Best Professional Services Automation (PSA) Software

Business-oriented work requires managing and measuring service delivery at scale and calls for facilities like professional service management software. They are capable of turning chaos into an organized scene, but it depends on their users who extract its full capacity. After identifying your organization’s needs and objectives, you can use this software to increase the headcount of your project work, grow the range of services to meet the client’s needs and expand your market more geographically. Although it may seem that professional service software are only useful for large-scale organizations, it is not true. They offer help with employment increment and growth of demand. Moreover, they help you contain your great ideas and frameworks in spreadsheets and the form of proper data. There are PSA software for small business owners who wish to delve into the greater good and become larger. Here, we have listed top professional services automation software that have proven themselves worthy to help already developed and developing projects alike.

327 Software

Top 10 PSA Software

Accelo

Accelo

Contact Vendor

Atera

Atera

$149 Per month

Autotask PSA

Autotask PSA

Contact Vendor

BigTime

BigTime

$35 Per month

ConnectWise PSA

ConnectWise PSA

Contact Vendor

monday.com

monday.com

$9 Per month

NetSuite

NetSuite

Contact Vendor

Scoro

Scoro

$26 Per month

List of Best Professional Services Automation (PSA) Software

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Barawave

Revolutionizing Business with AI-Powered Cloud ERP Solutions

   5.0

 (1 Reviews)

Barawave is an AI-powered Cloud ERP system designed to streamline business operations. It integrates CRM, financial management, HR, and supply chain processes into one platform. With advanced automation, real-time analytics, and customizable solutions, Barawave helps businesses optimize workflows, reduce costs, and drive innovation for sustainable growth in a competitive landscape. Read more about Barawave

Free Trial

30 Days

Pricing Type

Contact Vendor

Location

Australia

FreshBooks

Simplifying Invoicing and Accounting for Small Businesses

   4.4

 (2 Reviews)

FreshBooks is a user-friendly accounting tool designed and developed for small businesses and freelancers. It simplifies financial tasks with customizable invoicing and accurate time tracking for hourly services. With the automation feature, you can automate processes like recurring invoices and automatic expense categorization to save time on routine activities. FreshBooks encourages client colla... Read more about FreshBooks

Free Trial

30 Days

Pricing Type

$5.7 Per month

Location

Canada

Sage Intacct

Cloud Accounting and Financial Management Software

   3.3

 (1 Reviews)

Sage Intacct is a tremendous cloud-hosted financial management solution that any startup or big company can use to fulfill its accounting and financial-related requirements. Businesses can easily automate fundamental financial operations utilizing Sage Intacct's excellent automation features. It dramatically reduces the close time and increases the team's productivity by 40% or higher. Sage Intacc... Read more about Sage Intacct

Free Trial

Available

Pricing Type

Contact Vendor

Location

United Kingdom

Dynamics 365 Project Operations

Connect your project-centric business in one application

Dynamics 365 Project Operations is a comprehensive solution that unifies project management, resource optimization, and financial tracking. Designed for diverse business needs, it integrates seamlessly with other Dynamics 365 applications, enhancing overall functionality. Key features include advanced project planning tools, enabling precise scheduling and resource allocation. Its real-time analyt... Read more about Dynamics 365 Project Operations

Free Trial

NA

Pricing Type

Contact Vendor

Location

Afghanistan

Adobe Workfront

Best Project Management Software

Adobe Workfront is a comprehensive enterprise work management software tailored to streamline project and resource management. Its forte lies in offering a centralized platform for planning, executing, and delivering work across teams and departments. Workfront facilitates seamless collaboration with features like real-time editing, document sharing, and team communication tools. It excels in cust... Read more about Adobe Workfront

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Oracle Fusion Cloud SCM

Cloud supply chain drives resilience and growth

Oracle Fusion Cloud SCM is a cutting-edge software that revolutionizes supply chain management. It empowers businesses with a suite of powerful tools, including inventory management, procurement, order fulfillment, and demand forecasting. This software optimizes operations, reduces costs, and enhances customer satisfaction. Its intuitive interface and real-time analytics deliver actionable insight... Read more about Oracle Fusion Cloud SCM

