The agency intelligence ERP platform

Budgeting is intuitive to use. The integrations with project management software are very well implemented. The controlling overview is particularly helpful.

Used for creating quotes, accurately recording and assigning incoming invoices to projects, budgeting project revenue and costs, as well as forecasting and tracking hours.

What I like most is how quickly projects can be estimated. With drag-and-drop, you can put together a quote in just a few minutes, and the whole thing doesn't feel like a clunky ERP system. I also really like the controlling features: you can see at any time how actual costs are tracking against the estimate and whether a project is going off the rails. Plus, there are integrations with tools like Personio, awork, and DATEV, and the support team is always friendly if you ever run into a snag.

Previously, we managed estimates and project figures in Excel spreadsheets and other tools, which quickly became disorganized and prone to errors. With this software, we have quotes, budgets, and actual costs all in one place and can see exactly where a project stands financially at any moment. This saves us a lot of time on estimating and prevents any nasty surprises at the end of a project.

As a CEO, the absolute transparency regarding our project profitability and margins is the biggest game changer that OS/ has brought us. I no longer have to wait for the monthly financial statements from our tax advisor; instead, I can see exactly where we stand financially in real-time via the forecast report and identify which clients are truly profitable. I also find the new AI integration (OS/ AI) extremely useful, as I can simply prompt for analyses on forecasts or budget status without having to dig through raw data myself.

The biggest problem we solved was the typical financial blind spot in day-to-day agency life. In the past, due to inaccurate Excel sheets, we often didn't know until after a project was finished whether we had actually made money or lost it due to overservicing.

We have automated our project controlling with OS/. Converting quotes into invoices is seamless, and monitoring open items and invoice status is effortless.

OS is most helpful for resource planning because you can quickly see who is available and when, and how projects relate to one another over time. The visual layout makes it much easier to spot bottlenecks early and plan realistically, especially when managing multiple projects simultaneously. I also appreciate how easy it is to make changes without having to rethink or coordinate everything from scratch every time.

Clear structure & clarity, visual representation of capacities, everything available in one central place, integration with other tools

OS/ gives me an instant overview of where my projects stand financially. Calculating budgets, tracking time as money, and issuing invoices—everything is in one place with a modern, fast interface. The integration with awork works particularly well, allowing project planning and financial management to mesh seamlessly. The support team is quick to respond, and you can tell that the software is constantly being improved.

OS/ Agentursoftware brings project management, time tracking, and invoicing together in one place, which saves us a lot of switching between tools. The interface is clear and easy to learn, so new team members get up to speed quickly. The reporting features give us a good overview of project profitability and team workload.

Finally, a tool that meaningfully combines proposal creation and project controlling, making it a game changer for all project managers. OS/ is intuitively designed and can be quickly integrated into your daily workflow. I especially appreciate that the developers work in a needs-oriented way; feedback and requests are taken seriously and are often implemented quickly. The support from the OS/ team is also exceptionally dedicated and always helpful.

OS/ helps us realistically assess project profitability right from the proposal stage. This allows us to make more informed decisions and identify financial risks early on. We find the project overview particularly helpful, as it centralizes all relevant project metrics in one place. Thanks to the many integration options, it’s also easy to build an efficient and well-connected software ecosystem. The interaction between Pleo, OS/, and DATEV, in particular, creates a seamless process for preliminary accounting and significantly reduces manual effort.

OS/AI is by far the deepest and best integration of AI into agency software that I know of. It has significantly simplified our entire proposal creation process as a digital marketing consultancy.

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Many providers try to pack everything into a single solution, which makes them cumbersome and causes them to lose their clear identity. OS/ maintains a sharp focus that is constantly optimized to meet customer needs. Our contact person, Julia, also gets up to speed on our processes incredibly quickly and provides helpful hacks. Features that aren't yet part of the solution are added to a roadmap, allowing us to actively help shape development in a way that works for us.

A very clear and intuitive tool – the drag-and-drop feature for projects, in particular, makes work really enjoyable. Incoming invoice processing is super reliable, and the integration with awork and DATEV works seamlessly. The system is constantly being developed – new features are added regularly and provide genuine added value.

OS/ provides me with clear project controlling at the level of detail I need. In addition, creating quotes and invoices is simple and fast. Time tracking for projects (including via external tools) works very well, giving me full budget control and insight into our projects at all times. Our workflow has improved significantly, from project creation and controlling to project completion and accounting. More control and insight with less effort.

I like the approach that os/ doesn't try to be an all-in-one solution, but instead focuses on offering solid integrations for a manageable tool stack, ensuring simple and effective workflows.

OS is extremely well thought out, remains intuitive, is clearly structured, and has a sharp focus: transparent, real-time project and agency controlling. By far the best ERP system we have seen in over a decade. Also worth mentioning: the fantastic team behind OS, who are genuinely interested in feedback and continuous development.

Creating and managing projects, including preparing quotations - Tracking times for projects and the associated budget analyses - The options for hiring team members

The software is incredibly fast and easy to use. I can use it to create calculations within a very short time and work on them synchronously with colleagues. The way the controlling is structured is also very helpful. You can rely on being able to see a precise actual status of the project and get an outlook on how the project will be completed.

From clear resource planning to detailed budget planning & controlling. The drag & drop function of all elements also makes it very user-friendly and quick to edit.

OS/ offers the possibility of precise project controlling - recorded hours & supplier invoices reduce the revenue of the respective project. Incoming invoices can be entered using drag & drop and the software also offers full resource planning and time recording - a real game changer!

The enormous simplicity of OS/ - it didn't take a day to familiarize ourselves with it and set up the relevant employee accounts. This simplicity has enabled us to ensure that everyone tracks their project times properly and that we can keep track of our project performance. The support is also incredibly fast - questions are answered in no time at all, even at the weekend.

User-friendly operation, intuitive design and simple but precise visualization of projects. In addition, the software has hardly any bugs and simply works. I also particularly like the calculation of resource costs and visualization of how it affects projects.

314 OS is an absolute game changer for us!

The software is very easy to use, clearly structured and provides us with excellent support for budgeting and project planning. As someone from the accounting department, I particularly appreciate the seamless connection to Pleo and DATEV - this saves an enormous amount of time and reduces sources of error. The customer service is also great: always friendly, competent and quick to get in touch if there are any questions or minor problems. A real highlight: you can register for training courses on individual topics free of charge, which makes it extremely easy to get started and deepen your knowledge. For us, everything is just right: functionality, user-friendliness and value for money. A clear recommendation for all agencies that want to work more efficiently and in a more structured way!