Accounting & Finance Software
What is HarmonyPSA?
HarmonyPSA is a fully featured PSA tool that incorporates full service desk, accounting back-end, and CRM aside from normal core PSA functionality.
The tool’s no-compromise service desk functionality has a built-in, deep configurability allowing you to create unlimited ticket types with customized workflows, routing rules, as well as seamless email threading, It also has SLA monitoring, time-zone support, and escalation features. HarmonyPSA is a fully brandable client portal that allows businesses to take 100% control of their front door but without the need for the usual customization money.
What makes Harmony different as well is it has a smart accounting back-end that can automate the back-office and remove billing and accounting errors.
Overview of HarmonyPSA Benefits
HarmonyPSA has a fresh, fast, and intuitive user interface that supported by an architecture optimized for global performance. It taps the latest web development thinking, allowing you to have a scalable and secure architecture.
The tool is not modular and you do not need to buy more third-party add-ins. Thus, all the functionality to efficiently run your business is all in one place, one user interface, one database, one experience—all at one price per month.
HarmonyPSA is fully multi-currency, tenanted multi-divisional, and multi-jurisdictional. With this tool, your business is built global but acts local.
This tool will standardize and control your company’s post-contract process. In addition, its rich product modeling enables straight-through processing. It also offers a fully integrated ticket management solution with billing and contract management. Thus, all aspects of your product support are accessed in one place providing you with total control and on-demand analytics.
Entire business line solution
- HarmonyPSA is an entire IT business line solution in one system. Harmony is not modular, with module synchronization issues, it is one database for your entire business. From lead/campaign management through to cash management you have every aspect of your customer and supplier business at your fingertips, always, anywhere and on any device with a browser.
- HarmonyPSA’s advanced, configurable, fully integrated, service desk functionality is totally interconnected to all other aspects of your customer’s business. Whether it is SLA performance reporting, asset management, contract management or off-contract quoting, everything interconnects in Harmony’s data model providing smooth interoperability and navigation around and across the customer engagement.
- HarmonyPSA is built around the way you do business. Its product engine allows you to build products and product bundles that contain all their accounting and contract behaviors and attributes. This unique commercial modelling core not only means you are always clear contractually, it enables straight through processing from order to invoice with minimum manual intervention, automating your back-office processes, saving time and eliminating errors.
- The self-describing nature of Harmony’s products also enables the system to correctly and automatically manage the deferred revenue and prepayment aspects of your P&L. Harmony’s universal journal interface means that you can export journals to any accounting system with a journal import function, making back-end integration simple. Once Harmony has been loaded with the relevant aspects of your chart of accounts, your back-end data sync is complete and never needs to change.
Profitability reporting on demand
- HarmonyPSA provides accurate profitability reporting with transaction-level drill-down to ensure complete and seamless visibility of your entire business down to project and contract level performance, consistent with your general ledger summary views.
Full support for the multi’s
- HarmonyPSA supports an amazing level of complexity for a small business solution. With Harmony, you can operate in a multi-jurisdiction, multi-currency, multi-legal entity, multi-brand, multi-timezone manner with ease.
- Harmony’s multi-currency support is throughout the database, not at a superficial invoice-only level. Every financial value is saved in transaction currency, base currency and a potential group consolidation currency. Whatever report you need, you can select which currency you want to see the numbers in. This level of multi-currency support is normally only found in large enterprise software costing six figures.
Overview of HarmonyPSA Features
- Run better campaigns
- Convert more opportunities
- Manage quotes and orders
- Control project economics
- Deal with tickets
- Model your assets
- Communicate with customers
- Record and bill time
- Manage expenses
- Run your contracts
- Manage purchasing
- Bill your customers
- Control deferred revenue
- Centralize employee data
- Analyze your business
What Problems Will HarmonyPSA Solve?
1. Ensuring the level of support provided is fully funded: David, an Operations Director for an MSP, is looking over the ticket statistics and one of his customers seems to have become very needy lately. Their ticket activity has been steadily growing over time. Clicking through to the profitability report on their customer page, David quickly selects the support contract to check whether he is making any money from that contract. In one graphical view, he can see 12 months of activity on that contract, combining the monthly revenue figures with his related purchases and the cost of the ticket time bookings. Horrified, he sees that this contract is actually losing him money now, even though at the start it made a decent margin. He reaches for the phone to talk to the customer about the level of support provided and what it might cost in future.
Features: Deferred revenue accounting, back-to-back purchasing, ticket dashboard, drill-down profitability reporting, fully-costed time booking
2. Seamless license management: Joe, an account executive for a SaaS software company, gets a call from one of his contacts at an existing customer saying they’ve hired some new staff and need to increase their license grant. This simple request used to be a complete pain with Joe having to fire off emails to operations and finance, chase the order paperwork signature, cross-check the invoicing to ensure no errors and make sure the license key updates were released. Such a simple low value request could easily have him running around for hours. However, since Harmony was implemented, this is so much simpler. He immediately raises an order at the right customer price and selects online approval. Once that approval is received, Harmony informs finance who simply add the new user order to the existing contract and this automatically triggers a catch-up invoice and corrects the deferred revenue accounting. Joe then raises a license update ticket which operations execute and Harmony tells him all this is completed. What used to take hours now takes a minute or two and with no mistakes!
Features: On-line order approval, automatic catch-up invoicing, deferred revenue accounting, activity notifications, customized topic specific ticket workflow
3. Expanding into a multi world: Sean, the sales manager of a UK tech company, goes to see Ted, his finance director. “Ted, we are close to signing our first US$ customer, does that give you any problems?” Ted sits back looking annoyingly smug. He knows that Harmony will deal with it all, with no work. The tax rules are set up, the currency rates are in, he’s requested a US$ account from the bank, which he can easily model in Harmony and his low cost ledger system won’t know the difference because Harmony handles the complexity. “Go right ahead, the more the merrier” he replies.
Features: Multi-currency accounting, multiple bank accounts, flexible tax rules, multi-currency pricing
HarmonyPSA Position In Our Categories
Position of HarmonyPSA in our main categories:
HarmonyPSA is also listed in the following subcategories:
|Billing and Invoicing Software||#56||Professional Services Automation (PSA) Software||#20|
Each enterprise has its own characteristics, and might call for a specific Accounting & Finance Software solution that will be designed for their business size, type of customers and staff and even particular industry they cater to. We advise you don't count on finding a perfect software that will work for each company no matter what their history is. You should pay attention to what the service is intended to do for your company and your staff. Do you need an easy and straightforward app with just essential features? Will you really make use of the complex tools required by experts and big enterprises? Are there any specific features that are especially practical for the industry you work in? If you ask yourself these questions it will be much easier to locate a solid solution that will match your budget.
How Much Does HarmonyPSA Cost?
HarmonyPSA Pricing Plans For Enterpises & Small Business:
Pricing available by quote only. Contact the company directly for a quote.
- South Africa
- Latin America
- Small Business
- Medium Business
- Cloud Hosted
What Support Does This Vendor Offer?
- PHONE NO.
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What are HarmonyPSA pricing details?
HarmonyPSA Pricing Plans:
Pricing available by quote only. Contact the company directly for a quote.
What integrations are available for HarmonyPSA?
HarmonyPSA integrates with any general ledger system with a journal import function (more or less all of them)
Custom integrations for any Harmony data (both read and write) can be simply built using Harmony’s RESTful interface. An open source community site exists for such integrations, no charge is made for using these.
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