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
Leaders
High Performers
Contenders
Niche
Market Presence
Satisfaction
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    Professional Services Automation reviews by real, verified users. Find unbiased ratings on user satisfaction, features, and price based on the most reviews available anywhere.

    BigTime is the engine behind the greatest consulting firms on the planet. We help architects, engineers, IT, scientific and management consultants budget, track and bill their most important asset: time. Consulting firms need more than just a timesheet. They need a system that unifies budgeting, project planning/execution, team communication, task management, resource management, invoicing and project financials. BigTime gives your entire team the tools they need to deliver billable work on time and on budget, giving our customers an average improvement of 25% in gross margins and a substantial increase in expansion and referral revenue. Contact our sales team to learn how.


    NetSuite OpenAir is the world’s best solution for resource and project management. Easily run your services organization from a single platform that allows you to oversee project accounting, timesheet and expenses management. With 1,500+ customers worldwide NetSuite OpenAir is the most widely used cloud solution for Services companies. Enable your organization to gain real-time insights, increase project profitability, maximize billable resource utilization to make informed, data-driven decisions. Enjoy complete support for your mobile consultants and workforce with global, anytime-anywhere access. NetSuite OpenAir can be easily integrated with any ERP instances that are already in place.


    Manage tasks and project plans. Monitor budgets. Allocate resources. Track time and expenses. Analyze outcomes. With Mavenlink, you get accurate visibility into task status, resource availability, and performance across the entire project lifecycle so your team can scale successfully. Start with Project Management, then grow into Professional Services Automation (PSA), resource planning, project accounting, business intelligence, and team collaboration — all in a single, user-friendly platform. With clients in more than 100 countries, Mavenlink is used by creative agencies, IT services firms, internal shared services organizations, professional services teams, and everyone in between.


    FinancialForce Professional Services Automation (PSA) is a cloud-based solution that helps you manage your professional services team, customers, projects, and financials from a single view. Built on the Salesforce platform, FinancialForce PSA gives you visibility into sales pipeline and resource demand to help you drive revenue growth, improve margins, and deliver on customer success.


    Kimble is a professional services automation solution which fuels and supports growth in consulting organizations. It is designed to focus on the future, with accurate forecasts, proactive resource planning, and devolved accountability. As the first intelligent PSA solution, Kimble uses augmented intelligence to surface patterns in the data to provide insights. These insights coach and alert users as to what the next step should be so that everyone can work at the level of the most experienced staff. Approximately 40,000 users from IT and management consulting firms, the services arms of technology organizations, law and accounting firms and digital agencies turn to the Kimble system on a daily basis to manage their work. Kimble links sales, resource planning, and project delivery together in one system which uses all the capabilities of the Salesforce platform. It integrates closely with partners such as Sage and Sage People (formally Fairsail) to provide best of breed solutions that rapidly deliver value to customers. A Complete Solution – Not a Toolkit Kimble is designed to facilitate informed decision-making at every level within each organization. It enables visibility, transparency, and accountability. More than a set of tools to process data; Kimble Professional Services Automation exists to empower decision making and drive discipline throughout professional services organizations by coaching, encouraging, and guiding personnel in the behaviors that drive success. Intelligent Insights, which drive adoption of best practice, can be configured to meet the specific needs and priorities of each Kimble client. Building a Customer-Centric PSA Kimble was founded by recognized professional services experts, who previously managed and sold several successful consulting organizations. The company collaborates closely with its partners and customers, drawing on and responding to their experience.The Kimble system is reviewed and improved by a team of dedicated software designers, who continually update its features, embedding new augmented intelligence capabilities and adapting to industry change.


    Made for companies that sell, service, and support technology, ConnectWise Manage is the leading business management platform worldwide. Today, more than 110,000 users rely on ConnectWise Manage to achieve greater accountability, operational efficiency, and profitability. Leveraging the cloud, the platform fully integrates business-process automation, help desk and customer service, sales, marketing, project management, and business analytics that dramatically streamline a company's operations. ConnectWise Manage is the hub of the ConnectWise suite of products, a set of solutions for technology solution providers that gives an end-to-end view and total control over their business. ConnectWise Manage also gives its users access to a powerful network of ideas, experts, and solutions. A veteran in the technology services industry, ConnectWise Manage has been the premier business management platform for technology companies for more than 15 years.


