Professional Services Automation (PSA) Software is a type of software designed to help professional services organizations manage their daily operations. It provides an integrated suite of tools for managing customer relationships, scheduling resources, tracking projects and tasks, billing customers, and reporting on the overall performance of the organization.
PSA Software automates many manual processes such as time tracking and invoicing that can be extremely time-consuming when done manually.
It also helps streamline communication between departments by providing centralized access to project data in real time so teams can collaborate more efficiently.
With powerful features like advanced analytics and customizable dashboards, Professional Services Automation Software enables businesses to increase productivity while reducing costs.
Choosing the perfect Professional Services Automation Software can be a difficult task.
It’s necessary to locate one that meets your necessities and cost range, while still delivering effective capacities. To help you out, we have accumulated a list of the best choices available.
Here are our selections for the top Professional Services Automation Software:
1. FinancialForce PSA
Manage your professional services team, customers, projects & financials all in one integrated app built native to Salesforce. Get clicks not code customization and integration, one toolset to master, a unified data set, and the same processes, workflow, and security you have come to love.
Schedule the right people on the right projects at the right time, edit schedules with a click & see how you need to drive recruitment.
Streamline processes across every aspect of your services business from sales, through delivery, billing, renewal, & revenue recognition.
Forecast, report & analyze data with confidence across actuals, expenses, scheduled assignments, milestones, resource requests, backlog & more. Built-in communities share & submit project info with clients & partners in real time. Slack integration streamlines communication & time/expense approvals.
2. Kantata Cloud for Professional Services (formerly Mavenlink + Kimble)
Kantata Cloud for Professional Services™ is a suite of tools that helps professional services firms optimize their resources and increase performance.
It includes features such as resource management, financial management, project management, team collaboration, business intelligence, integration, and workflow automation.
Kantata is designed specifically for professional services firms to ensure they have the best team for each project and can keep track of progress against timelines and budgets.
3. BigTime
BigTime is a powerful Professional Services Automation (PSA) software that enables you to monitor and take action on your business data.
It makes it effortless to keep track of time, expenses and billing for multiple projects simultaneously, and you can easily spot potential areas of improvement with its advanced features like resource allocation and custom reporting.
Furthermore, BigTime Wallet and client portal let you get paid faster by using custom invoices and payment processing. Studies have indicated that BigTime users typically increase their gross margins by 25% with the help of its adjustable tools for resource assignment, workflow and task management, project planning, and tracking, invoicing with Quickbooks integration, and Gantt charts. Try it out for free today!
4. Accelo
Accelo is a popular cloud-based platform utilized by professional service companies around the world to efficiently manage their client work and increase profitability.
It allows users to keep track of all aspects of their client work, from prospecting to payments, including sales, projects, tickets, retainers, timesheets, and resource management.
By providing an up-to-date overview of business data and financial performance, it ensures users are always aware of their current project status.
By utilizing powerful automation, managers are able to deliver projects on time and within budget. Furthermore, Accelo’s secure analytics give leaders the confidence to make decisions that will help promote the growth and prosperity of their business.
5. ConnectWise PSA
ConnectWise PSA is a leading business management platform trusted by over 110,000 users to increase accountability, streamline efficiency, and maximize profitability.
It is cloud-based and integrates automation, help desk, customer service, sales, marketing, project management, and business analytics.
As part of the ConnectWise suite of products, it provides users with an all-encompassing view and control over their business operations. This reliable platform has been used by technology companies for over 15 years and gives users access to a strong network of resources.
6. SAP S/4HANA Cloud
SAP S/4HANA Cloud is a comprehensive, segmented cloud-based ERP solution that is driven by AI and analytics. With this software, you can carry out your essential operations in real-time from any location, introduce innovative business models to your sector, and advance around the world with a reliable partner.
For the past 50 years, SAP has been helping businesses of all sizes in all industries and regions to operate efficiently with their ERP system. It can be implemented on-site, in the cloud, or as a hybrid setup for rapid implementation.
7. Replicon PSA
Replicon offers businesses of all sizes a comprehensive Time Management solution.
Their software is simple and easy to use for both salaried and hourly employees and provides hiring managers with the insight they need to make optimal staffing decisions.
For HR, payroll, and compliance teams, Replicon automates the application of legal and business rules so that employees are paid correctly and work within the law.
Finance and project management groups benefit from granular, real-time reports that help them monitor project delivery, client billing, labor utilization, and more.
If you need to track time and absence, project details, client billing, expenses, or workforce productivity, then Replicon could be the right partner for you. For further information, please visit their website or contact them directly.
8. Planview AdaptiveWork
Planview AdaptiveWork is a comprehensive enterprise project and portfolio management system that helps companies work more productively.
It connects work across different areas, automates processes, and encourages collaboration.
This gives employees an up-to-date view of their tasks so they can focus on what is important and achieve results quickly.
Thousands of customers use Planview’s software to succeed in industries like IT services, finance & banking, healthcare & life sciences, aerospace & defense, and retail & consumer goods. To find out more about this Professional Services Automation (PSA) Software, visit the Planview website.
9. Scoro
Scoro is a highly acclaimed end-to-end work management software that is used by agencies and consultancies all over the world.
It provides users with an entire suite of project management, customer relationship management, billing, and reporting tools in one place, allowing them to streamline their workflows, automate routine tasks, and make sure their business runs as smoothly as possible.
It can be integrated with dozens of popular platforms such as Zapier, Google Calendar, and Xero.
10. Deltek Vantagepoint
Deltek Vantagepoint was designed to help people manage projects from beginning to end.
It helps to give a full view of all your projects, customers, and financials all in one place, aiding in making more effective strategic and tactical decisions for the business.
This helps to make the company more efficient, productive and profitable.
11. Avaza
Avaza offers a comprehensive range of tools to help manage your business.
These include project management, team communication, resource scheduling, time tracking, expense management, quoting, and invoicing.
You can use any or all of these components together or separately to suit your specific needs.
Avaza is especially useful for consulting and professional services companies that need all these features and want a centralized system that provides powerful reporting. This cloud-based software can be accessed from any device.
12. Ruddr
Ruddr is the most economical Professional Services Automation program in existence. It’s perfect for IT services, offshore providers, marketing groups, consulting firms, staffing companies, and more.
Ruddr can help manage clients, projects, budgets, tasks, resource allocations, time, expenses, invoices, revenue, and other important aspects related to performance. Plus, you can choose to pay either on a monthly or yearly basis.
Even better – if you go for the annual plan, you’ll get a 20% discount. Furthermore, any of your non-billable personnel can get a free license.
If you need to deactivate or delete a workspace member, you will be refunded for the remainder of their time with the plan. Lastly, Ruddr makes sure that you are only spending money on what you are actually using.