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

NetSuite OpenAir is a comprehensive Project Management Software designed to help businesses manage their projects efficiently from planning to execution. The platform offers tools for resource management, time tracking, expense management, and project accounting, ensuring that projects are delivered on time and within budget. NetSuite OpenAir features an intuitive dashboard that allows users to cr... Read more about NetSuite OpenAir

Free Trial

NA

Pricing Type

$399 Per user

Location

United States

Fiverr is a popular professional services automation platform that connects freelancers with businesses and individuals seeking various services. From graphic design and content creation to programming and digital marketing, Fiverr offers a wide array of professional services delivered by vetted freelancers. The platform’s intuitive interface allows clients to browse through freelancer portfolio... Read more about Fiverr

Free Trial

Available

Pricing Type

Contact Vendor

Location

Israel

SAP S/4HANA Cloud

Public cloud ERP software solution

SAP S/4HANA Cloud is an all-in-one ERP software providing various top-class features to meet comprehensive business requirements. The great functionalities it provides are Analytics, Artificial Intelligence, Customization, and Personalized Business Insights. With SAP S/4HANA Cloud, businesses can develop creative business models and disburse globally to increase growth. Companies can also leverage... Read more about SAP S/4HANA Cloud

Free Trial

14 Days

Pricing Type

Contact Vendor

Location

United States

SAP Business ByDesign

Scalable cloud ERP for midmarket companies and subsidiaries

SAP Business ByDesign is a versatile, cloud-based ERP solution tailored for mid-sized companies and subsidiaries of large corporations. It stands out for its comprehensive suite of integrated applications, covering everything from finance and HR to sales and procurement. A key advantage is its scalability, allowing businesses to grow and adapt their systems seamlessly. The software provides real-t... Read more about SAP Business ByDesign

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

SAP Ruum is an intuitive project management software designed to help organizations streamline their project planning, execution, and collaboration processes. This platform provides tools for creating project timelines, assigning tasks, and tracking progress in real time, ensuring that teams remain aligned on project goals. With SAP Ruum, users can easily manage project resources, monitor budgets,... Read more about SAP Ruum

Free Trial

Available

Pricing Type

$7 Per user

Location

Germany

Zoho Projects

Cloud-based project management solution that helps teams plan, track, collaborate, and achieve project goals.

Zoho Projects is a versatile project management and collaboration tool that stands as a valuable asset for teams aiming to streamline workflows. This cloud-based platform offers many top-notch features like task management, time tracking, and team collaboration. Zoho Projects facilitates efficient project planning and execution, ensuring teams stay organized and meet deadlines. With its intuitive ... Read more about Zoho Projects

Free Trial

7 Days

Pricing Type

$280 Per month

Location

India

Elite 3E is a powerful professional services automation (PSA) software designed to streamline the management of law firms, accounting firms, and other professional service organizations. The platform integrates key business functions such as project management, time tracking, billing, and resource management into one unified solution. With Elite 3E, firms can automate routine tasks, track billable... Read more about Elite 3E

Free Trial

NA

Pricing Type

Contact Vendor

Location

Canada

HighQ is a legal case management software that helps law firms and legal departments manage their cases, documents, and clients more efficiently. The platform offers tools for task management, document collaboration, and secure communication, allowing legal professionals to work seamlessly with clients and colleagues. HighQ also includes features for billing, time tracking, and reporting, ensuring... Read more about HighQ

Free Trial

NA

Pricing Type

$1 Per user

Location

Canada

Workday Enterprise Management Cloud is a leading Enterprise Resource Planning (ERP) solution that helps businesses manage financial, human resources, and operational functions from a single cloud-based platform. Workday offers a unified system that connects departments, allowing for better collaboration, improved efficiency, and real-time decision-making across the organization. With its intuitive... Read more about Workday Enterprise Management Cloud

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Workday Financial Management

Bring your accounting, consolidation, procurement, projects, reporting, and analytics into one financial management system.