    Projector is the best-of-breed Professional Services Automation tool for today's face-paced services firms. Designed with a focus on improving profit margins and resource utilization rates, Projector helps services firms manage projects, schedule resources, track time and expenses, and invoice for their work. Projector is a cloud-based, multi-currency, multi-company, PSA solution that is able to scale with the needs of your services firm while integrating openly with existing business systems.


    Autotask Pro integrates all of the features and functionality you need - and the flexibility to adapt them to meet your specific business requirements


    Function Point alleviates the chaotic nature of operating creative agencies, internal marketing teams and professional service firms. Used by over 9000 customers across the world, the all-in-one solution helps teams connect each stage of project management. Our goal is to make productivity more personable; to warm it up and give it a heartbeat.


    Avaza provides an integrated suite of functionality for running your business. This includes Project Management & Collaboration, Time tracking, Expense Management, Quoting & Invoicing. Each of these modules can be used together or independently to suit a wide range of businesses. It's particularly useful for consulting & professional services companies that need all these functions, and enjoy having a single source of truth & powerful reporting. Avaza is built in the cloud and available on any device.


    Replicon provides end-to-end Time Management software and services to enterprises of all sizes. Capture, analyze, and optimize time, your organizations most critical asset, to improve profitability, productivity and employee satisfaction. Salaried & hourly workers alike love using Replicon because it is simple and easy to enter their time, attendance, vacation, and expense information--via web browser or mobile app. Hiring managers use Replicon to optimize the types of workers to hire, what to budget for them, and what they should be working on. HR, payroll, and compliance managers use Replicon to automatically apply business & legal rules to eliminate under- or over-payment of employees, as well as to ensure everyone in the business is working according to the laws governing their specific location. Finance & project management teams choose Replicon because their success depends on accurate, granular and real-time reporting on exactly how well the business is performing with respect to project delivery, client billing, labor utilization, and other critical metrics. If you are looking to track, manage and optimize: time & absence, project details, client billing, expenses, or the productivity of your entire workforce no matter where they are or when they work, consider evaluating Replicon as a strategic partner to your success. For more information: visit us: www.replicon.com, call us: 1-877-662-2519 (North America) or +800-6622-5192 (outside North America), or email us: info@replicon.com.


    Tenrox PSA solution gives professional services organizations and finance departments a centralized yet configurable platform to manage their core business operations including project management, resource optimization, project accounting, time and expense management, and billing and revenue recognition. A cloud-hosted solution, it is fully configurable and flexible to the needs of any modern PS organization.


    Unanet provides project-driven organizations with resource management, budgeting & forecasting, project management, timesheets, expense reports, project accounting, billing, workforce collaboration, CRM, and financials with cost pool calculations, in one integrated system. Available either as an Enterprise license (self-hosted software), or in the "Cloud" (On Demand License), Unanet helps your organization better manage project, product and services work.


    If you want to grow your business, you need a system, not a collection of tools. Accelo makes it easy to manage all of the client work, from prospect to payment, and everything in between. With powerful features like automatic email capture, automated time sheets and intelligent business processes that alert you if things are going off track, forecast the future and make sure you never get lost. Accelo lets you focus on more important things (like growing your business) so you can focus on doing the work you love. Try it now for free!


    Krow helps companies transform service delivery and client success with our next-generation Professional Services Automation (PSA) solution built 100% native on the industry's leading cloud platform from Salesforce. Krow provides a complete PSA solution by combining project management tools with resource planning, time & expense, time-off management, billing, social collaboration, document sharing, and analytics delivering a 10x faster deployment than traditional PSA solutions.


