Smarter Project Budgeting for Professional Services

Turn complex project calculations into accurate forecasts. With Troi’s AI-driven estimation, PSA teams can plan budgets faster, eliminate guesswork, and ensure every project remains profitable.

  • 80% Budget clarity at a glance
  • 60% less manual work
  • 40% more planning accuracy
Troi budget calculation screen showing service items with quantities, units, purchase and selling prices, service tax, and an AI based effort estimate adjusting total project hours.

Why Accurate Estimation Matters in Professional Services

Success in project environments depends on precise planning of costs and efforts. When estimates are off, deadlines slip, budgets are exceeded, and profitability suffers.

Troi helps you plan with clarity and confidence. The PSA platform uses intelligent insights to align budgets, resources, and timelines right from the start.

With automated estimation and AI-supported forecasting, Troi turns project planning into a reliable process that enables faster and more informed decisions.

Circular budget chart showing planned versus actual time, with 80.00 hours planned and 20.00 hours recorded as actual.

From complexity to clarity

Let’s Talk About Your Goals

Every business works differently and that’s exactly why Troi adapts to you. Tell us about your needs and we’ll show how PSA can support your projects, resources and finances.

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AI Powered Smart Calculation

Troi learns from your completed projects and turns experience into accuracy. The system analyzes budgets, timelines, and team data from past projects to recognize patterns and predict realistic effort and cost ranges for new ones.

Instead of starting every project from scratch, you receive intelligent suggestions that help you plan faster and stay closer to the actual outcome. This way, project estimation becomes less guesswork and more strategic forecasting that improves both efficiency and profitability.

The AI engine continuously refines its calculations with every new project, giving your team a self-learning system that becomes more precise over time.

Project budget calculation interface with AI estimated hours and profit margins for different services
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Stay Ahead with Troi Updates

Be the first to hear about new features, product improvements and upcoming webinars. Our newsletter keeps you informed about everything that helps you work smarter with your PSA platform.

Plan, Control and Optimize
in One System

Plan budgets, track progress, and manage approvals, all in one connected PSA platform. Troi links every project phase, giving you full transparency and control across teams and data.

UI card showing two team members with profile photos, roles and workload bars displaying current booked hours versus available capacity for project planning and resource management in Troi.

Integrated Planning

Bring budgets, resources, and schedules together in one workspace. Everyone works with the same data: clear, consistent, and up-to-date.

Circular budget chart showing planned versus actual time, with 80.00 hours planned and 20.00 hours recorded as actual.

Real-Time Control

Track project progress and financials as they evolve. Adjust budgets instantly when priorities or timelines change.

Invoice approval panel showing invoice numbers, totals, and a Send for Approval action with selected approver.

Automated Approvals

Standardize your approval process. Reduce manual steps and keep every decision traceable and transparent.

Service list with quantities and an AI estimate tooltip adding two point five hours to planned effort

Data-Driven Optimization

Use AI insights from past projects to improve accuracy and profitability with every new estimate.

Key Benefits at a Glance

With Troi, project budgeting becomes more than just a financial process. It becomes a foundation for smarter decision-making across your entire PSA system. The integrated approach helps your team plan faster, stay within budgets, and achieve predictable results.

  • Improved profitability: Track budgets and margins in real time to keep every project on target.
  • Higher accuracy: Estimate project costs and efforts based on real data and historical insights.
  • Faster planning: Use intelligent recommendations to set up new projects within minutes.

  • Transparent control: Monitor resources, approvals, and progress in one consistent view.

  • Continuous learning: The system refines its forecasts with every completed project.

SmartDesk dashboard showing workload, calendar, active projects, time tracking, and a timeline task view with scheduled tasks and team capacity.

Budgeting & Estimation – FAQs

Troi analyzes completed projects to detect cost, resource, and timeline patterns. Using these insights, its AI engine generates budget suggestions that reflect realistic effort ranges, reducing estimation errors for PSA teams.
Yes. Troi connects project budgets with resource allocation and scheduling in real time. Any shift in priorities or timelines automatically updates related budgets, keeping financials and utilization aligned across the entire PSA system.
Troi supports multi-project and multi-client budgeting within a single system. Aggregated dashboards provide comprehensive financial transparency across projects, clients, and departments, enabling better strategic control.
Troi’s AI continuously refines its estimation logic by comparing planned and actual values from completed projects. This ongoing learning improves the precision of future forecasts and helps teams create more accurate budgets over time.
Yes. Troi integrates with accounting, ERP, and reporting tools. You can export forecasts, actuals, and margin data in standard formats to ensure consistency across all connected systems.

More Features for Complete Project Control

The Troi PSA platform connects all key functions you need for smooth project management, from time tracking and task planning to controlling and reporting. Each module builds on the same data foundation, ensuring that every figure, approval, and report reflects your real project performance.

Resource Planning

Troi team resource view showing available time of 85 hours and workload percentages for digital team members

Time Tracking

Time tracking widget showing working time on April 6 with 5.50 hours logged and 2.50 hours assigned to project work

Task Management

Project timeline showing task bars for concept work, landing page design and user testing with allocated hours across calendar weeks

Reporting & Controlling

Weekly time tracking chart showing daily working hours and project time with a tooltip displaying 8 hours working time and 4 hours project time

Digital Document Capture

Invoice approval panel showing invoice numbers, totals, and a Send for Approval action with selected approver.

Integration & API

Workflow diagram with connected modules for files, teams, analytics, and performance, plus integrations with Asana, Bexio, HubSpot, and Power BI feeding into a central dashboard.

Trusted by Leading Consultancies, Agencies and Creative Businesses

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“With Troi, we were not only able to redefine our project controlling to capture key metrics more efficiently — we also significantly increased the speed at which projects are processed through a standardized project and approval workflow.”

Rainer Chabrie, BBDO
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“What’s great is that we were able to fully tailor Troi to our specific needs. With Troi, we’ve developed and established standards that support us in our daily work — allowing us to focus entirely on what really matters: our core business.”

Stefan Mauerer, Martin et Karczinski
Portrait of Ralf Vockel, Troi customer

“In our business, smooth coordination is key. Troi has helped us digitalize and optimize our workflows, ensuring seamless project management — from the initial project brief to the final delivery of our productions.”

Ralf Vockel, Vogelsänger Studios