Talk to an Advisor


Send an Email




Product Quick Facts

Industry Specialties
All Industries
Works Best For
Enterprise Businesses, Mid Sized Businesses

About FinancialForce PSA

FinancialForce, founded in San Francisco, California in 2009, provides cloud-based business software solutions to customer-focused businesses operating in any industry. FinancialForce offers their Professional Services Automation (PSA) product as a solution for project or service-based businesses. 

FinancialForce PSA helps service organizations and project-based businesses streamline and automate processes to effectively manage single projects, or your company’s entire project portfolio. Notable features include billing and invoicing, time and expense management, sales collaboration tools, services handoff, and resource management. Properly leveraging these and FinancialForce PSA’s other features can help improve project success percentages and increase profit margins. It is built on the familiar platform so professional services organizations can shorten implementation and smooth out the learning curve. 

Key benefits of FinancialForce PSA include:

  • an end to unshared information and unreliable, time consuming, inconsistent manual workarounds.
  • an end to the fragmented communications between sales and services, improving project performance and eliminating revenue leakage.
  • an end to the poor visibility that leaves management struggling both to know how the business is really doing today and to anticipate what the future will bring. 
You get the benefits of native integration with Salesforce CRM and the scalability and flexibility of the world’s leading enterprise cloud platform. And – just as thousands of services companies have found by using Salesforce CRM – FinancialForce PSA focuses your IT spending on applications, not technology management. 

(Last updated on by )

Compare FinancialForce PSA to other Project Management solutions