    Promys is one of the best reviewed business software solutions for IT, MSP, Audio Visual & Physical Security solution providers. Promys is easy to use & implement and scales from five to five hundred users. Re-written from scratch in the latest cloud technology, Promys helps companies grow by linking data between sales, project management, help desk, time & expense, service contracts, managed services and billing. Reporting and business analytics are in a completely different class. Watch video to find out more.


    Workday Professional Services Automation (PSA) helps customers manage the entire lifecycle of their client-facing billable projects. Their sales, resource managers, project managers, and finance teams gain a single source of truth to view and act on every type of data. Rich talent intelligence helps them match the right people with the right project, while flexible billing and revenue recognition enables them to confidently accelerate business transformation. And since all Workday applications across finance, HR, and operations are part of a single system, customers can boost collaboration, increase efficiency and insight, and improve customer service. Workday’s intuitive and highly functional mobile app helps people to be more productive on-the-go and its global footprint enables companies to scale and expand to international markets with ease.


    Clarizen delivers secure, cloud-based collaborative work management solutions built on the vision of business agility. Clarizen’s PPM solution combines cross-company project management with configurable workflow automation. Discussions, tasks, projects and portfolios are all accessible from Clarizen’s scalable enterprise platform. Clarizen users gain easy access to an intuitive and easy-to-use and flexible solution that offers a single source of information to improve work execution, collaborate in-context, optimize resources and respond faster. Clarizen provides: • Centralized project and portfolio management – organize complex or chaotic projects and processes and automate workflows • Change management and issue management – track, manage and prioritize change requests and resolve issues • Resource optimization and robust collaboration – execute on feedback and tasks in real time to streamline how you work internally and with partners and customers Clarizen is a leader in Forrester’s Enterprise Collaborative Work Management report and is a two-time leader in Gartner’s Magic Quadrant for Cloud-Based IT Project and Portfolio Management.


    Kaseya BMS is a next-generation business management solution that was built specifically to help MSPs spend more time selling and delivering services, and less time on non-revenue-generating tasks like billing and project management. BMS’s scalable, open, cloud-based architecture means you can: Define & deploy new services rapidly Manage client IT projects effectively Monitor service delivery with 360o visibility


    The Unit4 PSA Suite is a full practice management solution for every professional services industry. With the PSA Suite you will manage your full business processes within one single out-of-the-box state-of-the-art solution, built on the powerful Dynamics 365 platform. With the Unit4 PSA Suite you will have a 360 degree view from opportunity to your customer engagements and be on top of your company’s profitability. Move opportunities to engagements, allocate budgets and apply assign tasks to your resources. Managing utilizing of resources all from one single solution. We will run approvals and afterwards be able to invoice directly. Managing all financial transactions in our PSA Financials and have management reporting using PSA Suite PowerBI. Besides this, time can be registered directly in the PSA Mobile app or within the role based PSA Suite portal which gives easy acces to only the components which are used on daily basis. The PSA Suite is completely developed for 8 specific professional services industries: Accountancy, Architecture, Consultancy, Engineering, IT-Services, Legal, Marketing & Advertising and Non-Profit. All with Vertical IP and out-of-the-box templates. Unit4's Wanda is the world’s first true enterprise Digital Assistant. Wanda automates automates routine operations across your business and learns your preferences to become even more useful over time, fully integrated in the PSA Suite.


    10,000ft Plans is simple, collaborative software that improves the way you allocate resources, plan your project portfolio, and uncover insightful business data. The interactive schedule view allows you to see who is working on what, find people with availability, and address issues before they become problems. It features an intuitive interface that makes resource planning an easy and enjoyable process. Assignments are sent to team member profile pages where the team can review the projects they are assigned to and record how long they worked on each one. Tracking time in 10,000ft Plans is as simple as clicking confirm. If you worked more or less than what was planned, you can indicate that on the time sheet, and even add a note. Every project has a project dashboard that shows the timeline, the team assigned to the project, and a high level status of how the project is performing. You can track time, fees, and expenses for every project, and the status reports will update as your team fills out their timesheet. The Reports & Analytics section is where you can analyze your project profitability and future forecasting for projects and clients. You can create custom reports by grouping and pivoting your data across a number of filters to get different views of your company's past and future performance. 10,000ft Plans focuses on the high level information about your teams and projects to give you the big picture of your business. Get started by signing up for a free 30-day trial.


