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FinancialForce PSA Review

FinancialForce PSA
Our score: 8.6 User satisfaction: 97%

What is FinancialForce PSA?

FinancialForce PSA is a powerful, cloud-based Professional Services Automation (PSA) platform that integrates powerful business automation tools with the best cloud computing platform on the market, Force.com. A number of the most successful professional service organizations in the industry today use FinancialForce PSA to facilitate increase utilization rates, improve revenue per billable employee, finish more projects within schedule, and gain an overall competitive advantage.

FinancialForce PSA offers a single, cloud-based environment for both sales and service teams so they can function seamlessly and together. Offering users with a 360 degree view of their customers, projects, and receivables, this platform allows processes to flow unhindered from sales into service, while maintaining complete visibility for everyone into the entire project life cycle.

You may want to also read our FinancialForce reviews which discuss another useful product from the FinancialForce stable.

Overview of FinancialForce PSA Benefits

  • Manage your employees, customers, projects and financials in one integrated services management application.
  • Increase revenue, improve resource management metrics and optimize project profitability.
  • Access to insight and tools needed to adjust all your operating levers to move the needle on utilization.
  • Brings all the information together so you’ll know exactly where your project financials stand at anytime.
  • Help your teams work more collaboratively and more efficiently.
  • Empower teams to self manage.

Overview of FinancialForce PSA Features

  • Professional Services Automation
  • Project Management
  • Time & Expense Tracking
  • Multi Company
  • Workflow Engine
  • Resource Scheduling
  • Data Import/Export
  • Sales Collaboration
  • Security Developer API
  • Mobile Access
  • Client Billing and Invoicing
  • Resource Management
  • People and Project Matching
  • Analytics Dashboards
  • Dashboards and Alerts
  • Multi-Currency
  • Project Workspaces
  • Multi-Language

FinancialForce PSA Position In Our Categories

Since companies have unique business wants, it is reasonable they steer clear of paying for an all-encompassing, ”best” software. Be that as it may, it is hard to try to come across such an app even among recognizable software products. The logical thing to do should be to list the various key factors that need deliberation like essential features, pricing, technical skill aptitude of the users, organizational size, etc. Thereafter, you must conduct your product research through and through. Read some FinancialForce PSA analyses and check out the other solutions in your list more closely. Such detailed product research makes sure you weed out poorly fit apps and subscribe to the system which has all the benefits you require business requires in sustaining growth.

Position of FinancialForce PSA in our main categories:

TOP 100

FinancialForce PSA is one of the top 100 Project Management Software products

TOP 20

FinancialForce PSA is one of the 20 Resource Management Software products

FinancialForce PSA is also listed in the following subcategories:

There are popular and widely used solutions in each software group. But are they necessarily the best fit for your company’s unique needs? A popular software product may have thousands of customers, but does it present what you require? For this reason, do not blindly invest in popular systems. Read at least a few FinancialForce PSA Project Management Software reviews and mull over the aspects that you wish to have in the software such as the price, main tools, available integrations etc. Then, shortlist a few apps that fit your wants. Try out the free trials of these apps, read online opinions, get explanations from the vendor, and do your investigation meticulously. This in-depth groundwork is certain to assist you find the most excellent software solution for your firm’s specific requirements.

How Much Does FinancialForce PSA Cost?

FinancialForce PSA Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Pricing is available by quote only. Contact FinancialForce directly for pricing information. You can also take the free demo to see how FinancialForce PSA works before making an investment in the software.

User Satisfaction

Positive Social Media Mentions 52
Negative Social Media Mentions 1

We realize that when you make a decision to buy Project Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and FinancialForce PSA reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with FinancialForce PSA. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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FinancialForce PSA Comparisons

FinancialForce PSA user reviews

We have great experience with FinancialForce PSA

Read full review >
Velma
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 30.09.2019 Company Size: More than 100 Employees Industry: E-Learning

This is wonderful tool that puts all our organization on the same page

Read full review >
Rafael
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 09.09.2019 Company Size: More than 100 Employees Industry: Human Resources

I highly recommend this solution

Read full review >
Allen
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 04.09.2019 Company Size: 1-10 Employees Industry: Information Technology and Services

This product is build on Force.com platform

Read full review >
Yolanda
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 29.09.2018 Company Size: More than 100 Employees Industry: Computer Software

Financial Force provides great user experience

Read full review >
Marguerite
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 12.03.2018 Company Size: More than 100 Employees Industry: Computer Software

What are FinancialForce PSA pricing details?

FinancialForce PSA Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Pricing is available by quote only. Contact FinancialForce directly for pricing information. You can also take the free demo to see how FinancialForce PSA works before making an investment in the software.

What integrations are available for FinancialForce PSA?

  • Salesforce
  • FinancialForce SCM
  • FinancialForce HCM
  • FinancialForce ERP
  • FinancialForce Accounting

FinancialForce PSA average rating:

Average score
4.8/5 (9 user reviews)
4/5

Overall Impression

4/5

Customer Support

5/5

Value for Money

4/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Hope

PROS: FinancialForce is easy to use and it wasn’t complicated to fiure out how it works and how to submit or log things. The process is streamlined and users can make submitting expense reports easily. The interface is simple and easy to navigate. Also, the mobile app is helpful for taking pohotos of receipts.

CONS: The system pauses when inputting numbers for expenses and it force switch from USD to Australian dollars. And this can be frustrating but it is minor issue.

