It keeps my employees working and collaborating in the solution and not of facebook or twitter. Also love the collaboration on goals, initiatives, performance reviews and projects.

It's unintuitive and difficult to learn. Configuration and training has been an absolute headache, and the project was almost pulled multiple times due to frustration from those helping test it.

The project task gantt was hard to use and did not function properly.

PSA has some great features and is built on Salesforce.

A great upgrade from what our company was initially using - easy and straight forward.

Software is awesome and help you in automation.

Web based, integrated with Salesforce, easy to set up, easy to configure, easy to maintain, always up to date, great support.

Excellent analysis tools and integration with Excel supports our multiple reporting and wider organisational needs.

Web-based, integrated with Salesforce, easy to set up, easy to configure, easy to maintain, always up to date, great support.

We have become significantly more efficient in our staffing since adopting FinancialForce, and maximizing our billable utilization rates is worth the investment.

Hard to find things, inaccurate historic  tax representation.

The user interface is very poor, it's not intuitive as it should be.

Has everything we need for a PSA tool with an amazing support team.

I also like that we are able to customize our project fields and opportunities. I also use the report creating tool a lot.

Great PSA Software Built on Salesforce Platform.

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

The historic tax burden is not represented correctly. It only reflects the latest tax rate for your stub.

Difficult to identify capabilities for each user.

Getting to all of that however has been an incredibly complex and frustrating journey and one we are still on.

Best time tracking too I ever used in an agency.

Robust app with tons of functionality, requires major investment.

At times the interface is very extensive and can be overwhelming to users. Many of our staff have failed to create dashboards that reflect their reporting  needs.

Ease of use - all sales and account related material is in one place.

It may have been more of a resistance to change, rather than a solution problem.

It's very easy to learn - with clean interface and powerful tools, you can quickly start utilizing FinancialForce in just a couple of days.

Super responsive support team. Unlimited flexibility with all the features offered.

This software can be very hard to use and to get the proper configurations unless you hire a specialist or have somebody with experience.

This product is so infuriating to work with for any length of time. I use this as both Project Manager and a user.

I liked the accessibility of the information through reports and the fact that is easy to massive upload to add / modify records.

I love that I am able to pull reports, put in staffing requests, manage my budget, manage my team's expenses, and report my own time and expenses in the same place.

Great product, with a bit of a learning curve but overall easy to set up.

API could be more developed. Difficult to customize using apex.

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

There was lack of actual instructions on how to use the program. I had to guess at certain steps such as printing from one form copy to another.

VERSITILITY AND TRACKING AND EASE OF OPERATION AND WOULD RECOMMEND THIS TO ANY SIZE BUSINESS.

I can say that Pat in customer service has made my job better and easier. All the employees that I have dealt with at PBS have been wonderful.

I have used this software before at another job and I LOVE IT, easy, flexible, great service.

If I have a problem they get back to me right away and stick with it until it is fixed. I always get to speak to the same person, which is a plus.

We switched from pre-printed invoices to laser printed invoices. This results in a huge cost savings, and they look great.

Now we get paid sooner and we have better cash flow. Passport customer support is great.

However, when I do need help, Pat at Passport is the best. He understands the software as well as the accounting side so he is able to troubleshoot quickly and effectively.

In 2015 for example, we plan to purchase the MRP module (reasonably priced). Customer service has been 5-star for our company, with prompt and helpful support when we need it.

I can say that [SENSITIVE CONTENT]  in customer service has made my job better and easier. All the employees that I have dealt with at PBS have been wonderful.

It has been a great experience. Wonderful guidance , easy use, highly recommend.

I love the fact it is so user friendly. Most of all the customer support is.

Bill is easy use O/E or  A/R side can be used like we have many customer charge and pay later.

The company does not offer tech support so you have no other choice.

FOR THE PRICE IT IS THE BEST ACCOUNTING PROGRAM OUT THERE. YOU WILL NOT BE DISSATISFIED.

It is super easy of use and a real time saver.

My staff is so familiar with the functions that  to choose an alternative would be too costly from a purchase to a training standpoint.

Right now if you order more then ONE item you cant see the second item etc till you print to correct errors made when ordering.

We are thrilled with the decision we made to use the Passport Software for our ACA compliance.

The only problem I am having is setting up direct printers.

My only complaint is that I have trouble finding transactions. The system allows searches on several factors but not always the one I know.

