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By Sintija
This month’s theme is data centralization and precision. From purpose-built apps in Scoro that will help you retire those last few fragmented spreadsheets, booking tool improvements, and new and improved finance integrations – every team will find useful updates in this release to improve their operational efficiency and data precision.
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By Sintija
The Easter egg hunt might be over, but we’ve saved some productivity-boosting treats for you! With the official launch of our AI-powered ELI assistant, Scoro is becoming a workspace where AI can work beside you like a teammate – scheduling your day, updating projects and tasks, surfacing insights, and more. We’re also introducing more granular control over your billable time and a brand-new hub for building custom apps with Scoro.
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By Sintija Lapiņa-Ērgle
Planning blindspots, delayed approvals, and unreliable time data can stall even the best-planned projects. Our March release addresses these pain points head-on. Now you can assign roles to tasks to forecast resource needs before your project team is confirmed. Trigger instant email alerts for financial document approval requests for a faster turnaround. Plus, new time management improvements will safeguard your data integrity and accuracy at every step.
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By Sean Collins
SPI Research has proven that there’s a 7.7x difference in profitability between the most and least mature professional services firms. But nobody’s explained why that divide happens—until now. We surveyed 303 firms across the United Kingdom, United States, Australia, Canada, and beyond to find out. Their answers reveal where most firms are getting stuck. And what the top performers are doing differently.
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By Sintija Lapiņa-Ērgle
You’ve asked for them, and we delivered. The moment you’ve been waiting for is finally here! In February, we’re bridging the gap between high-level deliverables and granular project planning and execution by introducing subtasks. This gives you the ultimate freedom to configure Scoro to match the exact rhythm of your unique workflow.
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By Sean Collins
I spoke with 14 ops leaders about where their money actually goes. The answer is rarely a single disaster. It’s a thousand tiny, sensible-sounding decisions that nibble away at profit until your bank account no longer reflects your record sales month. Margins aren’t lost. They’re eroded. Here are the 10 most common operational traps we identified, and the fixes that actually work.
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By Kadri
Today, we’re excited to announce that Scoro has acquired Envoice, a category leader in AI-powered bill and expense management. Scoro has always tracked project costs. You can log expenses, link them to projects, and see the impact on budgets and margins. But getting that external cost data into the system in the first place? That’s where a lot of the hurdles lie for many professional services firms.
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By Sintija Lapiņa-Ērgle
We’re kicking off 2026 with updates designed to keep your projects healthy and your team’s schedule organized. With automated watchdogs for monitoring retainer metrics, context notes to your resource bookings, and more efficient bulk role management, you can now handle the fine details of your workspace with much less manual effort. Stick around for the end, too – we’ve got some big news about subtasks and the future of work planning in Scoro!
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By Team Scoro
Most comparison guides like this are written by someone trying to sell you one of the tools on the list. This one is too. We’re Scoro, and we’re on the list. The difference with out list: We’ll tell you when we’re not the right answer. Some firms here would be better served by Monograph or BQE Core, and we’d rather say that upfront than have you find out after a three-month implementation. Some tools here were built specifically for A&E.
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By Alise Zaiceva
Remazing is a leading international provider of services and software solutions for brands on Amazon and other online marketplaces. The agency helps global brands monitor, optimize, and advertise their presence on Amazon. Before Scoro, Remazing relied on a disconnected mix of SevDesk and Google Sheets to manage finances and budgeting. As the team grew to over 100 employees, the manual effort required to track budgets and analyze profitability this way became unsustainable.
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By Scoro
The data is in – and it's not pretty. After surveying 303 agencies and consultancies through the Business Maturity Quiz, Scoro & The Handbook have launched The Maturity Gap Report, revealing just how wide the gap really is between the firms where operations is a strength and everyone else. In this webinar, Harv is joined by operations consultant Manish Kapur and FinOps expert Rich Brett to walk through the headline findings – and what they actually mean for the way your business is run.
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By Scoro
Most agencies and consultancies have an abundance of tools in place – and yet they still can't tell you how profitable they actually are. Why? Because when you're starting out, the priority is winning business and delivering work. Operational excellence comes later. Processes come later. The tech stack? You grab whatever works. The result is an assortment of tools that aren't joined up – and when nothing's joined up, you don't have visibility.