    KeyedIn offers Professional Services Automation and Project & Portfolio Management solutions that automate the workflow of project management and services delivery teams, giving them new levels of efficiency, productivity, and visibility. KeyedIn is used by tens of thousands of knowledge workers around the globe across dozens of industries. The software is designed for leaders in any organization tasked with selecting high-value projects, managing finite resources efficiently, and delivering projects on time and on budget.


    BQE Core is an integrated cloud-based solution that offers business accounting, time tracking, project management, and business intelligence. Core supports a wide range of industries, including accounting, architect firms, engineering, legal services and many more. You can access BQE Core from any browser or device and experience full functionality, the native mobile apps includes iPhone and Android devices. Core also carries over 200 customizable report templates to generate different invoice types from; retainer, recurring, hourly, fixed, per complete and more.


    Changepoint PSA offers end-to-end engagement lifecycle management for faster revenue recognition, better service delivery and happier clients.


    Dynamics 365 for Project Service Automation helps teams work efficiently by giving them automation technology and a complete view into their client relationships.


    Scoro is an end-to-end business management solution which allows professional and creative services to control their entire workflow from one place. It helps to streamline work and eliminate routine tasks to ensure a business runs as smoothly and efficiently as possible from sales right through to billing. Scoro's features include calendaring, task and project management, quoting and billing, enterprise-level reporting and a real-time dashboard.


    ActiveCollab is a powerful, yet simple project management software. It helps your team stay organized when you outgrow email. But it’s so much more than that — with plenty of neat add-ons, it’s a one-stop solution for your whole business. ActiveCollab gives you a nice overview of your team’s activity across projects. It also allows you to bring clients on board and collaborate. With it, you can delegate tasks to your team, get a detailed overview of your projects, estimate and track time on tasks, and issue invoices to clients in a matter of seconds. ActiveCollab is a robust solution that adapts to your workflow. It features a Gantt-like timeline and a Kanban card view. You can switch from one to the other depending on your needs and workflow. When collaborating solely by email starts to weigh you down, but you can’t replace it - ActiveCollab gives you structure without having to forego email and what works. You can create new tasks by sending email to a project, or reply to email notifications to leave a comment - you can manage your projects without leaving your inbox. For more than 10 years, ActiveCollab has been trusted by over 200.000 people in companies ranging from small businesses to Fortune 500 members, universities and government institutions. Some of our clients include: Apple, Publicis, Ogilvy, Harvard University, BBC, Cisco, Adobe, NASA, Universal Studios, and Disney. ActiveCollab runs in the cloud like most browser apps today, but you can also install it on your own server. That way you pay a one-time fee and have total control over your privacy and data. Try the full version free for 30 days and see how it works you.


    Journyx is project, time and expense tracking software that allows you to automate cost accounting, measure work profitability, bill customers, and pay employees. Journyx is scalable from small businesses to large enterprises, and can be integrated with nearly any other accounting, payroll, project and human resource system. Journyx PX takes all of the core functionality of Journyx and adds the ability to forecast costs, revenues and resource availability for future projects. Journyx PX is resource management software that provides work and financial forecasting for a complete picture of project and budget status, employee time and availability.


    Reduce costs, increase project visibility, and stay on budget — with easy timesheets! ClickTime makes it easy to track, plan, and manage employee time. Improve operations and increase employee productivity through easy-to-use timesheets you can access anywhere, anytime: Easy for Everyone Track time on your phone or laptop, quickly approve employee hours, or dive into dashboards and reports that make it easy to manage budgets and plan employee time. Real-Time Answers Whether you’re estimating project costs, reviewing past performance, or simply want to know who has not completed their timesheets, ClickTime gives you instant answers to the questions you have about your business. Powerful Reports Not all timesheets are created equal. That’s why we’ve built unique time tracking solutions for agencies, nonprofits, consultants, universities, architects, IT, healthcare and more. You can customize nearly anything in ClickTime — or dive into nearly 100 out-of-the-box reports. Management Tools Instantly know which projects are over or under budget. Understand employee availability, costs, and productivity. And approve timesheets, time off, and billable hours with ease. Learn more at www.clicktime.com!


