FinancialForce PSA Features

FinancialForce PSA

Professional Services Automation (PSA) App for Salesforce

4.22/5 (49 reviews)

FinancialForce PSA Feature Summary

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

Competitor Feature Comparison

API
Activity Dashboard
Billing & Invoicing
CRM Integration
Collaboration Tools
Contract Management
Financial Analysis
General Ledger
Invoice Management
Multiple Projects
Planning Tools
Projections
Real Time Analytics
Real Time Updates
Sales Forecasting
Visit WebsiteCompare App
API
Activity Dashboard
Billing & Invoicing
CRM Integration
Collaboration Tools
Contract Management
Financial Analysis
General Ledger
Invoice Management
Multiple Projects
Planning Tools
Projections
Real Time Analytics
Real Time Updates
Sales Forecasting
Visit WebsiteCompare App
API
Activity Dashboard
Billing & Invoicing
CRM Integration
Collaboration Tools
Contract Management
Financial Analysis
General Ledger
Invoice Management
Multiple Projects
Planning Tools
Projections
Real Time Analytics
Real Time Updates
Sales Forecasting
Visit WebsiteCompare App

Mobile apps

iOS App


6 reviews

Requires iOS 4.3 or later. Compatible with iPhone, iPad, and iPod touch.

FinancialForce PSA Feature Reviews

25 reviewers had the following to say about FinancialForce PSA's features:

David Turkanis

Financial Force helps us a lot

2018-11-27

Professional Services project reporting and timesheet tracking

Pros

Allows us to drive our project based reporting and time tracking for our services business.

Cons

UI could be a bit easier when creating projects

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Kacy Hangca

analyst / admin

2018-11-26

Pros

functionality, time tracking ability to use metrics to run business

Cons

project mgmt gantt tool, not very easy to use

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Melinda O'Donnell

FinancialForce Professional Services Automation (PSA) review

2018-11-20

We have been able to do better resource allocation and better insights into how utilized our teams are

Pros

Utilization and project management as it was able to help us better align resources

Cons

the project task gantt was hard to use and did not function properly

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Information Technology and Services company, 201-500 employees)

Excellent Tool

2018-11-27

Extremely satisfied with the feature set provided

Pros

Visibility and Tracking of PS Projects provides valuatable insight

Cons

Integration with other Salesforce difficult

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Networking company, 5001-10000 employees)

Great for Professional Services/Project tracking

2018-11-21

Pros

Project Management features are great.

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(E-Learning company, 501-1000 employees)

Depends on your needs

2018-11-27

Pros

Although I do not love the user interface, Financialforce works consistently.

Cons

It's complicated and lacks basic project management functionality.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Gabriel Neila

Easy to use for the one who knows it.

2018-11-30

I think this software can get intuitive if it's designed right by management.

Pros

I like the fact that its customization is very granular, we are in the process to adapt it to our business and we learn about more and more options that make the automation of processes much easier.

Cons

Worse part is I have to track the PM to tell them the situation in order have them help you.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Regina Napolitano

Powerful, but not always in the right places

2018-11-27

Pros

Allows resource planning, revenue recognition, and forecasting in one place.

Cons

Project planning is rudimentary (Gantt only).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Consumer Electronics company, myself only employees)

Great PSA Software Built on Salesforce Platform

2018-11-26

Pros

System is highly configurable to fit our needs and the UI is easy to navigate.

Cons

Reporting seems to rely on the Salesforce interface and can be a bit slow.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
John Hindson

Significants improvements to Financial Control for an NGO

2011-12-22

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

Pros

Dimensions Feature allows the level of reporting we need to comply with multi-country/currency/project/phase/donor requirements.

Cons

We are an NGO, and our requirements are only for General Ledger, so I cannot comment on the pros and cons of the full system. We also use SalesForce; which is a pre-requisite to gain some of the benefits above.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Eric Elliot

Great reporting functionality

2018-11-20

Pros

Reporting and ability to run bulk updates to project entries.

