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Factor A/E

Practice management platform built for architecture and engineering firms

Cloud-based practice management platform designed specifically for A/E firms. Integrates project management, time tracking, invoicing, resource planning, and financial dashboards in one platform with real-time QuickBooks Online sync.

Not publicly disclosed (acquired July 2025 by Total Synergy with investment from PSG and M33 Growth) raisedGrowth Stage
Founded 2021 · Documented clients: Architechnics, Semple Brown, Core Architecture, PDR Designs, Resource Consulting Engineers, Mayberry Workshop, Tarantino Engineering Consultants, Altura Architects, Jurmu Engineering, Kaas Wilson, FR Engineering, Fusion Design (50+ firms estimated)
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WHY IT EXISTS

Why This Tool Exists

The Problem

Architecture and engineering firm managers struggle with fragmented workflows: time entries are tracked separately from invoicing systems, project budgets aren't connected to real financial data, and gaining visibility into firm profitability requires manual exports and spreadsheet manipulation. This fragmentation delays decision-making, prevents accurate project margin tracking, and creates data entry errors that compound across systems.

The Solution

Unified practice management platform that connects project planning, time entry, invoicing, and accounting in real-time. Creates single source of truth for project financial performance. Real-time dashboards show firm profitability, project margins, and utilization rates. Two-way QuickBooks Online integration eliminates double entry and keeps financial data synchronized.

USAGE

How You Use It

Delivery Method
SaaSWeb ApplicationMobile App
Integrations
QuickBooks Online
Disciplines
Architecture
Workflows
Practice & Business Development
Project Phases
Planning, Execution, Operations/FM
Project Types
Commercial, Institutional, Infrastructure, Residential
TRANSPARENCY

Data Transparency

Exactly what this tool uses and how

Input
What it needs
Required:Project data, Team member time entries, Expense data
Optional:QuickBooks client data, Subconsultant information, Custom project fields
Formats:Web form entry, CSV import from QBO, Mobile app time entry
Output
What you get
Format:Real-time dashboards, financial reports, and invoices
Fields:Project budgets and actuals, Profitability metrics, Team utilization rates, Invoice data, Cash flow forecasts, KPI dashboards, Revenue projections
Algorithm
How it works
Model:Rule-based financial calculation engine (not AI/ML)
Accuracy:Deterministic calculations based on entered data; accuracy depends on data entry accuracy
Privacy
How your data is protected
Retention:Not publicly specified beyond indefinite project data storage with user-controlled deletion
Training:Not applicable (no AI/ML training component)
Compliance:Recognizes GDPR rights, Recognizes CCPA rights, Encryption in transit via SSL/TLS, Access logging by IP address, Data secured at rest on Microsoft Azure, Law enforcement requests require court order
API
Integration
Endpoint:Contact vendor for API access
Method:Not publicly documented
USE CASES

Use Cases

  • ·Unified project budgeting and margin tracking for A/E firm management
  • ·Real-time team utilization tracking to optimize resource allocation
  • ·Automated invoice generation and QuickBooks sync for accounting integration
  • ·Profitability dashboards for executive-level firm performance monitoring
  • ·Subconsultant management and payment tracking
  • ·Time and expense tracking with mobile app for field and office teams
PRICING

Pricing

Free
Free trial (no credit card required)
Pro
$30/user/month (annual plan with 5+ users), $25/user/month (annual savings)
Enterprise
Custom pricing for 50+ users with volume discounts. One-time implementation fee (scope-dependent). Includes consultative onboarding, data migration, and training from A/E industry experts.
Sources & Research NotesResearch date: 2026-04-04
Data Sources (11)
Fields Checked (17)
name, vendor, website, yearFounded, maturityStage, deliveryMethod, integrations, disciplines, projectPhases, projectTypes, problem, solution, useCases, pricing, customerBase, acquisition-total-synergy, qbo-integration
Not Found (8)
api-documentation, data-retention-duration, soc2-certification, iso27001, exact-customer-count, funding-total, employee-count, api-public-endpoint
About this research: This record summarizes the cited sources and fields checked. A research date does not establish hands-on testing. Consult the original sources for current details and limitations.
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