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FinancialForce PSA

Professional Services Automation (PSA) App for Salesforce

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FinancialForce PSA Pricing, Features, Reviews and Alternatives

FinancialForce PSA product 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.

Key benefits of using 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.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

FAQs/Forum
Knowledge Base
24/7 (Live rep)
Phone Support
Chat

Training options

Videos
Webinars
Documentation
Live Online

FinancialForce PSA pricing information

Value for money

4.0

/5

53

Starting from

ic-pricetag

No pricing info

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

FinancialForce PSA features

Functionality

4.0

/5

53

Total features

20

7 categories

Most valued features by users

Task Management
Collaboration Tools
Projections
Time & Expense Tracking
API
Resource Management
Milestone Tracking
Gantt/Timeline View

Functionality contenders

FinancialForce PSA users reviews

Overall Rating

4.2

/5

53

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.05/10
Rating distribution

5

4

3

2

1

21

25

5

2

0

Pros
If you have employees and you want to increase performance, this solution is complete. HR departments will thank you, you will save time and headaches.

WM

William M.

It's very easy to learn - with clean interface and powerful tools, you can quickly start utilizing FinancialForce in just a couple of days.

YE

Yoana E.

Excellent analysis tools and integration with Excel supports our multiple reporting and wider organisational needs.

JH

John H.

Cons
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.

SC

Simon C.

Getting to all of that however has been an incredibly complex and frustrating journey and one we are still on.

AR

Anonymous Reviewer

The historic tax burden is not represented correctly. It only reflects the latest tax rate for your stub.

AR

Anonymous Reviewer

Overall rating contenders

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Best time tracking too I ever used in an agency

Reviewed 2 months ago
Pros

Copying rows from the previous week and seeing all project assignments under the time cards makes it easy to get the project codes

Cons

It won't let you save if you add an empty time card

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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FinancialForce Helped Streamline My Billing Process

Reviewed 3 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1/10

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

Reviewed 4 years ago

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....

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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PSA for Project Management

Reviewed 3 years ago
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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Great for Professional Services/Project tracking

Reviewed 3 years ago
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.

FinancialForce PSA FAQs and common questions

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

FinancialForce PSA has the following pricing plans:
Pricing model: Subscription
Free Trial: Available


Q. Who are the typical users of FinancialForce PSA?

FinancialForce PSA has the following typical customers:
Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business


Q. What languages does FinancialForce PSA support?

FinancialForce PSA supports the following languages:
English


Q. Does FinancialForce PSA support mobile devices?

FinancialForce PSA supports the following devices:
Android


Q. Does FinancialForce PSA offer an API?

Yes, FinancialForce PSA has an API available for use.


Q. What other apps does FinancialForce PSA integrate with?

FinancialForce PSA integrates with the following applications:
Salesforce Service Cloud, FinancialForce Accounting, Rootstock Cloud ERP, CRM Analytics, Salesforce Sales Cloud, FinancialForce ERP, Salesforce Platform


Q. What level of support does FinancialForce PSA offer?

FinancialForce PSA offers the following support options:
FAQs/Forum, Knowledge Base, 24/7 (Live rep), Phone Support, Chat

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