Start guide
Welcome to the Aerion documentation. This guide is the best place to start: it explains what Aerion is, what you can do with it, how it fits together, and where to go next.
What is Aerion
Aerion is a work-management platform for professional-services teams — agencies, consultancies, and in-house teams who bill or budget their time. It brings time tracking, project management, capacity planning, skills, and invoicing together in one place, so the hours your team works flow all the way through to project budgets, staffing decisions, and client invoices.
What you can do with Aerion
- Track time and get it approved — log work and project time, submit it for review, and run it through an approval flow. See Submit work and project time.
- Run projects — organize work by client and project, set a budget and billing type (Fixed price or Time & material), and follow health, insights, and activity. See Clients & projects board.
- Plan capacity and staff by skill — forecast who is working on what, spot over- and under-booking, and put the right, available people on each project. See Project planner, Utilization planner, and Staffing projects.
- Manage skills — maintain a skill model for your team and use it to staff work. See Skills overview.
- Invoice and bill — turn billable time and expenses into invoices, plan invoices in advance, and handle expenses and down payments. See Invoice projects.
- Administer your organization — manage login methods, teams, roles, absences, and billing. See Login methods.
How it works
Work in Aerion is organized as clients → projects (and sub-projects) → tasks. People record time entries against tasks; those entries are submitted, approved, and then billed. Each project has a budget and a billing type, so tracked and planned hours roll up into profitability, planning accuracy, and remaining-budget figures you can see in project insights and the planners. Planning sits alongside tracking: you plan capacity ahead of time, then compare planned against tracked as the work happens, and finally invoice the billable result.
Connect your tools
Aerion connects to the tools your team already uses so data doesn't have to be entered twice:
- Ticketing & issues — sync projects and issues from your ticketing tool (Jira, Asana, GitHub, GitLab, monday.com, Azure DevOps, and more), log time against them, and push entries back as worklogs. See Jira Cloud integration for an example.
- CRM — connect your CRM (Salesforce, HubSpot, Pipedrive, Dynamics 365, and more) to line up deals and clients with projects. See Connect HubSpot for an example.
- HRIS — sync work time with your HR system. Aerion connects to over 200 HRIS, including Personio, HRworks, BambooHR, and many more. See Personio work time sync for an example.
- Billing & invoicing — create invoices in your billing tool (easybill, sevDesk, and potentially DATEV) and attach timesheets automatically. See Invoice automation with easybill for an example.
- AI agents (MCP) — connect agents to Aerion through its MCP server to read and act on your Aerion data (see the developer section below).
About these docs
The documentation is organized by area — Getting started, Time tracking & approval, Projects, Planning, Skills, Teams, Invoicing, Administration, and Integrations. Each area holds focused how-to guides written around real tasks. If you're new, start here and follow the cross-links; if you're moving from the previous version, see Migrating to Aerion 2.0.
For developers
Aerion is built to be automated and extended — see the developer documentation for the full picture:
- API reference — a REST API for reading and writing your Aerion data (projects, time entries, analytics, and more), with full endpoint documentation.
- MCP server — a Model Context Protocol server that lets AI agents work with Aerion directly: query projects and analytics, submit time entries, and more, using the same permissions as the connected user.