What is Professional Services Automation Software - PSA?

Professional services automation (PSA) software helps you to manage even complicated projects as per expectations and complete them on schedule. The system offers features to help users create appropriate milestones and deadlines for projects and adjust them according to the latest available data. Furthermore, you can link interdependent activities to get the complete picture of project status and to ensure your employees complement their deliverables. You can also use PSA software to foresee problems and possibilities and adjust your approach and resources to match the changing circumstances. Whatever may be the nature of your project, a good quality PSA software can help you achieve your objectives easily and effectively. If we have tickled your interest to learn more about PSA tools, you can get more information by reading about the top apps in this category and pay special attention to our current anointed topper Monday.com.

Top 10 Most Popular Professional Services Automation Software - PSA

ProWorkflow reviews

Our Score 8.5

User Satisfaction 100%

ProWorkflow is a software tool that focuses on visibility and control to help you collaborate seamlessly with your teams, using scalable features that match your business needs. Read Reviews

Monday.com reviews

Our Score 9.6

User Satisfaction 95%

Monday.com is a collaboration and communication app you can use to get your team members working efficiently in sync from a single platform. Read Reviews

Scoro reviews

Our Score 8.3

User Satisfaction 100%

Scoro is a cloud-based business management software and currently the most comprehensive work management solution currently in the market Read Reviews

Clarizen reviews

Our Score 9.3

User Satisfaction 100%

Clarizen is a social collaboration and robust project management software that helps companies to build high-performance teams and achieve operational excellence. Read Reviews

Clio reviews

Our Score 9.4

User Satisfaction 97%

Clio is a comprehensive, yet easy-to-use cloud-based law practice management software. Read Reviews

Mavenlink reviews

Our Score 8.9

User Satisfaction 99%

Mavenlink is a simple, intuitive platform that businesses can use to manage all team and project activities. Read Reviews

AtTask reviews

Our Score 8.9

User Satisfaction 94%

AtTask is the world's only cloud-based enterprise work management solution, allowing all members across the team to work, collaborate, and report in one place in real time. Read Reviews

Workfront reviews

Our Score 8.8

User Satisfaction 94%

Workfront is the only solution that expertly manages all of your work not just projects. Read Reviews

Genius Project reviews
Genius Project

Our Score 8.6

User Satisfaction 96%

Genius Project is a real-time collaboration tool that is available as a SaaS or on-premise option, or installed on IBM’s Lotus notes in English, French, German, and Spanish. Read Reviews

FinancialForce PSA reviews
FinancialForce PSA

Our Score 8.6

User Satisfaction 97%

FinancialForce PSA is a software tool that supercharges your services business with the next generation of anytime anywhere cloud applications. Read Reviews

How To Choose The Best Professional Services Automation Software

There are scores of good quality Professional Services Automation (PSA) software programs in the market. This makes selecting a suitable one for your needs a hard task. This buyer’s guide aims to make it easier for you by providing useful tips on how to recognize the best professional services automation software. Start your search by browsing FinancesOnline.com’s comprehensive review list of the leading PSA platforms in the market to do educated comparisons.

Get to know each product with free trial

You can start by evaluating the tools that have received the highest SmartScore rankings in our professional services automation software reviews. These systems are sure to offer top rate features and online functionalities. Sign up for the free trials or demo offered by these professional services automation software providers to check out the products’ features in detail and do a comparison. Ask your company’s users to evaluate the software and get their feedback on each app’s advantages and drawbacks. Use the free trial period to gauge how the app can help to improve your company’s productivity and bottom line and to choose the best PSA software for enterprises and SMBs. These are the solutions that have received a high SmartScore in the PSA software subcategory: Clarizen reviewsVorex PSA, StarChapter, Rocket Matter, FinancialForce PSA, Clio, Promys PSA, Mavenlink, and ProWorkflow.

Targeted Businesses

Companies in the following industries can benefit from using PSA software:

  • Marketing services
  • Management consultancy
  • Engineering
  • Construction
  • Computer software services
  • Audit
  • Architecture
  • Advertising
  • Accountancy

What are Examples of Professional Services Automation (PSA) Software?

  • Clarizen: Clarizen offers a unique combination of robust project management and top quality social collaboration features.
  • Mavenlink: Mavenlink is a leading online project management system that offers advanced financial, collaboration, and resource planning tools.
  • Workfront: Formerly called AtTask, Workfront is a comprehensive, scalable, and effective project and work management solution.
  • FinancialForce PSA: FinancialForce PSA is a robust, cloud-based PSA platform that integrates business automation tools with the Force.com cloud computing solution.
  • Rocket Matter: It is a legal management application designed specifically for small business and mid-sized practices.

Types of PSA Software

PSA software comprise of the following types:

  • Timesheet systems (including expense reporting and project management)
  • Customer Relationship Management (CRM)
  • Resource management
  • Opportunity and knowledge management

Popular Versions of PSA Software

Best professional services automation software vendors are using the software as a service (SaaS) model and on-premise versions are getting outdated. Cloud-hosted solutions offer many advantages such as integration flexibility and customizations. These versions make it easy for remote workers to access projects anytime, anywhere as they do not have to be device dependent.