Workday Financial Management is a user-friendly software solution that helps businesses handle their finance-related operations smoothly. It covers everything from tracking expenses to managing budgets, all in one unified platform. With Workday Financial Management, you can easily keep tabs on your company's financial health and make better decisions. It simplifies tasks like invoicing, payroll, a... Read more about Workday Financial Management

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Workday Adaptive Planning

The EPM software that has it all

Workday Adaptive Planning is an advanced cloud-based enterprise performance management (EPM) software. The platform also offers financial planning and analysis (FP&A) solutions to empower organizations with agile and effective planning capabilities. It enables businesses to create comprehensive financial models, forecasts, and budgets to foster strategic decision-making. With an intuitive interfac... Read more about Workday Adaptive Planning

Free Trial

30 Days

Pricing Type

Contact Vendor

Location

United States

Workday Professional Services Automation

The PSA solution to meet changing demands.

Workday Professional Services Automation (PSA) is a cutting-edge software solution developed to optimize the operations of service-based organizations. Its core strength lies in seamlessly integrating project and resource management with financials and HR systems. This integration provides a holistic view of operations, enhancing decision-making and efficiency. Workday PSA excels in project planni... Read more about Workday Professional Services Automation

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Asana

Manage your team’s work, projects, & tasks online

Asana is a powerful project management tool that streamlines collaboration. With a user-friendly interface, it's easy to create tasks and assign them to team members. Tasks can be organized into projects, making it simple to track progress. The platform allows real-time communication within tasks, reducing the need for endless email chains. Asana's calendar feature helps teams stay on schedule, en... Read more about Asana

Free Trial

NA

Pricing Type

$10.99 Per month

Location

United States

Smartsheet

The enterprise work management platform

Smartsheet is a versatile work management and automation tool that simplifies complex tasks. With a spreadsheet-like interface, users can easily create, organize, and collaborate on sheets. These sheets serve as dynamic project plans, allowing for real-time updates and seamless collaboration. Smartsheet's grid structure makes it easy to track tasks, deadlines, and dependencies. Automation features... Read more about Smartsheet

Free Trial

30 Days

Pricing Type

$9 Per month

Location

United States

monday.com

The Work Management Software To Maximize Business Efficiency

monday.com is a versatile work operating system designed to streamline collaboration and project management. Its colorful and intuitive interface simplifies complex workflows, offering customizable boards to fit various team needs. From task tracking to project timelines, monday.com adapts to your unique processes. Team members can easily communicate, share files, and update progress in real-time,... Read more about monday.com

Free Trial

Available

Pricing Type

$9 Per month

Location

Israel

Resource Management by Smartsheet

Balance workloads, build the right team, track time and forecast staffing needs with Resource Management.

Resource Management by Smartsheet is a dynamic tool developed to enhance project planning and resource allocation for businesses. Its standout feature is the real-time visibility it offers into resource availability, allowing managers to make informed staffing decisions and balance workloads effectively. The software integrates seamlessly with Smartsheet’s project management platform, facilitati... Read more about Resource Management by Smartsheet

Free Trial

NA

Pricing Type

$9 Per month

Location

United States

ManageEngine ServiceDesk Plus MSP is an IT service management software specifically designed for managed service providers (MSPs). This platform enables MSPs to manage multiple clients with distinct service desks, streamline ticketing processes, and ensure efficient service delivery. It includes features such as incident management, problem resolution, asset tracking, and contract management, help... Read more about ManageEngine ServiceDesk Plus MSP

Free Trial

Available

Pricing Type

Contact Vendor

Location

United States

NetSuite

Top Business Management Software

Oracle NetSuite is a top-notch cloud-based ERP solution that offers various tools, such as CRM, Human Capital Management, Omnichannel Commerce, Global Business Management, and Accounting Software. The tool provides its services in different industries, like IT Services, Healthcare, Professional Services, Retail, and Wholesale Distribution. Oracle NetSuite offers a unified platform that businesses,... Read more about NetSuite

