Alternatives to Certinia PS Cloud
Compare Certinia PS Cloud alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Certinia PS Cloud in 2025. Compare features, ratings, user reviews, pricing, and more from Certinia PS Cloud competitors and alternatives in order to make an informed decision for your business.
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Planview AdaptiveWork
Planview
Planview® AdaptiveWork (formerly Clarizen) is a versatile portfolio, project, and work management software embedded with practical AI capabilities that adapts to how you operate so you can proactively plan and deliver any type and size of portfolio, project, and work. Whether you manage IT initiatives, business projects, R&D programs, or professional services, AdaptiveWork provides ready-to-use capabilities whether you’re just starting, expanding and growing, or ready to scale into a full enterprise-wide strategy execution machine. Key Capabilities Ready on Day One - Artificial Intelligence - Portfolio Management - Project Management - Resource Planning - Team Collaboration Thousands of global customers across 124 countries, including industry leaders such as Cognizant, Benifex, Dell, Publicis Groupe, JLL, IBM, and Siemens Energy, rely on AdaptiveWork to drive their business success. The platform's versatility makes it suitable for various industries. -
2
Kantata
Kantata
Kantata PSA, formed by a merger between Mavenlink and Kimble Apps, is a powerful collection of operational management, resource optimization, business intelligence, integration, and workflow automation functionality that optimizes resources and elevates operational performance. A resource-first architecture, Kantata enables services businesses to field the best team, every time and see up-to-the-minute progress against timelines and budgets so projects run smoothly, predictably, and profitably. Kantata is purpose-built to help consultancies and professional services organizations with 50 to 5000+ employees. -
3
Nue
Nue.io
Nue is the #1 Revenue Lifecycle Platform on Salesforce designed to meet the GTM, subscription management and billing needs of the modern business. Configure dynamic pricing. Sell on any channel (self-service + direct sales + in-app). Expand customer revenue and manage renewals. Know exactly what to bill and when. With Nue, RevOps teams can rapidly deploy opportunity-to-cash processes for direct and self-service sales – all the while delivering complete, accurate analytics to Finance. Nue is built for high growth SaaS companies looking for a new way to manage their revenue flows end-to-end that’s not a rigid, IT-heavy CPQ or billing solution. -
4
Scoro
Scoro
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.Starting Price: $19.90/month/user -
5
Recurly
Recurly
Thousands of innovative companies across media and entertainment, consumer goods, software, education, health and wellness, and travel and hostpiatlity industries rely on Recurly for faster, more profitable growth. The partnership and platform of Recurly removes the complexities of automating subscription management and recurring billing at scale, enabling teams to manage and optimize their subscriber lifecycles with ease. Category-defining companies including Sling, Twitch, Bark, FabFitFun, Paramount, Lucid, and Sprout Social have chosen Recurly to manage billions of dollars in recurring revenues, future-proof their recurring billing and revenue management, and recover billions of dollars in lost revenue due to churn. Founded in 2009, Recurly is based in San Francisco, with offices in Boulder and London. Recurly | Keep a good thing growingⓇStarting Price: $0.00/month -
6
Productive
Productive
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 across your entire company. Create deal flow, get sales organized with overview of Sales Pipeline. Collaborate on tasks and track time with simple time tracker. Find bottlenecks that cost you money and consume your time. Avoid collisions, burnouts and overbooking with Resource Planning features. Track Profitability for fixed price and hourly projects. Do all the billing and invoicing, for recurring or one time projects.Starting Price: $9 per month/user -
7
BQE CORE
BQE Software
Effortlessly provide principals, project managers, and entire staff with the information they need. Monitor KPIs like project performance, time and expense, and profitability on BQE CORE's powerful dashboard. Watch real-time status of tasks by phase, track progress, and compare budgeted hours and costs vs. actual so nothing falls through the cracks. Efficiently allocate resources with interactive Gantt charts and accurately forecast every time. Manage your new sales opportunities, activities, and performance through Core CRM, specifically built to address the needs of professional services. Discover how BQE CORE helps you focus on the essential parts of your practice while effectively managing client projects. Book your own personalized demo today! -
8
Ravetree
Ravetree
