FinancialForce Services Automation

Increase profitability & customer satisfaction with the #1 PSA app

FinancialForce Professional Services Automation (PSA) 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.

Professional Services Automation

Professional Services Automation (PSA) Software for Salesforce

Professional Services Automation: KPI

+143%

Avg YoY PS revenue growth

Professional Services Automation: KPI

-23%

Average discount

Professional Services Automation: KPI

+39%

Average win ratio

PSA SMART START DEMO

The best practices solution for services automation

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Resource Management

A window to connect your people and projects

Schedule the right people onto the right projects at the right time and always know who is working where and when. With FinancialForce PSA, you can edit schedules with a click and resolve staffing situations before they become problems.

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Professional Services Automation: Resource Management
Professional Services Automation: Resource Management

Sales Engagement

Perfect the hand-off between sales & services

Empower sales teams with real-time visibility into each project’s status, resource availability, and project history. Provide consulting managers with deep visibility into the pipeline, so the right resources are ready at the right time. Connect sales and services and everybody wins.

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Professional Services Automation: Sales Engagement
Professional Services Automation: Sales Engagement

PSA Communities

Where you keep everyone in the loop

Optimize your partner and customer interactions with PSA communities. Share project related information and status updates. Collaborate from any device on project related documents. Communicate in real-time with built-in social tool, Chatter.

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Professional Services Automation: Communities
Professional Services Automation: Communities

Project Management

Delivers deep visibility and social collaboration

Powerful, social, and mobile these tools will help keep projects on task, budgets in line, and all stakeholders informed. See what is happening across the entire service practice, including project status, resource demand, customer interactions, risks and more.

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Professional Services Automation: Project Management
Professional Services Automation: Project Management

Project Financials

Full view of project financial health

Access a comprehensive financial view related to all your projects at any time and make swift adjustments as they’re needed. Get anytime access to project-related financial data - revenue, bookings, backlog, billing, budgets and rate realization.

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Professional Services Automation: Project Financials
Professional Services Automation: Project Financials

Time & Expenses

Make it easy, make it personal

Highly configurable and easy-to-use, we make it easy for teams to complete administrative tasks, submit time, submit expenses, from anywhere, anytime.

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Professional Services Automation: Time & Expense Management
Professional Services Automation: Time & Expense Management

Billing & Revenue Recognition

Keep the cycles moving and the revenue accurate

Automate and streamline processes across every aspect of your services business from sales, through delivery, billing and rev rec.

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Professional Services Automation: Billing & Revenue Recognition
Professional Services Automation: Billing & Revenue Recognition

Dashboards & Reporting

Get the data to plan with confidence

Real time dashboards, reports, list views and tools — all easily tailored to provide exactly what you need to know. Get complete visibility of the information in the formats you prefer.

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Professional Services Automation: Dashboards & Reporting
Professional Services Automation: Dashboards & Reporting

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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Revenue Recognition & Forecasting
Revenue Recognition & Forecasting

Trusted by the World’s Best

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Lexmark - Professional Services Automation Customer Created with Sketch.
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FinancialForce's real-time dashboards help ensure that the right people are assigned to the right projects—every time.

Patrick Kearney, VP Professional Services
Lexmark

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Do even more by combining your PSA with the #1 accounting solution built on Salesforce.

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Combine Financial Managment with Professional Services Automation

Services Automation native to Salesforce

Built on the Salesforce Platform, FinancialForce gives you a customer-centric view of your business. Professional Services Automation for:

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2018 Professional Services Maturity Benchmark Report

Get Service Performance Insight’s (SPI) 11th annual Professional Service Maturity benchmark report

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