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IRM on Accounting and PSA

Information Risk Management Plc (IRM) is a vendor-independent information security consultancy with 10 years' experience working with large enterprises, helping our clients identify and mitigate the risks inherent in today's increasingly interconnected business environments. Today, their portfolio includes a wide range of technical assurance services, complemented with a wealth of security management and risk assessment options, covering the full spectrum of our clients' information security requirements.

Our sales pipeline has doubled in 12 months and chargeable utilisation is up 2 percent since implementing FinancialForce PSA. It has allowed us to take on larger projects and manage them better than ever before.

Richard Jarvis, CFO
Information Risk Management Plc

Convio on PSA

Convio Inc provides on-demand software and services that enable nonprofit organizations (NPO) to raise funds, influence public policy, and support their missions by leveraging the Internet to build relationships with constituents in North America. It offers Constituent360 platform, an online constituent relationship management (eCRM) solution, which includes a suite of on-demand software modules for fundraising, advocacy, email marketing, and Web content management.

I would highly recommend FinancialForce PSA. We’ve been with them since 2009, and it has dramatically changed our professional services business. We can now accurately report on utilization, burn rate, and plan for capacity. Because it’s Salesforce native, it is directly linked with our Sales Opportunities and the products our customers purchase, and we can measure our delivery effectiveness per product line. We’ve also had great success with FinancialForce PSA because of its flexibility and ease of customization; we automated our monthly revenue recognition and greatly reduced time spent on time card approval. Their customer support is fantastic as well. This would be my recommendation for any PS shop which relies on Salesforce.

Kendrick Gibson, Business Application Programmer
Convio Inc

Blue Shield on Accounting

Blue Shield of California Foundation, an independent member of the Blue Shield Association, is a not-for-profit health plan dedicated to providing Californians with access to high-quality health care at an affordable price. Its pledge is that if it earns more than two percent net income in any year, it will return the difference between what is earned and the two percent to its customers and the community.

Read more about how Blue Shield made Finance social with FinancialForce Accounting on CFO.com and Ventana Research.

Using FinancialForce Accounting has allowed us to speed up our AP process. It’s more automated, more efficient and we are able to get it done at least 1 day earlier.

Scott Travasos, CFO
Blue Shield of California Foundation

14 day free trial

FinancialForce Accounting or PSA free for 14 days

Register now to request a fourteen day trial during which you will have access to an evaluation copy of FinancialForce Accounting or Professional Services Automation applications. Please note evaluation versions provide a limited set of features and capabilities and is NOT intended for use as the basis for any subsequent implementation you may undertake. Any data you enter or upload into your evaluation org will be lost at the expiry of the trial period.

  • FinancialForce Professional Services Automation (PSA) enables services organizations to manage people, customers, projects and financials in one integrated services management application
  • FinancialForce Accounting is a comprehensive and innovative financial management system that takes a fresh approach to a traditional business function
  • All FinancialForce solutions are built on the Force.com platform and integrate seamlessly with salesforce applications 

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