Octayne PSA Alternatives

SuperOps is the AI-native unified platform for modern MSPs and internal IT teams. It replaces the typical four-to-six-tool IT operations stack - PSA, RMM, helpdesk, MDM, asset tracking, network monitoring, patch management and IT documentation - with a single, built-as-one platform on a shared data layer. That architectural choice is what makes the rest of the platform work, particularly its agentic AI. Monica AI, SuperOps' intelligence layer, was designed alongside the platform from day one. It triages tickets, surfaces patch and CVE risks, drafts worklogs, suggests knowledge base articles, and increasingly handles fully autonomous workflows for routine work. SuperOps supports Windows, macOS, Linux, iOS, iPadOS and Android, integrates with the IT and MSP ecosystem (Slack, Teams, Azure AD, Okta, QuickBooks, Xero, Bitdefender, SentinelOne and more), and bundles Splashtop and ISL Online remote access free. Transparent pricing, fast deployment, founder-led product investment.

Planview AdaptiveWork is a project and portfolio management product for organizations managing complex execution across multiple portfolios and delivery models. It supports IT PPM, Professional Services Automation, Product Development and R&D, and business project and program management use cases, with Planview Anvi available as an embedded AI add-on for insights and automation. Governed Workflow Automation -Low-code workflow automation for any step in the portfolio and project management process -Changes ripple automatically across hundreds or thousands of projects -Admins create and manage workflow changes without code -Waterfall, agile, stage-gate, and hybrid delivery supported in one governed system Resource and Capacity Planning -Time-phased planning and allocation across thousands of resources by month, quarter, or year -Planning horizon extends years forward and back without restructuring the system -Supports employees, contractors, equipment, and other non-labor resources Financial and Portfolio Reporting -Bidirectional reporting: top-down portfolio to project, and bottom-up project to portfolio -Time-phased financial planning, forecasting, and tracking, including when funds are committed or earned -Role-based and executive-ready reporting dashboards -Native data export on any data object, including custom fields, for ALM, PLM, ERP, and BI systems Extensible Data Model -Every standard object, custom field, and custom object automatically generates API endpoints -Custom objects support hundreds of configurable fields, each API-enabled by design -Data model can be extended without breaking integrations or requiring middleware Embedded AI with Planview Anvi -Natural language questions answered about any project, program, or portfolio using live data -Scheduled agents automate recurring status reports on a defined schedule -Risk identification agent surfaces risks at project initiation from scope, timeline, and resource profile -Work plan agent surfaces recommendations based on delivery patterns across the organization -Sentiment analysis across project text fields and an in-app text assistant for tone, grammar, and translation -Customer data is not used to train AI models AdaptiveWork is designed for upper mid-market to large organizations, including departments within larger enterprises, that need governance and reporting to scale without adding administrative overhead.

Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. By connecting scoping, resourcing, and forecasting in one platform, you can always deliver amazing. Most PS organizations struggle with unpredictable projects that erode margins, strain resources, and weaken client trust. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team based on skills, availability, and scope • Easily amplify institutional knowledge by turning past experience into real-time intelligence • Confidently forecast every outcome with an accurate view of everything from revenue and margins to capacity and sentiment

ConnectWise PSA, formerly ConnectWise Manage, is a robust business management platform made for companies that offer, service, and support technology. Trusted by more than 100,000 users, ConnectWise PSA offers a wealth of features that enables teams to achieve greater accountability, operational efficiency, and profitability. The platform comes with help desk, time tracking and billing, project management, account management, agreements, sales and marketing, procurement, and reporting tools.

Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: – Get a complete overview of your sales funnel and upcoming work – Estimate scope, track progress and budget burn, and bill for work in one system – Plan ahead with live heatmaps and utilization forecasts – Log time with built-in timers and auto-populated timesheets – Understand margins with role or service-level insights – Automate time & material, fixed-fee, and retainer billing – Track project income based on pipeline and committed work – Save time with automation and data-driven suggestions – Monitor progress, profitability, and capacity in real time Scoro gives you end-to-end visibility across your business.