    Clockwork Recruiting enables executive search professionals to work with their clients, candidates and colleagues on the same intuitive SaaS application.


    CrossConcept Continuum PSA is specifically designed with a focus towards small to medium-sized businesses in the Professional Services industry. CrossConcept Continuum PSA allows your organization to maximize profitability by seamlessly connecting your project and financial accounting, enabling you to manage all stages of your project from conception to completion and deliver on your promises.


    Nutcache is a smart all-in-one project management tool with a real-time workspace for collaboration and including time tracking, expenses & invoicing.


    ReadSoft - Automating document driven processes in the cloud and on premise


    Epicflow’s team of professionals aspires to make complex multi-project environment easy to manage and control. So far, the company has launched its Epicflow add-on that solves resource conflicts and prioritizes tasks based on demand. Epicflow’s web-based solution meets the needs of Project Managers and C-level executives to improve business outcomes as a result of high-level task prioritization and resource allocation. With a powerful scientific algorithm, Epicflow facilitates planning, re-scheduling, execution, and control of multiple projects simultaneously. It is an effective project management solution that sets priorities and solves operational dilemmas connected with overload. This tool retrieves source data from MS Project and Jira, and doubles their value by adding features that perfectly work in a multi-project environment. While a historical load graph is designed to compare progress between previous and present projects, a future load graph predicts the flow of additional project in relation to the ones that already exist in the pipeline. The main strength of Epicflow is that it approaches business as the input of human resources and their skills. If you use Jira or MS Project and are not satisfied with your current project performance, check how adding an Epicflow plugin can make your complex environment easy to manage.


    Magnetic Software is an all-in- one workflow management platform designed and built for agencies. It combines all essential project management capabilities into a single easy-to- use system: account management, sales CRM software, business development, traffic management, project management software, time tracking, billing, HR management and resource scheduling. We designed Magnetic to help agencies waste less time, manage projects smarter, and deliver on time and within budget. The system offers a bird’s eye view into your business from anywhere, at any time. From key sales metrics to instant profitability reports, resource availability and time allocation, you’re able to track multiple areas of your agency at any moment.


    Magstar’s TOTAL RETAIL ERP is a comprehensive suite of retail and back office applications for small and mid-sized retailers. Total Retail combines the front-end Point of Sale and Customer Relationship Management to the Warehouse and Back office for full retail operations management. Over 400 + stores across North America trust Total Retail to manage their entire specialty retail business. Utilizing a common database throughout with complete sub-system interaction, your entire team will be on the same page and looking at the same information. Total Retail has been recognized as a leader by its clients having been awarded the Retail Info Systems News for the last 11 years.


    You're in business to do great work for your clients. But before you focus on their business, spend five minutes every day with Metis and focus on our three simple steps to propel your own business forward. Gather data; track performance; and action change. So you can concentrate on what you do best - great work. Metis can help you: • Spend more time with your team on the things that matter • Devolve responsibility without losing control • Focus on profitability without compromising the great work you do for clients • Lay solid foundations for strong growth • Get rid of a hotchpotch of spreadsheets and systems that don’t talk to each other


    Q360 PSA Solution is designed to manage business processes within a professional services organization that can be tailored to meet the needs of your business providing you insight and control to manage your business operations.


    Resource planning and talent management software for enterprise and medium-sized companies


    Amidship is a small business platform. We help you build your website, manage your schedule, and track your sales - all in one place.


    Beeye is a web application designed to help manager make informed decisions about capacity planning and forecasting by giving them the most relevant information as early as possible.


