Professional Services AutomationProfessional Services Automation Software is a type of project management software for companies that need to plan, track, and invoice client projects. Beyond typical project management features like scheduling, task management, resource management, document management, and team collaboration, PSA tools also include features for generating quotes/estimates, invoicing, project & financial reporting, and otherwise communicating with clients.Brighter PSA (formerly Metis)1https://media.trustradius.com/vendor-logos/Jb/Vn/JHWF9TRQ9M34-180x180.PNGAtera2https://media.trustradius.com/vendor-logos/FQ/TK/TITIQ0GQ7FNU-180x180.JPEG

Professional Services Automation Software

Professional Services Automation (PSA) Software Overview

What is Professional Services Automation Software?

Professional Services Automation Software is a type of project management software for companies that need to plan, track, and invoice client projects.

There is some overlap between PSA software, PPM software, CRM systems, time tracking, expense management, and other finance/accounting applications as PSA vendors aim to provide a complete business management suite (or single "ServOps" platform) for professional services organizations.

Professional Services Automation Software Features & Capabilities

  • Scheduling
  • Task management
  • Resource management
  • Document management
  • Team collaboration
  • Generating quotes/estimates
  • Invoicing
  • Project & financial reporting
  • Client Communication

Professional Services Automation Products

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Brighter PSA (formerly Metis) is cloud-based software for professional service businesses focused on profitability and growth, with teams of up to 100 people who have realized that spreadsheets and ad-hoc tools just won't do it. Brighter PSA brings together sales pipeline management, job profitab...

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Atera headquartered in New York provides an all-in-one cloud business management platform for MSPs, providing a complete RMM and real-time monitoring solution with PSA features (e.g. timesheet, contracts and billing, helpdesk and issue tracking, etc.).