Ravetree is an all-in-one platform built for client service businesses that demand more than just basic project management. With Ravetree, you can forecast project budgets, track actual spend, and gain instant insights into fees, costs, and profitability—keeping every project financially transparent and on track. Our robust time tracking and billing features allow you to create client-specific rate cards with customizable start and end dates, ensuring billing accuracy and flexibility across all engagements. Assign multiple team members to the same task, each with their own bill rate, work role, and time estimate, so you can accurately reflect the unique contributions and costs of every specialist involved. Ravetree streamlines invoicing, resource planning, and client collaboration, eliminating the need for spreadsheets and disconnected tools. For businesses that need a platform that truly supports their unique needs and drives client satisfaction, Ravetree is the clear choice.Starting Price: $29/user/month -
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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 -
10
Continuum PSA
CrossConcept Continuum PSA
CrossConcept Continuum goes beyond traditional PSA solutions available today by incorporating cutting-edge UI technology making the solution more user-friendly, resulting in fewer clicks within the solution and time spent logging data. CrossConcept Continuum has been built from the ground up to integrate with all major accounting systems to seamlessly synchronize projects and accounting within one unified system. Our innovative PSA solution allows organizations to maximize profitability by integrating connecting projects and financial accounting, enabling you to manage all stages of your project from conception to completion and deliver on your promises. CrossConcept has decades of experience helping service organizations automate their processes. Clients have ranged in size from a handful of people to over thirty thousand. The founder's and team’s real-world experience is what drove and shaped the creation of CrossConcept Continuum. Our solution is a simple, yet powerful PSA!Starting Price: $15.00/month/user -
11
Mission Control
Aprika Business Solutions
Stay in charge and on track with Mission Control, a cloud-based Salesforce project management app. Our professional services automation software allows you to establish a consistent process for planning, managing and measuring your client projects, all from the one app. Maximize efficiency and profitability with our extensive feature set that seamlessly integrates with your Salesforce platform. Spend more time with clients and less time organizing your day. With Mission Control’s Salesforce Project Management solution, you’ll enjoy a clear overview of your project briefs, progress and allocated resources. All of which is designed to keep your day on track and make it easy to collaborate with your team. Create actionable tasks and take your business’s client and project management capability to the next level using time tracking, the resource capacity planner and the intuitive assignment wizard.Starting Price: $39 per user per month -
12
Planview Changepoint
Planview
Planview Changepoint enables end-to-end professional services automation for services-first businesses to streamline quote-to-cash and drive profitability. Changepoint Services Automation (SA) is an end-to-end Professional, Managed, and Embedded services software application designed to power the entire engagement lifecycle. From identifying services opportunities, to contract and project management, to invoicing and revenue recognition, Changepoint SA drives efficient orchestration of engagements, projects, and resources for informed business planning, improved financial control, and accelerated revenue growth. Groups all key customer lifecycle information in a way where everything makes sense. Never lose sight of who your key customer contacts are, so you can reach them when needed. Know your customer lifecycle health, immediately, based on the most important KPIs. Discover every aspect of the customer lifecycle and capitalize on every financial opportunity. -
13
NetSuite OpenAir
NetSuite
NetSuite OpenAir is one of the most popular software for cloud solution services, for companies. It gives users the ability to oversee project accounting, timesheet and expense management from a single program. It has more than 1,500 clients, NetSuite OpenAir is the most commonly utilized cloud answer for service companies. Its professional services will help customers implement and customize NetSuite for their individual requirements, providing a platform from which they can productively improve and expand their business. -
14
Predikt AI
Predikt AI
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.Starting Price: $0 -
15
Klient
Klient PSA
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.Starting Price: $15 per user per month -
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BigTime
BigTime Software
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.Starting Price: $10.00/month/user -
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Dayshape