Replicon Time is a leading cloud-based project time tracking platform that helps mid-market and enterprise organizations manage time, projects, and workforce operations with accuracy and confidence. It provides a single source of truth for all time data — connecting project delivery, billing, payroll, labor compliance, and workforce productivity across global teams. Key Features & Benefits • AI-powered Time Tracking • Project Time & Cost Management • Workforce & Scheduling Management • Leave & Absence Management • Compliance & Governance • Payroll & Billing Integrations • Analytics & AI Insights • Mobile & Global Support Trusted by finance, operations, HR, & compliance leaders across industries like professional services, IT, consulting, engineering, & government contracting, it helps improve profitability, ensure compliance, and make confident, data-driven decisions.

Nostra's powerful AI and matching tools enable you to always put the best employee on each project role. Nostra helps you maximize your utilization and profitability by providing you with the visibility to know who is on the bench, what skills you need to hire for and where project staffing can be improved. Spreadsheets are hard, but Nostra is easy. Manage employees, track time, manage skills, staff projects, view revenue and cost projections and even run your sales pipeline with our kanban style sales board. For professional services organizations or anyone managing their team, Nostra has it all. Our simple to use cloud system integrates with many other cloud platforms and allows you to securely view your data from anywhere.

Productive is the all-in-one professional services automation platform built for agencies, consultancies, and service businesses. Manage projects, resources, and finances in one place — with real-time visibility and advanced AI and agentic features. Let the integrated AI Assistant and autonomous Agents handle busywork across sales, projects, time tracking, and resourcing. Track profitability and manage budgets for fixed price and hourly projects and manage billing for recurring or one-time projects. Ask AI for any insight you need across your business data, and it will interpret it and build a custom report. Connect Productive to MCP-supported services with Connectors, like Hubspot, WordPress, or GitHub, to let AI read data and act on it in one tool.

PSOhub is professional services automation software that brings the entire project delivery cycle into one platform. It combines project management, task management, resource and capacity planning, time and expense tracking, project accounting, budget and margin tracking, and billing, so everything from a won deal to a paid invoice lives in one place. It is built to work natively with HubSpot. Deals in HubSpot become projects in PSOhub automatically, time logged against a project connects back to the deal, and you keep one connected customer view across sales and delivery. No middleware, no manual re-entry, no separate systems to reconcile. PSOhub brings project management, planning, time tracking, and billing into one data model, so your operational data is AI-ready from day one.

Teamwork.com is an AI-powered professional services automation platform that helps teams manage projects, resources, and financials in one place. The platform is built for client work, giving businesses visibility into profitability, utilization, budgets, billable hours, workloads, and project delivery. Teamwork.com supports resource management, project management, financial tracking, client communication, approvals, reporting, dashboards, templates, and integrations. TeamworkAI helps teams turn updates into tasks, find information with smart filtering, manage resources, and integrate with models such as Claude and ChatGPT. The platform includes security controls such as SOC 2 Type 2 certification and private data protections that prevent customer data from being used to train third-party models.

Forecast is a full-scale project and resource management solution that grows out to a complete suite of great functionalities. It unites project management, resource planning, team collaboration, finance, and reporting under one roof, bringing the power of AI to automate administrative tasks. It's a robust alternative to point project management solutions used in professional service organizations. Perfect for companies of 50+ employees who want the full project portfolio and resource overview, in one software. * More predictable and accurate project proposals * Better planning and analysis with Insights & Reporting * Stronger Business decisions supported by AI * Flexible resource management with Project and Task Allocations * Efficient Task and Time Management * Actionable Insights into Project Profitability with cost, revenue and profit updated in real time

Get 360° view of your entire business with the help of Q360, a Professional Services Automation (PSA) software solution from Solutions360. Q360 is an end-to-end business management software that handles all aspects of business--from accounting, including full financials, project management, job costing, sales, service dispatch and inventory. By implementing the Q360 PSA software, businesses can improve customer relationships, deliver project-sensitive information to stakeholders on time, get real-time visibility into costs, and eliminate the use of disparate systems, saving time and effort.

