Rocketlane AI

Rocketlane AI

Verified
AI-Enhanced

Agentic PSA Platform for Professional Services

SOC 2 Type II
GDPR
HIPAA
ISO 27001
Public status page
+6
Last updated: Oct 30, 2026
Paid
Visit Site
More
rocketlane.com
Rocketlane AI screenshot 1
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Quick Answer

AI

Rocketlane AI is an agentic platform for professional services teams that automates billable work and back-office tasks. It integrates with over 100 applications, including Salesforce and Jira, to streamline workflows. Best for mid-market professional services organizations looking to improve project profitability and delivery control. Offers a free trial and paid plans.

About Rocketlane AIAI

Rocketlane AI is an agentic PSA platform for professional services that employs AI agents to execute billable work, automate back-office operations, and catch delivery risks early. It helps teams run more profitable operations and deliver projects with greater control without adding headcount. Rocketlane AI offers a free trial and paid plans starting from $49 per team member/month.

What Makes It UniqueAI

Rocketlane AI uniquely combines agentic AI capabilities with a Professional Services Automation (PSA) platform, allowing AI agents to directly execute frontline work, govern delivery processes, and surface risks early. This enables professional services teams to automate billable work and back-office operations, reducing revenue leakage and ensuring on-time project delivery.

AI-extracted from public sources. May contain errors. Methodology · Report an error

Decision Intelligence

Best For

AI
Professional services teams seeking to automate project delivery
Organizations focused on customer onboarding and implementation
Forward-deployed teams needing enhanced project management
SaaS companies optimizing customer value delivery
Fintech firms streamlining project finances
Marketing agencies managing client projects
IT services consultancies improving project execution
Pricing Overview

Type

Paid

Starting Price

$49/mo

Billing Cycle

Annual

Free Trial

Yes

Credit Card

Not Required

Free Plan

No

Dimension Scores

· 6.3 avg

How good it is, across universal quality axes

Ease of Use5/10
Customization7/10
Support6/10
Integration7/10
Compliance & Data Protection8/10
Performance5/10
AI-scored from up to 37 public sources, reviewed by a person·High confidenceHow we score

Task Scores

· 7.8 avg

What it can do, per category it works in · showing 10 of 10 tasks scoring 5+

Task Tracking9/10
Resource Allocation9/10
Timeline Management8/10
Team Collaboration8/10
Status Reporting8/10
Workload Balancing8/10
Milestone Tracking8/10
Sprint Planning7/10
Integration Ecosystem7/10
Dependency Mapping6/10

Scores are AI-estimated from publicly available data — not an independent test or a verified user rating. How we rank →

Capabilities
Automation
Agent
Data Analysis
Categories
Project Management
Automation Agents
Finance Accounting
Data Analytics
Customer Support
LimitationsAI
  • -Implementation packages are charged extra based on scope and onboarding services required.
  • -Premium support offering with a TAM is an additional option.
  • -Free trial is limited to 14 days, with a possible one-week extension upon request.
  • -Custom automations are limited by runs per user per month on Standard and Premium plans.
  • -Multi-language product translations are only available on the Enterprise plan.
  • -Soft allocations and skills matrix features are exclusive to the Enterprise plan.
  • -Multiple currency support and revenue recognition ledger are only available on the Enterprise plan.
  • -Snowflake integration is exclusive to the Enterprise plan.
Fit Score

Complexity

Intermediate

Company Size

Small
Medium
Enterprise

Target Team Size

Small Team
Large Team

Target Skill Level

Intermediate
Expert
Technical Specifications
SDK Available (unknown)
MCP Compatible (unknown)
Team Features
Webhook Support
Has Demo
Function Calling (unknown)
Sandbox Mode (unknown)
Audit Logs
No Signup
Works Offline (unknown)
Requires Host App
Framework
MCP Server
Inference API
MCP transport:
Streamable HTTP
Authentication
Single Sign-On
SAML
SCIM
Okta
Microsoft Entra ID
Google Workspace
OAuth
Google
Developer Access
Webhooks→ Docs
Deployment:
Cloud
Compliance, Privacy & Trust
GDPR: Stated by vendor
DPA
SOC 2: Stated by vendor
Type II
HIPAA: Stated by vendor
ISO 27001: Stated by vendor
ISO 27701: Stated by vendor
ISO 42001: Stated by vendor
Privacy & data handling
Trains on user data: No
Data deletion: Upon Request
Model isolation: Shared
Human review:
Recommended

Compliance audit trail

12 events
  1. EU AI Act

    EU AI Act Article 50 disclosure for AI agents

    5mo ago · 2026-05-13 · source

  2. EU AI Act

    EU AI Act Article 50 disclosure for AI agents

    5mo ago · 2026-05-13 · source

  3. EU AI Act

    EU AI Act Article 50 disclosure for AI agents

    5mo ago · 2026-05-13 · source

  4. EU AI Act

    EU AI Act Article 50 disclosure for AI agents

    5mo ago · 2026-05-13 · source

  5. EU AI Act

    EU AI Act Article 50 disclosure for AI agents

    5mo ago · 2026-05-13 · source

  6. EU AI Act

    EU AI Act Article 50 disclosure for AI agents

    5mo ago · 2026-05-13 · source

  7. EU AI Act

    EU AI Act Article 50 disclosure for AI agents

    5mo ago · 2026-05-13 · source

  8. EU AI Act

    EU AI Act Article 50 disclosure for AI agents

    5mo ago · 2026-05-13 · source

  9. EU AI Act

    EU AI Act Article 50 disclosure for AI agents

    5mo ago · 2026-05-13 · source

  10. EU AI Act

    EU AI Act Article 50 disclosure for AI agents

    5mo ago · 2026-05-13 · source

  11. EU AI Act

    EU AI Act Article 50 disclosure for AI agents

    5mo ago · 2026-05-13 · source

  12. EU AI Act

    EU AI Act Article 50 disclosure for AI agents

    5mo ago · 2026-05-13 · source

The Model(s) Behind It

Model details — extracted from public vendor sources by our pipeline (AI extraction plus a source check) or admin-entered. Shown as claimed by the vendor; not independently audited by Intelloro.

