See your projects and people
in full color

Gain unprecedented visibility into your business across sales, services, and finance with Professional Services Automation software. Keep projects on time, customers happy, and reports up to date – all on the #1 cloud platform from Salesforce.

Growing Through Disruption

Optimizing resource management in an ever-changing world

Professional Services Cloud ROI Calculator

How can PSA help to improve your annual revenue?

Professional Services Automation

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Connect your people and projects

With FinancialForce Professional Services Automation software, you can easily manage teams across your entire organization. Schedule the right people, with the right skills, for the right projects at the right time, and optimize the deployment of your people.


Perfect the sales-services handoff

FinancialForce Professional Services Automation software helps sales and services teams work together through shared views of the opportunity pipeline, automated opportunity to project transformation, and trustworthy revenue and resource forecasts based on a complete picture of your business.

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Deliver deep visibility
and collaboration

Powerful and collaborative, FinancialForce Professional Services Automation software 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.


Get a full view of project
financial health

Access comprehensive project-related financials anytime with Professional Services Automation software – including revenue, bookings, backlog, billing, budgets, and rate realization – and quickly make adjustments as needed without driving up administrative costs.

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Submit time and expenses
anytime, anywhere

Highly configurable and intuitive, FinancialForce Professional Services Automation software makes it easy for services teams to complete a variety of tasks and submit time and expenses from any device.


Full lifecycle services forecasting

Utilize Professional Services Automation software to get flexible revenue and billings forecasting across both projects and opportunities with configurable reporting and business rules.

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lori steele

“We run our entire business on Salesforce and the FinancialForce PSA system. We run a global operating model with consistent offerings and capabilities that span the world. As we’ve grown, so has the complexity of our business, and we continue to innovate together so that we can leverage the insights on our business and really drive value for our customers at scale.”

Lori Steele, EVP, Global Professional Services, Salesforce

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thom oconnor

“It is important for us as a growing business to have FinancialForce. There are plenty of applications we’ve outgrown but FinancialForce continues to be the backbone of our services.”

Thom O’Connor, VP of Services, Elastic

splunk face

“Splunk was able to make a swift transition to remote delivery and re-engineer in real-time amidst the global COVID-19 crisis. While the shift required some short-term heavy lifting, we were quickly running smoothly in the new normal. This would not have been possible without the flexibility that FinancialForce and Salesforce provided.”

Toni Pavlovish, Vice President Global Services, Splunk

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adam jones

“With FinancialForce, we will be taken to a next level as we start to move from what I would call action and insight to action and outcome, which really means that we’re going to drive action orientation to a place with our customers at the point of service. PSA Analytics, powered by Tableau CRM, will help us get to this next level of artificial intelligence. This really changes the game of how we engage with our customers.”

Adam Jones, Strategist, HPE Pointnext Services Delivery

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tammy godin

“We live and breathe FinancialForce PSA – it’s an extension of our brain. It allows us to be smart and continuously know and report on our projects.”

Tammy Godin, Director, North America Professional Services, Imprivata

Native to Salesforce

One platform, one truth

FinancialForce gives you a complete, customer-centric view of your business on the world’s #1 cloud platform from Salesforce. With a single customer account record, you get a trusted source of truth to help you streamline your operations and put your customers at the center of everything you do.