Syncro offers the first Extended Monitoring and Management (XMM) platform purpose-built for midsized MSPs and internal IT teams. The unified platform integrates RMM (endpoint management), professional services automation (PSA), and Microsoft 365 multi-tenant management to help organizations simplify operations, strengthen security, and scale profitably. Syncro delivers powerful automation, native AI capabilities, deep Microsoft 365 integration, and seamless support for 50+ third-party tools—enabling teams to reduce complexity, cut costs, and uncover new revenue opportunities. Its transparent per-user pricing model and commitment to continuous innovation make it an ideal solution for modern IT operations.

monday AI work platform is an AI-powered work management and collaboration platform that enables organizations to manage projects, operations, workflows, and business processes through a centralized digital workspace where people and AI agents work together. The platform combines workflow automation, project management, team collaboration, and AI-driven execution tools to help businesses streamline operations, automate repetitive tasks, and improve productivity across departments such as marketing, sales, IT, HR, operations, and product management. monday AI work platform supports customizable workflows, dashboards, integrations, automations, and AI agents that can perform tasks such as research, reporting, meeting management, risk analysis, process optimization, and workflow orchestration within a secure enterprise-ready environment.

BigTime is a top-rated online time and billing software for professional service firms. With BigTime, firms can take advantage of time and expense tracking tools, WIP management, billing and invoicing, task and workflow management tools, and more, in a single platform. Cloud-based with an intuitive interface, BigTime bundles industry best practices and operational know-how in a user-friendly application that runs on all desktop and mobile devices. From project creation to client payments, BigTime streamlines firm operations with intuitive budgeting, project management, and invoicing solutions that can be configured to automate even the most complex scenarios. BigTime also integrates with leading productivity apps such as QuickBooks, Lacerte, Slack, Salesforce, and Zapier.

Accelo is an AI-powered Professional Services Automation (PSA) platform that unifies pipeline, projects, resources, and financials in one intelligent system — so firms can move from operational chaos to profitable growth. Built for consulting, accounting, engineering, architecture, marketing, and IT services firms, Accelo connects every stage of the client lifecycle from quote to cash. Embedded AI flags project risks early, predicts outcomes, optimizes resource utilization, and delivers real-time financial visibility — so you know what's coming, not just what happened. Unlike disconnected tools and spreadsheets, Accelo eliminates revenue leakage from untracked hours, scope creep, and manual admin. Teams recover billable time, protect margins, and scale with confidence. Key capabilities: project management, time tracking, resource scheduling, CRM, billing, retainer management, and real-time reporting — all in one platform.

Certinia Professional Services Cloud is an AI-powered PSA platform that connects sales, staffing, delivery, billing, renewals, and financials on Salesforce. The platform helps services organizations manage the full lifecycle from pipeline to profit with one connected system of record. Veda AI adds intelligence across estimation, staffing, delivery, reporting, time capture, and project execution. Certinia PS Cloud supports services estimation, resource management, project management, services billing, and services financials. The platform helps teams reduce administrative work, staff projects faster, protect margins, eliminate revenue leakage, and improve forecasting. Built for consulting, IT services, software, IT hardware, tax, audit, and advisory firms, Certinia PS Cloud helps services businesses run with more clarity, speed, and confidence.

Ruddr is the modern professional services platform for small-to-midsize teams. Ruddr captures key operational data related to clients, projects, budgets, tasks, time, expenses, and invoices. Reports and KPIs provide insight into metrics such as revenue, services margin, realization rate, utilization rate, and more. Ruddr provides a comprehensive set of integrated features that allow you to run your professional services operation without the headaches. Manage all of your clients and projects in one place. Track key performance indicators on each project dashboard. Track time effortlessly using a day, week, month, or list view. Allow project managers to quickly approve time and expenses. Create a detailed budget by aggregating a project's tasks. Track real-time progress against the budget throughout the project. Easily run reports on the key operational data in Ruddr. Evaluate data related to hours, expenses, utilization, and more.

