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FinancialForce PSA

FinancialForce PSA : Reviews, Pricing, Features & Alternatives

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FinancialForce PSA is a Professional Services Automation Software (free trial available). Review FinancialForce PSA : Overview & Pricing

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FinancialForce PSA Overview : Features, Pricing, Reviews & Alternatives

FinancialForce PSA is a Professional Services Automation Software intended for businesses. Let’s discover user reviews, features and prices of this business app.

FinancialForce PSA is listed as a Professional Services Automation Software and Finance Software for companies and is used for Time and Expense, Consulting, Expense Report, Professional Services Automation …

FinancialForce PSA prices are available on demand (free trial available).

FinancialForce.com provides cloud-based back office applications for Salesforce CRM.

What is FinancialForce PSA ?

FinancialForce PSA generates real-time information on costs and billing associated with running a region or practice, not just projects, so you can proactively manage the business as a whole. Provides insight into top-down planning figures, including internal and contractor costs, to ensure you stay on track. You also have the ability to explore the daily activities generated by the resources and projects in each portfolio.

FinancialForce Professional Services Automation software is also a cloud-based services solution that is built on the Force.com platform. It enables companies to manage their business resources, clients, projects, and finances in one integrated service management application. Because the PSA works…

FinancialForce, founded in San Francisco, California in 2009, offers cloud-based business software solutions for customer-centric businesses operating in any industry. FinancialForce offers its Professional Services Automation (PSA) product as a solution for project- or service-based businesses.

What is FinancialForce PSA? FinancialForce PSA is a web-based project management solution that improves the way organizations and teams manage and deliver professional services. This solution is very useful as professional service providers can take advantage of it to improve their relationship with their existing clients and at the same time generate higher profits for their business. FinancialForce PSA enables them to successfully and efficiently implement utilization rate management, project lifecycle monitoring, customer billing and billing, and business analytics. It facilitates seamless collaboration between sales and service teams, giving them complete visibility into customers, projects, and accounts receivable and allowing processes to run smoothly between these teams.

FinancialForce PSA Review

FinancialForce PSA Review : Pros & Cons

Pros & Cons

When it comes to finding the right Professional Services Automation tools to manage your business, you have too many options – and they all come with their strengths and weaknesses.

One such familiar name in this arena is FinancialForce PSA, and as you may have guessed from the title, this review will tell you more about FinancialForce PSA’s pros and cons.

Weighing the pros & cons is essential before selecting this tool for your business and your team.

FinancialForce PSA Pros : Key Benefits

– Some of the best service companies in the industry take advantage of the FinancialForce PSA solution to help them quickly achieve dramatic results and gain a definite competitive advantage.

– Flexible billing and billing

– Sales and service teams work on the same system, using the same information in a collaborative work environment when using FinancialForce Professional Services Automation (PSA). Processes flow naturally from sales to services, but both teams have full visibility of the entire project lifecycle.

– Time and expense management

– FinancialForce.com understands that there is no one-size-fits-all solution when it comes to billing and that most billing problems occur long before the bill is printed. FinancialForce PSA avoids downstream problems by instituting controls early in the process. It all starts with flexible approval processes for timesheets, expenses, and milestones that ensure the right people are involved early in the billing process.

– FinancialForce PSA offers three intuitive ways to enter scorecards. First, you can enter time in a grid by week, selecting milestones and easily entering your notes. Consultants can enter time for multiple projects by timesheets, reducing the number of sheets to submit. Second, if consultants are working on the same project week after week, they can simply copy from the previous week, paste or edit specific hours and submit. The third time entry method allows the consultant to copy their scheduled hours for the week and submit a timesheet with the click of a button.

FinancialForce PSA Cons

– Con : Not always the cheapest option : Professional Services Automation Software average cost is $ 34 .
– Con : Custom integrations can come at a price.
 

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FinancialForce PSA Features

Here is the list of the main features of this computer software :

– CRM
– API
– Billing & Invoicing
– Budget Management
– CRM
– Client Portal
– Collaboration Tools
– Expense Tracking
– Gantt/Timeline View
– Milestone Tracking
– Multiple Projects
– Percent-Complete Tracking
– Portfolio Management
– Project Management
– Project Planning/Scheduling
– Projections

Main function & Pro Features

– Cloud Services

FinancialForce PSA Integrations

FinancialForce PSA integrates with more than 2 applications & plugins like Salesforce (…) : database connection, synchronize data, share files (…) to improve your workflow and increase your productivity !

