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FinancialForce PSA

FinancialForce PSA

4.0
(304 reviews)
Optimized for quick response

FinancialForce Professional Services Automation (PSA) leverages Salesforce,built on Force.com. Manage people, customers, projects and financials in one integrated app.

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FinancialForce PSA Features

Client Invoicing

Invoice Creation and Delivery

Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.

78%
(Based on 110 reviews)

Electronic Payments

Accepts electronic payments from clients

n/a

Project Accounting / Revenue Recognition

Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately

79%
(Based on 137 reviews)

Project Resource Mgmt.

Budget Tracking

Enables project managers to track and manage time and expense budgets

78%
(Based on 176 reviews)

Forecasting

Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.

73%
(Based on 169 reviews)

Client Portal

Provides a portal for clients to view project progress, budgets, resources, project documents, etc.

80%
(Based on 85 reviews)

Skills Tracking

Contains Library of skills for resources to allow project managers to search for available skillsets and assign to projects

78%
(Based on 135 reviews)

Resource Loading / Scheduling

Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.

78%
(Based on 193 reviews)

Administration

Standard Integrations

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

79%
(Based on 133 reviews)

Workflow

Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer

80%
(Based on 148 reviews)

Automated Reminders

Sends automatic reminders to employees that have not completed expenses reports and/or timesheets

82%
(Based on 144 reviews)

Policy Compliance Management

Enables administrators to create rules that enforce compliances of corporate time and expense policies

81%
(Based on 100 reviews)

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

81%
(Based on 157 reviews)

Platform

Reporting

Access pre-built and custom reports and dashboards.

78%
(Based on 161 reviews)

APIs / Integration

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

79%
(Based on 122 reviews)

Internationalization

Enables users to view and transact business with the same content in multiple languages and currencies.

77%
(Based on 103 reviews)

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

83%
(Based on 159 reviews)

Mobile User Support

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

73%
(Based on 105 reviews)

Offline

Provides users ability to create and access expense reports/timesheets while not connected to internet.

69%
(Based on 43 reviews)