ShieldPSA is a Professional Services Automation (PSA) platform designed for Managed Service Providers (MSPs) and IT service teams. It brings essential service management and business operations into a single platform, helping teams manage customer requests, tickets, SLAs, projects, contracts, time tracking, billing, and reporting. ShieldPSA provides tools for managing the complete service lifecycle, from receiving and prioritizing service requests through resolution, time tracking, contract management, and invoicing. It also includes workflow automation, service catalogs, customer and contact management, reporting, a client portal, and integrations to support day-to-day MSP operations. The platform is designed to help MSPs centralize their service operations, improve visibility into technician and customer activities, standardize workflows, and manage recurring services more efficiently. ShieldPSA is offered as a free PSA platform, with professional services available for or

Kaseya BMS is a next-generation Professional Services Automation (PSA) software designed to boost productivity by simplifying IT service delivery and business operations. It provides a single console to manage ticketing, project and task management, billing, quoting, and remote support. With AI-powered tools for faster ticket resolution and integrated documentation, Kaseya BMS helps IT teams streamline workflows, improve collaboration, and deliver exceptional customer service efficiently.

Predikt AI is the unified platform for professional services companies to manage their business from proposal to billing and maximize revenue. Thanks to its proprietary automation and predictive capabilities, Predikt AI makes it effortless to scale your service-based business. Predikt AI allows professional service companies to manage all aspects of their business, from proposals to billing, and maximize revenue. Predikt AI's proprietary automation and prediction capabilities make it easy to scale your service business. Give resource managers the visibility needed to manage and allocate resources efficiently from the first interaction to project delivery.

Dayshape delivers leading resource management software designed to help organizations achieve extraordinary results. Trusted by Big Four and many other top professional services firms globally, Dayshape is the only solution that combines advanced AI, real-time project financials, and firm-wide insights enabling customers to elevate resource management into a strategic function. The platform seamlessly fits with existing ecosystems through integrating with ERP, PSA, CRM, HR systems, and more. Dayshape also stands out as the only resource management vendor with a Workday packaged solution—built to handle complexity and grow with your firm. By driving profitable growth, powering confident decisions and ensuring satisfied clients and teams, we're helping our customers build strong organizations and careers for the long term.

Built specifically for professional services firms to improve productivity, boost collaboration and increase profitability. People and projects are the heart and soul of your business. That’s why Deltek created Vantagepoint, a powerful, intuitive solution that helps your people manage your projects from start to finish. Deltek Vantagepoint’s 360-degree view of your projects puts client, project and financial details in a single location. That all adds up to making well-informed tactical and strategic business decisions and a more efficient, productive and profitable company. Control all project information in one place – from pursuit and proposal, through project planning and financial management. Gain visibility across your organization, from project initiation to completion. Get actionable insights to make more informed decisions. Enable teamwork and collaboration via a single tool, and empower users with a simple, intuitive experience.

Rocketlane is an agentic, all-in-one professional services automation platform that helps delivery teams manage projects, people, profits, and customer experience in one place. The platform unifies project delivery, resource management, financial management, client collaboration, customer intelligence, documents, forms, sheets, chat, and workflows. Rocketlane’s AI agents help automate frontline work, govern processes, surface customer risks, and learn from delivery patterns. Nitro supports workflows such as SOW creation, sales handoffs, implementation discovery, project planning, configuration, migration, validations, and go-live execution. The platform provides real-time visibility into utilization, margins, budgets, staffing, customer commitments, blockers, scope creep, escalations, and expansion opportunities. Built for professional services, onboarding, implementation, SaaS, fintech, marketing, and IT services teams, Rocketlane helps organizations deliver client work faster, leaner