Reviewed 2 years ago

Read full review >

The least favorable review

Yolanda

PROS: FinancialForce PSA is build on Force.com platform and this means that you can easily streamline sales and other professional services. It offers customer profitability, utilization and etc.

CONS: It takes some time to learn how to use this software. There are lot of system objects that PSA needs so it can produce specific data sets like missing timecards, etc. It has a learning curve when it comes to implementation.

Reviewed 1 year ago

Read full review >

More reviews from 9 actual users:

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Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative

We have great experience with FinancialForce PSA

Read full review >
Velma
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 30.09.2019 Company Size: More than 100 Employees Industry: E-Learning

PROS: I like how PSA and FF interact. With it I can easiky do both billing and invoicing, and that’s why Iove working with PSA/FF accounting system. It allows me to keep track of the invoices I have created and the transaction behind.

CONS: What irritates me the most is that this software lacks delete option for invoices. As an admin I’d like to have capability to delete specific things, including invoices. We have some duplicate invoices and we cannot delete them.

What do you think about this review? Great Poor

This is wonderful tool that puts all our organization on the same page

Read full review >
Rafael
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 09.09.2019 Company Size: More than 100 Employees Industry: Human Resources

PROS: FinancialForce provides lot of automation that helps us to simplify the utilization calculations. We are able to use SF functionality so we can enhance process flow. The support team is always responsive to our questions. Also, this tool offers advanced analytics for our PS managers.

CONS: When there is a problem the code is not easily accessible. Also, there are lot of administer from SF side.

What do you think about this review? Great Poor

I highly recommend this solution

Read full review >
Allen
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 04.09.2019 Company Size: 1-10 Employees Industry: Information Technology and Services

PROS: I like that FinancialForce provides us with both Sales and Services on one page/platform. It is essential for us to track our sales pipeline and to have visibility into our projects. Thankfully, PSA and Salesforce takes lot of administrative tasks off of our team and it allows us to focus more on our clients.

CONS: The product is amazing, I haven’t run into something that I might dislike.

What do you think about this review? Great Poor

This product is build on Force.com platform

Read full review >
Yolanda
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 29.09.2018 Company Size: More than 100 Employees Industry: Computer Software

PROS: FinancialForce PSA is build on Force.com platform and this means that you can easily streamline sales and other professional services. It offers customer profitability, utilization and etc.

CONS: It takes some time to learn how to use this software. There are lot of system objects that PSA needs so it can produce specific data sets like missing timecards, etc. It has a learning curve when it comes to implementation.

What do you think about this review? Great Poor

Financial Force provides great user experience

Read full review >
Marguerite
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 12.03.2018 Company Size: More than 100 Employees Industry: Computer Software

PROS: FinancialForce is easy to use, very configurable and flexible project management solution. It has great support team and their customer success manager works perfectly. The integration with Salesforce is wonderful and straightforward. We had some small issues when implementing the product but this was more because of the changes of business processes.

CONS: They could make the reporting in Salesforce better, we are now using Wave in order to do more executive level reporting. Also, data migration is challenging but this isn’t product issue.

What do you think about this review? Great Poor

This is extremely helpful solution for running our business

Read full review >
Louise
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 07.03.2018 Company Size: More than 100 Employees Industry: Telecommunications

PROS: FinancialForce integrates perfectly with Salesforce. The platform is made for managing all aspects of a global professional service businesses. It offers great features and functions that are easy to use.

CONS: The resource management is complicated and managing tasks in Salesforce interface is almost impossible.

What do you think about this review? Great Poor

Resource management solution

Read full review >
Jenna
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 05.03.2018 Company Size: More than 100 Employees Industry: Information Technology and Services

PROS: This software allows me to create custom views and reports and to manage our resources and projects. I like that it provides us with transparency across the organization especially when it comes to status of the resource requests and projects. Also, we can even collaborate on same requests across the groups.

CONS: It has some limitationsin assignment schedules, for e.g. we’d lik eto update past timecards with actuals and have all the hours remaining on an assignment to schedule from today to the end of the assignment.

What do you think about this review? Great Poor

This is wonderful business xpense solution

Read full review >
Hope
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 24.02.2018 Company Size: More than 100 Employees Industry: Information Technology and Services

PROS: FinancialForce is easy to use and it wasn’t complicated to fiure out how it works and how to submit or log things. The process is streamlined and users can make submitting expense reports easily. The interface is simple and easy to navigate. Also, the mobile app is helpful for taking pohotos of receipts.

CONS: The system pauses when inputting numbers for expenses and it force switch from USD to Australian dollars. And this can be frustrating but it is minor issue.

What do you think about this review? Great Poor

FinancialForce PSA works perfectly

Read full review >
Ashley
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 31.12.2017 Company Size: More than 100 Employees Industry: Information Technology and Services

PROS: FinancialForce offers great set of features for professional service company. I personally like the timecard system suite for our business mode. I like that it offers integrations with other 3rd services such as Expensify, and this makes the system even more powerful. It has wonderful support team that are highly responsive and always willing to help.

CONS: The performance of this tool is not very good especially when it comes to billing function. Also, the API is not intuitive so you have to try lot of times in order to figure out how it really works. In addition, FF doesn’t support mobile devices and this is huge dislike because everyone is using mobile phone to check something.

What do you think about this review? Great Poor
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Reviewed By Louie Andre
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