Related Products
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About
Manage all aspects of your projects from conception to completion with a cloud-based Professional Services Automation (PSA) solution from Beyond Software. Beyond Software helps businesses maximize productivity and profitability by enabling them to connect their project and financial accounting. Its suite of modules to help professional services organizations grow include financial management, project accounting, time and expense, billing and invoicing, project resources, and dashboards and reports.
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About
SuccessPro is an AI-native operating system built for technology services companies, bringing projects, people and financials into one shared operating model.
We built it from experience. Over three decades of building and scaling consulting services businesses, we faced fragmented systems, disconnected workflows and no shared view across the business.
That showed us where traditional PSA falls short. It can manage individual workflows, but AI needs the operating context to understand how changes in delivery affect capacity, customer commitments and financial performance.
SuccessPro gives AI that context. It continuously connects signals across the business, allowing AI agents to understand what is changing, assess the impact across projects, resources and economics, and determine what should happen next.
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Not Supported
Android
Supported
Chromebook
Not Supported
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Audience
Beyond Software is designed for project-oriented organizations such as CPAs, Accountants, Architects, Engineers, Consulting Companies, Software Publishers, Marketing firms, and Contractors.
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Audience
Technology Services Companies
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$12/month/team member
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationBeyond Software
Founded: 2008
United States
www.beyondsoftware.com
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Company InformationSuccessPro
Founded: 2024
United States
successpro.ai/
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Categories |
Categories |
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Professional Services Automation Features
Billing & Invoicing
Supported
Client Portal
Not Supported
Collaboration Tools
Supported
CRM
Not Supported
Document Management
Supported
Portfolio Management
Supported
Project Management
Not Supported
Proposal Generation
Not Supported
Quote Management
Not Supported
Resource Management
Supported
Time & Expense Tracking
Supported
Job Costing Features
Bills of Material
Not Supported
Budgeting & Forecasting
Supported
Change Orders
Supported
Cost-to-Completion Tracking
Supported
Invoice Management
Supported
Overrun Reporting
Supported
Percent-Complete Tracking
Not Supported
Production Cost Tracking
Not Supported
Purchase Order Management
Not Supported
Quotes / Estimates
Not Supported
Time Tracking
Supported
Work Order Management
Not Supported
Time and Expense Features
Activity Tracking
Supported
Billable Hours Tracking
Supported
Billing Rate Management
Supported
Expense Tracking
Supported
Invoice Processing
Supported
Multiple Billing Rates
Supported
Project Tracking
Supported
Reimbursement Management
Supported
Time Tracking by Client
Supported
Time Tracking by Project
Supported
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Integrations
Datto RMM
Not Supported
Datto Workplace
Not Supported
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