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.

Webinar: How High-Tech Companies Can Drive Growth Through Digital Transformation

Many fast-growing technology companies eventually reach a tipping point: They realize that their systems are no longer fit for purpose and instead are hindering business growth. As a result, many of these organizations smartly initiate digital transformation projects to overhaul their applications infrastructure, refresh their processes and establish a resilient platform for the future.

June 10th at 11am PT



Professional Services Automation: KPI


Avg YoY PS revenue growth

Professional Services Automation: KPI


Average increase in utilization

Professional Services Automation: KPI


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


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


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


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 customers big and small

Take a tour of our PSA
cloud solution



FinancialForce's PSA software allows me to take a step back and see everything that's running - assignments, projects - and look at the bigger picture. It allows me to look at what could happen. My COO and talent acquisition teams love that.”

Rachel Manigault, PSA Product Owner, Kin + Carta



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

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

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SPI 2021 Professional Services Maturity™ Benchmark report

Uncover how top-performing professional services organizations
drove higher billable utilization using PSA