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By Scoro
Growing a professional services business often starts the same way: scrappy teams, generalists wearing multiple hats, and a lot of momentum driven by energy rather than structure. In this episode of The Handbook, Harv sits down with Alex Bodini, CEO of Spin Brands, to unpack how Spin evolved from a grassroots social media shop into a multi-entity group of 100+ people. Rather than waiting for a crisis to force change, Alex and his co-founder made a conscious decision to professionalize the business so they could attract bigger clients, better talent, and more ambitious opportunities.
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By Scoro
The work we produce gets all the attention. But the real question is: what’s happening behind the scenes that makes that work possible? In this episode of The Handbook, Harv sits down with creative operations expert Nicky Russell, co-founder of WDC, We Deliver Change, and chair of the Creative Operations Summit in London. Together they explore the discipline of creative ops – the systems, culture, and leadership required to help creative teams do their best work.
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By Scoro
As AI tools get more powerful, a fair question keeps coming up –– If AI can connect everything, do you still need a PSA? With AI agents, MCP, and a bit of low-code creativity, it can feel like you could stitch together your own operating stack. That assumption misses an important distinction –– AI is an accelerator. It’s not infrastructure. For professional services businesses, reliability, structure, and trust come from having a clear system of record underneath it all. That’s what makes automation sustainable, reporting credible, and decisions defensible.
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By Scoro
AI is quickly becoming the control center for operations teams. MCP is the next step – letting AI tools like ChatGPT, Gemini or Claude, securely connect to your systems and actually take action, not just respond to prompts. But there’s a catch. AI doesn’t fix messy operations. If your information is scattered across tools, spreadsheets, and workarounds, AI just amplifies the mess. The real value shows up when there’s a clear system of record underneath it all.
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By Scoro
Ops Quickies – we're back with another snackable episode. This one’s for anyone who’s ever wondered: Is my business actually set up to scale – or are we just surviving? Harv breaks down: Why business maturity matters What it really means (hint: it’s not about headcount or revenue) Why most service businesses get stuck at the early stages And how you can quickly benchmark where you stand today...
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By Scoro
When businesses talk about “productizing,” they often picture cookie-cutter scopes and rigid templates. But according to Brian Kessman, that’s missing the point. Brian is the founder of Lodestar Consulting, and he’s spent 25 years helping agencies and consultancies scale without burning out teams or eroding margins. His approach isn’t about productizing services – it’s about productizing value. In this episode of The Handbook: The Operations Podcast, Brian and Harv dig into what that really means, and how it can transform both your client relationships and your bottom line.
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By Scoro
From the outside, M&A can seem like a clean transaction – a new parent company, a logo change, a cheerful announcement. But inside? The reality is messier. Integration. Culture clashes. Reporting headaches. And a long list of decisions that determine whether the deal actually works. Dom Hawes has lived both sides. After his own agency was acquired (badly), he went on to build Selbey Anderson – a marketing services group backed by private equity, designed from day one to scale through M&A.
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By Scoro
New series alert: Ops Quickies — snackable episodes on tech, tools, and systems. We're kicking off with a big question wrapped in The Clunkiest Acronym: what the heck is a PSA... or professional services automation platform? Harv explains why the name’s a problem, what this kind of platform actually does, and why service businesses need to start paying attention. If you've got any questions about ops tech, PSAs, or Scoro, drop me a message on LinkedIn. I'd love to hear from you – and might even turn it into a mini episode.
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By Scoro
It's no secret that time is wasted in the workplace - whether on coffee breaks, slow business processes, needless meetings, or a combination of the above. And all of those trivial activities add up, whether they're intentional or not. In fact, research shows that the average employee spends only three hours in an eight-hour day on meaningful work. That's more than 25 hours wasted every working week! If only you could reclaim most of this wasted time... Here's the good news - you can!
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The all-in-one business management software designed to bring your team, projects, sales, and reports together.
Scoro is an end-to-end business management solution that allows professional and creative services to control their entire workflow from one place. It helps to streamline work and eliminate routine tasks to ensure a business runs as smoothly and efficiently as possible – from sales right through to billing.
Scoro’s features include calendaring, task and project management, quoting and billing, enterprise-level reporting and a real-time dashboard.
A single place for everything you need to know and do. From the first "Hello" to the final invoice.