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Professional Services Software with Expense Tracking (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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Devices supported

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User rating

59 software options

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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Emburse Nexonia logo

Expense management for ERP & accounting systems

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Extend the capabilities of your accounting system to include expense management with Nexonia. Empowering organizations through configurable controls and support for complex approval workflows.

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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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Bitrix24 logo

All in one business management workspace

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#1 FREE professional services automation platform used by over 4 million businesses worldwide. Cloud, mobile and open source code.

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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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Polaris PSA logo

Professional services automation software for the IT sector

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Polaris PSA is a PSA tool designed to help businesses in IT, agricultural, consulting, and other sectors visualize key metrics regarding billing and resource allocation across projects. It lets representatives track budgeting, estimating, and task execution processes to streamline project lifecycle.

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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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Plooto logo

Accounts payable and receivable software

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Ideal for SMBs, accountants, and bookkeepers, Plooto provides end-to-end payment automation, with easy workflows and integrated electronic payments, saving you and your business countless hours

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Napta logo

Cloud-based project and resource management software

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Napta (formerly known as PickYourSkills) helps businesses create and manage teams for multiple projects and ensure compliance with GDPR standards. The platform lets project managers post staffing requirements, select suitable employees using automated suggestions, and track utilization of resources via a unified portal.

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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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ConnectWise PSA logo

PSA tool designed for as-a-service businesses

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ConnectWise PSA (formerly ConnectWise Manage) is a business management platform designed to run technology solution business, connecting everything to allow for superior service delivery, know businesses better, discover full-visibility billing, and handle handoffs without hiccups.

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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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Autotask PSA logo

IT Business Management Software Platform

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Autotask PSA is an intelligent IT business management platform providing a singular view across the entire business (services, internal operations, customers, and prospects) to improve efficiency, accountability, insight, and profitability.

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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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OfficeTools logo

Run your tax and accounting practice from a single solution

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OfficeTools provides everything you need to run your tax and accounting practice from a single 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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