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.

Professional Services Automation Software

Did you know a 7% increase in Billable Utilization
can yield $2.8m in Incremental Revenue Growth*

*For every 100 billable employees

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

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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Professional Services Automation: Resource Management

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

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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Professional Services Automation: Communities
Professional Services Automation: Communities

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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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 Professional Services Automation 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

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

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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Professional Services Automation: Dashboards & Reporting
Professional Services Automation: Dashboards & Reporting
Revenue Recognition & Forecasting
Revenue Recognition & Forecasting

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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Trusted by the World’s Best

Salesforce - Cloud ERP Solution Customer Created with Sketch.
Marketo

Take a tour of our cloud Professional Services Automation solution

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

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PSA Solution

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

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2019 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™

DOWNLOAD REPORT