FinancialForce PSA

Professional Services Automation (PSA) App for Salesforce

About 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.

Key benefits of FinancialForce PSA

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.

Devices

Business size

S M L

Markets

United States, Canada, United Kingdom, Australia

Supported Languages

English

Images

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
View 11 more
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

Features

Total features of FinancialForce PSA: 3

  • API
  • Multiple Projects
  • Projections

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Reviews

Overall rating

4,2 /5
(55)
Value for Money
4,1/5
Features
4/5
Ease of Use
3,9/5
Customer Support
4,1/5

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Showing 5 reviews of 55
Verified Reviewer
Overall rating
  • Industry: Computer Software
  • Company size: 1 001-5 000 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Thumbs up to FinancialForce

Reviewed on 2018/11/30

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.

Verified Reviewer
Overall rating
  • Industry: Computer Software
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

FinancialForce Helped Streamline My Billing Process

Reviewed on 2018/11/20

FF PSA allowed me to create and bill projects from the quotes and opportunities from our sales...

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.

Simon C.
Overall rating
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 1.0 /10

If it had a face I would punch it... repeatedly... until it was bleeding!

Reviewed on 2018/07/18

See my review!

See my review!

Pros

Lots of tools in the toolbag. There is no doubt this product has lots of features and can help businesses cover many of a project management office's needs including project reporting and planning; timecard entry and management and status reporting.

It is a matrix organisation's wet dream giving lots of opportunities for different horizontals and verticals to organise and crunch the data in their own specific ways.

Custom reports are good and I like the dashboards if you can find enough data fields to actually drive what you need.

Cons

This product is so infuriating to work with for any length of time. I use this as both Project Manager and a user. It has just enough functionality to make you hopeful you can do what you need and then crushes that hope. Here is a quick run of the major (dis)functions:

1. It uses a web browser - chrome is just about OK, Firefox works in some parts but not others, Internet Explorer does not work. Because it uses a browser it is easy for IT departments to deploy (i.e. cheap) and is a dreadful experience to use.

2. Timecard entry is for a complete week and requires comments for each project/task/day combination. It is not a bad solution but is not great either.

3. The creators seem to push the idea of having resource managers in your business requiring project managers to create resource requests which then lead to assignments on projects. Whilst there is nothing inherently wrong with this requires so many more steps (and people) than is necessary, which introduces complexity and delays.

4. The Project Task Gantt view is the fibrillating heart of the tool and is so annoying I find it hard to get the words out. There is no useful integration with MS Project so you are forced to gouge away trying to use the functionality. You need to save constantly, the view of the tasks jumps backwards in time so you lose your focus, the task tree expands every time you save. In short it is SO frustrating to work with.

Save yourself this nightmare - run Forest run!

Nick R.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

PSA has some great features and is built on Salesforce!

Reviewed on 2019/11/13

Pros

The fact it is built on Salesforce and has direct integration to CRM/Sales Cloud. Timesheet entry and expenses are pretty good.

Cons

Support is very poor, take a long time to respond and Level 1 support team could have more knowledge.

Implementation is very complicated and would almost be impossible without professional services.

Verified Reviewer
Overall rating
  • Industry: Information Technology & Services
  • Company size: 1 001-5 000 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Amazing Features

Reviewed on 2018/11/30

We are using our PSA for time reporting. There are so many additional features like resource...

We are using our PSA for time reporting. There are so many additional features like resource requests, project scheduling, and overall project management that we are beginning to explore. We are also setting up our skills management module this quarter, which will allow us to improve utilization within our team.

Pros

I appreciate how PSA links with SalesForce and our customer support modules. As a "superuser" I have all the information that I need at my fingertips. I can address questions from different teams (i.e., sales, support, consultants). I also have files and supporting documentation at a click of a button.

Cons

The software isn't very intuitive and can't be installed out of the box and utilized in a day. It takes a few weeks to get accustomed to the functionality, but can take months to explore all of the features. They do have an AMAZING support community. I found that have a relationship with the customer success manager to be most helpful.

Showing 5 reviews of 55 Read all reviews

FinancialForce PSA FAQs

Below are some frequently asked questions for FinancialForce PSA.

FinancialForce PSA offers the following pricing plans:

  • Pricing model: Subscription
  • Free Trial: Available

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

FinancialForce PSA has the following typical customers:

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

FinancialForce PSA supports the following languages:

English

FinancialForce PSA supports the following devices:

iPhone

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

FinancialForce PSA offers the following support options:

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

Related categories

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