Cons

Some of the features like setting up automated reports and dashboards are not intuitive

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
William McGuire

More than I need Human Capital Management Software

2011-12-01

The social collaboration is new to us and has become the center of our corporate universe.

Pros

Even better I LOVE the Social Collaboration tool.

Cons

The Social Org Chart was a bit of a challenge to set up, but easy to re-org and fix with a little help and is now AWESOME!

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Information Technology and Services company, 1001-5000 employees)

Amazing Features

2018-11-30

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 51-200 employees)

FinancialForce Helped Streamline My Billing Process

2018-11-20

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 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
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
John Latimer

PSA for Project Management

2018-11-27

Pros

A lot of builtin Project Management tools.

Cons

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
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Yoana Evgenieva

Great Service Automation!

2020-03-29

Great product, with a bit of a learning curve but overall easy to set up.

Pros

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

Cons

The only issue we had with FinancialForce was with integrating our revenue reports.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Emily Sorensen

Robust app with tons of functionality, requires major investment

2017-09-01

Sometimes FinancialForce feels like a bit of overkill for our small business, but the functionality is unmatched, especially if you are a Salesforce shop. We have become significantly more efficient in our staffing since adopting FinancialForce, and maximizing our billable utilization rates is worth the investment.

Pros

Being a Salesforce app, integration between Opportunities and Projects is seamless, minimizing data entry and enabling robust reporting. Another huge benefit of this is that it's easy to customize the tool to your needs and automate processes.

Cons

The learning curve is also steep, it took at least a year for us to really be using the tool smoothly and figure out what tweaks we needed to make to make the tool work well for us.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 51-200 employees)

Flexible but clunky

2018-11-21

Pros

We are able to operate two separate companies in one instance allowing us to share resources and visibility which is something that most tools couldn't accomplish.

Cons

Configuration and training has been an absolute headache, and the project was almost pulled multiple times due to frustration from those helping test it.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
( company, 51-200 employees)

A solid addition to the Salesforce platform for tracking professional services activity

2018-02-16

Pros

It complements the Salesforce application and so skills using and creating reports / dashboards can be transferred

Cons

Many of our staff have failed to create dashboards that reflect their reporting needs

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Financial Services company, 51-200 employees)

FF PSA is a Winner

2018-11-30

Pros

Intuitive and easy-to-use user interface. Super responsive support team.

Cons

Could be some improvements to mobile and reporting.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 201-500 employees)

Financial Force

2018-11-20

Pros

I liked the accessibility of the information through reports and the fact that is easy to massive upload to add / modify records

Cons

The user interface is very poor, it's not intuitive as it should be.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Internet company, 201-500 employees)

Decent self-service portal for HR applications

2018-11-30

Pros

It does its job of automating various HR tasks admirably, and seems quite flexible.

Cons

The user interface is pretty dated and can be difficult to navigate.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Richard T Moore

Reporting good, but very buggy, last generation technology

2018-11-20

Pros

The ability to pull reports is very helpful and reduces staff time

Cons

Generally PSA feels like technology and an interface from the early 2000's.

Rating breakdown

Value for money
Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

2/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Internet company, 10001+ employees)

Best PSA for Salesforce Users

2018-11-28

FinancialForce PSA is essential for our business to run the services department.

Pros

Easily connects our professional services teams with projects and customers in one place.

Cons

With so many features and flexibility in the software, the best options to do something isn’t always clear.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Michael Bishop

Fully Integrated Solution

2011-12-19

If you are a Salesforce user this is an excellent integrated solution. Sales and finance share the same information. With Financial Force we look at the business financially the same way we look at it operationally.

Pros

Web based, integrated with Salesforce, easy to set up, easy to configure, easy to maintain, always up to date, great support

Cons

Reporting is based on standard Salesforce reporting so whilst extremely powerful is non standard for finance- though a product to resolve this is currently in development.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more