Best Professional Services Automation Software for Microsoft Excel
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Compare the Top Professional Services Automation Software that integrates with Microsoft Excel as of October 2025
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This a list of Professional Services Automation software that integrates with Microsoft Excel. Use the filters on the left to add additional filters for products that have integrations with Microsoft Excel. View the products that work with Microsoft Excel in the table below.
What is Professional Services Automation Software for Microsoft Excel?
Professional services automation (PSA) software is a technology that helps managing the operations of professional service organizations. It provides tools to integrate business processes and automate workflow, allowing for better organization and performance tracking. PSA solutions typically include components such as project budgeting, resource management, time and billing, customer relationship management, and reporting. Compare and read user reviews of the best Professional Services Automation software for Microsoft Excel currently available using the table below. This list is updated regularly.
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1
Planfix
Planfix
The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies.Starting Price: $0 per user per month -
2
Project Insight
Project Insight
Project Insight is project and portfolio management software built for growing teams and businesses. It brings all your project work together from across departments and software tools, helping you streamline workflows, automate processes, and make faster, more accurate decisions with real-time data. Manage work dynamically at the project, program, and portfolio levels to keep teams aligned and focused on strategic goals. Roll up details like status, resources, budgets, and risks instantly, so you can stay ahead of challenges and drive results. Connect Project Insight with the tools you already use — including Azure DevOps, Jira, Microsoft Project, Salesforce, and ServiceNow — to reduce manual work, break down silos, and improve collaboration across your organization. Leverage AI to predict future capacity, balance workloads, and suggest the best resources for every project. Use AI-powered search to quickly surface project data and keep work moving forward.Starting Price: Free -
3
monday.com
monday.com
Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals.Starting Price: $39/month for 5 users -
4
Wrike
Wrike
Wrike’s powerful work management platform enables distributed teams to collaborate in real-time on complex projects. Our versatile, cloud-based software is trusted by top tech companies across the globe, including Siemens and Fitbit. Wrike’s award-winning features include cross-tagging, custom item types, dynamic request forms, and automated workflows. With our 400+ app integrations, you can streamline tasks and keep all your favorite tools in one place. Experience the power of voice commands and smart replies with our Work Intelligence™ software. We also offer pre-built templates designed for specific teams, helping you kick-start your sprint planning, manage Agile projects, assess risks, and adapt to unforeseen changes with ease. Worried about keeping your data secure in the cloud? No problem! Our enterprise-grade security boasts 99.9% uptime, as well as continuous data backup, user authentication, role-based access control, and data encryption. Start your free trial today.Starting Price: $10 per user per month -
5
Teamwork.com
Teamwork.com
Combining powerful project management and easily streamlined operations - we’re the only platform built for managing client projects, profitably. Deliver work on time and on budget, eliminate client chaos, and understand profitability in one platform. Teamwork.com's customers track and manage their projects with a suite of integrated solutions such as helpdesk, collaboration, knowledge sharing, and customer relationship management add-ons, enabling Teamwork.com to be the 'one-stop shop' solution for business owners. Teamwork.com is trusted by over 20,000 companies worldwide with a global team of over 350 employees, making project management more straightforward, more efficient, and more impactful with our project planning software, integrated with all the tools you already use.Starting Price: $5.99 per user per month -
6
Birdview PSA
Logic Software
Birdview PSA provides professional services organizations with a single source of truth. The result is better visibility at all stages of the service delivery lifecycle, enabling data-driven decisions, collaboration and increased synchronization at crucial handoff points. Birdview PSA offers deep project management functionality along with resource optimization, project accounting and a powerful set of tools for monitoring and optimizing at both the project and portfolio level. With Birdview PSA, services organizations can enjoy rich functionality without the usual trade-off of a months-long onboarding process and without compromising their budget. This is made possible by a more intuitive user interface and seamless integration with CRMs, ERPs and thousands of other applications.Starting Price: $13.50/month/user -
7
AccountSight
AccountSight
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.Starting Price: $8.00/month/user -
8
Forecast
Forecast
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 timeStarting Price: $29.00/month/seat -
9
Planview AdaptiveWork
Planview
Planview AdaptiveWork (formerly Clarizen) enables PMOs and professional services delivery teams of all sizes to gain real-time visibility across all their work, automate workflows, proactively manage risks, and deliver greater business impact. Align to company strategy and ensure your workforce is as effective as possible, focused on delivery of the right things at the right time. Track, manage, and prioritize work requests and ensure all requests automatically include all relevant details needed to execute. Bi-directional integration with your CRM using custom triggers to capture opportunity details for planning your client projects. Automate and manage the different stages (submission, scoring, prioritization, routing, and approval) of the request process to be considered for conversion into projects, work, or tasks.Starting Price: $45.00/month/user -
10
Saviom PSA
Saviom
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! -
11
Celoxis
Celoxis Technologies
Celoxis is a Enterprise online project management solution for midsize to large businesses to help them plan and manage complex and diverse project portfolios. The collective suite includes modules for resource management, budgeting, revenue forecasting, time and expense tracking, reporting and team collaboration. Celoxis includes features such as advanced scheduling, which combines real-world conditions, such as resource time off, multi-time zone, part-time resources, working weekends etc., into one schedule. Users can automatically send reports as an attachment in an email to a set of users as well as roll up data captured from custom fields to the sub tasks to summary tasks and projects. In addition, Celoxis’ interactive Gantt chart can handle 10,000 tasks linked from different projects. Celoxis offers a choice of cloud-based or on-premise deployment. The solution is fully customizable and offers seamless integrations with Excel, Outlook, Salesforce.com and more.Starting Price: $25.00/month/user -
12
ITM Platform
ITM Platform
ITM Platform is the Project Portfolio Management software that bridges the gap between strategy and project management. With a mere two-week integration and an easy learning curve, you and your team members will be fully operational fast, giving you the project and work management tools you need to align your portfolio with the overall business strategy. ITM Platform offers robust control over the economics (costs and revenue) at portfolio, program, project, and task levels. Manage agile and waterfall projects, prioritize what’s best for your business, and use real-time information to report progress companywide.Starting Price: $24/month/user -
13
Logicbox
Logicbox Software
Logicbox offers a full suite of cloud-based business management modules and functions that can be configured to incorporate and automate the unique processes and workflows of a company, creating a single, integrated system. Features range from account management, prospecting, CPQ, and production as well as invoicing, purchasing and inventory management for distribution, installation, and service. Using the admin tools, the platform also provides custom notifications, approvals, permissions, custom reporting, and analytics.Starting Price: $55.00/month/user -
14
CloudBlue PSA
CloudBlue PSA
An enterprise-wide platform with no handoffs, modules, rekeying or stale data where nothing can be lost or missed. Professional services automation (PSA) software providing the maximum degree of process automation so that user intervention is only required to add value - not to administer. Enable your business systems analysis to access data needed to make better decisions. The cloud-based professional services automation software that adapts to your needs. Take CloudBlue PSA wherever you choose to work with our free Android and Apple mobile apps. Deliver exceptional customer service with a world-class service desk that helps you leverage the full power of your services organization. CloudBlue PSA delivers fully configurable and personalised Kanban boards across the entire system, from Sales to Finance. All core business processes can be visualised in seconds, published to teams or kept private. Board updates are process driven so always correct. -
15
CMAP
CMap Software
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.
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