We used to have to set the time back on our server to invoice in the previous month. That became harder to do because of the new virtual server we were forced to change to when our old server crashed.

Passport is a real accounting program with good audit trails. They have excellent  customer service and are always willing to assist with any issue we might be having.

One of my favorites is the manufacturing side which is logical, easy to use and is as massive and multi-leveled as a user is willing to go.

I have had positive feedback from several customers about the changes to their invoices and statements. I like that I can copy and paste long descriptions from a Word document into a Passport invoice.

Transition from Passport and Counterpoint to Passport Business Solutions.

The software itself was easy to use and understand but we were most impressed by the customer support provided by Passport.

US Dollar

Certinia ERP Cloud is a cloud-based system built to provide a complete financial management solution for sales and services-orientated companies of all sizes.

Certinia ERP Cloud has several inherent applications, including general ledger (GL), accounts payable/receivable (AR/AP), billing, revenue recognition, spend management, inventory, fixed assets and financial reporting/analytics.

Certinia is built on Salesforce, allowing departments to share one customer record, common workflows/approval processes and reporting tools, rather than having to synchronize transactions across different systems.

The software offers centralized billing capabilities to facilitate accurate invoicing for products/services, subscriptions, contracts and projects. The system allows for automated revenue recognition calculations and postings so users can analyze revenue impact in real-time. Certinia provides built-in inter-company reconciliation and automates elimination entries.

Users can access role-based interfaces and analyze data with real-time dashboards.




LongDescription

Milestone Tracking

Time Tracking

Portfolio Management

Project Planning/Scheduling

Project Management

Gantt/Timeline View

Projections

Resource Management

Collaboration Tools

Multiple Projects

Client Portal

Percent-Complete Tracking

Time & Expense Tracking

Reporting/Project Tracking

Billing & Invoicing

Expense Tracking

Budget Management

Task Management

Windows 7

Windows Vista

Windows XP

Mac OS

Linux

HP-UX

Solaris

Unix

IBM OS/400

Web browser (OS agnostic)

Windows 2000

Windows 8

Windows 10

Not Applicable

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

51-200

201-500

501-1000

1000+

ERP Cloud

Live Online

Webinars

Documentation

Videos

PBS Accounting is robust professional level accounting software that fits a wide range of businesses and grows with your company. The CashPoint version acts as back end accounting for NCR Counterpoint.
Flexible, up to the minute reporting – business intelligence and decision support information at your fingertips.
Compliance with regulatory requirements, including the Affordable Care Act and Sales and Use Tax management and reporting.
Easy to use, excellent live, US-based support, affordable for small businesses. On-premise software.



Real Time Analytics

Revenue Recognition

Employee Management

Forecasting

Tax Management

Purchase Order Management

Electronic Payments

Status Tracking

Recurring/Subscription Billing

Customizable Reports

Access Controls/Permissions

General Ledger

Bank Reconciliation

Production Management

Financial Analysis

Financial Management

Material Requirements Planning

Order Management

Credit Card Processing

Traceability

Invoice Management

Transaction History

Cash Flow Management

Data Extraction

Aging Tracking

Sick Leave Tracking

Recurring Payments

Shipping Management

Warehouse Management

Data Import/Export

Accounting

Consolidation/Roll-Up

Multi-Location

Duplicate Payment Alert

Audit Trail

Bills of Material

Mobile Access

Online Payments

Planning Tools

Inventory Tracking

Compliance Management

Overpayment Processing

Vendor Management

Production Scheduling

1099 Preparation

Multi-Company

Sales Tax Management

Wage Garnishment

ACH Payment Processing

Workflow Management

Tax Compliance

Budgeting/Forecasting

Invoice Processing

Alerts/Notifications

Employee Database

Reporting & Statistics

Check Printing

Fraud Detection

Check Processing

Customer Statements

Accounts Payable

Work Order Management

Cash Management

W-2 Preparation

Accounting Integration

Real-Time Reporting

Income & Balance Sheet

Spend Management

"What If" Scenarios

Reporting/Analytics

PO Reconciliation

Account Reconciliation

Payroll Reporting

Accounts Receivable

Payroll Management

Supplier Management

Check Writing

Direct Deposit

Multi-State

Receivables Ledger

Quotes/Estimates

Purchasing & Receiving

Partial Payments

Inventory Management

Financial Reporting

Profit/Loss Statement

Passport Business Solutions is modular - buy only what modules you need and add on as you grow. 

ERP Cloud vs PBS Accounting

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

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