability views by project, client, team, or service line. Ask questions like 'Which active engagements are currently below our target margin?' and get structured answers with trend context and drill-down capability.
Can Querri help with resource utilization and capacity planning?
Yes. Querri analyzes time-tracking and project assignment data to surface utilization rates by team member, identify over- and under-utilized staff, and model capacity against your pipeline. Use these insights to make staffing decisions before margins are impacted, not after.
What data sources does Querri support for professional services firms?
Querri accepts CSV and Excel exports from project management platforms including Harvest, Toggl, Teamwork, and Mavenlink, plus time-tracking and billing tools. Native integrations include HubSpot CRM, Salesforce, BigQuery, Google Drive, and several database platforms. Data is joined automatically across sources.
Is Querri secure enough for professional services firms handling client data?
Yes. Querri is SOC 2 Type II certified with encryption in transit and at rest, role-based access controls, SSO/MFA support, and full audit logging. Client data is never used to train AI models, and tenant isolation ensures your firm's data stays separate from other organizations.

Ready to Optimize Your Professional Services Firm?

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