Customers Preferred Professional Services Automation Solution

Why customers prefer FinancialForce PSA …

Native to Salesforce, the FinancialForce PSA Platform enables organizations to gain unprecedented visibility into their business across sales, service delivery, and finance – keeping projects on time and budget, improving realization rates, ensuring project profitability and client satisfaction all in one integrated platform.

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The #1 Cloud PSA Solution

Native to

Native to the Salesforce platform, FinancialForce provides a secure, scalable solution without integration headaches.



Delivering a single source of truth across sales and services, allowing you to serve customers easily and identify growth opportunities.



Thousands of verified users on G2 Crowd identify FinancialForce PSA as the leader in customer satisfaction.


Unrivaled scale
and experience

With more market share than Oracle/NetSuite, Microsoft, and Kimble, a deep Salesforce partnership, years of successful implementations, and over a thousand happy customers means you are in safe hands with FinancialForce.



Boost resource utilisation easily, improve customer satisfaction effortlessly, and grow profits predictably.


Built for

Accelerate growth by combining FinancialForce PSA solution with powerful billing and revenue management tools built on Salesforce.


Satisfaction Guaranteed

From large scale global enterprises to locally owned businesses, companies of all shapes and sizes are rating FinancialForce PSA #1 for end user satisfaction, consistently rating higher than NetSuite OpenAir, Microsoft, and Mavenlink.

The clear market leader
(Our customers love us)

FinancialForce ranks #1 for “Satisfaction” on the G2 PSA Enterprise Grid, based on reviews from end users at companies with more than 1,000 employees.

Additionally, FinancialForce holds the top satisfaction rating among leaders in the G2 PSA Mid-Market Grid. We rank higher for user satisfaction than NetSuite OpenAir, Microsoft, and Mavenlink.

lori steele

“We run our entire business on Salesforce and the FinancialForce PSA system. We run a global operating model with consistent offerings and capabilities that span the world. As we’ve grown, so has the complexity of our business, and we continue to innovate together so that we can leverage the insights on our business and really drive value for our customers at scale.”

Lori Steele, EVP, Global Professional Services, Salesforce

elastic logo
thom oconnor

“It is important for us as a growing business to have FinancialForce. There are plenty of applications we’ve outgrown but FinancialForce continues to be the backbone of our services.”

Thom O’Connor, VP of Services, Elastic

splunk face

“Splunk was able to make a swift transition to remote delivery and re-engineer in real-time amidst the global COVID-19 crisis. While the shift required some short-term heavy lifting, we were quickly running smoothly in the new normal. This would not have been possible without the flexibility that FinancialForce and Salesforce provided.”

Toni Pavlovish, Vice President Global Services, Splunk

hpe gray
adam jones

“With FinancialForce, we will be taken to a next level as we start to move from what I would call action and insight to action and outcome, which really means that we’re going to drive action orientation to a place with our customers at the point of service. PSA Analytics, powered by Tableau CRM, will help us get to this next level of artificial intelligence. This really changes the game of how we engage with our customers.”

Adam Jones, Strategist, HPE Pointnext Services Delivery

imprivata logo
tammy godin

“We live and breathe FinancialForce PSA – it’s an extension of our brain. It allows us to be smart and continuously know and report on our projects.”

Tammy Godin, Director, North America Professional Services, Imprivata



Improvement in utilization


Reduction in project admin


Increase in project creation


Services automation native to Salesforce

NetSuite, Microsoft, Mavenlink, and other non-native systems require costly implementations, integrations, and ongoing maintenance. Even after implementation, having disconnected CRM and PSA systems leads to project delays, reduced collaboration, and revenue loss.

Built on the Salesforce platform, FinancialForce gives you and your team a consistent user experience and real-time access to data. It’s a single, secure, and easy-to-use solution across your entire business, from sales to service delivery.


Do even more by combining the #1 PSA with billing and revenue management tools built on Salesforce.

Unrivaled size and experience

As your business expands, inflexible point solutions like Krow and Kimble just won’t scale. It’s why industry analysts like Forrester, IDC, TSIA, and SPI repeatedly cite FinancialForce as a leader.

No matter how you run your services practice, FinancialForce is built for growth. With a deep Salesforce partnership, years of successful implementations, and over a thousand happy customers, it’s no wonder TSIA members prefer FinancialForce.