Stop planning in spreadsheets. Start planning from the work.
Most planning tools ask you to enter the plan. Bridge Planner builds it from the agreements, engagements, hours, and invoices already in Bridge. Utilization, capacity, allocation, forecast, and AI coaching — grounded in real data, not a spreadsheet someone forgot to update.
No per user fees, ever.
Planner works best with Engagements. See how engagements work →
Every firm has that one spreadsheet — the one with capacity numbers that might be right, might be three weeks stale. Planner replaces the spreadsheet with the actual work.
Bridges to the tools you already use
QuickBooks
Slack
Claude
Copilot
Gemini
ChatGPT
Fathom
Fireflies
Granola
Google
Microsoft
Teams
LinkedIn
HubSpot
Harvest
ClickUp
Google Drive
Google Slides
OneDriveQuickBooksSlackClaudeCopilotGeminiChatGPTFathomFirefliesGranolaGoogleMicrosoftTeamsLinkedInHubSpotHarvestClickUpGoogle DriveGoogle SlidesOneDriveSix surfaces. One practice.
Each surface answers a different question about your practice — and they all share the same data.
Utilization
Where your team's hours go
Billable vs non-billable breakdown, per-person utilization trends, time-off impact, and team-level benchmarks. Computed from real time entries.
Learn moreCapacity
Who can take on work
Team headroom, calibrated capacity bands, load percentages, and first-open dates. Know availability before you commit to a client.
Learn moreAllocation
Past, present, future — one board
Three views: where hours went (past), who's booked now (present), and what the pipeline demands (future). Drag to reassign.
Learn moreForecast
Revenue forecasting that shows its work
Revenue and margin projections across 3, 6, 12, or 24 months. Scenario modeling, goal tracking, and confidence intervals — grounded in signed agreements.
Learn moreConfidence
How much should you trust your plan?
Data quality scores per capability, signal breakdown, and accuracy tracking. Planner tells you what's reliable before you act on it.
Learn moreCoach
An advisor that knows your numbers
AI-powered recommendations grounded in your real data. Surfaces hiring signals, reallocation opportunities, and data gaps — decisions, not dashboards.
Learn moreWhat Bridge Planner does that PSA tools don't.
Planner is built on your real engagement data — not a second system you have to feed.
Built on real engagement data
Planner reads from your signed agreements, active engagements, time entries, and invoices. No parallel data entry. No stale spreadsheet. The plan is a byproduct of the work.
Data confidence scores
Every forecast shows how much you should trust it. Building, usable, confident, strong — per capability, with signal breakdown. No other planning tool tells you when its own numbers are unreliable.
No PSA implementation
Kantata takes weeks to deploy. BigTime needs a consultant. Bridge Planner works from day one because it reads from what you already have. 14-day free trial, no credit card.
AI coaching, not just dashboards
Bridge Coach watches your practice data continuously and surfaces hiring signals, reallocation opportunities, and data gaps. Decisions you need to make — before you're behind.
Three views of allocation
Past consumption (where hours went), present schedule (who's booked this week), future pipeline (what demand is coming). Drag-to-reassign across all three.
Flat pricing. Any team size.
Most PSA tools charge $30–59/user/month. A 20-person team is $600–1,180/month on Kantata. Bridge Planner is a flat add-on — same price whether you have 5 people or 50.
See how Planner compares.
Planner competes with PSA resource planning tools — but it doesn't require a PSA implementation.
Kantata (formerly Mavenlink) is an enterprise PSA — resource management, project accounting, business intelligence, time tracking. Built for professional services firms with 50–5,000 people and priced accordingly.
Where Kantata wins
- Deep resource management with skill-based matching and demand planning
- Enterprise project accounting with revenue recognition
- Mature BI and analytics with Salesforce integration
- Built for large firms — handles multi-office, multi-currency complexity
Where Bridge wins
- Same-day setup — Kantata requires a multi-week PSA implementation with a dedicated consultant
- Flat pricing — $39/mo (Pro) or $79/mo (Enterprise), any team size. Kantata charges $30–59/user/mo and scales linearly with headcount
- Planner is built on your real agreements and engagements — utilization, capacity, and forecasts come from the same data you're already managing. Kantata requires parallel data entry or a separate CRM/CLM integration
- AI coaching that surfaces hiring signals, reallocation opportunities, and data gaps — Kantata has dashboards but no proactive advisory layer
- Data confidence scores tell you how much to trust each forecast — Kantata shows numbers without context on their reliability
- 14-day free trial, no credit card — Kantata requires a sales call and contract
- Client Risk register — Bridge scores which accounts are likely to churn at renewal (suggested from overdue invoices, slipped delivery, and meeting gaps), quantifies revenue at risk in dollars, and holds that revenue back in the forecast. Kantata forecasts resource capacity, not client-retention risk
Pricing scenario
Choose Kantata if
You have 100+ billable staff, need enterprise project accounting with revenue recognition, and you have the budget and bandwidth for a PSA implementation.
Choose Bridge if
You want capacity planning and forecasting without a PSA implementation, your team is under 100 people, or you're already running agreements and engagements in Bridge and want planning built on that data.
Plan + deliver
Planner works best with Engagements
Planner reads from your engagements — time entries, deliverables, budgets. The more you use Bridge for delivery, the more accurate your planning becomes. No integration to set up.
See how engagements work →Planner pricing
Planner is an add-on to your Bridge plan. 14-day free trial on any tier, no credit card.
With Pro
+ $39/mo
14-day free trial
With Enterprise
+ $79/mo
14-day free trial