Datto’s Autotask Professional Services Automation (PSA) is a powerful and intuitive cloud-based PSA platform providing a singular view of the entire business - enabling MSPs to centralize business operations and make data-driven decisions to improve service, productivity and profitability. Autotask PSA allows MSPs to run all aspects of their business at peak efficiency. It combines all the mission-critical tools necessary to run a managed services business. Autotask PSA centralizes operations and provides instant understanding through customizable dashboards and widgets, enabling you to make data-driven decisions. Autotask PSA does not require extensive testing, maintenance, or updates and has a proven track record of consistently delivering 99.99% uptime and unmatched security. PSA is the central hub for any MSP providing a single pane of glass view across the business and increasing efficiency through automating workflows.

DeskDay is redefining how MSPs and IT teams deliver IT support. It’s a modern, AI-driven PSA designed around ease of use, not clutter. From a chat-based service desk to project management, billing, contracts, reporting, and workflow automation, everything lives in one unified ecosystem. At the heart of DeskDay is Helena, the AI assistant that helps teams respond faster, stay informed, and reduce manual work. End users meet MSPs where they already are: Microsoft Teams, web, mobile, and desktop (with SMS and Slack coming soon). This isn’t just another PSA. It’s a customer-centric, omnichannel support experience where every interaction matters, and nothing falls through the cracks.

The Polaris self-driving professional services automation (PSA) uses advanced technology to analyze real-time data, and deliver recommendations to help keep projects, resources, and finances on track. With MissionControl in Polaris PSA, get real-time visibility into all the metrics you need to get your work done. So your resourcing, financials, and project information are all in one place. With your up-to-date live view of the business, you are in control and can make early course corrections. Leverage historical and real-time information to quickly adapt to changes and make decisions in the now. Define your framework and methodology for managing projects, resources, and financials. Easily enforce standard processes, formats, data and workflow across your organization. Get everyone on the same page to ensure consistent execution and growth using configurable PSA software.

Screendragon is an all-in-one AI-powered marketing work management platform built for enterprise marketing and marketing agency teams. The software is the orchestration layer that marketing and agency teams need to unify people, AI, and automation. Global enterprise organisations and agencies utilise Screendragon to manage campaigns, optimise resource management, drive business ROI, and collaborate, all on one solution. Screendragon's software sophistication provides teams with the ability to customise processes to their unique ways of working, enabling companies to streamline their operations, improve speed-to-market, and reduce costs. Screendragon's AI studio offers advanced agentic workflows, alongside their AI Foundary, where teams get access to expert consultants who help design, deploy, and govern AI systems. With over 20 years as a leading software provider, Screendragon is used and loved by global brands and agencies.

Helios is an AI-native RMM (remote monitoring and management) and PSA platform built for managed service providers. It unifies device monitoring, self-healing automation, patch management (Windows and third-party), Microsoft Defender security monitoring, Microsoft 365 health, one-click remote access, branded client portals and a full helpdesk into one hosted platform. Where most tools bolt AI on as a summary feature, Helios is built around it: AI Ops answers plain-English questions about your fleet and acts on them, predicts disk failures days ahead, and correlates alerts so one outage raises one ticket. A built-in AI Service Desk Agent triages and replies to inbound email in seconds.

Office Timesheets is a web-based commercial timesheet that is a highly configurable timesheet tracking and management software application designed to adapt to the specialized needs of project-driven organizations that require employee time capture and time reporting for accurate job costing/accounting and/or billing of professional services. Office Timesheets also provides extensive functionality for tracking expenses. Configurable timesheet for project costing, client billing, & time and attendance. Easy to use, 100% web-based timesheets with Windows application-like functionality via AJAX. Real time graphical reports provide insight into productivity. Email notifications encourage prompt submission of timesheets. Configurable approval process to fit your business. Easy expense tracking in multi-currency; auto tax calculations. Flexible, multi-client billing/invoicing options. DCAA-compliant timesheets follow regulatory guidelines.