It also provides a powerful API toolkit that allows developers to build web services and exchange data.

Top 20 FinancialForce PSA integrations

– Salesforce

FinancialForce PSA Pricing

The FinancialForce PSA pricing plan is available on request, but this price is likely to change because different options are offered by the developer : number of licenses, additional functions, add-ons, bundles …

FinancialForce PSA offers several pricing plans :

– Financialforce Psa : Price on demand
– Start : Price on demand
– Professional : Price on demand
– Enterprise : Price on demand
– Premium : Price on demand

Financialforce Psa Start Professional Enterprise Premium
Price on demand Price on demand Price on demand Price on demand Price on demand
Per month Per month Per month Per month Per month
Per user Per user Per user Per user Per user

 

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Save $$$ on SaaS and on-premise Software Subscriptions to help your create, grow and scale your business : annual billing usually is cheaper than monthly billing and you can expect 10% to 20% discount.

Sign up for a trial and start using it right away !

Free trials usually are time limited or feature limited but this is a good way to ensure it is the right option for your business before making a purchase.

Screenshot of the Vendor Pricing Page :

Software Pricing Plan

Software Pricing Plans

Pricing Details

Pricing Model : Subscription
Free trial : Available
Free plan : No free plan
Freemium : No information
Starting price : Prices can vary depending on your business needs.
Entry-level set up fee : No setup fee

The pricing details were last updated this year from the vendor website or retrieved from publicly accessible pricing materials and may be different from actual. Please confirm pricing and deals with the vendor website before purchasing.

Deployment & Setup

FinancialForce PSA is a cloud-based Professional Services Automation platform : its infrastructure is hosted in the United States (probably on AWS, Microsoft Azure or Google Cloud Platform).

financialforce-psa is a SaaS (Software as a Service) / web application : a web browser on a computer is required for full functionality of features and manage dashboard.

It supports desktop operating systems (like Windows and Mac OS …) and mobile platforms (like Android).

Technical Details & Specifications

Deployment : Cloud / SaaS
Desktop Operating Systems : Windows / Mac OS / Linux …
Mobile Platforms : Android
Native Apps / Mobile Applications : –
GDPR compliance : No information

Supported languages

This application software supports the following languages : English …

Support & Training

Any problem with this computer program ? The vendor offers the following customer service & support to help teams get the most out of their business application : 24/7 Live support, Chat, FAQs / Forum, Knowledge Base, Phone Support, Online Support …

Hotline : 1-866-743-2220

Training options : Documentation, Live Online, Videos, Webinars …

Industry & Customers

Who use FinancialForce PSA ?

This software package is tailored to business needs : Public Administration, Non Profit, Medium Company …

This web-based application is recommended for trades : Administrative, Accounting, Finance …

This cloud software is used in the sectors : Services …

Customer References

Testimonials & Customer References to decide if this is the right business software or service for your company : Imprivata, Salesforce, Hyland, Splunk, Seagate, RedHat, Windward …

Awards & Recognitions

No information .

Screenshots

This computer program has an ergonomic, intuitive and customizable user interface, which will improve team productivity and collaborative work within your company (Large Company, Medium Company, Non Profit …)

FinancialForce PSA Screenshots & Images : UI, dashboard …

FinancialForce PSA Review

FinancialForce PSA Business Software Pricing

FinancialForce PSA Features

FinancialForce PSA Features & Overview

FinancialForce PSA Screenshot

FinancialForce PSA Screenshot

Videos

Video #1

YouTube video

 
Video #2

YouTube video

 

FinancialForce PSA Reviews

Here is our opinion on FinancialForce PSA : this is an excellent professional services automation software to advise .

FinancialForce PSA User Reviews & Ratings

Online and customer reviews of FinancialForce PSA software are quite plentiful and overall very positive :

Overall rating : 4,5/5

Value for money : 4/5
Functionality : 3,9/5
Usefulness : 4/5
Ease of use : 4/5

User rating Excellent : 51%
User rating Very Good : 39%
User rating Average : 8%
User rating Poor : 1%
User rating Terrible : 1%

The key benefits of FinancialForce PSA are that it consolidates project information and resources into a single system, helps professional service providers improve their business profitability, and provides functionality for seamless collaboration between team members.

