Transform your professional services operations with FinancialForce PSA. From resource planning and project execution to billing and analytics—manage the complete project lifecycle on a single platform natively built on Salesforce.
FinancialForce PSA is the leading Professional Services Automation platform built 100% natively on Salesforce. It empowers services organizations to optimize resource utilization, deliver projects on time and on budget, accelerate billing cycles, and gain real-time visibility into every aspect of their services business. Our experts help you implement, customize, and optimize FinancialForce PSA to transform your services operations and maximize profitability.
FinancialForce PSA (Professional Services Automation) is an enterprise-grade solution that manages the complete project lifecycle—from initial planning and resource staffing through project execution, billing, and financial reporting. Built natively on Salesforce, it provides seamless integration with your CRM data and eliminates the need for complex system integrations.
FinancialForce PSA covers every stage of the project lifecycle. Start with opportunity-to-project conversion, plan resources and timelines, track progress in real-time, manage time and expenses, generate invoices, and analyze project performance—all from a single, unified platform.
Being built on Salesforce means FinancialForce PSA shares the same data model, security framework, and user interface as your CRM. Sales teams can seamlessly hand off opportunities to delivery teams, and project managers have complete visibility into customer relationships and history.
Gain instant insight into resource utilization, project profitability, revenue forecasts, and operational metrics. Powerful dashboards and reports help leadership make data-driven decisions and identify issues before they impact project success or margins.
Whether you're a growing consultancy or a large enterprise with thousands of consultants, FinancialForce PSA scales with your business. Flexible configuration options allow you to tailor workflows, approvals, and processes to match your unique operational requirements.
FinancialForce PSA delivers comprehensive functionality across seven key areas
Assign the right people to the right projects with skills-based matching and capacity planning.
Plan and manage project tasks, milestones, and timelines with complete visibility.
Streamline timesheet entry, expense tracking, and approval workflows.
Track budgets, costs, margins, and forecasts with real-time financial visibility.
Generate invoices for Time & Materials, Fixed Fee, and Milestone-based billing.
Gain insights with utilization dashboards, project performance, and revenue analytics.
Enforce approval workflows and compliance controls across your projects.
A proven methodology for successful FinancialForce PSA deployment
We analyze your services operations, resource management practices, billing models, and reporting requirements to design the optimal PSA solution.
Configure resource pools, project templates, billing rules, approval workflows, and custom reports tailored to your business processes.
Rigorous testing of all scenarios, data migration from legacy systems, and integration validation with your existing tech stack.
Comprehensive training for resource managers, project managers, and consultants. Smooth go-live with hypercare support to ensure adoption success.
End-to-end solutions to transform your professional services operations
Complete FinancialForce PSA setup from scratch, including all modules and integrations.
Optimize resource utilization with skills-based matching and capacity planning configuration.
Set up project templates, milestones, and tracking mechanisms for consistent delivery.
Streamline time entry and expense management with automated approval workflows.
Configure billing models, invoice templates, and revenue recognition rules.
Connect FinancialForce PSA with ERP, HCM, finance, and other business systems.
Transform your services business with FinancialForce PSA
Optimize billable utilization rates by matching the right resources to the right projects based on skills, availability, and cost.
Track project progress, budgets, and margins in real-time. Identify issues early and take corrective action before they impact delivery.
Accelerate time-to-invoice with automated billing workflows. Reduce DSO and improve cash flow with timely, accurate invoices.
Forecast revenue with confidence using real-time project data. Understand pipeline, backlog, and projected revenue across your portfolio.
Eliminate data silos with a unified platform. Sales, delivery, and finance teams work from the same data in real-time.
Monitor project margins at every stage. Understand true project costs and make informed decisions to protect profitability.
Leverage powerful analytics and dashboards to make informed decisions about resources, projects, and business strategy.
Automate manual processes across resource management, project tracking, time entry, and billing to reduce administrative overhead.
FinancialForce PSA expertise across professional services sectors
Explore our comprehensive Salesforce service offerings to maximize your CRM investment:
Join professional services organizations worldwide who've optimized their operations with our FinancialForce PSA expertise.
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