AccountSight is a cloud-based Professional Services Automation also known as a PSA solution that focuses on helping startups and growing companies. Some of the key features include applications for project management, time tracking, billing and invoicing, expense tracking and resource management. In addition, users can automatically attach timesheets and expense receipts to project invoices, project planning, forecasting, and scheduling. AccountSight tracks planned cost versus actual cost, as well as scheduled hours versus actual hours spent on a project. Admin users can create estimates and forecast budgets for projects and place bids for projects and convert estimates to invoices. AccountSight also goes mobile with apps that are available for Android and iOS.

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.

Embrace efficient capacity planning and utilization strategies for optimal workload and profitability. Make informed, data-driven decisions to streamline your services operations and optimize the financial health of your organization, with PSA-native insights and analytics. Put the spotlight on your customer by bringing together traditional professional service automation with proposal automation, knowledge management, and customer sentiment. Upland PSA transforms the way services organizations deliver projects from the first interaction with their customers to ongoing customer success. With robust timesheet and expense capture, project and workforce management, customer billing and project financials, our PSA software goes further and gives you proposal automation, knowledge management, and customer surveys, helping you put the spotlight on the customer to deliver better customer outcomes, starting from Day One.

Projector is the best-of-breed professional services automation (PSA) tool for today's modern, fast-paced services firms. Created by Project PSA, the solution focuses on increasing profit margins and improving resource utilization rates. Cloud-based and easy to use, Projector helps services firms seamlessly manage projects, track time and expenses, schedule resources, invoice, and simplify workflows. The solution's three core applications are project management, project accounting, and resource management.

KEBS.ai is an AI-powered Professional Services Automation (PSA) platform built for consulting, IT services, and professional services firms. It connects the entire Quote-to-Cash lifecycle, bringing CRM, sales, quoting, project delivery, resource management, project financials, time tracking, billing, and revenue intelligence into one unified platform. With AI-powered insights and intelligent agents, KEBS.ai helps businesses improve utilization, identify revenue leakage, control project margins, forecast revenue, and make faster, data-driven decisions. By connecting pipeline, projects, people, and profit, KEBS.ai gives services organizations real-time visibility and control from the initial opportunity through project delivery and final invoice.

Project Clock is an easy to use project time entry system. Project Clock is useful for consultants, lawyers, engineers, contractors, project managers or anyone else who must record time billed to different projects. Highly accurate billing records are kept by easily punching in and out for each project. Reports summarize all billed project time in the given time period. Clients can be billed using the simple invoicing feature. Keep track of project estimates and expenses with the project management features. Data can be exchanged with other programs using the CSV import/export feature. Project Clock Pro can be accessed by multiple people over a network and has a custom reporting feature.

Kytes PSA is an enterprise-class low-code/no-code software platform for digitizing & automating business processes for project-based industries like IT Software & Services, Consulting & others. The key capabilities include Opportunity Management, Project Estimations & Automate Proposal Making, Project & Delivery Management, Project Financials, Resource Management, Timesheets and Leave Management, Billing Automation, and New Product Development (NPD) for Pharma & others. Some key differentiators are integrated rule-based Workflow Management, Estimation Engine, Proposal & Documents Editor, Resource Allocation Engine & so on. ProductDossier PSA provides the following outcomes: 1) Improved Project profitability by 5-10% 2) Improved resource utilization resulting in higher overall revenues 3) Reduced DSO by generating accurate invoicing on-time 4) Increased winnable proposals due to accurate estimations

Time and billing is designed for service organizations to capture employee time working on projects and automate client billing. Time Collection is a desktop utility that can be used to track employee time as different client projects are being performed. User can quickly switch time tracking from one client to another in a matter of seconds to maximize billable time. User can perform after the fact time collection into a time sheet. Time collection data can be configured to be approved by a manager before being transferred to billing. System allows automatic created of client invoices based on time collection data under user control. Accura Software offer clients a very flexible approach to professional services by clearly defining the benefits and the circumstances under which the services are appropriate. Depending on the needs of your organization some or all of the services below can be performed by in-house personnel, a qualified third party, or Accura Software consultants.