Dayshape
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. -
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NetSuite SRP
NetSuite
NetSuite SRP provides a comprehensive, end-to-end Services Resource Planning (SRP) solution that supports an entire services business. From Customer Relationship Management (CRM) and Professional Services Automation (PSA), to accounting/Enterprise Resource Planning (ERP), NetSuite SRP supports the complete bid-to-bill lifecycle with a powerful Software-as-a-Service (SaaS) suite. NetSuite SRP helps you complete projects more quickly, generate invoices accurately and efficiently, and decrease accounts receivable cycles, so you improve cash flow and eliminate revenue leakage. With NetSuite SRP, you gain complete visibility into and control over the entire business—in real-time, from the moment a new opportunity is identified through to project delivery, invoicing and revenue recognition, all while eliminating double entry and costly systems and integrations management overhead. -
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Metric.ai
Measured Analytics
Ditch the spreadsheets and make finance a team habit. Metric.ai provides a single source of truth for all your financial data. Set project budgets, calculate costs, and recognize revenue with complete confidence. Get an up-to-date view of profit, utilization, effective bill rates, capacity, and more. Uncover over 100 service-specific KPIs and create custom metrics for enhanced decisions. Categorize projects and employees into departments, roles, offices, and more to reflect organization structure with unique metrics for each tag. Create more accurate forecasts with key metrics like revenue recognition, multi-currency, financial closures, and historical changes all in one place. Bring more predictability into your planning process. Get notified of potential risks and uncover actionable insights as to why actuals deviate from forecasts. Plan revenue, costs and profit based on project and resource plans. Account for changes in realtime. -
20
Certinia ERP Cloud
Certinia
Streamline, simplify, and automate your financial management on the Salesforce platform. Certinia ERP Cloud (formerly FinancialForce) gives you a flexible general ledger, automated billing processes, and brilliant intelligence all in one place. Manage, recognize, and forecast revenue in one central application, across all your revenue streams: products, subscriptions, project services, and usage-based contracts. Unify data, automate calculations, and ensure accuracy within the system, and transition to the ASC 606 & IFRS 15 standards with ease. With Certinia ERP Cloud you can streamline, simplify, and automate your financial operations. Tackle routine tasks in a few clicks while generating real-time financial analysis, modeling, and impeccable compliance reports. Automate complex recognition calculations, eliminate error-prone and time-intensive spreadsheets, and adhere to ever-evolving revenue recognition standards. -
21
Worksuite
Froiden Technologies
Your one-stop solution to manage Team, Projects, Tasks, Finances & more. Keep a track of all your projects in most simple way. The attendance module allows employees to clock-in and clock out right from their dashboard. Reports section to analyze what's working and what's not for your business. Automate billing and revenue recognition to streamline the contract-to-cash cycle. Real-time message sections help team members to discuss quickly with each other. Ticket system to raise issues, track and solve the issues. Connect your essential business tools to Worksuite and make it your project control center. Keep track of all your projects in a most simple way. The attendance module allows employees to clock-in and clock-out right from their dashboard. Reports section to analyze what's working and what's not for your business. -
22
Avaza
Avaza Software
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.Starting Price: $11.95/month -
23
Unit4 PSA
Unit4
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.Starting Price: $25 per user per month -
24
RightRev
RightRev
RightRev empowers businesses to quote and sell seamlessly while streamlining revenue recognition for compliance with the latest accounting requirements. While Salesforce provides integrated CRM, CPQ, subscriptions, orders, billings, and cash collection, RightRev complements Salesforce with automated revenue recognition for managing complex revenue accounting under ASC 606 and IFRS 15. Legacy revenue recognition processes and systems are labor-intensive, inefficient, and highly prone to error. Get out of spreadsheets and obsolete custom workarounds. RightRev seamlessly integrates with your sales and revenue accounting processes, offering a united platform for sales operations and revenue reporting across all products and services, from subscriptions to one-time sales, services, training, promotions, and more. Built using best-of-breed technology, our revenue recognition platform can scale to your volume and workload needs. -
25
