CataleoSoftware
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Resource Planning Comparison

monday.com vs. Retain

At a glance

At a glance

monday.com

Best for

Best for non-technical teams that want a visual, automated way to manage work.

  • Small and mid-sized
  • Enterprise

Retain

Best for

Best for audit, tax, advisory and consulting firms that need skills-aware scheduling and, in some cases, the option to run it on their own servers.

  • Small and mid-sized
  • Enterprise

Cataleo does not name a winner. Both statements come from the vendors themselves.

Full Comparison

Criterion monday.com Retain
Starting price Free; Basic from $9 / seat / month Billed annually; monthly billing is available without the 18% yearly discount. Standard $12 and Pro $19 per seat and month billed annually, Enterprise on request. The free plan covers up to 2 seats, paid plans start at 3 seats. Quote-based Retain publishes no price list; the contact form routes pricing requests to sales.
Free trial Free plan for up to 2 seats; 14-day free trial of Pro Demo on request
Users Not stated Retain cites more than 1.5 million resources managed worldwide and over 100 large customers
API Not stated Yes, secure APIs for programmatic access to resources, bookings, jobs and operational data, plus middleware support through MuleSoft and Azure Logic Apps
Hosting Not stated Cloud as Retain Cloud, or on your own servers as Retain On-Premise
Made in Israel United Kingdom (Retain International, company number 01593831, part of AdvT Group)
Resource planning Yes, resource management for workload and capacity across projects, on Enterprise Yes, bookings against jobs and engagements with capacity and availability views, recurring bookings, conflict management and AI suitability matching on skills, experience and availability
Task planning Yes, boards with table, Kanban, calendar, timeline and Gantt views No, work is planned as bookings against jobs and engagements rather than as individual tasks
Time tracking Yes, native, from the Pro plan Yes, built-in timesheets that capture actual time against projects and tasks and compare it with planned allocations
Reporting and controlling Yes, dashboards across boards; portfolio management on Enterprise Yes, utilisation dashboards, revenue and delivery cost forecasting, operational notifications and audit logs
AI features Yes Yes
MCP-ready stated Yes No
Deployment Cloud (SaaS), Browser-based more entries Cloud (SaaS), Browser-based, On-premise
Support more entries Email helpdesk, Chat, 24/7, Community forum Email helpdesk, Phone
Onboarding Documentation and knowledge base, Video tutorials, Live online demos and webinars, Guided onboarding Not stated
Company size Small and mid-sized, Enterprise Small and mid-sized, Enterprise
Integrations Slack, Microsoft Teams, Google Workspace, Salesforce, Jira, Zapier more entries Abacus, Aderant, Access APS, BambooHR, CCH, Employment Hero, IRIS Practice Management, Microsoft Dynamics 365, Microsoft 365, Outlook, Microsoft Synapse, MYOB GreatSoft, Oracle, Oracle NetSuite OpenAir, PracticePro 365, Salesforce, SAP, SugarCRM, Thomson Reuters GoFileRoom, Workday, MuleSoft, Azure Logic Apps

Compare more tools

Row where the values differ The small markers point at the lower number, the longer list or the stated feature. They describe the data, they are not a verdict.

The short version

Key Differences

  • Starting price monday.com Free; Basic from $9 / seat / month Retain Quote-based
  • Free trial monday.com Free plan for up to 2 seats; 14-day free trial of Pro Retain Demo on request
  • Deployment monday.com Cloud (SaaS), Browser-based Retain Cloud (SaaS), Browser-based, On-premise
  • Support monday.com Email helpdesk, Chat, 24/7, Community forum Retain Email helpdesk, Phone
  • Made in monday.com Israel Retain United Kingdom (Retain International, company number 01593831, part of AdvT Group)

Every line is one datapoint from the table above, picked automatically. Nothing here is written text.

The trade-offs

Strengths and Limitations

monday.com

Strengths

  • Very visual and easy for non-technical teams
  • Strong automations
  • Flexible across use cases

Limitations

  • Costs climb with automations and seats
  • Free plan limited to 2 seats
  • Resource and portfolio management only on Enterprise

Retain

Strengths

  • Available both as a hosted cloud platform and as an on-premise installation
  • Timesheets are part of the product, so planned and actual hours sit in the same system
  • Integrations cover practice management, HR, CRM and finance systems, with middleware support and secure APIs

Limitations

  • No published prices, so every quote comes from sales
  • No task-level planning; work is tracked as bookings against jobs
  • Shaped around audit, tax, advisory and consulting work, which narrows the fit outside professional services

Plans

Pricing

monday.com

  • Free $0 Up to 2 seats, 3 boards and 3 docs.
  • Basic $9 / seat / month Billed annually, minimum 3 seats. Includes 1,000 AI credits per month.
  • Standard $12 / seat / month Billed annually, minimum 3 seats. Adds timeline, Gantt and calendar views, 250 automation and 250 integration actions per month.
  • Pro $19 / seat / month Billed annually, minimum 3 seats. Adds time tracking and 25,000 automation and integration actions per month. 14-day free trial.
  • Enterprise Custom On request. Adds portfolio and resource management and 24/7 enterprise support with tailored onboarding.
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Retain

  • Quote-based Not stated Retain publishes no price list; quotes come from sales.
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What users say

Review Scores · opens after launch

monday.com

Ease of use
Not rated yet
User interface
Not rated yet
Onboarding
Not rated yet
Support and service
Not rated yet
Value for money
Not rated yet
Features
Not rated yet

No reviews yet. Nothing has been published here yet, and no score is shown. How a review is checked before it appears is described below.

Retain

Ease of use
Not rated yet
User interface
Not rated yet
Onboarding
Not rated yet
Support and service
Not rated yet
Value for money
Not rated yet
Features
Not rated yet

No reviews yet. Nothing has been published here yet, and no score is shown. How a review is checked before it appears is described below.

How we check reviews

Before sending, the author has to confirm three things: that they have used the product themselves, that they work neither for the vendor nor for a competitor, and that nobody is paying them for the review. We also ask whether the vendor invited them to write it. That answer is required, either answer is accepted, and it stays with the review.

Every review is read by a person before it appears. An email address is required and is confirmed: we send a link to it, and a review does not reach us until the author opens that link, so a review has a sender who was reachable at least once rather than being anonymous. Where what somebody writes needs backing, we ask them for evidence that they used the product, and a review that does not get it is not published. We publish positive and negative reviews alike, we pay nothing and offer nothing for a review, and we accept none that was bought or incentivised.

What we cannot do is verify a purchase. There is no shop here and no account, so whether the author really used the tool rests on their own declaration, on whatever we ask them for, and on the plausibility of what they write. We say so rather than implying a check that does not exist.

A vendor cannot buy a review, and cannot have one removed or changed because they dislike it. We remove or edit a review only if it breaks our rules or the law, for example a false statement of fact. Paid placement has no effect on which reviews appear or on any score.

Read the full version on our methodology page

Where this comes from

Where this comes from

monday.com https://monday.com · checked against the official source on 2026-09-27

Retain https://www.retaininternational.com · checked against the official source on 2026-09-11

This table lists factual criteria taken from information the vendors publish themselves. For how we put it together, see the methodology.