Avaza is a cloud-based professional services automation tool that streamlines project collaboration, resource scheduling, time and expense tracking, retainer management, and invoicing. Trusted by teams across industries, it combines essential business functions into a single, efficient platform. Avaza’s all-in-one approach removes the need for multiple subscriptions and duplicate workflows. By integrating project management, financials, and retainer functionality, it provides businesses with real-time insights into project profitability, employee utilization, and retainer usage, all in one unified system. The retainer feature simplifies ongoing client engagements by automating payments and applying credits for completed work. This ensures seamless billing, efficient resource allocation, and greater transparency. Available across desktop, tablet, and mobile devices, Avaza ensures true on-the-go operational management for companies seeking flexibility and efficiency.

Plan for profitability from the start with Progressus for Microsoft Dynamics 365 Business Central, designed for small and mid-sized professional services firms. Profit requires the perfect intersection of planning and execution from assigning resources to tracking every project dollar. Progressus for Microsoft Dynamics 365 Business Central is professional services management software that provides what you need to put profitability first, not last. Easily track, view and analyze costs. Get instant expense visibility before the end of an accounting period. Record items or inventory against a project. See information in easy to view dashboards and reports. Get unlimited budget revisions. Budget generic resources as placeholders. Copy budgets from previous projects. Register materials consumption directly on the project. Compare budget details with actuals to the task level. Enable teams with Outlook integration, CRM functionality, and easy-to-use workflows.

Klient PSA is a comprehensive Professional Services Automation (PSA) solution built 100% natively on Salesforce. Primarily designed for consulting firms and SaaS businesses, it helps teams structure their work, optimize resource utilization, improve collaboration, and accelerate revenue, all from a single source of truth. Built by consultants, for consultants, Klient PSA centralizes every step of the project lifecycle: estimation, planning, delivery, time tracking, billing, and reporting. It enables operations teams to shift from disconnected tools and manual processes to a single, cohesive platform, designed to grow with your business. Why teams choose Klient PSA: * Centralized Data: A single source of truth reduces manual work, miscommunication, and delays. * Improved Collaboration: Delivery, finance, and customer teams stay in sync, from proposal to final invoice. * Increased Efficiency: Automation of repetitive tasks frees up billable hours and reduces operational overhead.

Timewatch’s Time&Space® PSA solution provides advanced scheduling, time & expense tracking, billing and reporting features. Ultimately, the best PSA solution for your organization is one configured for your organization. Our Time&Space® professional services automation software is exactly this – highly configurable, scalable and customizable. As your PSA solution is unique to you, our evaluation services include time with our implementation specialists to help ensure you can see Time&Space® can be configured to support all of your core professional services automation requirements.

Accorto is professional-grade time and expense management software that gives you the power to seamlessly integrate project and resource management with billing – from opportunity to project to invoice and payroll integration. Accorto is different – unlike other PSA software, Accorto is a native Salesforce application, giving you the versatility to customize objects and extend their application within Salesforce with a minimal learning curve. All data is securely stored in Salesforce and with that available for all reporting and dashboard options. In addition to our personalized product support, we provide customization and configuration services, training and an expert Help Desk. Accorto is truly professional services automation – for professionals. Get a free Demo and experience for yourself the smarter, easier, more powerful PSA solution.

Improve your performance, and profits, with the Unit4 PSA Suite. Specifically designed for your industry, the Unit4 PSA Suite is a state-of-the-art Professional Services Automation solution to help you manage your entire business: from the first client contact to invoicing and cash collection, built on the powerful Microsoft Dynamics 365 platform. Manage your risk and compliance with the integration with WWFT/BSA/ASM, register your hours directly on the right engagement with the Mobile App with timer, and recognize all revenue and Work-In-Progress in one single solution. Get rid of time-consuming time and expense entry with the PSA Mobile App with timer, and plan your outsourced resources efficiently within the Gantt chart availability and utilization overview.

