Exclusive offer for Vista Equity Partners portfolio companies

As a Vista Equity Partners portfolio company you can:

  • Accelerate growth
  • Reduce churn
  • Improve cash flow

FinancialForce will streamline your sales through delivery on the Salesforce platform. Join the 15+ Vista Equity Partners portfolio companies already leveraging Salesforce and FinancialForce.

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Trusted by software companies globally

The power of FinancialForce PSA

Professional services automation (PSA) describes the software for managing and automating the businesses processes surrounding delivery. By plugging directly into the Salesforce platform, FinancialForce PSA ties the front and back office together, enabling you to balance real-time resource demand against resource capacity, forecast capacity a year into the future, easily convert won opportunities into billable projects, and more.

A new class of ERP with
customers at the center

With the only customer-centric ERP, FinancialForce helps businesses streamline, simplify, and automate financial operations on the Salesforce platform. By connecting FinancialForce ERP and PSA with Salesforce CRM, your business gets an end-to-end, 360° view of the business, leading to a single source of data for reporting and predictive analytics, more collaboration, and improved profitability for products and services.

The power of FinancialForce


Increase in utilization

11 Days

Reduction in sales cycle


Project margin increase


Less attrition


Increase in revenue from new logos


Decrease in project time to staff

Customer success stories

Salesforce moves its global professional services division to FinancialForce

See how the software giant doubled project creation and powers every project around the globe with FinancialForce PSA.

Imprivata simplifies healthcare IT management

See how Imprivata, a leader in healthcare IT security, easily manages global projects with FinancialForce amid rapid business growth.

Splunk fuels future business growth with FinancialForce

See how Splunk is able to create an innovative services model and achieve a single source of truth for multiple stakeholders.


Discover key performance metrics for leading professional
services teams and see where your organization fits in
SPI’s PS Maturity Model™