Fenerum
Fenerum
Fenerum is a EU based and hosted software specializing in automating financial operations for Software-as-a-Service (SaaS) businesses. Its cloud-based platform streamlines various financial processes, including subscription management, billing, accounting, expense management, and reporting. The platform automates recurring billing processes, encompassing invoicing, revenue recognition, and payment collection, and includes automated dunning and debt collection to ensure timely payments. Fenerum consolidates all financial data into a single system, providing detailed and accurate real-time reporting, eliminating the need for manual spreadsheets and complex data integrations. It integrates directly with existing accounting systems, enabling real-time booking of revenue and expenses, facilitating faster month-end closures.Starting Price: €169/month up to €15k MRR -
26
Tabs
Tabs
Tabs is the most flexible B2B billing and revenue automation platform that ingests all customer contracts and usage data in order to power billing, revenue recognition, renewal management and robust reporting. We use AI to absorb all the key terms from your MSAs, order forms, amendments and other PDFs (items, pricing, renewal clauses, key dates, etc.) to enable any pricing model. We work with 120+ high-growth B2B customers including Alkira, Statsig and Cortex, and on average have helped our partners save 1-2 FTEs in resourcing for A/R administration and decreased average DSO by ~20 days. Based in New York, Tabs has raised $40m+ from General Catalyst, Lightspeed, Primary Venture Partners and Thomson Reuters. -
27
Beyond Software
Beyond Software
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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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! -
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Promys
Promys
Promys Enterprise PSA is one of the best-reviewed cloud-based professional service automation (PSA) platform for information technology, managed services, and audiovisual and physical security solution providers. Scalable and easy to use, Promys Enterprise PSA offers a host of features that include a help desk, time and billing, project management tools, procurement, service contract management, customer asset management, and reporting. The solution also provides real-time status updates for invoicing, purchase orders, and reports for products, labor, contracts, and revenue.Starting Price: $39.00/month/user -
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Accorto
Accorto
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.Starting Price: $7.50 per user per month -
31
Upland PSA
Upland Software
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.Starting Price: $20 per user per month -
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ProjectPro
ProjectPro
ProjectPro powered by Microsoft Dynamics 365 Business Central is an all-in-one construction software that can simplify operations for construction businesses and result in revenue recognition. It can streamline accounting for construction firms and deliver better business control to firms. ProjectPro with capabilities such as Job Quoting, Subcontractor management, Certified Payroll Report processing, Progress Billing, Project Management and more, helps contractors strengthen their hold on projects and increase revenue. It is a cloud based management focusing solely on construction requirements. It allows contractors to generate more revenue by keeping track of all inflow and outflow of cash and exercise control over costs by keeping tabs on project progress. ProjectPro helps businesses streamline their processes with better insights into the overall project costs, resource requirement & allocation, which offers precise information. ProjectPro offers a smart & better way for business.Starting Price: $50 -
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ScaleXP
ScaleXP
ScaleXP is a finance automation platform built to streamline and modernize revenue recognition, billing, subscription management, and SaaS metric reporting. It automates deferred and accrued revenue directly from invoice text and data, generates revenue recognition schedules and journals that can post into accounting systems in just a few clicks, and eliminates error-prone spreadsheet work. It allows users to issue invoices from CRM deal records, track renewals and contracts seamlessly, and manage subscription billing without manual intervention. It also offers real-time dashboards and analytics, monitoring key SaaS metrics such as churn, retention, and revenue growth, while ensuring consistency across teams. ScaleXP integrates natively with accounting and CRM systems, including Xero, QuickBooks, HubSpot, Pipedrive, Salesforce, Stripe, and Exact. It supports features beyond core accounting, such as financial consolidation and prepaid expense recognition.Starting Price: $134.85 per month -
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Stripe Billing
Stripe
