FinancialForce PSA Features

FinancialForce PSA

Professional Services Automation (PSA) App for Salesforce

4.21/5 (52 reviews)

Competitor Feature Comparison

API
Activity Tracking
Billing & Invoicing
Budget Management
CRM
Client Portal
Collaboration Tools
Customizable Reports
Document Management
Expense Tracking
Forecasting
Gantt/Timeline View
Milestone Tracking
Multiple Projects
Percent-Complete Tracking
Portfolio Management
Project Management
Project Planning
Project Planning/Scheduling
Project Time Tracking
Project Tracking
Projections
Real Time Data
Real Time Reporting
Real-time Updates
Reporting & Statistics
Reporting/Project Tracking
Resource Allocation & Planning
Resource Management
Task Management
Task Scheduling
Time & Expense Tracking
Time Tracking
Learn moreCompare App
API
Activity Tracking
Billing & Invoicing
Budget Management
CRM
Client Portal
Collaboration Tools
Customizable Reports
Document Management
Expense Tracking
Forecasting
Gantt/Timeline View
Milestone Tracking
Multiple Projects
Percent-Complete Tracking
Portfolio Management
Project Management
Project Planning
Project Planning/Scheduling
Project Time Tracking
Project Tracking
Projections
Real Time Data
Real Time Reporting
Real-time Updates
Reporting & Statistics
Reporting/Project Tracking
Resource Allocation & Planning
Resource Management
Task Management
Task Scheduling
Time & Expense Tracking
Time Tracking
Visit WebsiteCompare App
API
Activity Tracking
Billing & Invoicing
Budget Management
CRM
Client Portal
Collaboration Tools
Customizable Reports
Document Management
Expense Tracking
Forecasting
Gantt/Timeline View
Milestone Tracking
Multiple Projects
Percent-Complete Tracking
Portfolio Management
Project Management
Project Planning
Project Planning/Scheduling
Project Time Tracking
Project Tracking
Projections
Real Time Data
Real Time Reporting
Real-time Updates
Reporting & Statistics
Reporting/Project Tracking
Resource Allocation & Planning
Resource Management
Task Management
Task Scheduling
Time & Expense Tracking
Time Tracking
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Mobile apps

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Android App


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FinancialForce PSA Feature Reviews

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

David T.

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 H.

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
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
Gabriel N.

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
Christine K.

Professional Services Automation

2016-10-25

FinancialForce PSA integration with Salesforce is great.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Simon C.

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

2018-07-18

See my review!

Pros

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

Cons

Timecard entry is for a complete week and requires comments for each project/task/day combination.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

1/10
Source: Capterra
Helpful?   Yes   No
Read more
Emily P.

Customized Software

2019-02-19

Pros

The software is customized to your companies needs and so you can track your projects using whatever metrics you need.

Cons

However, I've been told a new app is in progress.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

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

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
(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
Regina N.

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
(Information Technology and Services company, 1001-5000 employees)

Amazing Features

2018-11-30

There are so many additional features like resource requests, project scheduling, and overall project management that we are beginning to explore.

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
John H.

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
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
William M.

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

Knowing where to start was a bit daunting, thank goodness they did the first series of configurations to launch the product and provided me with an easy to use Getting Started Guide so my team could calm down and get started 1...2...3 Learning to use the system most effectively was a challenge, but I think we finally got it.

Rating breakdown

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

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
Emily S.

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

Another huge benefit of this is that it's easy to customize the tool to your needs and automate processes. The resource planner is fantastic, very detailed and easy to use.

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
Yoana E.

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
John L.

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
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 like that FF allowed me to bill directly from projects we created in Salesforce.

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
Anonymous
(Computer Software company, 51-200 employees)

Not what we thought it was going to be

2021-09-09

Very frankly, I hate this tool and very much regret being part of the team that selected it.

Pros

Once this tool is totally set up the reporting it offers is quite robust and gives you an instant glance into figures that used to take hours to curate.

Cons

I was helping lead on selecting a PSA tool 3 years ago now and Financial Force offered everything we needed based on the demo we received. Project setup and Casting was supposed to be simple and offer easy visibility of what everyone was doing when as well as what resources were available when.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

0/10
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
Richard T M.

Reporting good, but very buggy, last generation technology

2018-11-20

Pros

Provides an interface to let my staff interact and submit information (time cards, expenses, etc.).

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
Tiana R.

Way to scale

2018-11-20

Pros

I love that I am able to pull reports, put in staffing requests, manage my budget, manage my team's expenses, and report my own time and expenses in the same place.

Cons

Some of the features are not intuitive, like requesting time off.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

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