Professional Services Automation Software
Increase profitability & customer satisfaction with the #1 PSA app
Gain unprecedented visibility into your business across sales, services, and finance with the #1 Professional Services Automation software from FinancialForce. Keep projects on time, customers happy, and reports up to date–all on the leading business cloud platform from Salesforce.
SPI 2020 Professional Services Maturity™ Benchmark
Find out why FinancialForce is the #1 PSA among those surveyed
Professional Services Automation (PSA) Software for Salesforce
+143%
Avg YoY PS revenue growth
+4%
Average increase in utilization
+39%
Average win ratio
Resource Management
Connect your people and projects
With FinancialForce Professional Services Automation, you can easily schedule the right people for the right projects at the right time, and resolve staffing conflicts before problems arise.
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Sales Engagement
Perfect the sales-services handoff
Empower sales teams with real-time visibility into project status, resource availability, and project history, and give consulting managers deep visibility into project pipeline, so they can always have the right resources ready.
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PSA Communities
Keep customers and partners in the loop
Optimize your partner and customer interactions with Professional Services Automation Communities. Share project information and status updates, collaborate from any device, and communicate in real-time with Salesforce Chatter.
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Project Management
Deliver deep visibility and social collaboration
Powerful, social, and mobile, FinancialForce Professional Services Automation keeps projects on task, budgets in line, and all stakeholders informed. See what's happening across your entire service practice, including project status, resource demand, customer interactions, risks, and more.
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Project Financials
Get a full view of project financial health
Access comprehensive project-related financials anytime - including revenue, bookings, backlog, billing, budgets, and rate realization - and quickly make adjustments as needed.
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Time & Expenses
Submit time and expenses anytime, anywhere
Highly configurable and intuitive, FinancialForce Professional Services Automation makes it easy for teams to complete administrative tasks and submit time and expenses from any device.
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Billing & Revenue Recognition
Optimize financials for speed and accuracy
Automate and streamline processes across every aspect of your services business from sales and service delivery through billing and revenue recognition.
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Dashboards & Reporting
Forecast business growth with confidence
Get real-time dashboards, reports, list views, and tools tailored to provide exactly the information you need.
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Revenue Recognition & Forecasting
Automate revenue recognition, achieve financial transparency
Automate the entire revenue recognition process — from data collection to simple time card submissions to the most complex completion milestones and compliance concerns. Avoid the expensive mistakes that can affect the bottom line and obscure your financial judgement.
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FinancialForce is the top installed PSA
Trusted by customers big and small
FinancialForce solves one of our most painful issues—keeping up with customers and the constant state of change.
Korrine Bork, Director Avid Global Services
Avid
