FinancialForce PSA Services
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.
What is FinancialForce PSA?
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.
Complete Project Lifecycle Management
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.
Native Salesforce Integration
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.
Real-Time Visibility & Analytics
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.
Scalable & Configurable
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.
Core PSA Modules
FinancialForce PSA delivers comprehensive functionality across seven key areas
Resource Management
Assign the right people to the right projects with skills-based matching and capacity planning.
- Skills & certification tracking
- Resource request workflows
- Capacity & availability views
Project Management
Plan and manage project tasks, milestones, and timelines with complete visibility.
- Task & milestone tracking
- Gantt chart visualization
- Project templates
Time & Expense
Streamline timesheet entry, expense tracking, and approval workflows.
- Mobile time entry
- Expense receipt capture
- Multi-level approvals
Project Financials
Track budgets, costs, margins, and forecasts with real-time financial visibility.
- Budget vs. actuals tracking
- Margin analysis
- Revenue forecasting
Billing & Invoicing
Generate invoices for Time & Materials, Fixed Fee, and Milestone-based billing.
- Multiple billing models
- Automated invoice generation
- Billing event tracking
Analytics & Reporting
Gain insights with utilization dashboards, project performance, and revenue analytics.
- Utilization dashboards
- Project health metrics
- Custom report builder
Project Governance
Enforce approval workflows and compliance controls across your projects.
- Approval workflows
- Compliance controls
- Audit trail tracking
Our Implementation Process
A proven methodology for successful FinancialForce PSA deployment
Discovery & Analysis
We analyze your services operations, resource management practices, billing models, and reporting requirements to design the optimal PSA solution.
Configuration & Development
Configure resource pools, project templates, billing rules, approval workflows, and custom reports tailored to your business processes.
Testing & Data Migration
Rigorous testing of all scenarios, data migration from legacy systems, and integration validation with your existing tech stack.
Training & Go-Live
Comprehensive training for resource managers, project managers, and consultants. Smooth go-live with hypercare support to ensure adoption success.
Our FinancialForce PSA Services
End-to-end solutions to transform your professional services operations
PSA Implementation
Complete FinancialForce PSA setup from scratch, including all modules and integrations.
- Full module configuration
- Workflow automation
- User training & adoption
Resource Planning Setup
Optimize resource utilization with skills-based matching and capacity planning configuration.
- Skills matrix setup
- Resource request flows
- Utilization targets
Project Management Config
Set up project templates, milestones, and tracking mechanisms for consistent delivery.
- Template creation
- Milestone automation
- Status reporting
Time & Expense Automation
Streamline time entry and expense management with automated approval workflows.
- Timesheet configuration
- Expense policies
- Approval routing
Billing Configuration
Configure billing models, invoice templates, and revenue recognition rules.
- T&M, Fixed Fee, Milestone
- Invoice templates
- Revenue schedules
Integration Services
Connect FinancialForce PSA with ERP, HCM, finance, and other business systems.
- ERP integration
- HCM/HR systems
- Accounting sync
Key Benefits
Transform your services business with FinancialForce PSA
Improved Resource Utilization
Optimize billable utilization rates by matching the right resources to the right projects based on skills, availability, and cost.
Real-Time Project Visibility
Track project progress, budgets, and margins in real-time. Identify issues early and take corrective action before they impact delivery.
Faster Billing Cycles
Accelerate time-to-invoice with automated billing workflows. Reduce DSO and improve cash flow with timely, accurate invoices.
Accurate Revenue Forecasting
Forecast revenue with confidence using real-time project data. Understand pipeline, backlog, and projected revenue across your portfolio.
Single Platform on Salesforce
Eliminate data silos with a unified platform. Sales, delivery, and finance teams work from the same data in real-time.
Enhanced Profitability Tracking
Monitor project margins at every stage. Understand true project costs and make informed decisions to protect profitability.
Data-Driven Decisions
Leverage powerful analytics and dashboards to make informed decisions about resources, projects, and business strategy.
Streamlined Operations
Automate manual processes across resource management, project tracking, time entry, and billing to reduce administrative overhead.
Industries We Serve
FinancialForce PSA expertise across professional services sectors
IT Services & Consulting
Professional Services
Software & Technology
Media & Advertising
Engineering Services
Financial Services
Why Choose MicroPyramid for FinancialForce PSA?
- 12+ Years of Salesforce Expertise — Deep experience implementing FinancialForce PSA and Salesforce solutions across industries and complex use cases.
- 50+ Projects Delivered Globally — Proven track record with clients in USA, Canada, UK, Australia, Singapore, Germany, and Netherlands.
- End-to-End PSA Solutions — Complete implementation from resource management setup through billing configuration and analytics dashboards.
- AI-Powered Delivery — We leverage AI to deliver solutions in days to weeks rather than weeks to months, maximizing your ROI faster.
- Integration Specialists — Expert at connecting FinancialForce PSA with ERP, HCM, finance systems, and custom applications.
- Ongoing Partnership — Not just implementation—we provide continuous support, optimization, and enhancement services.
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