FinancialForce PSA

FinancialForce PSA

Score 8.3 out of 10
FinancialForce PSA

Overview

What is FinancialForce PSA?

FinancialForce Professional Services Automation software is also a cloud-based services solution that is built on the Force.com platform. It allows companies to manage professional resources, customers, projects and financials in one integrated services management application. Because PSA works natively with...
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Recent Reviews

PSA all the way!

9 out of 10
February 20, 2017
The professional services team uses FinancialForce PSA to track time, forecast time, manage projects, escalations, and maximize …
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Popular Features

View all 18 features
  • Team Collaboration (11)
    9.0
    90%
  • Resource Management (10)
    9.0
    90%
  • Gantt Charts (10)
    9.0
    90%
  • Scheduling (10)
    9.0
    90%

Reviewer Pros & Cons

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Video Reviews

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Pricing

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What is FinancialForce PSA?

FinancialForce Professional Services Automation software is also a cloud-based services solution that is built on the Force.com platform. It allows companies to manage professional resources, customers, projects and financials in one integrated services management application. Because PSA works…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

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MindManager is a mind mapping and project management tool that aims to boost users’ productivity. It is designed to facilitate a wide range of project types, and includes cross-platform functionality and 3rd party integrations.

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Product Demos

FinancialForce PSA
01:29
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Features

Project Management

Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation

9Avg 7.7

Professional Services Automation

Features that support professional services organizations

9Avg 7.7
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Product Details

What is FinancialForce PSA?

FinancialForce Professional Services Automation software is also a cloud-based services solution that is built on the Force.com platform. It allows companies to manage professional resources, customers, projects and financials in one integrated services management application. Because PSA works natively with Force.com, it utilizes the same data for sales, services and finance on one system.

FinancialForce PSA Video

FinancialForce PSA Competitors

FinancialForce PSA Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
Security

Frequently Asked Questions

FinancialForce Professional Services Automation software is also a cloud-based services solution that is built on the Force.com platform. It allows companies to manage professional resources, customers, projects and financials in one integrated services management application. Because PSA works natively with Force.com, it utilizes the same data for sales, services and finance on one system.

OpenAir PSA, Projector PSA, and Upland PSA are common alternatives for FinancialForce PSA.

Reviewers rate Task Management and Resource Management and Gantt Charts highest, with a score of 9.

The most common users of FinancialForce PSA are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews

(1-13 of 13)
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Peter Morgan | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • Impressive and easy to manage Engineering services and projects.
  • Time easy management and workflow approval the tool is incredible.
  • Cost effective functionalities are helpful in production.
  • Collaboration is the best and reliable.
Score 5 out of 10
Vetted Review
Verified User
  • FinancialForce PSA has helped us improve our data tracking and allows us to get more granular about our financial information and performance.
  • PSA has given more tools and reports to individual contributors to take greater ownership over their own data, and has increased accountability across the organization.
  • PSA has added a fairly hefty administrative burden to individuals, project managers, and our financial team.
Machell Enke | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • We are a boutique consulting company and having FF PSA has allowed us to concentrate on the pre-sales side of business instead of being mired in the admin of projects and people.
  • There is some redundancy for our consultants in managing Project Tasks and timecards, however, this is more based on our business process than the product.
  • As a Managing Partner I love the 360 view of our business we get with SF and FF PSA.
February 20, 2017

PSA all the way!

Score 9 out of 10
Vetted Review
Verified User
  • We've increased the billable utilization by 20% in the past 2 years which in turn leads to huge dollar ROI.
  • We're able to see escalations before they occur which leads to lower churn.
Score 9 out of 10
Vetted Review
Verified User
  • Resource Planning, in particular as it relates to the skills and billing rate of the resource
  • Time Tracking, accurate tracking of hours against a project.
  • Expense allocation. Accurate allocation of billable expenses.
Luke Fitzwater | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
  • "Out of the box", FinancialForce PSA was an improvement over our previous project management system (Projector) due to it being cloud based. Our users could access it from anywhere with an internet connection. Our previous software required a LAN or a VPN connection to access.
  • With much customization, system improvements, and training, we have seen a steady increase in user adoption and efficiency
  • FinancialForce PSA is no long just a day to day system. It is now being included in our Strategic Planning
Score 7 out of 10
Vetted Review
Verified User
  • We used to do our resource management on a white board. This is far more efficient. We are leaps and bounds ahead of where we were operationally in running the business.
  • The credibility of accounting data is far higher than in Open Air. Not all due to the product. When we implemented Financial Force, we used the transition to put in place change controls – much more rigor to support our public company reporting.
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