FinancialForce PSA Review

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Last updated: Dec 14, 2018

FinancialForce PSA Review

ITQlick rating
(4/5)

Medium business, Large business

FinancialForce Professional Services Automation (PSA) is a cloud based business solution that allows companies to leverage the power of Salesforce CRM and Force.com. With this tool, businesses can better manage

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What is FinancialForce PSA? Updated: Dec 14, 2018

FinancialForce Professional Services Automation (PSA) is a cloud based business solution that allows companies to leverage the power of Salesforce CRM and Force.com. With this tool, businesses can better manage their projects, teams and customers.

The Professional Services Automation is actually one of the tools offered by FinancialForce.com which was founded in 2009 through an investment from Salesforce.com and UNIT4. FinancialForce.com originally started as a cloud accounting system built on salesforce.com's technology platform, but after acquiring Appirio in 2010, a new tool referred to as Professional Services Automation was created.

FinancialForce PSA Average Rating -

The rating of FinancialForce PSA is 4 stars. The rating is based on ITQlick experts review

FinancialForce PSA Typical Customers

This solution is aimed at companies that have a large number of professionals to manage, businesses that need to automate their entire process of interacting with customers and to manage their financial resources. Large enterprises are the main target here, but nonprofit and public administration organizations can also take advantage of what this tool has to offer.

Examples of customers that use FinancialForce PSA are:
- Ahead LLC, an IT company helping other businesses make a better use of technological tools to achieve more.
- Convio, a software company focusing on helping non-profit organizations push their vision
- IRM Plc a forensic investigation company

FinancialForce PSA Features

FinancialForce e was designed to help businesses grow to the next level by helping them make use of the latest cloud-based technologies that include forward-thinking PSA functionality. This will allow companies to rethink the way they interact with vendors and customers by tracking how resources are used and finding faster, more economic ways to manage them.

FinancialForce PSA 5 Pros

  • Being an online service, FinancialForce PSA can be accessed anywhere
  • Automate your professional services through the cloud
  • Fully integrates with salesforce.com
  • Increase project profitability by better tracking of resources use
  • Can be used to tweak the business process so that it is customer oriented

FinancialForce PSA 2 Cons

  • FinancialForce PSA can be used only in the English language
  • Does not support other platforms except salesforce.com

FinancialForce PSA Alternatives

The main competitors of FinancialForce PSA are Unanet Professional Services Automation and Hydra PSA.

Hydra PSA looks to map the entire professional services automation sphere that includes project management, knowledge & business process management as well as portfolio management. It stores implementation best practices & knowledge blueprints that can be used as templates for future requirements. Additionally the product supports social collaboration for project information, and includes compliance & controls to ensure effective project delivery.

FinancialForce PSA on the other hand is built on the Salesforce platform with a social collaboration platform as well. The product allows services organization to manage projects and customers with a focus on achieving project deliverables as well as controlling cost allocations. There are analytic tools to monitor project financial performance as well to monitor in real-time the return on investment. Additionally there is support for resource planning & expense management, as well as project allocation based on skills and availability.

Another competitor is Unanet Professional Services Automation which supports an open integration model with third party software applications. In addition it is compatible with key implementation & compliance requirements that include CMMI and DCAA which is an important sign of excellence in the services automation field. Another point is that it can be implemented as both an on premise as well as cloud based solution based on customer requirements.

In comparison FinancialForce PSA includes a financial audit feature to track & monitor financial revenue, costs & performance. Additionally there is an App exchange which can provide additional productivity tools to enhance the solution’s offerings.

FinancialForce PSA Pricing Information

The service is subscription based: cost will depend on what specific company needs.

FinancialForce PSA demo

25 questions to ask the vendor on FinancialForce PSA demo


FinancialForce PSA Categories

Supply Chain
Time Tracking
Project Resource Management
Project Portfolio Management
Professional Services Automation
Project Management
Expense Tracking
Billing Management
Workforce Management
Time & Expense
Project Collaboration
CRM

Specifications

Company:
Address: San Francisco, CA 94105
Website:http://www.financialforce.com
Customers: Medium business, Large business
Business Area: Cross Business Areas
Platforms: Cloud
Operating Systems: Mac OS, Windows, Linux


FinancialForce PSA Features

Budget & Expense Management
Collaboration
Issue Tracking
Project Management
Resource Management
Scheduling
Task Management
Client Collaboration
Inventory Management
Supplier Management



FinancialForce PSA Vs. Alternatives

ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick score ITQlick Score is a 1 to 100 score, based on pricing, and functionality Vs. alternative solutions
Pricing score pricing Score is a 1 to 10 score, based on the TCO (cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
License pricing license pricing (if provided by the software vendor)
Hosting
Functionality score
Fit small business
Fit medium business
Fit large business
Software review
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ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
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Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
10/10
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Pricing not available
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23
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Pricing not available
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4
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ITQlick Score
92/100
Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
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3.6/10
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$8 Per month
Hosting
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18
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