CMap eliminates all those headache-inducing spreadsheets and disconnected software packages. Instead, you’ll have all of that data and functionality in an accessible, unified system. Professional services companies are unique. You don’t have career sales people responsible for new business. Instead, you have individuals with a background in delivery who are busy with a thousand other things. Approaches to job costing vary wildly in professional services. Architects, accountants, consultants, agencies all quote differently. The problem with most resourcing software isn’t the initial set-up of resourcing data: it’s keeping on top of the changes. Timesheet and expenses data automatically drives live budget vs. actuals for all projects, giving you up-to-the-minute feedback on how your projects are performing.

TekLaw makes your law office more productive and profitable. Affordable and easy-to-use practice management system for smaller firms, get your office organized and functioning smoothly. A comprehensive solution, TekLaw tracks your cases, time, calendar, appearances, discovery due dates and invoices and syncs with Outlook and your PDA. With over 15 years of professional experience, our hands-on approach, combined with extensive industry contacts, give us access to the personnel you need. Project managers, software engineers, programmers, business analysts, help desk reps, and hardware technicians: New Wave Tek delivers the best recruits. TekLAW software allows you to view many aspects of a case profile easily to protect yourself from potential malpractice. Track cases with a detailed calendar that creates alerts for key dates, daily task lists, assigns tasks to multiple employees and tracks status of tasks. Never miss another deadline.

Roadbase is an AI-assisted, quote-first planning platform for creative freelancers and agencies. Paste a project brief or attach a PDF, and Roadbase creates an editable first draft with a project summary, phases, tasks, roles, estimated hours, timing, assumptions, and estimate reasoning. Your team reviews and adjusts the draft, then applies its own role costs and billable rates, overhead, direct expenses, contingency, and target margin to build the quote. The visual timeline keeps tasks, timing, roles, hours, and pricing in the same project model. When the plan is ready, export the reviewed work breakdown, roadmap, and cost summary as a proposal PDF. After approval, carry the work into a simple Kanban workspace, assign tasks, keep comments with the work, track time by project and task, and compare actual hours with the estimate. Roadbase is built for creative service businesses in advertising, branding, design, video production, web and app work, and related consulting projects.

Avaro One is a CRM and PSA platform for sales, delivery and professional services firms, integrating sales and delivery functions. Its six modules cover the client lifecycle: Sales manages pipelines, lead scoring, and quoting; Marketing handles campaigns and segmentation; Delivery oversees projects and resources; Finance manages invoicing and expenses; People & Development supports performance reviews and career growth; Platform ensures security, compliance, and integrations. Sales opportunities become Delivery projects, with tracked time feeding Finance for invoicing. Features include eight service model templates, document tracking for quotes and contracts, a branded client portal for updates and invoices, GDPR compliance tools, multi-currency support, and two-factor authentication with role-based access.

Saviom's Professional Services Automation platform is an all-in-one suite to power the needs of the services crowd. Improve your profitability by moving crucial resources from non and low-billable work to high-billable projects. Experience real accuracy with features to manage team discussion, project progress updates, taskboards, built-in expense and time templates. Get onboarded today with a free and fully-personalized trial!

Kairos software is designed for medium and large manufacturing and service organizations working project based. A smart and easy way to attribute client time and manage project performance. Time in Real-Time Advanced, intuitive and fast tracking and reporting systems, for real-time evaluation. Future Ready, Mobile, collaborative & cloud based for maximum fruibility and extension of self. Project Intelligence. Highly configurable built-in project logics for fast implementation, ease of maintenance and valuable analysis. Attendance Management. Managing attendance or presence at work. Set work shifts, manage clocking in and out via mobile geolocation, prepare payroll data through timesheets or use all three of them. Kairos People. Activate Kairos's employee app for fast and easy time, attendance, expense and leave management. Give your employees access to the app's Outlook and Google integrated agenda and smoothly communicate with the entire workforce.