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Professional Services Software with Budgeting/Forecasting (2026)

Last updated: April 2026

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Professional Services Software Key Features

    Based on 214 user opinions, we identified 6 features that are important for any product in Professional Services Software

  • Task Management

    Create, manage and track all task activities and progression

    Average user rating

    4.5

  • Workflow Management

    Create, design and manage workflows for repetitive tasks

    Average user rating

    4.6

  • Calendar Management

    Track and manage schedules and meetings via an integrated calendar

    Average user rating

    4.7

  • Multiple Projects

    Ability to handle several projects simultaneously

    Average user rating

    4.6

  • Third-Party Integrations

    Set up connections to third-party platforms to improve business processes

    Average user rating

    4.6

  • Project Management

    Plan and coordinate all the resources, costs and time needed to execute assignments

    Average user rating

    4.4
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Integrated with

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Devices supported

Organization types

User rating

38 software options

Asana logo

Project tracking and workflow management platform

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Asana is a professional services tool where you can connect all your work in one place and bring teams together, anywhere. From lists to boards, to calendars and gantt charts, organize work your way. Join millions of teams across 190 countries who use Asana to get more done.

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monday.com logo

Project management software

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monday.com helps you manage your projects and tasks all in one place. Plan ahead visually, discuss in context, keep your clients in the loop and stay organized

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Smartsheet logo

Online work execution platform for businesses of all sizes

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Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features.

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Wrike logo

AI powered workflow management platform

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Exceed clients' expectations with Wrike's ready-made professional services solution. Plan projects, track progress, collaborate in real-time and increase on-time delivery. Share automatic, custom-built reports with clients and accelerate approvals.

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NetSuite logo

AI-powered cloud-based business management suite

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Increase visibility into your professional services organization, improve resource utilization, elevate on-time project delivery, and drive profitability with NetSuite ERP's fully integrated PSA solution, which provides powerful tools to help you manage your projects, resources, and finances.

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BQE CORE Suite logo

Cloud-based firm management tool for A&E firms.

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BQE Core automates the inevitable, mundane business tasks and processes that come with running a professional services firm.

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BigTime logo

AI-powered scoping, project, time, and billing software

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BigTime helps budgeting, project planning/execution, team communication, task management, resource management, invoicing and project financials. Our customers see an average improvement of 25% in gross margins and a substantial increase in expansion and referral revenue.

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Resource Guru logo

Resource management solution for busy teams

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Resource Guru is a comprehensive resource management, planning, and scheduling solution designed to help organizations streamline day-to-day operations and optimize resource utilization. With its user-friendly interface and intuitive features, Resource Guru empowers teams to master time and achieve blissful simplicity in resource management.

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Avaza logo

All-in-one, client-focused project management for teams.

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Manage client projects by scheduling resources, assigning tasks, tracking time and expenses and billing in one place. Available in the cloud, from any device.

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Birdview logo

Software for managing multiple projects, tasks, and teams

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Birdview adapts to business growth with comprehensive project oversight. Efficiently manage multiple projects, balance team workloads, and control budgets. Benefit from strong security and supportive service. Gain crucial insights for project and financial success through robust analytics.

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Kantata logo

Always Deliver Amazing

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Discover the top PSA software solution built by services professionals, for services professionals. Mavenlink unifies resource management, project management, collaboration, project financials, and business intelligence in one solution.

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Streamtime logo

Project & task management for creative teams and businesses

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Streamtime is project management, quoting and invoicing for creative teams and businesses. Plan and track time on the web or in the Streamtime iOS app.

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Scoro logo

Manage projects, resources, and finances in a single system

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Scoro unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work.

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Striven logo

Collaborative ERP for business process management

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Striven is a comprehensive business management software suite. It provides a range of features to support organizations across various industries, such as construction, manufacturing, professional services, and field services. The software offers real-time access to critical business data, helping to eliminate issues with missing, lost, or inaccurate information.

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Accelo logo

Transform the way you manage client work

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Accelo streamlines your service business and automates repeatable processes. With Accelo, client accounts, projects, timesheets, contracts, and more are tracked for you - so you can spend less time in meetings and dealing with admin work, and more time focusing on your clients.

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Productive logo

Project lifecycle management for agencies and consultancies

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Productive is an end-to-end agency management tool that gives you a birds-eye view of your agency business.

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Planview AdaptiveWork logo

Enterprise Work and Project Portfolio Management Solution

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Planview Clarizen is an award-winning enterprise work management solution for project portfolio management (PPM) and professional services delivery teams.

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Forecast logo

AI-driven PSA platform powering profitable project outcomes.

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For professional services companies to manage everything from quote to invoice without the administrative hassle, in one AI-powered solution.

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Project Insight logo

Cloud-based software for managing projects and related tasks

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Assistance with developing an internal communication plan around keeping everyone updated. Set up and implement the platform. Train users.

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AccountSight logo

Time tracking & billing software for professional services

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Specially designed to professional services companies. If you have advanced need for easy to use resource forecasting tool, AccountSight will be ideal solution.

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SAP Business ByDesign logo

Cloud ERP solution for small and medium sized businesses

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SAP Business ByDesign is an integrated business management solution delivered on a subscription basis through the cloud. SAP Business ByDesign can be localized for 130 different countries and for several specific industries, including manufacturing, wholesale distribution, PSA, non-profit, and more.

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ITM Platform logo

Project, Program and Portfolio Management Software

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ITM Platform is the Professional Services software that can be deployed within two weeks, aligning your project portfolio to the business strategy. Teams will learn how to use the project and work management tools within a day, providing portfolio managers with access to the metrics that matter.

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Intervals logo

Time tracking, task management, & project management.

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Discover a better way to track your time and manage your task with Intervals. More than simple time tracking, less than enterprise complexity. Deliberately in the middle with features that are ideal for small businesses.

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Unanet ERP AE logo

Project-based ERP for mid-to-large size AE firms

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Unanet A/E, powered by Clearview, is purpose-built ERP for architecture and engineering firms and offers a powerful combination of Project Management, Business Intelligence, Time and Expense Tracking, Financials, Integrations, and CRM tools in one single source to run your business more effectively.

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Planview ProjectAdvantage logo

Cloud-based project and portfolio management software

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Planview ProjectAdvantage is a project and portfolio management software that helps organizations manage their strategic initiatives. The software caters to a wide range of industries, such as banking, insurance, pharmaceuticals, biotechnology, healthcare, manufacturing, and professional services.

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