Free Trial

Available

Pricing Type

Contact Vendor

Location

United States

Infor Professional Services Automation Suite is a powerful professional services automation software designed to optimize project management and resource allocation for service-oriented businesses. It offers tools for managing project timelines, budgets, and resource utilization, ensuring that projects are delivered on time and within budget. The suite provides real-time visibility into project pe... Read more about Infor Professional Services Automation Suite

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

PSA Software Buyer's Guide

Professional services create management and leadership challenges designed to help streamline a solution provider's business operations. Professional service provider organization provide their solutions for different industries, including lawyers, advertising professionals, architects, accountants, financial advisers, engineers, and consultants, etc. Typically, they are the organization or profession that offers customized, knowledge-based services to clients. To provide such customized services to maximize the profitability of clients, Professional Service Automation (PSA) Software is designed and evolving as most of the products are adopting a cloud-based model.

» What is Professional Services Automation Software?

Professional Services Automation (PSA) software is a service provider designed to offer professional services to professionals, such as lawyers, auditors, and IT consultants. The PSA system is developed to automate and manage business tasks. The main aim of this system is to ensure on-time project delivery, well within the budget, and as per customer’s requirements and specifications. Professional services automation solution is a kind of project management assistance that includes resource management, time tracking, business intelligence, collaboration tools, documentation, invoicing, management of billable staff, etc.

PSA system works in integration with accounting, CRM systems, and payroll systems to provide more efficient results in all the operations of the organization. PSA tools enable the integration of industry-suitable metrics for a better understanding of operations in order to improve efficiency and profitability. This is especially helpful for the organization as they grow, the complexity of their projects tends to increase as well. PSA system is used to provide visibility into mid-project profitability. Professional Services Automation tools work consistently throughout the project lifecycle from planning to managing to evaluating the performance at every stage. By centralizing the organization’s processes, data and PSA solutions, it is easy to maintain and deliver services more accurately and efficiently, and also by streamlining or automating the repetitive manual processes.

» What are the features of Professional Services Automation Software?

PSA tools were basically designed for providing professional services to consultants, lawyers, professional service teams, and others. But now, the PSA system is wide earning its popularity in all the industries, such as Information Technology (IT), Marketing and Communications, Architecture, Engineering, and Construction (AEC), Business Consulting, etc.

Some of the common features of professional services automation (PSA) software include:

› PROJECT MANAGEMENT

Professional services automation system is capable of handling all the activities that are necessary to manage projects, right from bidding to contract management, cost management, bid comparison, conceptual estimates. PSA tools also provide project templates, automated resource allocation, provision for collaboration for robust project planning. PSA tool is designed to handle everything from time and expense capture to client invoicing. PSA system also allows clients to use this portal for information and collaboration.

› RESOURCE MANAGEMENT

PSA tool is designed to help manage resources within the organization. This PSA feature helps to effectively utilize available resources. The Professional services automation system has centralized tools to provide visibility of the resources ad their usage and demand along with the forecasts. Through resource management feature, it provides a clear awareness of the resource utilization to make better decisions for more efficient work and higher customer satisfaction. Allocating resources based on their skill sets, forecasting the resource requirements, timesheets, cross-project resource allocation, skill management, capacity planning are some of the features of resource management.

› ACCOUNTING

PSA system is capable of handling everything from time and expense capture to client invoicing. This feature helps organizations to maintain their accounts accurately. PSA accounting functionality varies from one system to another depending on the vendors. Some of the premium PSA solutions provide accounting features such as accounts payable, accounts receivable, payroll processing, budgeting and forecasting, tax compliance and even support multi-currency in some of the advanced systems. Altogether, these combined data provides a financial overview and accounting structure of the organization.

