FinancialForce PSA Review: Is It The Right Project Management Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
GDPRFinancialForce PSA offers custom pricing plan
Salesforce
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Overview
Pricing
Features
Buyer feedback
Alternatives
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Media
Security & Compliance
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FAQ
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What is FinancialForce PSA?
FinancialForce PSA is an all-in-one business app designed to provide complete visibility into projects. Featuring powerful tools to easily capture data, manage tasks and milestones, schedule resources and automate project pipelines, teams are empowered to collaborate in real-time, track expenses from any device and analyze their workflow using the in-app dashboard. Best suited for growing small and medium enterprises, FinancialForce PSA is the perfect solution to gain control of their operations.
Pricing
FinancialForce PSA offers custom pricing plan
Best For
Suited for solo users, small teams, SMBs, and enterprise
Security & Compliance
GDPRSSO & MFA supported
Data residency:🇺🇸
FinancialForce PSA Software Demo
FinancialForce PSA was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider FinancialForce PSA
- Use cases
- Professional services firms, Project management teams, Resource scheduling and allocation
- Team types
- Project managers, Resource managers
- Company size
- Small businesses, Medium businesses
- Workflow style
- Flexible and configurable
- Setup complexity
- Medium
Why teams choose FinancialForce PSA
Comprehensive project visibility and real-time collaboration
Integrated expense tracking accessible from any device
In-app dashboards for workflow analysis
Is FinancialForce PSA right for you?
Best for growing SMBs needing all-in-one PSA with strong project visibility.
Choose FinancialForce PSA if
- You manage projects requiring real-time collaboration and comprehensive visibility.
- Your team needs integrated expense tracking accessible from any device.
- You want flexible resource scheduling and automated project pipeline management.
Consider alternatives if
- You are a freelancer or very small team needing lightweight, simple tools.
- You require transparent, fixed pricing or minimal setup complexity.
What buyers should know before shortlisting FinancialForce PSA
FinancialForce PSA is a comprehensive project management software that provides complete visibility into projects and empowers teams to collaborate effectively. Its automation features are particularly beneficial for growing enterprises.
FinancialForce PSA pros and cons
- FinancialForce PSA pros
Comprehensive project visibility and real-time collaboration
Integrated expense tracking accessible from any device
In-app dashboards for workflow analysis
- FinancialForce PSA cons
Pricing is quotation-based and not publicly available
May require moderate setup and configuration effort
Ready to try it?
Get started with FinancialForce PSA
Connect with the team for a personalised demo.
Still comparing?
See how it stacks up
Compare FinancialForce PSA side-by-side with top Project Management Software alternatives.
What is the pricing of FinancialForce PSA?
FinancialForce PSA uses custom pricing — plans are tailored to your team size and needs. Contact them for a quote.
FinancialForce PSA reviews and ratings
Buyer sentiment
Buyers generally appreciate FinancialForce PSA's comprehensive project management capabilities and real-time collaboration features, though some note pricing opacity and setup complexity as drawbacks.
What buyers like
- Project visibility
- Real-time collaboration
- Workflow analytics
Common complaints
- Pricing transparency
- Setup complexity
What users are saying
UR
Uday R
12/22/23
"The best automation solution for managing professional services"
What do you like best about Certinia PS Cloud? Being able to see a project's status, resource utilization, and financial performance in real time is ...
Read more
AU
Anonymous User
12/21/23
"Great PSA"
What do you like best about Certinia PS Cloud? I like that it sits on top of Salesforce which made learning the tool easier than the previous system. ...
Read more
PG
Piyush g
12/20/23
"Greatest option for a business"
What do you like best about Certinia PS Cloud? Due to its foundation in the Salesforce platform, it is user-friendly. It has features like quick ...
Read more
BR
Bareena R
12/20/23
"For businesses with various demands, Certinia PS Cloud is the best option available."
What do you like best about Certinia PS Cloud? Because it is built on the Salesforce Platform, it will be a simple and one-stop tool for the sales and ...
Read more
AU
Anonymous User
12/19/23
"Overall great experience"
What do you like best about Certinia PS Cloud? The connectivity of managing projects, opportunities, accounts, contacts, etc. and the easy flow from ...
Read more
PB
Pablo b
12/18/23
"Game Changer PSA"
What do you like best about Certinia PS Cloud? Certinia PS Cloud is a great plataform to support our Dell Professional Services organization ...
Read more
What are the features of FinancialForce PSA?
The access control structure is a crucial characteristic that distinguishes a digital asset management system from other storage systems. Yo…
Collaboration has received a lot of attention in the marketing world recently. It's taking off in a big way but still has many questions sur…
Performance analytics in sales is a powerful tool that helps businesses gain insights and make data-driven decisions to drive their sales st…
Portfolio management is means managing an individual's assets in order to optimize earnings over a specific period of time. Project portfoli…
Project accounting is a sort of managerial accounting that focuses on managing and delivering projects. It entails tracking, reporting, and…
The process of pre-planning, scheduling, and distributing your resources to maximum efficiency is known as resource management. A resource i…
Revenue Management is a key feature in many software applications that helps organizations to optimize their revenue streams. This feature a…
The process of recording and tracking hours spent and expenses related to projects is known as time and expense. Multiple timesheet and expe…
Workflow is a collection of tasks that work together to process a batch of data. A workflow encompasses everything from creating assets to i…
FinancialForce PSA security and data handling
Key compliance certifications and security features for IT and security teams evaluating FinancialForce PSA.
Certifications
Security features
Developer & data
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FinancialForce PSA Customers
Salesforce
RedHat
Splunk
Avid
Imprivata
Hyland
Seagate
Windward
FinancialForce PSA Support Options
Frequently Asked Questions About FinancialForce PSA
Common questions buyers ask before choosing FinancialForce PSA.
FinancialForce PSA is a Project Management Software. FinancialForce PSA offers Revenue Management, Performance Analytics (Sales), Project Accounting, Time & Expense Tracking, Workflow Management and many more functionalities.
FinancialForce PSA is a strong fit if: You manage projects requiring real-time collaboration and comprehensive visibility.; Your team needs integrated expense tracking accessible from any device.. Consider alternatives if: You are a freelancer or very small team needing lightweight, simple tools.; You require transparent, fixed pricing or minimal setup complexity..
Buyers commonly note the following limitations of FinancialForce PSA: Pricing is quotation-based and not publicly available; May require moderate setup and configuration effort; Limited appeal for freelancers or very small teams.
Some top alternatives to FinancialForce PSA includes Quickbase , Smartsheet, ClickUp, Saasu and IFTTT.
FinancialForce PSA offers Quotation Based pricing model
The starting price is not disclosed by FinancialForce PSA. You can visit FinancialForce PSA pricing page to get the latest pricing.
Ready to try it?
Get started with FinancialForce PSA
Get connected with the team for a personalised demo.
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].