10 Best Professional Services Automation (PSA) Software For 2024

ClickTime is a time-tracking and resource management platform designed for professional service providers. With ClickTime, you can easily track employee hours, allocate resources, and gain insights into your team's performance and productivity.

The platform offers numerous automation functionality. Users can leverage preconfigured project timers for recurring tasks and activities and automatic time tracking. Automated invoicing allows users to generate accurate invoices from tracked time and expenses, with flexible options for hourly, retainer, and fixed-fee projects.

To optimize team efficiency, project managers can leverage resource utilization tracking to monitor team workload and identify underutilized or overloaded resources. The real-time project dashboards provide instant insights into project progress, budget adherence, and resource utilization via customizable dashboards. Lastly, users can schedule automatic reports on key metrics like billable hours, profitability, and project performance, keeping everyone informed.

Integrations include Sage, NetSuite, QuickBooks, Jira, BambooHR, HiBob, ADP, Zenefits, Salesforce, Hubspot, Zoho, Box, Google Drive, Slack, and many more through their API.

ClickTime starts from $10 per user per month (paid annually) for simple time tracking and $24 per user per month (paid annually) for resource management functionality. A 14-day free trial is available.

Polaris PSA is a cutting-edge Professional Services Automation (PSA) software that empowers service-based businesses with advanced project management capabilities. The platform offers AI-driven resource allocation, real-time project monitoring, predictive analytics, and customizable reporting, enabling efficient resource utilization, proactive decision-making, and streamlined project portfolio management.

Polaris PSA takes a comprehensive and strategic approach to project portfolio management. It offers a centralized dashboard that provides real-time insights into an organization's projects, resources, and financials. The platform's AI-driven resource allocation and scheduling capabilities optimize resource utilization across multiple projects, preventing overallocation and ensuring efficient workload distribution. Furthermore, its predictive analytics identifies potential risks, forecasts project outcomes, and proposes mitigation strategies, enabling data-driven decision-making.

A pro tip for working with Polaris PSA is to leverage its customizable reporting and data visualization features to gain deeper insights into your projects and resources. Beyond the standard reports, explore the platform's capabilities to create tailored reports that align with your specific business needs and KPIs. Utilizing custom reports and visualizations can help you uncover valuable trends, identify areas for improvement, and make more informed decisions, ultimately maximizing the benefits of Polaris PSA for your organization's success.

Features are dependent on what plan you choose and may include time tracking, project tracking, expenses, PTO; and/or workforce management, labor compliance, attendance, time off; and/or professional service automation and project portfolio management. 

Integrations include SAP, ADP, Salesforce, Quickbooks, Atlassian, Microsoft Dynamics, Sage, Servicenow, Zero, Zoom, Outlook Calendar, Microsoft Teams, Microsoft Azure DevOps, Google Meet, Google Calendar, and other popular business software. 

For project time tracking, you're subscription fee will start at $12/month. To access the PSA components of the software, you'll need to subscribe to their PSA/PM plan at $29/month.

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.

VOGSY is a unified project and resource platform that helps organizations set up new countries, track international projects, and connect local finance packages. Its main design, its features and capabilities are geared towards technology companies, consulting firms, and creative agencies. Any business that offers some type of professional service to a diverse clientele will greatly benefit from this fully integrated solution.

Among VOGSY’s features and capabilities are project management, resource management, task management, automated invoicing, performance monitoring, and customer relationship management (CRM). All of which benefit from a global project and resource allocation feature set Apart from its seamless Google integrations, the software can also integrate with third-party business process solutions such as QuickBooks, Salesforce, and HubSpot.

As a professional services automation platform, VOGSY’s main feature is quote-to-cash. One of its primary objectives is to eliminate data silos and serve as a single source of truth for professional services providers, sales departments, and project teams. The software enables users to track their clients easily and every active deal/service yet delivered.

They can develop and solidify their by having the ability to instantly create quotes and generate statements of work (SOWs) on soft-booked deals and projects. The software also allows users to match revenue over their resource plans to ensure delivery. VOGSY’s robust work breakdown structure, through its project management feature, is useful for developing and sticking to a project roadmap based on key objectives and desired outcomes.

The task management feature enables project managers to allocate tasks with ease and efficiency, ensuring that every aspect of the project gets done by the appropriate team members on time and within budget. Resource management, automated invoicing, and performance monitoring make up the rest of VOGSY’s professional services automation software features and capabilities.

Features include resource and project management, unified resource view, intuitive new country set up for resource allocation and global projects, flexible revenue recognition, collaboration, reporting dashboards, budgeting, professional services automation, Gantt charts, notifications & alerts. 

Integrations include Google Workspace, Jira, Microsoft Excel, Xero, Intuit Quickbooks Online, Copper, Hubspot, Salesforce, and Zoho.

VOGSY is free for individual users, while its Lite package starts from $13/user/month. A free trial is also available for all premium plans.

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.

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.