Stripe Billing is the fastest way for your business to bill customers with subscriptions or invoices. Capture more revenue, support new products or business models, and accept recurring payments globally. Start collecting one-time or recurring payments via card, ACH, and other popular payment methods instantly. Test and roll out changes via our API or right in the Dashboard. Flexible billing logic for everything from per-seat pricing to metered billing out of the box. Support for coupons, free trials, prorations, add-ons, and overages is built-in. Reduce churn with smart retries, automated failed payment emails, and an automatic card updater. In 2021, Stripe Billing helped businesses recover 38% of failed payments on average. Understand your growth, churn, and financial health with automated reporting and revenue recognition. Easily sync billing and payments data with the rest of your workflows. -
35
Projector
Projector PSA
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.Starting Price: $15.00/month/user -
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THINK Enterprise
THINK Subscription
End-to-end, cloud-based integrated platform suite to enhance your overall content management and delivery experience. Integrate, deliver, and manage scholarly and professional content from a single platform. Flexible order management for subscriptions and products. Automate and streamline business process through order to cash management services. Easy bundling to allow the end customer to mix and match the component they want. Sophisticated renewal feature allowing users to renew by themself through self-serve. Simplified accounting and revenue recognition interfaces. Integrated usage analytics platform that enables you to make better decisions. With flexible subscription fulfillment, your subscription life cycle events will be optimized. Empower users to manage, render, and deliver content across multiple channel. Empower publishers and librarians to dynamically access and analyze content usage analytics.Starting Price: $2000.00/month -
37
ChargeMonk
Innovins Technologies
Our team builds websites and apps that help you publish great content across all device platforms, and experiences. Innovins is a leading Online Reputation Management and Digital Marketing company. Your billing platform should be with a PCI-Compliant Checkout, and accurate audit trails with GAAP-compliant Recurring Revenue Recognition ensure your customer’s data to be secured. Our system lets you handle your plan changes with ease. It prorates changes like customer upgrades, downgrades & refund for credit. It will also help you to edit customer details and billing information and modify quantities or price. By giving consumer trial of your product, you can engage them to use your product. You can also change the duration of the free trial period, payment information and free trial coupons for redemption on any plans. ChargeMonk has integrated multi-faceted value propositions and range of add-on services, thus making cross-selling becomes even easier for you. -
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Kytes
Kytes
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 -
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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 -
40
Octayne PSA
Octayne Technologies, Inc.
Octayne PSA is an automated professional services platform designed to streamline time and expense tracking, approvals, and invoicing to boost productivity and profitability. The software connects seamlessly with tools like Outlook, Google Calendar, and Jira, allowing users to convert scheduled events and tasks into accurate timesheets without manual entry. Its AI capabilities enhance time logging by transforming brief notes into polished narratives for billing. Octayne PSA centralizes expense management, automates billing, and offers real-time reporting dashboards to provide actionable project insights. It supports industries such as technology services, consulting, marketing, IT, accounting, and law firms. By automating administrative workflows, Octayne PSA helps professional teams focus on delivering value and growing their business.Starting Price: $5.99/user/month -
41
Acronis Automation
Acronis
Acronis Automation is a Professional Services Automation (PSA) solution tailored for modern Managed Service Providers (MSPs), designed to streamline and enhance business operations. It offers comprehensive features including service desk management, billing and invoicing automation, Customer Relationship Management (CRM), project management, stock inventory control, and Key Performance Indicator (KPI) reporting. By integrating natively with Acronis' Remote Monitoring and Management (RMM), cybersecurity, and data protection services within a single console, it enables MSPs to automate billing for various services, manage tickets efficiently, and gain valuable insights into business performance. This centralized approach not only reduces manual efforts but also improves client satisfaction and operational efficiency, empowering MSPs to make informed, data-driven decisions.Starting Price: $49.00/month/user -
