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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 an up-to-date view of project costs, resource allocation, and margins, profitable projects look the same as money-losing ones.

⚡ Querri Solution: Profitability dashboards that refresh on a schedule you set, with 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Hours spent creating custom reports for each client, pulling data from multiple systems, often with outdated information.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 kept up to date on a schedule you set 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.

  • Connects to the CRM, finance and work-tracking tools you already run, like Salesforce, HubSpot, QuickBooks and NetSuite
  • 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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In the app

Rebuild a client's dashboard, then report on it

These are screenshots of Querri with a demo company's data: a dashboard rebuilt from a pasted screenshot, a margin trend by business line, and a finished deck ready to present.

Querri chat with a pasted dashboard image and the request to rebuild it on our own data, a Replication plan card showing 8 matched and 1 approximated, and the rebuilt Monthly Sales Review dashboard beside it with a banner saying the numbers were read from the screenshot
Paste the dashboard a client uses today and Querri rebuilds it, then shows what matched and what it approximated.
A line chart titled Margin Percent Trend by Product Line, showing quarterly margin for nine product lines from 2022 to 2025
Ask which lines earn the best margin and get the trend by quarter.
The title slide of a deck, Sales Channel Revenue Trends, Jan 2024 to Sep 2025, with Present, Share and Download buttons
Turn the analysis into a deck you can present, share or download.

What Querri Helps Professional Services Firms Do

Keeping projects, people and margins in view has always taken real work. Querri makes it easier.

Improved margins

Up-to-date project profitability tracking helps you catch margin erosion early.

Higher utilization

AI-powered resource planning maximizes billable time.

Faster reporting

Automated client reports reduce admin time by hours each week.

Better client satisfaction

Data-driven insights improve project delivery and client value.

Accurate forecasting

Predictive analytics improve pipeline and capacity planning.

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.

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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 up-to-date 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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