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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Knowledge Management,
Help Desk,
Wiki and Intranet,
Chat, Website,
Social Media and Sharing

Knowledge Management, Documents, Help Desk,
Wiki and Intranet, Chat, Website, Social Media and Sharing

By choosing the right PSA platform for your organization, you will improve performance, thus improving business results.

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.


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 Mavenlink.

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.

Professional service firms that have invested in a PSA solution have shown to have a 4%-10% higher billable utilization. Think of what that could translate to incremental revenue for your organization.

*2020 SPI Research Professional Services Benchmark Survey

Frequently Asked Questions

How can we help you?

What is Professional Services Automation?
What is a PSA Software?
Who can benefit from using a PSA tool?
What is the best project management software?

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.

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

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.

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.

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