Key Features of PSA Software

The following features are commonly found in PSA software systems:

Client Invoicing

  • Invoice creation and delivery – You can create invoices and deliver them to clients effortlessly
  • Electronic payments – Accept digital payments to receive dues on time
  • Project accounting/revenue recognition – These features help you  keep your books accurate

Project Resource Management

  • Budget tracking – Monitor your budget to ensure project expenses stay in control
  • Forecasting – This feature helps you to predict accurately and use available resources properly
  • Client portal – Clients can use this portal for information and collaboration
  • Skills tracking – Helps you know about the specific skills of each individual team member so that you can assign appropriate tasks to them
  • Resource loading/scheduling – These features help you to effectively use available resources.


  • Standard integrations – Integrations with popular business apps boost overall productivity
  • Workflow – Design and use an effective workflow for project success
  • Automated reminders – These are notifications about due dates and deadlines
  • Policy compliance management – Helps your company comply with standard rules and policies
  • User, role, and access management – This feature ensures you provide appropriate access to each user based on their role


  • Reporting – Reporting and analytics feature helps project managers make smart business decisions
  • Internationalization – This feature helps multinational organizations with international offices and clients
  • Performance and reliability – The PSA software should ensure high performance and reliability to ensure project success
  • Mobile user support – Mobile users should be able to access the system to stay productive on the go
  • Offline – You should be able to access and update the system even when offline

Benefits of PSA Software

  • You can track a project’s workflow from start to the signing of the last invoice.
  • Add transparency to projects that include multiple departments for simpler collaboration and cooperation.
  • Easily view the available resources and ensure they are used productively without idle time.
  • Keep your data and information organized in a centralized location for easy access.
  • Make use of analytical, customizable reports to make insightful business decisions based on accurate data.
  • Compare profit predictions with actual project financials.

Latest Trends in PSA Software

As you go about evaluating PSA software, you should consider the latest trends in the industry and how software vendors address the growing needs. The following trends are becoming widespread in the PSA software market:

Cloud computing – Service companies in the US and around the globe are investing in nimble and cost-effective solutions. As mentioned earlier, on-premise software apps are becoming outdated. Cloud-based solutions offer a host of advantages and reduce the company’s IT burden.

Interest-based resource utilization – It is important to reduce employee turnover to improve profit margins. Smart service companies are investing in PSA solutions that enable them to consider employees’ interests while assigning projects to ensure motivation. This helps them to match their best employees with the projects they are most interested in working on.

Customer collaboration – PSA software helps service companies to work collaboratively with their clients. Customers are given direct access to data such as vendor schedules which enables them to see project timeliness, and invoices that they can review and approve remotely via the cloud. This helps to improve customer retention. The latest technology provides instant permission which allows vendors and customers to access updated project information.

Integrated project management and accounting – Using separate systems for project management and accounting can lead to mistakes and time wastage. Unifying both can improve data cleanliness and minimize uneducated decisions. A single PSA software helps managers to see the project stage and progress in real time which enables them to take appropriate decisions.

Potential Issues

Companies that try to introduce PSA software commonly face the following issues and challenges:

  • The company may need to make substantial changes such as business process re-engineering as well as re-design inefficient but comfortable workarounds.
  • Staff would have to be re-trained to change from the existing software environment to use the new application.
  • Senior management may not approve the purchase of PSA software if they are not convinced about the benefits of the solution.

We hope this buyer’s guide has apprised you about the strengths and drawbacks of PSA software. Do proper research and thoroughly evaluate your shortlisted PSA applications to ensure you select an appropriate solution for your business needs.

List of Professional Services Automation Software - PSA Companies

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Our Score Read More

Our website utilizes our unique SmartScore™ system to test all the products in the Professional Services Automation Software - PSA category so that we can help you select the best possible service. It analyzes the following aspects: main features, collaboration tools, customization, integrations with other services, user friendliness, customer support, security, mobile support, ratings in media. At the moment, Monday.com is the leader in this category and is recommended by our experts. After thorough evaluation it got the best results among its competitors and our experts strongly suggest that you consider it as one of the choices for your company.

User Satisfaction Read More

A summary of total user satisfaction with the solutions in our Professional Services Automation Software - PSA category evaluated with our unique algorythm that gathers client reviews, comments and opinions across a wide set of social media sites in order to help you make an educated investment decision.











Pricing Read More

Every vendor in the Professional Services Automation Software - PSA category will offer a different group of pricing plans for its app and each plan will include a varied set of features. Below we list the overal pricing for the cheapest package available for each product. Keep in mind that advanced features may cost extra.


By quote



by quote

by quote

by quote




Devices Supported Read More

An analysis of what type of devices and operating systems are supported by these B2B tools in the Professional Services Automation Software - PSA category, including mobile platforms and web-based solutions.






Laguages Supported Read More

Find out what languages and countries are supported by the best B2B services in the Professional Services Automation Software - PSA category, including spftware intended for international markets and prepared for multi-cultural teams of employees.

Pricing Model Read More

Find out what pricing plans are provided by the vendors in the Professional Services Automation Software - PSA category to check which one fits your business preferences and budget best. Be aware that specific solutions can provide free or freemium accounts for you to try out first.


Monthly payment

One-time payment

Annual Subscription


Customer Types Read More

A brief look at which groups of customers a given B2B software in the Professional Services Automation Software - PSA category provides for, from small businesses and non-profits to large enterprises.

Small Business

Large Enterprises

Medium Business


Deployment Read More

An overview of what kinds of service deployement are supported by every B2B vendor in the Professional Services Automation Software - PSA category. Even though most of modern SaaS services are cloud-based there are services might offer an on-site deployment model too.

Cloud Hosted

On Premise

Open API