FinancialForce Software


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 track resources effectively. It also provides visibility into resource availability and capacity, as well as 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.



43 Reviews of FinancialForce

Overall rating

4.0 / 5 stars

Showing 1 - 20 of 43 reviews

November 2018

Jim from IQMS

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

2 of 5

Value for money

2 of 5

Customer support

1 of 5

Functionality

4 of 5

November 2018

FF PSA review

Pros

Many features included which fit together well

Cons

Reporting functionality difficult to use and get the data desired. Does not fit together with SalesForce reporting very well.

November 2018

Gabriel from Sprinklr

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2018

Easy to use for the one who knows it.

I think this software can get intuitive if it's designed right by management. The options are endless so anyone can build it to be as simple or complex as you want.

Pros

I like the fact that its customization is very granular, we are in the process to adapt it to our business and we learn about more and more options that make the automation of processes much easier.

Cons

In general I have had many issues where project deadlines are directly linked to the projects a resource can add to their time cards.
I have had many situations where after the project is over, a client requests changes, and I cannot add work hours to my time entry because the project does not show in my selection. Worse part is I have to track the PM to tell them the situation in order have them help you. And that is a bit of a process as well.

November 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

FF PSA is a Winner

Pros

Seamless integration with Salesforce CRM. Intuitive and easy-to-use user interface. Super responsive support team. Unlimited flexibility with all the features offered.

Cons

There's some level of complexity involved for beginners considering the sheer number of features available. A lot of updates, at times unnecessary but part of what keeps the FF engine humming along. Could be some improvements to mobile and reporting.

November 2018

Arty from OmnitracsLLC

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

FF PSA review

Pros

It caters to the need of users. Very useful for the professional services team.

Cons

Difficult to identify capabilities for each user.

November 2018

Anonymous

Verified Reviewer

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

5 of 5

November 2018

Decent self-service portal for HR applications

Pros

I can handle most things myself instead of having to reach out to HR staff. It does its job of automating various HR tasks admirably, and seems quite flexible.

Cons

The user interface is pretty dated and can be difficult to navigate. There are so many features it can be difficult to know which one does what I want.

November 2018

Lauren from Demandware

Company Size: 10,000+ employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

4 of 5

November 2018

Psa financial for e

Pros

I like how it seems very seamless between departments

Cons

The training that we had to do for the job

November 2018

Anonymous

Verified Reviewer

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2018

Amazing Features

We are using our PSA for time reporting. There are so many additional features like resource requests, project scheduling, and overall project management that we are beginning to explore. We are also setting up our skills management module this quarter, which will allow us to improve utilization within our team.

Pros

I appreciate how PSA links with SalesForce and our customer support modules. As a "superuser" I have all the information that I need at my fingertips. I can address questions from different teams (i.e., sales, support, consultants). I also have files and supporting documentation at a click of a button.

Cons

The software isn't very intuitive and can't be installed out of the box and utilized in a day. It takes a few weeks to get accustomed to the functionality, but can take months to explore all of the features. They do have an AMAZING support community. I found that have a relationship with the customer success manager to be most helpful.

November 2018

Anonymous

Verified Reviewer

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

4 of 5

Functionality

5 of 5

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: 10,000+ employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

November 2018

Best PSA for Salesforce Users

FinancialForce PSA is essential for our business to run the services department.

Pros

Easily connects our professional services teams with projects and customers in one place. FinancialForce is built natively on the Salesforce Platform so everything is connected. Has everything we need for a PSA tool with an amazing support team.

Cons

With so many features and flexibility in the software, the best options to do something isn’t always clear.

November 2018

Anonymous

Verified Reviewer

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4 of 5

Functionality

4 of 5

November 2018

Your one stop PSA tool

Pros

If you have SF CRM and your a prof services org...stop here, this is your tool.

Cons

High costs of customizations and limited reporting cause a bit of a slow launch. but all the major features are there.

November 2018

Anonymous

Verified Reviewer

Company Size: 5,001-10,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

5 of 5

November 2018

Good tool; can be hard to make the most out of it

Pros

Very powerful tool with a lot of functionality.

Cons

It takes a significant amount of customization in order to make the most of it.

November 2018

Anonymous

Verified Reviewer

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

1 of 5

Functionality

1 of 5

November 2018

Depends on your needs

Pros

Although I do not love the user interface, Financialforce works consistently.

Cons

It's complicated and lacks basic project management functionality.

November 2018

Anonymous

Verified Reviewer

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

One Satisfied User

Pros

This tool has revolutionized how our organization handles Professional Services. From giving a single pane of glass, to simplifying processes.

Cons

There is certainly a learning curve, and it took our administrative team some time to get the permissions right for our users.

November 2018

Anonymous

Verified Reviewer

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

Excellent Tool

Extremely satisfied with the feature set provided

Pros

Visibility and Tracking of PS Projects provides valuatable insight

Cons

Integration with other Salesforce difficult

November 2018

Regina from Instructure

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

3 of 5

Functionality

4 of 5

November 2018

Powerful, but not always in the right places

Pros

Integrates with SalesForce and NetSuite. Allows resource planning, revenue recognition, and forecasting in one place.

Cons

Project planning is rudimentary (Gantt only). No good options for sharing project info with people outside of our organization without extra licenses. Process-heavy features are not a great fit for our organization's culture.

November 2018

John from Mitsubishi Electric

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

PSA for Project Management

Pros

A lot of builtin Project Management tools. Somewhat difficult to train Users on, due to the complexity of our requirements and instance. Easy to maintain, add and remove Users.

Cons

Complexity. A lot of moving parts in the background. We over designed our instance and the group that uses it only uses about 20% of the capabilities.

November 2018

Aniket from Talend

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

3 of 5

Functionality

4 of 5

November 2018

FF review

Pros

Good features in the financial force software

Cons

Lack of proper support while dealing with issues

November 2018

David from Sprinklr

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

November 2018

Financial Force helps us a lot

Professional Services project reporting and timesheet tracking

Pros

Allows us to drive our project based reporting and time tracking for our services business.

Cons

UI could be a bit easier when creating projects

November 2018

Anonymous

Verified Reviewer

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

Great PSA Software Built on Salesforce Platform

Pros

My favorite feature is time card entry. It’s quick, easy and intuitive to submit time for various projects I’m working on. System is highly configurable to fit our needs and the UI is easy to navigate.

Cons

Reporting seems to rely on the Salesforce interface and can be a bit slow.

November 2018

Kacy from Neustar

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2018

analyst / admin

Pros

functionality, time tracking ability to use metrics to run business

Cons

project mgmt gantt tool, not very easy to use