FinancialForce PSA

Professional Services Automation (PSA) App for Salesforce

4,2 /5 (49 reviews) Write a Review!

FinancialForce PSA Overview

What is FinancialForce PSA?

FinancialForce PSA produces real time insight into the cost and billings associated with running a region or practice, not just projects, so you can proactively manage the business as a whole. It provides insight into top down planning numbers, including internal and sub-contractor costs, to ensure you stay on track. You also have the ability to drill down to see the day to day activities generated by resources and projects in each portfolio.

Click the opp, create the project - with all relevant information included. You’ll kick off the project smart, fast, and with a seamless transition from sales.

Get total project visibility -- see what is happening with your entire service practice, including project status, resource demand, customer interactions, risks and more.

Improve sales collaboration, project management, resource management, billing and revenue management and services profitability.

FinancialForce PSA Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

FinancialForce PSA Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia
Supported Languages
English

Media

The leading PSA solution on the Salesforce Platform
Resource Management
Social project management
Peoplecasting: Right resources, right skills every time.
Create project from the opp
Support your global business
End-to-end visibility of customer activity
Everything mobile
Capacity planning made easy
Collaborate, share, communicate
FinancialForce PSA screenshot: The leading PSA solution on the Salesforce Platform FinancialForce PSA screenshot: Resource Management FinancialForce PSA screenshot: Social project management FinancialForce PSA screenshot: Peoplecasting: Right resources, right skills every time. FinancialForce PSA screenshot: Create project from the opp FinancialForce PSA screenshot: Support your global business FinancialForce PSA screenshot: End-to-end visibility of customer activity FinancialForce PSA screenshot: Everything mobile FinancialForce PSA screenshot: Capacity planning made easy FinancialForce PSA screenshot: Collaborate, share, communicate

FinancialForce PSA Reviews

FinancialForce PSA Reviews

Overall rating
4,2
/
5
Excellent
18

Very good
25

Average
5

Poor
1

Terrible
0

Value for Money
4
Features
4
Ease of Use
3,9
Customer Support
4,1
88% recommended this app
Verified Reviewer

Thumbs up to FinancialForce


Verified Reviewer

FinancialForce Helped Streamline My Billing Process

FF PSA allowed me to create and bill projects from the quotes and opportunities from our sales team, it helped combine multiple processes that existed before.


Richard t M.

Reporting good, but very buggy, last generation technology


John L.

PSA for Project Management


Verified Reviewer

Great for Professional Services/Project tracking


Verified Reviewer
Industry: Computer Software
Company size: 1 001-5 000 Employees

Thumbs up to FinancialForce

Used Daily for 6-12 months
Reviewed on 2018/11/30
Review Source: Capterra

Pros

This software is so much better than the previous software we used in the past. Its simple and easy to access and review reporting.

Cons

I don't like that with using a MAC I have to expand the screen to sumbit things.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Verified Reviewer
Industry: Computer Software
Company size: 51-200 Employees

FinancialForce Helped Streamline My Billing Process

Used Daily for 2+ years
Reviewed on 2018/11/20
Review Source: Capterra

FF PSA allowed me to create and bill projects from the quotes and opportunities from our sales team, it helped combine multiple processes that existed before.

Pros

I like that FF allowed me to bill directly from projects we created in Salesforce. Previously we had separate systems and it was time consuming.
I also like that we are able to customize our project fields and opportunities. I also use the report creating tool a lot.

Cons

I sometimes have limitations with specific auto calculations it runs, but they are few at this point.

Rating breakdown

Ease of Use

Likelihood to recommend: 8.0/10

Richard t M.
Industry: Health, Wellness & Fitness
Company size: 201-500 Employees

Reporting good, but very buggy, last generation technology

Used Daily for 1+ year
Reviewed on 2018/11/20
Review Source: Capterra

Pros

Provides an interface to let my staff interact and submit information (time cards, expenses, etc.). The ability to pull reports is very helpful and reduces staff time

Cons

It's very buggy. Crashes at least once a week and our team loses data all the time. For example, saving time cards has been a nightmare. Generally PSA feels like technology and an interface from the early 2000's. It's dated, and not fun to use.

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend: 2.0/10

John L.
Industry: Consumer Goods
Company size: 501-1 000 Employees

PSA for Project Management

Used Daily for 2+ years
Reviewed on 2018/11/27
Review Source: Capterra

Pros

A lot of builtin Project Management tools. Somewhat difficult to train Users on, due to the complexity of our requirements and instance. Easy to maintain, add and remove Users.

