Best Professional Services Automation Software

Professional services automation (PSA) software provides companies in professional services with project management and resource allocation tools for client projects. PSA systems are used to bring transparency to the processes of a project including time tracking, expense management, billing, invoicing, and resource and labor allocation. These products are used by consultants, lawyers, marketing account managers, and other professional service industry roles that conduct business on a client-project level. PSA software gives insight into the business processes of project and resource management to then improve efficiency, productivity, and profitability of the project operations in place. These systems can be integrated with accounting, CRM, and payroll systems to make a more end-to-end solution. PSA software also has similarities to ERP and project-based ERP systems, differing in the sense that PSA product are tailored to the professional services industry.

To qualify for inclusion in the Professional Services Automation category, a product must:

  • Provide project management for professional service projects
  • Track time and expenses on a client project level
  • Allow users to record and allocate resources based on necessity and availability
  • Provide transparency in the operations of each professional service project

Professional Services Automation Software Grid® Overview

The best Professional Services Automation Software products are determined by customer satisfaction (based on user reviews) and market presence (based on products’ scale, focus, and influence) and placed into four categories on the Grid®:
G2 Crowd Grid® for Professional Services Automation
High Performers
Financialforce psa
Openair psa
Kimble psa
Connectwise manage
Projector psa
Unit4 psa suite
Promys enterprise psa
Function point
10 000ft plans
Keyedin projects
Krow psa
Workday professional services automation
Market Presence
Linked in no background
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