Professional Services Automation (PSA)

The solution for production business systems

Professional services automation (PSA) is a type of software application that provides service business with the core functionalities required to manage projects, people, and finances.
PSA solutions help professional services firms and agencies improve their business processes and results by combining capabilities in resource planning, project management, time and expense management, and business intelligence into a single platform - available from anywhere.
Gathering critical information into one system, instead of many, ensures that teams, project managers, and business leaders have an accurate, consistent, real-time view of the organization - from project level to entire business units - at all times.
With accurate metrics, best practices, and tools to identify resource utilization, project revenues, encourage collaboration, and give centralized visibility throughout the project life cycle, professional service companies can deliver with greater confidence.

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Oracle NetSuite SRP & OpenAir

Run all of your back-office operations and financial processes in the cloud - including accounting, inventory, and order management. Oracle NetSuite helps to cut IT costs, reduce financial close times, and improve quote-to-cash.

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Kantata (Mavenlink)

Kantata (Mavenlink) is more than a project management tool; it's a modern software platform for professional, IT, and marketing services organizations. It is the only solution available today that helps services firms establish an operational system of record that facilitates their business lifecycle. Professional services companies in more than 100 countries around the world are improving their operational execution, increasing agility, and driving improved financial performance with Kantata (Mavenlink).

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FinancialForce PSA

Designed to foster collaboration across your departments, FinancialForce is the number one Salesforce native cloud ERP application.
It uses the data in the CRM you already have, eliminating the need to maintain several different systems of record and allowing your business to manage your services projects all on a single cloud-based platform. This results in a highly efficient, error-free, and cost-effective solution that goes far beyond basic bookkeeping.

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Procore PSA

Procore is a construction management software that offers solutions for owners, general contractors, and subcontractors. Imagine all roles being able to manage entire projects from a single platform that’s accessible in the palm of your hand. Big Bang partners with Procore as the construction management platform of choice because of its widely recognized success rate in the industry and its ease of use.

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Salesforce Field Service Lightning

Salesforce Field Service Lightning software equips your teams with a suite of tools to tackle field service challenges. Managing your mobile workforce gets a lot easier with features designed specifically with all roles in mind – mobile employees, dispatchers, and managers. Address and solve issues quickly and correctly the first time, all via an app that’s right at your fingertips.

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Salesforce Service Cloud

Service Cloud by Salesforce is one of the world’s most popular and highly-rated customer service software solutions. It enables support agents to connect with customers easily, whether by phone, web, chat, or email, to quickly solve customer problems. Helping streamline service team processes and calls and reduces average call times – this software is key to improving customer experience and problem resolution – not to mention employee satisfaction.

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Microsoft Dynamics 365 PSA

With Dynamics 365 Project Operations, your organization will have all the necessary tools to quote, forecast, schedule, and deliver your organization’s services.

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Frequently Asked Questions

How can we help you?

What is Professional Services Automation?

Professional services automation (PSA) is the process of automating certain aspects of business, making use of data across business units to improve efficiency and profitability.

What is a PSA Software?

PSA is a type of software application for project management, resource management, and business intelligence needs.

Who can benefit from using a PSA tool?

Service companies that are project-based, like IT and creative agencies, and where the main KPIs are utilization, billable hours and project profitability, will benefit most from PSA.

What is the best project management software?

It depends on your business needs. Each solution we recommend is to fit the needs of the customer and the other platforms utilized, to ensure information is consistent and operations streamlined.

What is a PSA platform and how does it help service-based businesses?

A PSA platform (Professional Services Automation) helps businesses manage projects, resources, time tracking, and billing in one system. PSA software solutions improve efficiency by reducing manual processes and increasing visibility across teams.

What is the difference between ERP vs PSA software?

ERP vs PSA comes down to scope: ERP focuses on financials, supply chain, and operations, while PSA is tailored to project-driven organizations. Many companies use PSA ERP integration to manage both back-office and service delivery seamlessly.

What are the best PSA tools for project management and resource planning?

The best PSA tools include NetSuite PSA, Oracle PSA, OpenAir PSA, and Salesforce PSA. These professional services automation software solutions help manage tasks, optimize resources, and streamline reporting.

What is cloud PSA software and why is it popular?

Cloud PSA software allows businesses to access project data, track resources, and manage billing from anywhere. Cloud PSA also reduces IT maintenance, provides automatic updates, and ensures secure, real-time collaboration.

How does PSA integration work with CRM and ERP systems?

PSA integration meaning refers to connecting your PSA software with CRM or ERP platforms like Salesforce, Oracle, or NetSuite. This integration ensures smooth data flow between sales, finance, and project delivery.

What role does PSA accounting software play in financial management?

PSA accounting software simplifies invoicing, revenue recognition, and project-based financial tracking. It ensures accurate forecasting and compliance while providing visibility into profitability at the project level.

What is the difference between PSA vs CRM?

PSA vs CRM highlights focus areas: CRM is designed to manage client relationships and sales pipelines, while PSA is built for project delivery, resource allocation, and service profitability. Together, they provide end-to-end service management.

Does Salesforce have professional services automation solutions?

Yes, Salesforce PSA (including integrations like OpenAir Salesforce) offers project management, resource tracking, and reporting within the Salesforce ecosystem. Professional services automation Salesforce solutions provide native integration for sales-to-service workflows.

What are open source professional services automation tools?

Open source professional services automation tools provide flexible, cost-effective PSA solutions for smaller teams. While not as robust as enterprise PSA software companies like Oracle or NetSuite, they allow customization and community-driven enhancements.

How does NetSuite PSA compare to OpenAir PSA?

NetSuite Professional Services Automation focuses on project management, billing, and resource planning, while OpenAir PSA is more specialized for consulting and professional service firms. Choosing between NetSuite PSA vs OpenAir depends on business size and complexity.