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FinancialForce Professional Services Automation

A cloud based professional services solution developed by FinancialForce.
Questions about FinancialForce Professional Services Automation? Call (800) 827-1151 and talk to a software expert now.

FinancialForce Professional Services AutomationTM (PSA) is a cloud-based services solution that leverages the power of Salesforce CRM and the Salesforce Platform to the benefit of services companies. Gain unprecedented visibility into your business across sales, services delivery, and finance. Give your team easy to use mobile and social solutions that keep projects on time, customers happy and reports up to date. And do it all on one integrated platform - Force.com.

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 also harnesses the power of cloud computing and, more specifically, the Force.com platform to finally meet the needs of professional services organizations, offering…

  • an end to unshared information and unreliable, time consuming, inconsistent manual workarounds.
  • an end to the fragmented communications between sales and services, improving
  • project performance and eliminating revenue leakage.
  • an end to the poor visibility that leaves management struggling both to know how the business is really doing today and to anticipate what the future will bring. 


You get the benefits of native integration with Salesforce CRM and the scalability and flexibility of the world’s leading enterprise cloud platform. And – just as thousands of services companies have found by using Salesforce CRM – FinancialForce PSA focuses your IT spending on applications, not technology management.

Popular Functionality Modules

Project Accounting Get full visibility of your project’s financial health, grow your project margins, flexible billing options, and create and track budgets. FinancialForce PSA provides online…

Time & Expense Management With time and expense management, get in, get out, and get on to the next task. Financialforce PSA has robust bulk timecard and expense approval features that make it a snap…

Resource Management Resource Management – Increase profit through better resource management and optimize resource management with sales collaboration. With FinancialForce PSA, you can get…

Project Management Customer centric project management, flexible project configuration, online project planning and management. FinancialForce PSA provides a range of options to help you…

Service Resource Planning (SRP) Run your entire services business in the cloud with FinancialForce SRP, revolutionize sales, services and finance with end to end visibility. Eliminate artificial…

Complete Functionality Module List

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