Cons

Complexity. A lot of moving parts in the background. We over designed our instance and the group that uses it only uses about 20% of the capabilities.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Verified Reviewer
Industry: Computer Networking
Company size: 5 001-10 000 Employees

Great for Professional Services/Project tracking

Used Daily for 2+ years
Reviewed on 2018/11/21
Review Source: Capterra

Pros

Project Management features are great. Billing and financials tracking too.

Cons

Configuration and setup seem convoluted and can be difficult to understand at times.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

User recommendation
8,1/10
Based on 49 user ratings
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FinancialForce PSA Pricing

FinancialForce PSA Pricing

Starting from
N/A
Free Trial
Subscription
Value for money
Value for Money
4/5
Based on 49 user ratings
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FinancialForce PSA Features

FinancialForce PSA Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Collaboration Tools
Drag & Drop Interface
Gantt Charts
Multiple Projects
Prioritizing
Progress Tracking
Project Management
Project Planning
Project Time Tracking
Project Tracking
Projections
Reporting & Statistics
Task Management
Task Planning
Task Tracking
Third Party Integration
Features
4/5
Based on 49 user ratings
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Categories

Additional information for FinancialForce PSA

Additional information for FinancialForce PSA

Key features of FinancialForce PSA

  • Analytics Dashboards
  • Client Billing and Invoicing
  • Dashboards and Alerts
  • Data Import/Export
  • Mobile Access
  • Multi Company
  • Multi-Currency
  • Multi-Language
  • People and Project Matching
  • Professional Services Automation
  • Project Management
  • Project Workspaces
  • Resource Management
  • Resource Scheduling
  • Sales Collaboration
  • Security Developer API
  • Time & Expense Tracking
  • Workflow Engine

Benefits

Some of the best service companies in the industry are leveraging the FinancialForce PSA solution to help them achieve dramatic results quickly and gain competitive advantage definitively.

Sales and services teams work in the same system, using the same information in a collaborative working environment when using FinancialForce Professional Services Automation (PSA). Processes flow naturally from sales to services, yet both teams have complete visibility to the whole project life cycle.

Flexible Billing & Invoicing
FinancialForce.com understands that one size does not fit all when it comes to billing and that most billing problems are caused well before the invoice is printed. FinancialForce PSA prevents downstream problems by instilling controls at the beginning of the process. It all starts with a flexible approval processes for timecards, expenses and milestones that ensure the right people are involved early in the billing process.

Time & Expense Management
FinancialForce PSA provides three intuitive ways to enter timecards. First, you can enter time in a grid by week, selecting milestones and entering your notes easily. Consultants can enter time for multiple projects per timecard, decreasing the number of cards that need to be submitted. Second, if consultants are on the same project week to week, they can simply copy from the previous week, paste or modify specific hours and submit. The third time entry method allows the consultant to copy their scheduled hours for the week and submit a timecard with a single click of a button.

FinancialForce PSA FAQs

FinancialForce PSA FAQs

Below are some frequently asked questions for FinancialForce PSA.

Q. What type of pricing plans does FinancialForce PSA offer?

FinancialForce PSA offers the following pricing plans:

Pricing model: Subscription

Free Trial: Available

Q. What are the main features of FinancialForce PSA?

FinancialForce PSA offers the following features:

  • Analytics Dashboards
  • Client Billing and Invoicing
  • Dashboards and Alerts
  • Data Import/Export
  • Mobile Access
  • Multi Company
  • Multi-Currency
  • Multi-Language
  • People and Project Matching
  • Professional Services Automation
  • Project Management
  • Project Workspaces
  • Resource Management
  • Resource Scheduling
  • Sales Collaboration
  • Security Developer API
  • Time & Expense Tracking
  • Workflow Engine

Q. Who are the typical users of FinancialForce PSA?

FinancialForce PSA has the following typical customers:

Large Enterprises, Public Administrations, Non Profit, Mid Size Business

Q. What languages does FinancialForce PSA support?

FinancialForce PSA supports the following languages:

English

Q. What type of pricing plans does FinancialForce PSA offer?

FinancialForce PSA has the following pricing plans:

Subscription

Q. Does FinancialForce PSA support mobile devices?

FinancialForce PSA supports the following devices:

iPhone

Q. What other apps does FinancialForce PSA integrate with?

FinancialForce PSA integrates with the following applications:

Expensify, FinancialForce Accounting, FinancialForce Accounting, FinancialForce ERP, FinancialForce ERP, FinancialForce HCM, FinancialForce SCM, Salesforce App Cloud, Salesforce Sales Cloud, Workato

Q. What level of support does FinancialForce PSA offer?

FinancialForce PSA offers the following support options:

FAQs, Forum, Knowledge Base, Phone Support, Video Tutorials