THE OPERATING SYSTEM FOR PROFESSIONAL SERVICES
Stop running your firm with
overpriced platforms like ClickUp.
Huddle Up OS gives boutique consulting firms cash flow clarity, project intelligence, and AI-powered weekly huddles — so you walk into every Monday knowing exactly where the business stands.
Built for BI consultancies, design agencies, and professional services firms with 5–50 people.
Let's Huddle UpEverything your firm needs.
Nothing it doesn't.
Built specifically for the economics of project-based services businesses. Not another tool built for SaaS companies and awkwardly retrofitted.
90-Day Cash Flow Forecast
See every dollar coming in and going out. No more guessing if you can make payroll in six weeks.
Project Health at a Glance
Milestone, T&M, and recurring — track every engagement with real-time progress, margin, and billing status.
AI Weekly Huddle Prep
Your AI COO reads the numbers and tells you who to call, what to flag, and what to celebrate — every Monday morning.
Pipeline to Paid Invoice
From first conversation to collected payment, track every dollar's journey through your business.
Your firm's data is scattered.
Huddle Up connects it.
Most firm owners manage cash, projects, and pipeline across a mess of spreadsheets, QuickBooks, and gut feel. Huddle Up OS brings it all together so you see the full picture — and act on it.
- Bank balance, invoices, and costs in one view
- Project progress with margin tracking and health alerts
- Pipeline deals flowing into cash flow projections automatically
- AI that reads all of it and tells you what needs attention
Cash Position: $247K — up $18K. Payroll covered through April.
Attention Needed: Acme Corp implementation is 2 weeks behind pace. Schedule a scope conversation with Sarah before Thursday.
Win to Celebrate: GlobalTech project margin is at 42% — best in the portfolio.
An AI COO that knows your numbers.
Ask Huddy doesn't give generic advice. It reads your actual data — cash position, project margins, overdue invoices, pipeline probability — and tells you exactly what to do about it.
- Huddle prep in 30 seconds
One-click weekly agenda with cash summary, project flags, and conversation starters. - Proactive risk flags
Spots margin erosion, late payments, and timeline drift before they become surprises. - Client conversation coaching
Tells you who to call, about what, and exactly how to frame it — backed by data.
Five minutes every morning.
That's all it takes.
Know your cash flow, win pipeline opportunities, have complete awareness of your projects, and know what to talk about with the team and clients. Start free — no credit card required.
Get Started Free