Financial Management - CFO

Stop leaking revenue. Start building profit.


No more wasted admin time, project delays, cash flow problems or lost revenue. One database, automated processes, forecasting tools -- FinancialForce PSA ensures nothing falls through the cracks.

2017 Transition Guide to the New Rev Rec Standard

Forecasts based on facts, not guesswork

FORECASTING: Get flexible forecasting to suit your business model — revenue, billings and backlog — with configurable reporting and business rules.

  • Incorporate detailed scheduling info and revenue impact in analysis
  • Get both current and future perspectives through sales pipeline visibility

DOWNLOAD: The Ultimate Guide to FinancialForce

Generate Forecasts
Invoiced Billing Events

Billing that’s accurate, fast, and formal

BILLING: Scan through all project data in real time and launch billing processes as fast as work is completed — in PSA or your preferred financial system.

  • Workflow and approval functionality enables review with accounting
  • Integrated pass off to financial system of your choice
  • Automatic aggregation of billing data as work is complete/submitted with flexible approval

No more revenue recognition headaches

REVENUE RECOGNITION: Automate the recognition process — from simple time card submissions to the most complex completion milestones and compliance concerns.

  • Recognize revenue using multiple methods
  • Leverage a secure audit trail to insure compliance
  • Easily hand off revenue recognition transactions to your financial system

DOWNLOAD: The Ultimate Guide to FinancialForce

Spreadhseet Billing Rev

2018 Professional Services Maturity Benchmark Report

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