Project Management

PSA (Professional Services Automation

FinancialForce PSA helps service organizations or project based businesses streamline and automate processes to effectively manage projects and portfolios of projects; billing and invoicing; time and expense management; sales collaboration; services handoff; and resource management to improve project success and increase profitability.

FinancialForce PSA takes a customer-centric approach that starts with opportunities and progresses through the hand-off between sales and services, through project delivery, billing and cash collections. It is embedded in Salesforce CRM, enabling sales teams to get real-time visibility into each project’s status, resource availability and project history. At the same time, consulting managers have visibility into the pipeline, so the right resources can be assembled at the right time and expectations can be met. And management benefits from a complete view of the business from beginning to end and top to bottom.

Key Features:

Resource Management

Project Management

Time & Expense Entry

Project Accounting

Services Resource Planning (SRP)

Social Tools - Chatter

Mobile applications








Application Lifecycle Management
Budgeting and Forecasting
Change Management (Version Control)
Document Management
Enterprise Portfolio Management
Expense Tracking
File Sharing
Issue Tracking
Metrics Tracking
Process Management
Professional Services Automation
Program Management
Project Accounting
Project Management
Project Portfolio Management
Requirements Management
Resource Management
Risk Management
Service Management
Time Keeping
Workflow Management
Workforce Management


Action Item Tracking
Approval/Workflow Management
Archiving Processes
Archiving Templates
Assignment Tracking
Benefits Documentation and Tracking
Best Practices Management
Billing & Chargeback Tracking
Budgeting & Forecasting
Change/Version Management
Custom User Interface
Customizable Fields
Customizable Functionality
Customizable Reporting
Data Import/Export to MS Excel
Data Import/Export to MS Project
Document Management
Email Integration
Executive Dashboarding
Expense Tracking
Fault Management
File Sharing
Gantt Charting
Issue Management
Knowledge Management
Legacy System Integration
Methodology/Process Management
Metrics Management
Milestone Tracking
Mobile Access
Percent-Complete Tracking
Pert Charting
Portfolio Management
Progress Tracking
Project Accounting
Project Estimating
Project Template Customization
Project Template Integration
Project Workflow
Quality Management
Records Management
Reporting (Financial)
Reporting (Progress)
Requirements Management
Resource Management
Risk Management
Software Development Kit
Task Management
Template Customization Support
Time Tracking
Total Cost Tracking
Workforce Management


Open Source
Software as a Service


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