PSA Solutions - CFO

Manage finance with one
end-to-end system.

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FinancialForce offers a complete financial solution for services organizations — from time & expense management, to project billing, to revenue recognition. Get more accurate revenue forecasts thanks to the integration with Salesforce CRM and our built-in revenue recognition engine.

Beginner's Guide to Evaluating PSA Software

Achieve financial transparency

Quit chasing data or relying on project managers to capture and send data from spreadsheets. FinancialForce PSA puts all your relevant financial data together in one system.

  • Easily see relevant financial metrics to assess Services performance against plan — revenue, billings, margin, utilization, rate realization
  • Drive multiple different forecast views for Services

Conquer the period end beast

It’s period end, billings are due, books need to be closed, and services owes you data. With FinancialForce PSA all that project finance data is entered, approved and ready to invoice. That once error-prone processes was just reduced from weeks to days.

  • Intuitive time and expense capture feeds the billing process
  • Prevent revenue leakage and faulty invoice disputes
  • Full visibility into billing history and current activity on your account record

Automate revenue recognition

Revenue recognition is one of the more difficult financial tasks of running a professional services organization. With FinancialForce PSA we support your revenue recognition process and automate collecting the data. Avoid those expensive mistakes that can affect the bottom line and obscure your financial judgement.

  • Recognize revenue leveraging multiple methods
  • Reduce manual process and costly administrative efforts

2018 Professional Services Maturity Benchmark Report

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

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