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Track billable hours, utilization, and project margins in one place
Domo connects your time-tracking, billing, CRM, and project tools so partners and operators can see how each engagement is performing and act before margin slips.
THE PROBLEM
Your data lives in different tools, but your margin decisions can't wait
Most professional services firms run on a stack of disconnected systems: time tracking in one tool, billing in another, CRM in a third, project management somewhere else. Pulling a single view of an engagement means exporting CSVs and reconciling them by hand.
By the time the report is done, the engagement is already a week further along. Decisions about staffing, scope, and pricing get made on stale numbers.
Domo connects every system you already use, so partners, managers, and operators see the same numbers at the same time.
WHAT DOMO DOES
One platform for the numbers your professional services firm runs on
Domo connects to your time, billing, CRM, and project systems through 1,000+ pre-built connectors. You see utilization, realization, and margin by practice, partner, client, and engagement, without manual reconciliation.
- Track utilization rates across the workforce by practice and role
- See which staff are unassigned and which engagements are understaffed
- Forecast revenue and resource needs from your current pipeline
- Spot margin slippage on engagements while you can still correct it
BY PRACTICE AREA
What firms in each practice track in Domo
Consulting
Connect time tracking, CRM, and project tools to track utilization, realization, project margin, and pipeline coverage by practice.
Engineering and Construction
Monitor preconstruction estimates against actuals, track project burn rate, and report bid-to-win ratios across project managers.
How firms use Domo today
"It's priced right, it's fully supported, you get the one-on-one relationship, and at the end of the day it's just a better, cleaner-looking solution."
"Domo has systematized our strategy in a way that not only tells the team these are the things that we care about, but it specifically gives them feedback on how they are doing in fulfilling their piece of that puzzle. I can focus more on constantly selling the big picture to everybody, and they inherently know what their contribution means to the rest of the organization."
"With Domo, now it is very easy to have conversations about numbers. Everyone has the same data and we spend much less time on interpretation and reconciliation."
"With Domo we can dream up a KPI, build it, and two minutes later have the metric we are looking for."
THE PLATFORM
What you build with the Domo platform
Domo is a unified platform by design and composable by adoption. Start with the capability you need now, add others as you go. Governance and data definitions stay consistent across all of them.
Data Integration
Connect data from over 1,000 pre-built sources, ingest flat files, and build governed pipelines.
Magic Transformation
Clean, enrich, and reshape raw data into analysis-ready assets using visual ETL, SQL, or Jupyter Workspaces in Python and R.
Domo BI
Build dashboards, ask questions in plain English with AI Chat, and work with certified metrics and a semantic layer.
Domo Apps
Turn dashboards into role-specific apps using low-code, no-code, and pro-code builders.
Agent Catalyst
Build AI agents with human-in-the-loop oversight, grounded in governed data, that work inside the limits IT sets once.
Domo Embed
Embed analytics into external client portals and applications using JavaScript APIs.
GOVERNED DATA FOR AI
The data your AI runs on is the data you already trust
AI agents are only as reliable as the data behind them. Models without trusted data, business context, and human oversight create risk, not advantage. For a professional services firm, that means an agent could summarize the wrong engagement, flag the wrong matter, or misread a client's contract terms.
Domo connects AI agents directly to the same governed data your dashboards run on. Agents inherit user-level permissions, work from certified metrics, trace every answer back to its source, and route critical decisions back to a human before acting.
- Connect agents to any of 1,000+ governed data sources, structured or unstructured
- Use OpenAI, Anthropic, Google, or your own model, since Domo stays model-agnostic
- Apply row- and column-level permissions to every agent automatically
- Require human review on high-stakes actions like client-facing summaries or billing changes
Built on a platform trusted by enterprises
Your firm's client data, billing records, and engagement details inherit the same governance and security controls that customers use in production.
AI agents for professional service teams
Explore what teams build with Domo's AI agents. Each one runs on your governed data, works within a user's permissions, and can trace every answer back to its source.
RFP/RFI Response
Drafts proposal and questionnaire responses from your own past answers and source material.
Executive Report Generator
Synthesizes your data into client-ready executive summaries and deliverables.
Contract Review Intelligence
Flags contract risk and compliance issues against the terms you care about.
Ready to put your firm's data to work?
See how your data can drive faster, clearer decisions.
