PSA Software

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Showing 1 - 20 of 322 products
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Showing 1 - 20 of 322 products

BQE CORE Suite

FrontRunners 2022

BQE Core makes it easier and more profitable to run your business. It organizes information, automates repetitive tasks and allows your firm to spend more time providing service to your clients instead of managing internal process...Read more

4.42 (543 reviews)

56 recommendations

TimeSolv

TimeSolv is a cloud-based time tracking and billing solution that caters to accountants, consultants, architects, and freelancers, helping them manage daily business operations. TimeSolv integrates project management features...Read more

4.64 (96 reviews)

24 recommendations

FreshBooks

FreshBooks takes billing out of your hands and puts it on autopilot. Set up automated invoicing, online payment options (ACH and Credit Card), and late payment reminders to get paid 2x faster. Next, boost team productivity with pr...Read more

4.47 (3653 reviews)

23 recommendations

Emburse Nexonia Timesheets

Finally, there's a modern way to manage you team's diverse spend needs. Too many organizations still struggle with blind spots, inefficiencies, and time-consuming manual processes in managing their team’s spend. Emburse Spend solv...Read more

4.40 (5 reviews)

8 recommendations

Polaris PSA

FrontRunners 2022

Polaris Self-driving PSA by Replicon harvests 100% accurate business data in real-time, does the heavy-lifting analysis, and provides recommendations for proactive decision-making. SmartBeats constantly harvests data from us...Read more

4.64 (198 reviews)

7 recommendations

Striven

FrontRunners 2022

Striven is a cloud-based enterprise resource planning (ERP) solution suitable for many industries and organizations of all sizes. It offers features for accounting, inventory management, human resources, customer relationship mana...Read more

4.80 (49 reviews)

7 recommendations

Base Builders

Built for ARCHITECTS and ENGINEERS that design and draw BLUEPRINTS. BaseBuilders.com is developed specifically for architecture and engineering firms by a veteran of the industry. It handles everything from time tracking to invoi...Read more

4.17 (21 reviews)

7 recommendations

PriceDemo

Mavenlink

FrontRunners 2022

The Mavenlink, now Kantata, Industry Cloud for Professional Services™ is a powerful collection of operational management, resource optimization, business intelligence, integration, and workflow automation functionality that optimi...Read more

4.19 (566 reviews)

5 recommendations

monday.com

monday.com, an award-winning collaboration and project management platform, helps teams plan together efficiently and execute complex projects to deliver results on time. monday.com team management and task management tool allows ...Read more

4.59 (2412 reviews)

4 recommendations

PriceDemo

Upland PSA

Upland PSA (formerly Tenrox) helps build a predictable and profitable services business. Upland PSA centralizes timesheet and expense automation for your entire workforce with templates for different roles, clients, projects, or r...Read more

4.32 (19 reviews)

3 recommendations

PriceDemo

Software pricing tips

Read our Professional Services Buyers Guide

Subscription models

  • Per employee/per month: This model allows you to pay a monthly fee for each of your employees.
  • Per user/per month: Users pay a monthly fee for users—normally administrative users—rather than all employees.

Perpetual license

  • This involves paying an upfront sum for the license to own the software and use it indefinitely.
  • This is the more traditional model and is most common with on-premise applications and with larger businesses.

Rated best value for money

Projector PSA

Project-based work is never static—resources move, scope changes happen, and markets shift. Projector PSA is a cloud-based Professional Services Automation (PSA) solution that helps services organizations optimize their delivery t...Read more

4.56 (16 reviews)

3 recommendations

Birdview PSA

Birdview PSA unifies teams by providing increased visibility and a single source of truth for projects, resources and financials. Birdview provides service organizations with a comprehensive set of tools for managing and executi...Read more

4.67 (3 reviews)

3 recommendations

Scoro

FrontRunners 2022

Scoro is a cloud-based professional services solution for small to midsize companies in advertising, consulting, IT and other industries. The solution provides a control hub that displays pending tasks, account information, key pe...Read more