Model Weight Availability
Closed API (no weights)
Training Data Provenance
Not disclosed
Relevant to EU AI Act Art. 53 / Annex XI (GPAI)
Integrations & Connections
9 connections
ZA
ZapierZapier

Connects Rocketlane to thousands of apps for automation.

HU
HubSpotNative

Integrates with HubSpot for CRM and web analytics.

JI
JiraNative

Connects with Jira for project management and issue tracking.

SL
SlackNative

Integrates with Slack for team communication and notifications.

SA
SalesforceNative

Connects with Salesforce for CRM and sales automation.

WO
WorkatoNative

Integrates with Workato for enterprise automation.

SN
SnowflakeNative

Integrates with Snowflake for data warehousing and analytics.

GO
Google CalendarNative

Integrates with Google Calendar for timesheets.

Auto-updated

Trust Score

100/100

Excellent

Based on 13 data signals

Confidence: High

Reflects publicly available data, not an independent audit

Compliance & Verified38/38
VerifiedYes
GDPRYes
SOC 2 reportYes
SOC 2 Type IIYes
ISO 27001/27701/42001Yes
HIPAAYes
Human ReviewYes
Operational25/25
Status PageYes
Data ResidencyUS, EU
Reliability10/10
Uptime (measured)100%
Market Proof10/10
Notable CustomersIntercom, Notion, Glean
Company17/17
Company ListedYes
FundingSeries C
Health—

Not yet checked

AI-Assisted Data

Some details are AI-generated estimates — verify with the vendor.

AI-generated estimate: Best For, Description, Limitations, Quick Answer, What Makes Unique

How we source data

AI Governance & Regulatory Disclosures

Legally-sensitive fields — extracted from public vendor sources by our pipeline (AI extraction plus a source check) or admin-entered. Shown as claimed by the vendor; not independently audited by Intelloro.

EU AI Act Risk Tier
Unclassified
Subprocessor List (GDPR Art. 28)
https://www.rocketlane.com/legal/sub-processors

Switching & Migration

Migration Difficulty
Moderate Effort
Support:
Support Ticket
Help Center
Standard
API Access
Quick Stats
CategoryProject Management
PlatformsWeb, Mobile, API +1
App Store
Integrations9
LaunchedJun 2021
Setup TimeWeeks
VerifiedOct 2026
Company & Links
CompanyRocketlane Corp
Founded2020
Based inUnited States
FundingSeries C · $105M
DocumentationChangelog
LinkedInTwitter/XYouTube
All Features
AI Agents for billable work execution
Automated back-office operations
Early delivery risk detection
Project and document templates
Time tracking and timesheet approvals
Resource AI for optimized allocation
Project budgeting and tracking
Custom automations
Pricing Plans
Free tier available
Standard
$49/month, billed annually
Free trial · no card needed
  • Unlimited projects
  • Unlimited customer members
  • Branded Customer Portal
  • Project Presentation
  • Customer Login via Magic Link
  • Customer Approvals and Collaboration
    • Premium
    $69/month, billed annually
  • Unlimited projects
  • Unlimited customer members
  • Standard features, plus
  • Key Events and Intervals
  • Sheets
  • Time-off Management
    • Enterprise
    Custom
  • Unlimited projects
  • Unlimited customer members
  • Premium features, plus
  • Custom Automations (Unlimited)
  • Forms Automations
  • Multi-language Product Translations

    • Pricing verified from the vendor pricing page.

    User Reviews

    No reviews yet. Be the first to review!

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    freemium

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    freemium

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    Who It's For
    2 roles
    Project Management SpecialistsComputer and Information Systems Managers
    Platform, Content & Languages
    3 content types
    1 languages
    DocumentTextSpreadsheetEnglish+3 more

    Content Types

    Document
    Text
    Spreadsheet

    Produces

    Text
    Document
    Spreadsheet
    Languages: English

    Frequently Asked Questions

    What can Rocketlane AI do?

    Rocketlane AI can: AI Agents for billable work execution, Automated back-office operations, Early delivery risk detection, Project and document templates. Best for: Professional services teams seeking to automate project delivery.

    How much does Rocketlane AI cost?

    Rocketlane AI is a paid tool starting from $49 (billed annually) with a free trial available.

    Is Rocketlane AI free?

    Rocketlane AI is a paid tool, but offers a free trial so you can evaluate it before committing.

    What makes Rocketlane AI unique?

    Rocketlane AI uniquely combines agentic AI capabilities with a Professional Services Automation (PSA) platform, allowing AI agents to directly execute frontline work, govern delivery processes, and surface risks early. This enables professional services teams to automate billable work and back-office operations, reducing revenue leakage and ensuring on-time project delivery.

    Does Rocketlane AI have an API?

    Yes, Rocketlane AI offers a public API for developers to integrate its capabilities into custom applications and workflows.

    What platforms does Rocketlane AI support?

    Rocketlane AI is available on web, mobile, API, and Slack.

    What languages does Rocketlane AI support?

    Rocketlane AI supports English.

    Who is Rocketlane AI for?

    Rocketlane AI is designed for Professional services teams seeking to automate project delivery; Organizations focused on customer onboarding and implementation; Forward-deployed teams needing enhanced project management.