Is FinancialForce Professional Services Automation right for your business?

FinancialForce Professional Services Automation is a great fit for many businesses. Find out if it's the right choice for you! Are you looking for a FinancialForce Professional Services Automation demo, technical support, product or pricing information or to simply to compare FinancialForce Professional Services Automation with competitive options? Quickly get answers and the information you need.

Customer centric project management, flexible project configuration, online project planning and management. FinancialForce PSA provides a range of options to help you communicate and include your customer as part of the project ranging from portal access, customer communities and automated status reporting

  • Collaboratively manage project tasks with customer portals
  • Provide customized and detailed status reports automatically
  • Create customer or project communities to work more socially
  • Configure projects at the field level and create your own custom fields and views
  • Robust workflows can be built to match even the most complex workflows
  • Configure by profiles to accommodate different project types or practices
  • Get visibility into the big picture when you need it
  • Search and filter through your projects to avoid information overload
  • Drill down to individual resource schedules and adjust assignments with drag-and-drop ease
  • View resource requests right along with all ongoing projects to determine how filling those resource requests will impact other projects
  • Get a robust Gantt project view
  • Update project tasks right in the timecard interface
  • Track and manage tasks not related to billing such as client tasks or tasks for internal non-billable employees
  • Remove internal silos and eliminate spreadsheets
  • Get everyone on the same page with the same updated information
  • Add running Chatter conversations to projects to understand the why, not just the what

Other Applications

The following applications are designed to work hand-in-hand with Project Management:

"Project Management" is part of the FinancialForce Professional Services Automation line of products, developed by