4.63 (173 reviews)

2 recommendations

VOGSY

VOGSY is a professional services automation (PSA) solution built on the Google Cloud Platform. It provides everything a professional services organization needs to streamline and run its business from quote to cash. VOGSY is a nat...Read more

4.45 (22 reviews)

1 recommendations

eTimesheets.com

eTimesheets is a web-based time tracking and labor cost management software for contractors and consulting firms who need to manage their hours in compliance with the Defense Contract Audit Agency (DCAA) regulations. eTimesheets i...Read more

4.90 (10 reviews)

1 recommendations

PriceDemo

Asana

Asana helps teams orchestrate their work—from daily tasks to strategic initiatives. With Asana, teams are more confident, move faster, and accomplish more with less—no matter where they are located or how many different department...Read more

QuickBooks Time

QuickBooks Time is a cloud-based time tracking solution that helps owners and managers keep track of employees in real-time from their web or mobile applications. It provides mobile time tracking for employees who either work remo...Read more

PriceDemo

Time Tracker

Time Tracker is an employee time and attendance tracking solution designed to simplify employee tracking and reduce administration using automation functionality. With Time Tracker, businesses are able to examine and track employe...Read more

PriceDemo

Smartsheet

FrontRunners 2022

Smartsheet is a work execution platform and collaboration tool with a familiar spreadsheet-like interface that helps teams plan, track, and manage projects in real-time. Smartsheet features include a range of project management to...Read more

Toggl Track

Toggl Track is a cloud-based time tracking solution for teams of 1 to 1000. Getting started is as easy as clicking the start button on the timer. Users can track work tasks to evaluate their productivity or calculate the profitabi...Read more

Buyers Guide

Last Updated: May 19, 2022

Professional Services Automation (PSA) software gives professional services organizations real-time access to critical information throughout their entire services project life cycle. PSA software improves operational effectiveness, employee value and management visibility.

Currently, there are hundreds of PSA software solutions on the market. In order to help you navigate this complex market, we’ve written this buyer's guide to support professional services organizations across a range of industries as they assess their options.

Here’s what we’ll cover:

What Is PSA Software?
Common Features of PSA Software
Market Trends to Understand
Benefits and Potential Issues

What Is PSA Software?

PSA software is designed for service-oriented organizations needing to automate their processes and streamline their operations, including administration, service delivery and new business generation. PSA software is basically enterprise resource planning (ERP) software for a professional services firm. However, it’s focused primarily on the management of services delivered through human resources, rather than tangible assets.

With fully integrated professional services software, firms can improve intangibles that are more difficult to quantify, such as employee turnover, vendor efficiency and customer satisfaction. PSA software typically includes capabilities for project management, resource management, timesheet management and financial accounting.

Key industries benefiting from PSA software include: accountancy, advertising, architecture, audit, computer software services, construction, engineering, management consultancy, software/IT, aerospace and defense, telecommunications and marketing services.