Popularity on social networks :

Your Customer Review on FinancialForce PSA

What is your opinion about this app ? Submit your review and tell us about your overall opinion : experience with this SaaS software, rating, ease of use, customer service, value for money, Pros & Cons …

Customer reviews and feedbacks play an increasingly important role in the business software buying process. You can provide in-depth review and share your buying advice / reviewer sentiment : what is your likelihood to recommend FinancialForce PSA ? What is your likelihood to renew ?
 

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FAQs

Why use a Professional Services Automation Software ?

Professional Services Automation (PSA) software is designed for service-oriented organizations that need to automate their processes and streamline their operations, including administration, service delivery, and next-generation business. PSA software is essentially enterprise resource planning (ERP) software for a professional services firm. PSA software typically includes project management, resource management, timesheet management, and financial accounting features. Professional services automation (PSA) software improves project monitoring: time management, expense management, invoicing.

According to various sources, most used business software are : Netsuite OpenAir (market share : 48,90%), Accelo (18,20%), Microsoft Dynamics SL (4,30%), Deltek GCS Premier (2,00%), Deltek Costpoint (0,60%), Unit4 Business World (0,10%)

Main functions are : Project management, Project accounting, Time and expense tracking, Billing and invoicing, help desk, Knowledge and document management

Main characteristics are : helpdesk, it management, msp, msps, network monitoring, psa, remote administration, rmm, remote monitoring, software updater, ticket tracking, alphacontrol, asset management, software as a service, servicedesk, Invoicing, Trading and Monitoring, Network Monitoring, Gantt Charts, Workflow Automation, Cascade Methodology Support, Project and Financial Reporting

Professional Services Automation Software Average Price : from $ 15,00 to $ 79,00 with an average price of $ 34,00 . We have identified more than 48 competitors on the market.

Professional Services Automation Software Review

Professional Services Automation Software Review

Company details

Developed by FINANCIALFORCE, Inc.
HQ location : THAT
Founded :
Total revenue :

Industry : B2B SaaS company
Software Category : Finance & Accounting Software > Finance Software > Professional Services Automation Software
Schema : SoftwareApplication > FinanceApplication

Tags : …
Website : visit financialforce.com

About This Article

This page was composed and published by SaaS-Alternatives.

The information (and product details) outlined above is provided for informational purposes only. Please Check the vendor’s website for more detailed information.

Our opinion on FinancialForce PSA is independent in order to highlight the strengths and weaknesses of this Professional Services Automation Software. Our website is supported by our users. We sometimes earn affiliate commission when you click through the affiliate links on our website.

FinancialForce PSA Alternatives

If you’re understanding the drawbacks and you’re looking for a FinancialForce PSA alternative, there are more than 36 competitors listed on SaaS-Alternatives !

If you’re in the market for a new software solution, the best approach is to narrow down your selection and then begin a free trial or request a demo.

Compare FinancialForce PSA Pricing Against Competitors

Software Starting Price Billed Free Trial
FINANCIALFORCE PSA $ Per month / user No
IFTTT $3 Per month / user No
ONLINE CHECK WRITER $1 Per month / user Yes
SUPERMETRICS $19 Per month / user Yes
DRAG $8 Per month / user No
LOKALISE $120 Per month / user Yes
ONESAAS $ Per month / user No
ECANVASSER $ Per month / user No
MYPOS $ Per month / user No
VOICEA $7,99 Per month / user No

 

Top 10 Alternatives & Competitors to FinancialForce PSA

– CloudBlue PSA
– Avaza
– Accelo
– NetSuite OpenAir
– Mavenlink
– Ds Premier
– Peopleware
– Fusion Project
– Tenrox Psa
– Dataforma

You can also take a look at other business apps, like our Chrome River EXPENSE review and our VNC Connect review.

Comparison with Similar Software & Contenders

Take an in-depth look at popular Finance & Accounting Software and Finance Software to find out which one is right for your needs. Discover how these Professional Services Automation Software compare to FinancialForce PSA when it comes to features, ease of use, customer support and user reviews. Explore software, Compare options and alternatives, Read reviews and Find your solution !
 

Compare Professional Services Automation Software

 

9Expert Score
FinancialForce PSA Review
FinancialForce PSA is an excellent professional services automation SaaS software to advise for your company or business.
Ease of use
9
Functionnality
7.8
Integrations
8
Customer support
8
Value for money
8
PROS
  • Some of the best service companies in the industry take advantage of the FinancialForce PSA solution to help them quickly achieve dramatic results and gain a definite competitive advantage.
CONS
  • Not always the cheapest option
FinancialForce PSA
FinancialForce PSA
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