Salesforce + FinancialForce = Business 360

When all your customers' apps are built on the #1 cloud platform, they can be even more successful. See how FinancialForce solutions built on the Salesforce platform can help your customers achieve Business 360:

  • Professional Services Automation (PSA): Manage the people, skills, time, and financials for your multi-day, SOW-driven projects.
  • Billing & Invoicing: Easily and seamlessly manage billing and invoicing across subscriptions, one-time payments, and tangible goods.
  • Revenue Management: Automate compliance with ASC 606, IFRS 15, and other regulatory standards.
  • Accounting & Financial Reporting: Get true end-to-end customer visibility, insights, and analytics and reporting. Order, Procurement, & Inventory: See the full cost to serve—a critical complement for many field service use cases.
  • Order, Procurement, & Inventory: See the full cost to serve—a critical complement for many field service use cases.

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Why partner with us?

Source pipeline: Identify new use cases and buyers

Compete smarter: Beat Microsoft, ServiceNow, Oracle, and SAP with a single-platform, end-to-end solution

Grow accounts: Expand the footprint of the Salesforce platform by connecting customers’ front and back offices

Professional Services Cloud small icon 1

Professional Services Cloud

Keep projects on time and profitable, customers happy, and reports up to date with the #1 professional services automation (PSA) solution.





Professional Services Cloud
ERP Cloud

ERP Cloud

Streamline and automate your business with a flexible general ledger, automated billing processes, and brilliant intelligence all on the Salesforce platform.





ERP Cloud
What is PSA?

What is PSA?

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What is ERP?

What is ERP?

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See customer wins

“Kristen was a pleasure to work with and very proactive in partnering with us from the start. She did a great job messaging the power of the platform which ultimately created a win for the customer and lead to additional business for our team.”

Kirk Robinson - Commercial AE | IES Joint Win

“When we found out Dell was doing a proof of concept with FinancialForce PSA, (a solution that’s on platform and Salesforce's #1 Enterprise ISV Partner), we saw FinancialForce as the missing “link in the chain” to complete Dell’s vision of a complete end-to-end solution.”

Charlie Everson - RSD Summit Acct | Dell Joint Win

“The FinancialForce team has extensive knowledge of the kind of value that Salesforce and FinancialForce can provide a customer when used together, which differentiates them from other on-platform solutions.”

Natalie Gloufchev, APAC AE | CyberCX Joint Win

“FinancialForce has played an instrumental role in Attentia's Lead 2 Cash project. The sales cycle has been a real roller coaster but it was great to see and experience the collaborative and professional approach by the whole FinancialForce Team.”

Peter Bogman - UK AE | Attentia Joint Win

Explore wins in greater detail

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PSA Demo Kit for
Salesforce Solution Engineers

Salesforce SEs can now demonstrate how FinancialForce PSA extends the power of the Salesforce platform directly to key personas and buyers with the PSA Demo Kit.

Why demo? If your customer or prospect drives revenue with service projects that last more than a day, here are some benefits you can demo in FinancialForce:

  • Better manage resources
  • Increase utilization
  • Reduce revenue leakage
  • Consolidate and automate project financials
  • More efficiently capture and report on time and expense
  • Streamline project billing and revenue recognition
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Which PSA platform are you currently using?

Trusted by customers big and small

Customer success stories

Salesforce moves its global professional services division to FinancialForce

See how the software giant doubled project creation and powers every project around the globe with FinancialForce PSA.

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Hewlett Packard Enterprise delivers global services

See how the innovative technology giant consistently delivers standardized and simplified services.

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Splunk fuels future business growth with FinancialForce

See how Splunk is able to create an innovative services model and achieve a single source of truth for multiple stakeholders.

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Connect with FinancialForce

FinancialForce cares about your privacy. We may use this information for our legitimate interests to provide you with information about products or services that may be of interest to you. Learn how FinancialForce may use your information. Adjust your preferences or unsubscribe.

2020 Professional Services Maturity™ Benchmark Report

Discover key performance metrics for leading professional
services teams and see where your organization fits in
SPI’s PS Maturity Model™

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