Dayshape
AI scheduling for professional services firms, built around who is suitable rather than who is free.
The scheduling engine, called Advise, uses combinatorial optimisation to weigh resourcing combinations across the whole portfolio at once, and an agent layer answers questions about the schedule from inside Microsoft Teams and Copilot.
- Starting price
- Quote-based
- Free trial
- Demo on request
- API
- Yes, an API is offered for feeding in data such as staff skill matrices, alongside prebuilt integrations
Overview
Dayshape is resource management software from the Edinburgh vendor of the same name, aimed at professional services firms and in particular at accounting and audit practices. Its scheduling engine treats staffing as an optimisation problem rather than a calendar: it evaluates resourcing combinations across the whole portfolio at once and scores how suitable each person is by skills, availability, location and experience. Alongside that sit a drag-and-drop Gantt scheduler and real-time project financials. Audit-specific governance is part of the product, with audit trails and assignment restrictions that enforce independence.
Our take
This is a specialist buy, and it earns that in one place: a firm whose scheduling problem is genuinely combinatorial, hundreds of people against hundreds of engagements with skills and independence rules in the way, gets an answer a spreadsheet cannot produce. Nearly half the top twenty accounting firms in the US and UK are cited as customers, which says who the product was shaped around. Anyone whose real question is simply who is free on Thursday is paying for machinery they will not use, and the missing pieces confirm the fit: hours and tasks are expected to live in systems Dayshape reads from, so it belongs in a stack rather than replacing one.
Key Facts
| Category | |
|---|---|
| Starting price | Quote-based Licences are priced per resource managed in the platform, plus a one-off implementation fee. Dayshape publishes no amounts; quotes come from sales. |
| Free trial | Demo on request |
| API | Yes, an API is offered for feeding in data such as staff skill matrices, alongside prebuilt integrations |
| Hosting | Cloud, hosted on Microsoft Azure within a private network behind a web application firewall, with access via single sign-on |
| Made in | United Kingdom (Dayshape, Edinburgh) |
Features
- Resource planning
- Yes, an optimisation engine that scores suitability by skills, availability, location and experience across the whole portfolio, plus a drag-and-drop Gantt scheduler and forward-looking capacity forecasts
- Task planning
- No, planning stops at assigning people to work; task detail stays elsewhere
- Time tracking
- No time entry of its own; timesheet data is integrated from other systems to compare billed against budgeted resource time
- Reporting and controlling
- Yes, customisable dashboards and a drag-and-drop report builder over past, present and forecast data, plus real-time project financials
Integrations
- Workday
- SAP
- SAP HANA
- Oracle
- Salesforce
- Microsoft Dynamics
- Microsoft Teams
- Microsoft 365 Copilot
- Deltek
- IRIS
- CCH
- OpenHR
- CatalystOne
- Flowcase
Deployment and Support
- Deployment
-
- Cloud (SaaS)
- Browser-based
- Onboarding
-
- Guided onboarding
- Live online demos and webinars
- Personal consulting
- Company size
-
- Enterprise
Suitability
| Industry | Freelancers | Small and mid-sized | Enterprise |
|---|---|---|---|
| Agencies | Not stated | Not stated | Not stated |
| Architecture & Engineering | Not stated | Not stated | Not stated |
| Consulting | Not stated | Not stated | Stated as a fit |
| Media & Creative | Not stated | Not stated | Not stated |
| Technology | Not stated | Not stated | Not stated |
The table combines the industries the vendor addresses with the company sizes the tool is aimed at. An empty cell means the combination is not stated, not that it is ruled out.
Pros and Cons
Strengths
- Suitability scoring by skills, availability, location and experience, weighed across the portfolio rather than project by project
- Resource plans and budgets are built in the same step, so financial overruns show up as the schedule changes
- Audit trails and assignment restrictions that enforce independence, supporting ISQM1 and QC1000
Limitations
- No task planning and no time entry of its own; both have to come from the systems it connects to
- No published prices, so every quote comes from sales
- Aimed squarely at professional services firms, and the audit and independence features carry little weight outside them
Pricing
-
Quote-based
Not stated
Priced per managed resource, plus a one-off implementation fee. No amounts are published.
Best For
Alternatives and Comparisons
FAQ
- How long does a Dayshape implementation take?
- Dayshape puts a project at 2 to 7 months, depending on size and complexity. It runs under a method the vendor calls Sprint & Shape Up, which sets a target go-live date and works towards it in time-boxed sprints: workshops gather the requirements and show the configuration options, the team migrates data and builds the integrations that feed Dayshape, and implementation consultants advise on setup, support user acceptance testing and manage the cutover to production. A dedicated customer success representative stays with the firm through it and afterwards.
- What does Dayshape support cover?
- Standard support runs from 9:00 to 17:30 in the customer's own timezone, with critical incidents covered 24/7 through automated alerts to engineers outside those hours. A premium option extends this to 24/5 support from specialists, reaching from integration support to IT steering committee participation. Around it sit monthly reports against the firm's success plan criteria, quarterly reviews of progress against its objectives, discovery sessions aimed at adoption, and a customer webinar with detailed release notes for each release. Dayshape also takes suggestions for new and improved features from customers.
- Who counts as a licensed resource?
- Anyone with projects assigned to their Dayshape schedule during the licence year, or anyone specifically requested to be booked on projects in Dayshape during that year, whether or not those bookings are assigned. Resource managers who schedule work but are not billable resources incur no fee, and neither do users who only need to see reports. Add-ons ordered mid-term are priced pro rata and co-terminate with the first contract anniversary.
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