Professional Services Cloud

PROFESSIONAL SERVICES CLOUD

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.

The Ultimate Guide to FinancialForce PSA

Recognized as a clear Leader for both the Enterprise and Mid Market by G2,
learn more about FinancialForce Professional Services Automation.

PROFESSIONAL SERVICES CLOUD FOR SALESFORCE

Professional Services Automation: KPI

+143%

Avg YoY PS revenue growth

Professional Services Automation: KPI

+4%

Average increase in utilization

Professional Services Automation: KPI

+39%

Average win ratio

Resource Management

Connect your people and projects

With FinancialForce PSA, 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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Professional Services Automation: Resource Management

Sales Engagement

Perfect the sales-services handoff

FinancialForce professional services automation software empowers sales teams with real-time visibility into project status, resource availability, and project history, and gives consulting managers deep visibility into project pipeline, so they can always have the right resources ready.

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

Services Community

Keep customers and partners in the loop

Optimize your partner and customer interactions with Services Community. Share project information and status updates, collaborate from any device, and communicate in real-time with Salesforce Chatter.

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Professional Services Automation: Communities
Professional Services Automation: Communities

Project Management

Deliver deep visibility and social collaboration

Powerful, social, and mobile, FinancialForce PSA 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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PSA Software: Project Management
Professional Services Automation: Project Management

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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PSA Software: Project Financials
Professional Services Automation: Project Financials

Time & Expenses

Submit time and expenses anytime, anywhere

Highly configurable and intuitive, FinancialForce PSA makes it easy for teams to complete administrative tasks and submit time and expenses from any device.

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PSA Software: Time & Expense Management

SERVICES REVENUE MANAGEMENT

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

SERVICES ANALYTICS

Forecast business growth with confidence

Get real-time dashboards, reports, list views, and tools tailored to provide exactly the information you need, powered by Einstein.

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

SERVICES REVENUE MANAGEMENT

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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PROFESSIONAL SERVICES AUTOMATION

FinancialForce is the top installed PSA

Trusted by customers big and small

Take a tour of our PSA
cloud solution

Because FinancialForce is native to Salesforce, we knew PSA was the right choice. We are now onboarding Service Cloud for all of our support engagements. FinancialForce really helps to give us a full 360° on our customer engagements.”


Ryan Whitney Operations Manager, Customer Success, BENCHLING

READ MORE Read reviews on G2

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

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G2 Professional Services Automation Report

Uncover why FinancialForce is once again ranked #1 on the Fall 2020 PSA
reports from G2, the world’s leading business solutions review website

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