What users are saying about

Accelo

10 Ratings

FinancialForce PSA<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>

14 Ratings

Accelo

10 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 6.4 out of 101

FinancialForce PSA<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>

14 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8.6 out of 101

Add comparison

Likelihood to Recommend

Accelo

It is really well suited for organizations that need to have a lot of tools but don't want a bunch of data silos. Our organization uses HubSpot as our CRM so we don't necessarily use the CRM portion of Accelo the way it is designed. Mainly because it isn't as agile as HubSpot from a CRM perspective.
Chris Osterhout profile photo

FinancialForce PSA

It would seem to be well suited for an organization that has standard products/customer requirements. Our organization, however, creates customized solutions for our clients, which can be difficult to track using FinancialForce PSA. We have had to perform many customizations to FinancialForce PSA in order to be able to capture the correct data and report on that data.
Luke Fitzwater profile photo

Feature Rating Comparison

Project Management

Accelo
5.6
FinancialForce PSA
8.6
Task Management
Accelo
6.0
FinancialForce PSA
8.4
Resource Management
Accelo
5.5
FinancialForce PSA
8.7
Gantt Charts
Accelo
6.0
FinancialForce PSA
7.9
Scheduling
Accelo
5.5
FinancialForce PSA
8.4
Workflow Automation
Accelo
6.0
FinancialForce PSA
9.2
Team Collaboration
Accelo
4.0
FinancialForce PSA
8.7
Support for Agile Methodology
Accelo
3.0
FinancialForce PSA
8.5
Support for Waterfall Methodology
Accelo
6.0
FinancialForce PSA
8.5
Email integration
Accelo
6.5
FinancialForce PSA
8.8
Mobile Access
Accelo
6.0
FinancialForce PSA
8.3
Timesheet Tracking
Accelo
7.0
FinancialForce PSA
9.1
Change request and Case Management
Accelo
5.1
FinancialForce PSA
8.8
Budget and Expense Management
Accelo
5.6
FinancialForce PSA
8.8
Document Management
Accelo
FinancialForce PSA
8.8

Professional Services Automation

Accelo
4.4
FinancialForce PSA
8.3
Quotes/estimates
Accelo
3.5
FinancialForce PSA
8.3
Invoicing
Accelo
4.0
FinancialForce PSA
7.9
Project & financial reporting
Accelo
5.1
FinancialForce PSA
8.1
Integration with accounting software
Accelo
5.1
FinancialForce PSA
8.7

Pros

  • Retainer Management - I am not sure we could run retainers effectively without it.
  • Hour Logging and Tracking.
  • Customer Email Tracking.
Chris Osterhout profile photo
  • PSA does a great job of making it easy to administer if you have a salesforce background.
  • It provides great visibility in to how consultants are spending their time.
  • Provides visibility to the entire org, not just services management.
No photo available

Cons

  • Difficult to upload targets
  • Not easy to modify a target
  • When uploading targets you can not attach them to tags until after they are uploaded.
  • When listing opportunities in the system, you are limited with what stage the opportunity is in and the star system is not very helpful. The status' are very vague and not always accurate.
No photo available
  • The only part of FinancialForce that is very frustrating, is that we are unable to edit an invoice after it has been posted. The invoice is permanent and any small error can't be fixed, which means I have to create another invoice. Because of this, we have multiple "discarded" invoices in the system--forever!
Angel Rigsby profile photo

Likelihood to Renew

Accelo9.0
Based on 1 answer
Looking forward to seeing more refinement of features provided and upcoming features promised :)
Brendon O'Sullivan profile photo
FinancialForce PSA9.0
Based on 3 answers
There is another PSA software program that we have been looking into (DreamFactory) that could potentially replace FinancialForce PSA in our organization. Like FinancialForce PSA, it is cloud based on the force.com platform. Licensing is slightly less than FinancialForce PSA, and the Resource Management tool is far superior to FinancialForce PSA. With that said, our renewal falls in Q4 2014 and I don't foresee us implementing a new system this fiscal year.
Luke Fitzwater profile photo

Usability

Accelo7.0
Based on 1 answer
No answer on this topic is available.
FinancialForce PSA8.0
Based on 2 answers
From my standpoint, FinancialForce PSA is relatively easy to use. As a System Administrator, I am able to maneuver around the software with ease. As a user of FinancialForce PSA, I am able to input my timecards and expense reports without any issues. I have received very positive and very negative feedback about using FinancialForce PSA, however, from users in other functional roles in my organization.
Luke Fitzwater profile photo

Reliability and Availability

No score
No answers yet
No answers on this topic
FinancialForce PSA9.0
Based on 1 answer
We have maybe had 1-2 outages over 3 years.
No photo available

Performance

Accelo10.0
Based on 1 answer
No answer on this topic is available.
FinancialForce PSA7.0
Based on 1 answer
Most of the time it is fine. There are peak periods of usage where performance noticably slows down (i.e., Monday mornings when time is due and many reports are being run)
No photo available

Support

No score
No answers yet
No answers on this topic
FinancialForce PSA9.0
Based on 3 answers
Pure customer support is fine and we have not needed much of it that I am aware of.
No photo available

In-Person Training

No answers on this topic
It was fine.
No photo available

Implementation

No score
No answers yet
No answers on this topic
FinancialForce PSA8.0
Based on 1 answer
Appirio did a good job, however, the user team didn’t know enough to make all the right configuration/customization choices. The team focused too much on replicating existing processes vs. reengineering them. In hindsight we should have had deep dive reviews at key milestones and enforced more focus on how the software would operate. We didn’t have access to true best practices expertise. In hindsight, a consultant from the outside would have been helpful to drive this.
No photo available

Alternatives Considered

We used Workfront prior to using Accelo, mainly for project management and retainer management. There is no comparison between the two as Accelo blows it away.
Chris Osterhout profile photo
QuickBooks was faster and more user-friendly. However, we really needed a system that had EVERYTHING in it--instead of having 3 different systems.
Angel Rigsby profile photo

Return on Investment

  • It substantially reduced the number of systems we use to run our business.
  • It reduced the need to train our staff on a variety of platforms.
  • It gave us the ability to have a client-facing portal that directly integrates with our backend systems.
Chris Osterhout profile photo
  • Having our Sales, AR and AP all in one system has saved at least 15%, sometimes more, of my time every day.
Angel Rigsby profile photo

Screenshots

Pricing Details

Accelo

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
1.  Per Installation
Accelo Editions & Modules
Accelo
Edition
Plus
$191
Premium
$341
1. Per User
Additional Pricing Details

FinancialForce PSA

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
FinancialForce PSA Editions & Modules
FinancialForce PSA
Additional Pricing Details