› SCHEDULING

Scheduling is one of the most important features the best professional services automation software can provide. These include notifications about due dates and deadlines along with managing attendance, appointments, and calendar. PSA tools provide features that include automated email alerts as per schedule to keep everyone updated, manages timelines and resources, also export and import of data.

› REPORTING

Reporting feature provides the organization with clear visibility of the performance and delivery operations. PSA tools are featured to track performances of all key areas. Custom reporting, sales reporting, resource reporting, dashboards help to get a clear insight into the performances. Accurate reporting features of PSA software helps project managers to make smart business decisions.

› INVOICING

With this PSA feature, it’s easy to process transactions and generate bills using tracking features, accept digital payments to receive dues on time, also create invoices and deliver them to clients effortlessly. This feature also includes automated billing, automated transactions, processing credit cards, and invoice generation and delivery.

» What are the benefits of Professional Services Automation Software?

In simple words, a professional services automation solution is designed to improve the organization’s overall performance and profitability by providing services like improving workflows in all areas, decreased project cancellation rates, on-time project delivery by utilizing the resources efficiently, thus improving the project margins.

› PROJECT AND RESOURCE MANAGEMENT

The best professional services automation software is featured to track the project’s workflow from bidding until the signing of the last invoice, benefiting in managing projects. PSA system is helpful in the management of the available resources and productive usage of them without idle time, thus, optimizing resource usage.

› CENTRALIZING

PSA tools are beneficial in keeping the organization’s data and information organized in a centralized location for easy access and maintenance. It is also helpful in delivering services more accurately and efficiently by automating repetitive manual processes

› REPORTS

With the help of the centralized data, it’s easy to track and collect data from all key areas to generate real-time reports. With the help of these analytical and customizable reports, business decisions can be made effortlessly based on accurate data to drive stronger and larger margins.

› EASY DEPLOYMENT

The latest PSA tools are designed for easy configuration, quick integration, fast deployment, and low implementations and maintenance cost.

» What can be the cost of Professional Services Automation Software?

PSA software is one of the most essential tools for service organizations. It seems quite challenging to understand the implementation cost of a PSA solution without a proper reviewing of the tool as prices aren’t openly published. There are many PSA service providers in the market that comes up with different fees and implementation costs. The average cost of PSA software yearly cost per user is around $852, which is significantly lower than the improvements in profitability that are around $20,000 per user, that organizations were able to realize by implementing a PSA solution. Additionally, one-time implementation costs may cost you around $700 per user. But these amounts will vary depending on the organization’s needs, the PSA tool you select, and the complexity of your implementation and deployment.

» Conclusion

With the service automation tool in hand, an organization tends to grow significantly. Irrespective of the size of your business and its complexity, regardless of the tools you have used to get by, PSA solution will provide you with the service that will fit your needs. Invest in implementing one now will really help in magnificent growth, empowering the workforce, and eventually, pay for itself many times over.

Frequently Asked Questions

PSA software is a solution designed to automate and streamline business processes for professional services organizations, including project management, time tracking, billing, and resource planning.

It improves operational efficiency, increases visibility into project and financial performance, and ensures better resource utilization and client satisfaction.

Consulting firms, IT services providers, marketing agencies, legal firms, engineering teams, and other project-based service businesses use PSA tools.

PSA platforms integrate multiple functions—such as project tracking, time and expense logging, invoicing, and reporting—into one centralized system.

Any organization that delivers billable work to clients, especially those managing multiple projects, teams, and clients simultaneously.

Core features include project management, resource allocation, time and expense tracking, billing and invoicing, financial forecasting, and performance reporting.

Consider your company size, number of billable projects, integration needs, budgeting requirements, and whether you need support for global teams.

Yes. By tracking time, managing scope, optimizing resources, and automating billing, it minimizes revenue leakage and boosts profitability.

Yes. Modern PSA platforms are designed to scale seamlessly, accommodating more users, projects, and operational complexity as your business grows.

Implementation varies by business size and complexity, ranging from a few weeks to several months for full deployment and team training.

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