Common Features of PSA Software

Project management Supports managers as they create and track schedules, budget for costs and collaborate with employees and clients. Functions include scheduling projects and employees, implementing budget and project cost tools and managing project tasks. Example products are Microsoft Dynamics GP, Netsuite OpenAir and Deltek Vision.
Project accounting Tracks revenues and expenses by client and project while simultaneously maintaining a close watch on profitability. A few key functions include billing as well as measuring accounts payable and receivable. Examples of products that provide this are Intacct Project Accounting, Sage Accpac and Microsoft Dnyamics SL for Professional Services.
Time & expense tracking Monitors employee work time and expenses. Functions of this application include detailing each professional’s availability, utilization and billing status as well as providing Web-based time sheets that can be accessed from anywhere in the world. Examples of products that provide this application are Microsoft Dynamics NAV, SAP Business ByDesign and Sage Peachtree Quantum.
Billing & invoicing Streamlines and automates the expense management and reimbursement cycle, helping businesses create prompt and accurate invoices. Functions include financial reporting and submission processing. Examples of this product are Lawson S3 Financial Management, BillQuick and Sage Peachtree Accounting.
Help desk Improves service support for customers that have urgent queries needing attention. Functions of a help desk involve managing and tracking inquiries to create prompt responses as well as the option to compile a FAQ section so clients can instantly find answers. Example products are SAP for Professional Services, Epicor Professional Services and Microsoft Dynamics SL for Professional Services.
Knowledge & document management Maintains information shared across company networks to ensure that knowledge isn’t lost with changes in time, location or personnel. Functions involve collecting different document types, creating a centralized information repository and making this knowledge accessible for future development. Some example products include Epicor Professional Services, Deltek Vision and SAP for Professional Services.
Resource management Gives companies the tools to track human resources and schedule individuals to projects that best meet their knowledge and skills. Functions include helping managers streamline human resource allocation with customizable databases and providing detailed profiles of professionals that show their project availability and qualifications. A few examples of products with this application are BillQuick, Microsoft Dynamics AX and Lawson S3 Financial Management.
Procurement & inventory Ensures that supplies are acquired in compliance with regulations, are readily available and have been safeguarded against loss. Functions include identifying the best products at the best price and automating the process of managing vendors, commodities and contracts. Example products are SAP Business ByDesign, Sage Accpac and Microsoft Dynamics GP.
Sales & account management Enables companies to provide high-quality service by tracking past transactions and customer information. Some functions include storing and organizing customer information, analyzing buying trends, generating leads and personalizing marketing. Example vendors are Netsuite OpenAir, Sage Peachtree Quantum and Microsoft Dynamics NAV.

Market Trends to Understand

As you evaluate PSA software comparisons, a number of trends should be considered. The viability of software vendors will depend on how they address the following trends:

Cloud computing. The proliferation of service firms in the U.S. and around the world is making a huge impact on the way they invest in technology. Since the majority of these firms have fewer than 100 employees, they are savvy shoppers seeking cost-effective, nimble solutions. Gone are the days of service firms investing heavily in on-premise equipment. Since every dollar counts, these firms are seeking remote cloud-based professional services solutions to remove the IT burden from their organization.

Interest-based resource utilization. A benefit that is more difficult to quantify, yet critical to improving profit margins is employee turnover costs. Smart service firms are seeking software solutions that give them the ability to consider employees’ interests when assigning them to projects to ensure motivation. This way, they can match their best performers with the projects those employees most want to take on.

Customer collaboration. Successful service firms have discovered the benefits of working collaboratively with their customers through the use of PSA software. Giving customers direct access to data like vendor schedules, so they can see project timeliness, or invoices, so they can approve and review billable invoices remotely via the cloud, increases customer retention. Technology has evolved to the point where permission and security is instantaneous, giving customers, vendors and stakeholders immediate access to project information.

Integrated accounting and project management. Today, firms realize using disparate systems for accounting and project management can waste time and lead to errors. Unifying both can eliminate uninformed decisions and improve data cleanliness. A single solution allows management to see where each project sits in real-time, which greatly impacts an organization’s ability to respond appropriately.

Benefits and Potential Issues

PSA software helps firms achieve immediate results by quickly improving, automating and streamlining processes that will ultimately help them, including:

  • Improving project and resource management, invoicing accuracy, time tracking and revenue recognition;
  • Improving overall performance and profitability with real-time, actionable insight;
  • Reducing errors and time spent on administrative functions and,
  • Enhancing customer relationships and retention with a higher level of collaboration.

Unfortunately, some firms fail to achieve these benefits, typically as a result of:

  • Introducing new project management may require substantial changes within the organization like business process re-engineering or the undoing of comfortable, yet inefficient workarounds;
  • Re-training staff reluctant to change from their existing software environment and,
  • Lack of buy-in from senior management, if they do not appreciate the benefits of a more complete solution.