About FinancialForce

FinancialForce PSA is a cloud-based professional services automation (PSA) solution that offers business automation tool in the cloud using Force.com cloud platform.

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

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

FinancialForce PSA collaborative platform allows users to tr...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic)

49 Reviews of FinancialForce

Average User Ratings

Overall

4.22 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(18)

18

4 stars

(25)

25

3 stars

(5)

5

2 stars

(1)

1

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 49 results

November 2018

Anonymous

Verified Reviewer

Company Size: 1,001-5,000 employees

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Customer support

4.0

Functionality

5.0

November 2018

Thumbs up to FinancialForce

Pros

This software is so much better than the previous software we used in the past. Its simple and easy to access and review reporting.

Cons

I don't like that with using a MAC I have to expand the screen to sumbit things.

November 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Functionality

4.0

November 2018

FinancialForce Helped Streamline My Billing Process

FF PSA allowed me to create and bill projects from the quotes and opportunities from our sales team, it helped combine multiple processes that existed before.

Pros

I like that FF allowed me to bill directly from projects we created in Salesforce. Previously we had separate systems and it was time consuming. I also like that we are able to customize our project fields and opportunities. I also use the report creating tool a lot.

Cons

I sometimes have limitations with specific auto calculations it runs, but they are few at this point.

November 2018

Richard T from Medecision, Inc.

Company Size: 201-500 employees

Industry: Health, Wellness and Fitness

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

1.0

Value for money

3.0

Functionality

2.0

November 2018

Reporting good, but very buggy, last generation technology

Pros

Provides an interface to let my staff interact and submit information (time cards, expenses, etc.). The ability to pull reports is very helpful and reduces staff time

Cons

It's very buggy. Crashes at least once a week and our team loses data all the time. For example, saving time cards has been a nightmare. Generally PSA feels like technology and an interface from the early 2000's. It's dated, and not fun to use.

November 2019

Nick from Fusion

Company Size: 51-200 employees

Industry: Information Technology and Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

1.0

Functionality

3.0

November 2019

PSA has some great features and is built on Salesforce!

Pros

The fact it is built on Salesforce and has direct integration to CRM/Sales Cloud. Timesheet entry and expenses are pretty good.

Cons

Support is very poor, take a long time to respond and Level 1 support team could have more knowledge. Implementation is very complicated and would almost be impossible without professional services.

November 2018

Anonymous

Verified Reviewer

Company Size: 5,001-10,000 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

November 2018

Great for Professional Services/Project tracking

Pros

Project Management features are great. Billing and financials tracking too.

Cons

Configuration and setup seem convoluted and can be difficult to understand at times.