Rocketlane

Rocketlane is an agentic Professional Services Automation (PSA) platform that unifies project delivery, resource management, and customer experience. It combines project planning, financial visibility, and AI-powered automation to streamline service delivery workflows.

This integration enables AI agents to automate project management tasks, manage resources, track time and utilization, and access real-time profitability data across your service delivery operations.

Capabilities

• Create and manage projects with templates and automated workflows
• Allocate and track resources and utilization
• Monitor time tracking and project budgets
• Access real-time project margins and financial visibility
• Manage customer portals and stakeholder engagement
• Automate service delivery governance and compliance
• Leverage AI agents for configuration and decision automation
• Query and modify custom fields and project data

Resources

• Rocketlane API Overview
• API Reference
• Authentication Guide