FinancialForce Reviews

Are you needing more insight into your everyday business operations? Looking for software that is successful in cloud-based resource management? Look no further than FinancialForce Professional Services Automation (PSA).

Interested in learning more about FinancialForce PSA?
FinancialForce PSA Datasheet

Unify on your services business on a single, system

FinancialForce PSA is customer-focused, enabling your business to connect your customer's journey with your operational system to get a full, 360° view of your business. Whether you need clearer visibility into a project or insight on resource management, FinancialForce PSA is for you.

All within a single application, you are able to manage:

  • your people
  • your projects
  • your customers
  • your project financials
  • your external partners
  • and more

Professional Services Automation Tour - Watch Video

FinancialForce PSA

FinancialForce Professional Services Automation (PSA), ranked #1 on G2, leverages the power of Salesforce CRM and the Salesforce platform. Gain unprecedented visibility into your business across sales, services delivery, and finance. Keep projects on time, customers happy and reports up to date–all on one integrated platform.

Increase profitability & customer satisfaction

Instead of using disconnected, single-function applications or cumbersome spreadsheets, FinancialForce PSA, ranked #1 on G2, gives professional services leaders and teams comprehensive visibility into sales, services delivery, and finances. With everything on the Salesforce platform, you get the insights you need to empower your teams, improve customer satisfaction, and grow profits.

Customers using FinancialForce PSA are able to:

  • Get full pipeline, project, and resource availability
  • Schedule the right people to the right jobs at the right time
  • Make data-driven decisions with embedded analytics
  • Empower road warriors with built-in mobile and social
  • Get a complete view of project financial health
FinancialForce PSA Reviews



Incremental annual revenue per 100 consultants with 4% increase in billable utilization


Cost savings from productivity enhancement of project and resource managers


Opportunity cost savings in total cost of ownership (TCO) from single integrated platform


Savngs from productivity enhancement of reporting and billing functions

We couldn’t live without FinancialForce PSA. It’s ingrained in what we do.”

Mark Conklin Director of Operations,Saleforce

FinancialForce is our new crystal ball for revenue forecasting."

Kathlyn Williams PSA Product Owner, Red Hat

The richness and transparency of data that FinancialForce PSA provides is critical for our ability to scale our growing global workforce."

Ryan Brown Senior Director of Operations, Global Professional Services, Splunk