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Top Rated Professional Services Automation Software with Document management

Last updated: September 2026

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162 software options

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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Kantata PSA puts an end to unpredictable projects so professional services teams always deliver amazing.

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monday.com AI Work Platform 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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Rocketlane logo

A client-centric, next-gen PSA tool

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Rocketlane is a next-gen PSA platform that unifies your projects, resources, and time into a single, powerful system.

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Accelo logo

Move from operational chaos to profitable growth.

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Accelo is purpose-built PSA software that automates the full client lifecycle — quoting, project delivery, time tracking, retainer management, and invoicing — in one AI-powered platform. Teams cut admin time by 30–35% and recover 3–7% in lost revenue.

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NetSuite SuiteProjects Pro logo

The Leading Cloud Professional Services Automation Solution

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NetSuite OpenAir PSA solution provides a better way to manage projects and resources. It increases visibility into your professional services organization, improves resource utilization, streamlines invoicing and billing, elevates on-time project delivery, and drives profitability.

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ClockShark logo

GPS time tracking tool for construction businesses

ClockShark is a comprehensive field service and construction time tracking solution designed to streamline operations and enhance productivity. The platform offers a set of features to address the unique challenges faced by businesses in these industries. At the core of ClockShark is its mobile time tracking functionality, which allows employees to clock in and out with a tap, ensuring accurate timesheets and labor cost recording.

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HoneyBook logo

Client management for freelancers & SMBs

HoneyBook is a client management tool designed for small business owners and freelancers to help manage and process payments, bookings, contracts, and more and aid collaboration and communication.

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Paymo logo

Project Management, Time Tracking, and Invoicing for SMBs

Work and project management software for independent professionals and small teams of up to 20 people. Paymo offers native time tracking, task management, resource scheduling, invoicing, and online payments.

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Fiverr logo

Time tracking, invoicing and payments app for freelancers

Fiverr Workspace (formerly AND.CO) is a cloud-based solution for freelance and small business workers, designed to streamline the time & expense tracking process with tools such as invoicing, contract creation, time tracking, expense tracking, & more. Fiverr Workspace also provides native mobile app support for Android & iOS.

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OnePageCRM logo

#1 Action-Focused CRM Software for Small Business

OnePageCRM is a simple CRM with a unique action-focused approach to contact and sales management. You can use this software to add tasks/reminders next to every contact and receive automatic notifications when the task is due. This helps you grow your business every day step by step.

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Bill4Time logo

Cloud-based billing and invoicing tool for law firms.

Bill4Time is an online time billing software designed for legal practice management and professional services. The platform offers time tracking with one-click timers, expense tracking, customizable invoicing, and online payment capabilities accessible from both computers and mobile devices. Bill4Time includes document management, trust accounting with IOLTA reconciliation, and integrates with existing payment systems, document storage, calendars, and accounting software.

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Striven logo

Striven is a cloud-based, all-in-one business management ERP

Striven connects the full engagement lifecycle for services firms, from CRM and proposals to project delivery, time tracking, and invoicing, with resource allocation, utilization reporting, and profitability views all in one connected platform.

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Avaza logo

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

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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Time59 logo

Web-based legal billing.

Time59 is a cloud-based legal billing solution that's built for solo and small law firms. Time59 can centralize time/expense tracking, invoice management, trust accounting, and account receivable into one platform.

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Naverisk logo

Remote monitoring & management for managed service providers

Naverisk is an All-in-One remote monitoring and management (RMM) solution designed for managed service providers with device monitoring and ticketing system built in

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Uku logo

Accounting Practice Management Software

Practice management accounting firms actually enjoy. See every deadline, bill every hour, run a calmer, more profitable firm.

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Ruddr logo

The Modern Professional Services Platform

Ruddr is the modern professional services platform for small-to-midsize teams (5-1,000 users). Measure key data related to clients, projects, budgets, tasks, time, expenses, and invoices. Reports and KPIs provide insight into metrics such as realization rate, utilization rate, and services margin.

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Deltek Polaris logo

Professional services automation software for the IT sector

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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UiPath logo

(RPA) AI-powered hyperautomation Robotic Process Automation

UiPath Robotic Process Automation is a cloud-based solution which helps businesses & government organizations design & manage attended & unattended automation tasks to streamlining front-office activities. UiPath RPA lets users store multiple licenses in a unified database for future reference.

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Jetpack Workflow logo

Task and practice management for CPAs and accountants

Jetpack Workflow is a practice, client, and workflow management solution for accountants with tools for job management, time tracking, document storage and more.

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Synergist logo

Project management software for agencies and consultancies.

The UK's leading agency management software. Synergist brings together everything you need to manage your agency – from new business to billing and everything in between – all in one scalable platform.

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Triskell PPM logo

Flexible SaaS Project Portfolio Management Software

Manage customers, resources, billing, resources costs, and billing rates

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FURIOUS logo

All-in-one ERP built for agencies and consulting firms

Furious is the all-in-one ERP built for agencies, consulting firms, and professional services companies.

Replace up to seven disconnected tools and centralize all your operations — CRM, quoting, project management, time tracking, and finance — in a single real-time platform.

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Productive logo

AI-powered project lifecycle management for service firms

Productive is an end-to-end agency management tool where AI understands your business — resources, projects, and finances, all in one place.

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