FinancialForce Software


FinancialForce PSA is a cloud-based professional services automation (PSA) solution that combines powerful business automation tools with the best cloud computing platform on the market, 

FinancialForce PSA is a great fit for consultancies and embedded service teams in a variety of service verticals (e.g., accounting, IT services, R & D) and it best suited for those teams with 20 or more billable resources. 

FinancialForce PSA provides a single, cloud-based environment for both sales and service teams to work together. Providing a 360 degree view of your customers, projects, and receivables allows processes to flow smoothly from sales into service, while giving everyone complete visibility into the entire project life cycle. 

From this single collaborative platform, users can also track resources more effectively. FinancialForce PSA provides intuitive, user-friendly views into resource availability and capacity, as well as a skills and certification matrix and more.

FinancialForce PSA also offers additional dashboards and forecasting tools for active projects and portfolios, with features for practice portfolio management, status reporting and alerts, utilization tracking, and much more. There are modules for robust, flexible time and expense management, as well as billing and invoicing.


FinancialForce - Resource management
  • FinancialForce - Resource management
    Resource management
  • FinancialForce - Sales collaboration
    Sales collaboration
  • FinancialForce - Billing and invoicing
    Billing and invoicing
  • FinancialForce - Projects and portfolios
    Projects and portfolios
  • FinancialForce - Time and expense management
    Time and expense management
Supported Operating System(s):
Mac OS, Web browser (OS agnostic)

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