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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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

(1-11 of 11)
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Peter Morgan | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Excellent solution with high functional management capabilities and very easy features on customizing. Automation through FinancialForce PSA is helpful and very reliable system on project documentation. Through the platform we were able to save project cost and effective project resources planning, easy on scheduling and the progress reports preparation is excellent.
Bernado Carlos | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Excellent manage capability with FinancialForce PSA is incredible and useful contact list management functions and very simple on task management. FinancialForce PSA interface setting was and the ability to manage data processing operations and generation of clean reports for our project processes and activities tracking features are very active and responsive easy tools.
Score 5 out of 10
Vetted Review
Verified User
Our organization uses PSA for project financial tracking and logging employees' work by the billable hour. We use it to track project performance against planned revenue and GM for individual projects. We have many project types, from fixed fee to time and materials. PSA has the ability to set up standard projects based on common contract types.
Andrew Mishler | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
FinancialForce is used by Appirio for logging all expense reports within the company. Compared to some of the other programs I've seen used for this business process across other companies, I think FinancialForce is one of the simplest and straightforward products for expense management. Through all of the expense reports I've filed, I always compiled them together fast and in a pain-free manner. I would highly recommend it for any other companies who want to make their employees happier, their data cleaner and their processes better. This product was used across the entire company.
Machell Enke | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
We use FF PSA to Manage our Professional Services projects, track time and create billing events for our invoicing. We have PSA seamlessly integrated with our Salesforce solution to ensure our quote to cash process is simple and efficient. PSA is native to the SF platform which allows us to utilize the reporting and list functionality to ensure each end user has quick access to reporting and list views that relate to their roles.
February 20, 2017

PSA all the way!

Score 9 out of 10
Vetted Review
Verified User
The professional services team uses FinancialForce PSA to track time, forecast time, manage projects, escalations, and maximize utilization. Sales and the Customer Success team has access to the projects to see how they are coming along.
February 17, 2017

Financial Force PSA

Mike Jortberg | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
We use FF PSA to help us better understand customer needs, how we fit them and the operational aspects of staffing the projects. We have 1000 users who also use Sales Cloud and Pardot and Job Science to provide us an end to end "lead to project" and "Candidate to Consultant" lifecycle in one mobile solution.
Angel Rigsby | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
FinancialForce is used to invoice all of our customers. I am actually the only person doing all the invoicing. We also use FinancialForce to process our accounts payable, which I also do. It's a great system because we are able to have our accounts payable and receivable in the same system. Our sales team uses PSA, which I am also trained to use.
Score 9 out of 10
Vetted Review
Verified User
FinancialForce PSA plays is used by our Services Team to manage all aspects of projects scheduling and services delivery. This includes resource assignment, planning and scheduling. Once the project is active, PSA assists the services team in milestone billing, time and expense tracking. This final piece of the puzzle is reporting, our executive team has a large data collection to slice and dice.
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