10 Best Professional Services Automation Software For 2023

Wrike is a comprehensive project management platform for agencies, marketing teams, and professional services providers. It provides a versatile professional services management and automation solution to optimize the service delivery process.

The professional services management software provides users with a 360-degree view of all active projects, allowing them to effectively manage their resources, keep track of billable hours, and make data-driven decisions with relative ease. 

Project managers can significantly improve client collaboration by simply inviting their clients into Wrike and making them a part of the work process. This allows clients to provide direct feedback and approvals on critical project decisions. And project managers can reduce the tedious back-and-forth process of getting requirements from clients on project requests or scope changes by using customizable request forms. This will enable agencies and teams to quickly collect all the necessary information from clients in one location and trigger fully planned projects with predefined actions, task assignees, and timelines.

Utilizing a user-friendly WHEN-THEN structure, the Automation Engine can also help optimize team workload. This allows the teams to offload otherwise repetitive tasks from their daily queues. In addition, admins can efficiently allocate client work to the most qualified team member based on their role and expertise on the assigned task. This ensures teams and individual members are given the right amount of work they can manage without burnout.

Pricing begins at $9.80 per user per month. A 14-day free trial and free plan are available.

Parallax is a service operations software that offers resource planning and management, sales pricing and forecasting, project financials, and business intelligence functions. It helps digital service companies consolidate their data and operations, reducing disconnects and app-switching.

The software's resource management platform enables billable capacity tracking, resource forecasting, project health tracking, and cross-team visibility. Real-time capacity insights and service offering templates help users forecast their sales and price their offers more consistently. Users can also use the platform for their project accounting needs, and reporting and analytics offer an overview of resource allocation, budgeting, and business performance.

Integrations like Asana, Harvest, Hubspot, Jira, Microsoft Teams, Oracle NetSuite, Salesforce, and Tempo help bring the platform into users' flow of work.

Pricing is available upon request, and a free demo is available via the website.

Mavenlink aims to be the industry cloud for professional services organizations. This is achieved through a resource-centric approach focused on better decision-making. Using Dynamic Resource Optimization, teams can be deployed quickly to respond to changing business conditions.

The software features powerful resource allocation management, plus project management and team collaboration features. Business intelligence and actionable insights inform management decisions. Timelines, budgets, and clients can be managed to produce the best outcomes for the company and for clients.

Through the Mavenlink M-Bridge, the software integrates with business applications such as Oracle, Netsuite, SAP Concur, and Salesforce.

Mavenlink offers customized pricing on request.

BigTime’s professional services automation (PSA) software is designed to help companies and their teams design and develop better processes for different projects at scale, from start to finish. The PSA software scales with an organization's needs, from the individual time tracking process to the final invoicing on completed projects.

The PSA system allows users to track time and expenses smarter. Project managers and staff members can efficiently log their time and expenses with customized data entry options that apply to their team or department’s timesheets. The billing and invoicing process is also much faster and more user-friendly. Users can easily pull together detailed and professional-looking invoices that can be customized to meet the unique requirements of each project. They can send these invoices directly to their clients as quickly as possible.

BigTime facilitates the staff and resource allocation process to ensure project managers don’t over- or under-schedule the available resources. In addition, the platform provides comprehensive dashboards to deliver all the necessary information in one place, so users will always have an idea of their resource status and availability; i.e., they can determine in real-time who is working on what. This will not only help streamline workflows but optimize the resource management process as well.

BigTime’s integration capabilities will also help organizations seamlessly sync up all their current software solutions and other available tools in their technology stack.

Plans start at $10 per user/month. All plans are billed annually and require a minimum of five users.

Polaris Professional Services Automation software analyzes real-time data to provide recommendations for keeping projects, resources, and finances on track. You also get real-time visibility into key metrics, plus the ability to leverage historical and current information.

You can also improve practice profitability through a better understanding of business dynamics. Group projects in a way that makes sense, then set any attributes and metrics required. Service delivery, costs, and billing can be managed transparently, maximizing profits and performance.

Polaris integrates with major business suites such as SAP Concur, Quickbooks, Atlassian, Sage, and Salesforce.

Polaris costs from $29/user/month, and a free trial is available.

FinancialForce PSA software helps you allocate the right people to projects and optimizes professional development. Sales and services teams get a shared view of the opportunity pipeline. Managers get deep visibility into projects, including project status, customer interactions, timesheets, and resource demand.

The software provides for flexible revenue and billing forecasts for both projects and opportunities. It keeps projects on point and ensures that budgets are respected. Project accounting covers revenue, bookings, backlog, expense management, and revenue recognition.

FinancialForce integrates with platforms such as Docusign, Expensify, AccessPay, and SAP Concur.

This tool offers customizable pricing on request.

Birdview PSA is a SaaS solution designed to make it easier to manage projects and resources in the professional services industry. Birdview unifies teams into a single platform for projects, resources, and financials.

This software provides service organizations with comprehensive tools for managing and executing projects, optimizing resources, and accounting projects.

Birdview also features a built-in Business Intelligence (BI) engine that comes with dozens of ready-to-use dashboards and reports that allow teams to make insight-driven decisions and optimize processes for increased productivity and profitability.

Birdview integrates with CRM, accounting systems, ERP, and many other popular tools.

Birdview costs from $37.75/user/month and offers a free trial.

Workday PSA helps you support every part of client-facing projects. Everything from staffing to billing and project financials can be handled within a single system. The software also matches the best talent to projects and suggests learning for continued improvement.

The software is designed to be agile and flexible, so you can create new project delivery models or meet changing customer demands as required. You can analyze profitability accurately, automate project forecasting and accurately track time from anywhere.

Workday includes over 600 pre-built integrations with popular business tools.

Workday PSA offers customized pricing available on request.

Connectwise is an integrated platform for IT services providers. It offers intelligent automation, cybersecurity features, and improved scalability.

The system encompasses a full range of business management functionality. These include quote and proposal automation, KPI dashboards, and centralized documentation. Managers can also benchmark performance and compare profit to industry peers.

This tool integrates with a wide range of applications, including HubSpot, Slack, Freshdesk, and QuoteWerks

Connectwise costs from $24/user/month, and a free trial is available.

PSOHub aims to save you time and money by providing one tool encompassing project management, time tracking, and invoicing. The system automates everything from creating the first lead to tracking payments.

After closing a deal, you can create a project from the account. Then you can manage contracts, assign tasks, and plan visually using Gantt charts. Team members book their time and expenses directly into the project, or it can be pulled from their calendar.

PSOHub integrates with customer relationship management (CRM) and business management platforms such as HubSpot, Salesforce, and Microsoft Dynamics 365.

The software costs from $8.50/user/month, and a 30-day free trial is available.