    From initial contact to final payment, Booking Social provides a solution for consultants, health professionals, coaches, lawyers, accountants, photographers and many other service providers.


    Braid is resource management and planning tool. It is an AI-based scheduling solution designed to support the operational needs of professional services organisations.


    Project Cloud is a Project Management application which is 100% native to Salesforce. The user-friendly application allows you to quickly and easily create projects of any size or complexity, and our comprehensive tracking of project task dependencies lets you efficiently adjust your project in reaction to unforeseen issues.


    Gustav is a staffing service aggregator designed for fast growing technology companies.


    Not all PSA software is built the same At its heart, Harmony is designed as an intelligent contract system. Built around the specific contract terms each interaction touches. The result? A professional services automation solution that understands the revenue and costs associated with each and every action. This means your business runs more smoothly - and analysis of your business performance is automatic and always available. In real-time. Unrivalled flexibility you can manage Harmony is built with deep and unlimited configurability you can manage for yourself. From process-driven Kanban boards you can build yourself, to a powerful date/time or event-driven system-wide notification rules engine; Harmony is a system where you can model and support your business processes quickly and easily. Maintenance free, enterprise-wide data Crucially, Harmony owns and holds ALL of your master data centrally. Update it once and it's available for a wide variety of tasks across your business functions. And not only is all the data you need housed in one place; maintenance on it is automatically managed by Harmony’s normal business process flows. So you do the work - Harmony keeps the score. Run a multi-national, multi-currency business with ease Harmony is multi-currency, multi-legal entity, multi-lingual (currently English, German and Spanish are supported), multi-brand, multi-tax jurisdiction, multi-culture and multi-time zone. All these options co-exist in a single Harmony instance, so no matter how your business grows or evolves over time, you will not need to change your PSA solution. See more at: https://www.harmonypsa.com/ Product Page: https://www.harmonypsa.com/product/ Request Demo: https://www.harmonypsa.com/lp/request-demo


    The Infor Professional Services Automation Suite (Infor PSA) is an end-to-end professional services suite and a flexible project portfolio management solution for managing tasks and resources required for client projects. From people and processes to the technologies and finances that fuel their efforts, Infor PSA is an innovative and fully-integrated software solution that bridges the work of client-facing project managers and internal accounting and staffing managers.


    The Infor Professional Services Automation Suite (Infor PSA) is an end-to-end professional services suite and a flexible project portfolio management solution for managing tasks and resources required for client projects.


    Partner Nexus provides a technology fabric for mass-scale engagement of licensed trade personnel for installation and service programs.


    Service Tree is a true Professional Services Automation platform. We like to call it a 'Knowledge Driven Process Automation's platform for MSP's and IT Teams. ServiceTree is optimized to deliver a process that flows smoothly guiding a support issue through all stages of identification, definition, allocation, execution and completion. With Open Next and Decision Trees all you need to do is Click and you have an end to end 360 Degree automated system.


    Starta provides a comprehensive suite of hosted Enterprise Resource Planning (ERP) services that manage documentation, information, communication, and projects for all communities in Affordable Housing development portfolio.


    Complete Professional Services Automation (PSA) software with built in CRM, EPM and PPM solutions.


    vCom vManager Software is a cloud-based software and managed services solution focusing on helping enterprises manage IT spend from procure-to-pay.


    PSA the Google Way - VOGSY works the way you do; online, real-time and shared. PSA + G/L = total control on projects, clients, profits. Fully native to Google - extend G Suite to run your business.


    Vorex Time & Expense is a leader in Cloud-based solutions. Easy to use and feature-rich. Access it from anywhere using a PC, laptop, ipad, or smartphone. Track billable/non-billable, control hours & spending limits, design your workflow, get notifications, and much more. Whether you want basic Time/Expense Tracking, extensive reporting & analysis, budgeting, or payroll data collection- Vorex is the solution for your company.


    Ways2Wealth is a proprietary solution which helps investors to build their portfolio with the help of robo advisors. It provides building the portfolio for free.


    Kate from G2 Crowd

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