What is FinancialForce PSA?

Rob Mathieson
Rob Mathieson
  • Updated

FinancialForce PSA is a services management solution providing companies with the ability to manage their professional services teams, partners, and projects in real time. FinancialForce PSA unifies sales and services teams to collaborate and provide your customers with a unified experience.

With PSA built on the Salesforce ecosystem, you can manage project full lifecycle from bid to bill, giving your company the visibility it needs to be able to make informed decisions, improve services margins and drive revenue growth.

PSA can be integrated with Salesforce CRM and other essential software for accounting, billing and revenue management for a complete business solution and better alignment. PSA provides comprehensive real-time dashboards, and reports out of the box including actuals, forecasting and expenses to efficiently deliver projects on time and on budget.

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