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FinancialForce PSA Review

FinancialForce PSA OUR SCORE 86%
starting price By quote
our score 86%
free trial
  1. What is FinancialForce PSA
  2. Product Quality Score
  3. Main Features
  4. List of Benefits
  5. Technical Specifications
  6. Available Integrations
  7. Customer Support
  8. Pricing Plans
  9. Other Popular Software Reviews

What is FinancialForce PSA?

FinancialForce PSA is a web-based project management solution that enhances how organizations and teams manage and deliver professional services. This solution is very useful because professional service providers can take advantage of it so they can improve their relationships with their existing clients, and at the same time, drive higher profits for their business. FinancialForce PSA enables them to successfully and effectively implement utilization rate management, project lifecycle monitoring, client billing and invoicing, and business analytics. It facilitates seamless collaboration between sales and service teams, giving them complete visibility of over customers, projects, and receivables and allowing processes to flow smoothly between these teams.

Product Quality Score

Features
8.7
Ease of use
8.7
Customer support
8.5
Value for money
8.4
8.6
TOTAL SCORE

FinancialForce PSA features

Main features of FinancialForce PSA are:

  • Client Billing and Invoicing
  • Data Import/Export
  • Workflow Engine
  • Project Management
  • Analytics Dashboards
  • Sales Collaboration
  • People and Project Matching
  • Multi-Currency
  • Security Developer API
  • Resource Scheduling
  • Professional Services Automation
  • Multi-Language
  • Resource Management
  • Project Workspaces
  • Multi Company
  • Time & Expense Tracking
  • Dashboards and Alerts
  • Mobile Access

FinancialForce PSA Benefits

Benefits

The main benefits of FinancialForce PSA are it consolidates project information and resources in a single system, helps professional service providers improve the profitability of their business, and offers features for smooth collaboration between team members. The following discussion explains how FinancialForce PSA can optimize the way you deliver professional services:

Consolidates Everything you Need in a Single System

FinancialForce PSA allows professional service providers to handle all the key aspects of their projects within a single system. All information and resources related to their customers, employees, projects, and financials are consolidated in one place, allowing them to easily access all the important information, documents, files, and contents they need.

Get the Most Out of your Projects

The project management solution assists users in getting the most out of their projects. It enables them to smartly handle and allocate project resources and make sure that they are able to reap higher ROI. They can keep track of their cash flow, automate their financial processes like billing, invoicing, and account receivable management, and improve how their organization or business is making money.

Enable Smooth Collaboration

FinancialForce PSA gives collaboration features that make it easy for users along with their team members to work with each other on projects. This way, they will be able to complete their projects and tasks on time and in accordance with the allocated budget.

Technical Specifications

Devices Supported

  • Web-based
  • iOS
  • Android
  • Desktop

Customer types

  • Small business
  • Medium business
  • Enterprise

Customer Support Types

  • Phone
  • Online

FinancialForce PSA Integrations

The following FinancialForce PSA integrations are currently offered by the vendor:

  • FinancialForce Accounting
  • FinancialForce SCM
  • FinancialForce ERP
  • FinancialForce HCM
  • Salesforce

Video

Customer Support

Phone
Online

Pricing Plans

FinancialForce PSA pricing is available in the following plans:

Free trial
Quote-based Plan
Contact vendor