42
Clientivity
Clientivity
A client-centric automation platform purpose-built to streamline Quote-to-Cash, client engagement, and back-office operations into one seamless experience. Designed for independent professionals and service-based businesses manage their core processes, it offers an intuitive, all-in-one toolset that integrates project management, invoicing, time tracking, billing, and more, all from a centralized platform, maximizing productivity while placing client relationships at the heart of every interaction. Clientivity is your all-in-one business command center. Instead of juggling separate tools for projects, communication, invoicing, and time tracking, you get everything in one place. Saves you time, reduces hassle, and cuts costs. Managing clients and operations should be effortless, not exhausting.. Whether you’re a freelancer or leading a growing team, Clientivity helps you focus on what matters — delivering value, not managing complexity.Starting Price: $19/month -
43
SherpaDesk
SherpaDesk
SherpaDesk is an easy-to-use, all-in-one helpdesk software for professional services, with all the essential tools to help run your business, giving you the time to do what you do best: Provide world-class-support to your customers. SherpaDesk is the all-in-one automated solution that combines all the tools you need to run your business and team more effectively: Helpdesk ticketing, analytics, invoicing, project management, time tracking and easy billing. Though you might be an IT Rockstar, you won’t need an IT Superhero to set up your PSA. Our quick and easy installation gets you doing more of what you love and out of admin hell. Start with the IT Helpdesk team you have now, then easily (and affordably) add more agents as you grow. Save money by only paying for the agents you need...when you need them. SherpaDesk’s helpdesk support ticketing system makes receiving, routing, responding and reporting on your customer support tickets easy for you and your team.Starting Price: $39.00/month/user -
44
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.Starting Price: $500/month per 25 users
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45
ProfitWell
Paddle
Solve the hardest parts of SaaS & subscription growth with ProfitWell. Get absolutely accurate subscription analytics (100% free), reduce customer churn, automate revenue recognition, and optimize your pricing strategy with our data-driven products. More than 14,000 companies in over 100 countries use ProfitWell to power their growth—so they can focus on their customers and their product.Starting Price: $0/month -
46
evergreen
sa.global
evergreen is sa.global’s next-generation, cloud solution built specifically for project-based businesses like law firms, accounting firms, architecture, engineering, and construction management businesses, Advertising and marketing agencies, Contract Research Organizations, and IT Services firms to address the entire value chain. The solution works as a processing and transactional engine for core functions like opportunity lifecycle, project management, scheduling, forecasting, time and billing, revenue recognition, and onboarding. Built on the Microsoft Cloud Platform, evergreen integrates your data, business logic, and processes for efficient project, accounting, financial, and resource management. You can extend the capabilities of evergreen by leveraging our empower suite of solutions. What’s more, you can now accelerate the value gained from evergreen with sa.go!, our unique business-ready bundle of SaaS products and services. -
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Muvi Billing
Muvi
Muvi Billing is an enterprise-grade Recurring Billing and Subscription Management platform for digital store owners, to manage subscriptions, complex billing cycles, invoicing, and payment collection. Muvi Billing is PCI compliant and operates in compliance with the data protection practices across the digital payment industry and geography. To reap the benefits of subscription billing, you need to automate workflows, including payment collection, invoicing, and revenue recognition, based on the individual subscribers. The billing module helps you improve billing accuracy and increase billing efficiency across the board by converting your manual processes into automated workflows. Discounts and promotions are a great way to introduce new customers to your store, introducing new product lines, providing a way to get rid of unwanted inventory, encouraging customers to try a new brand, or getting customers to come back to your store. -
48
Aysling
Aysling
Aysling is a PSA, or Professional Services Automation, software solution that can run your entire B2B business, from contracts to cash; through projects to payments. Aysling is easy to deploy, configure, use, and manage; while offering top-level support and assistance. Aysling encompasses a Sales CRM with Order Management, Project Management, Labor Tracking, Subscription Management, Service Ticketing, Workflow Automation, Billing, and more, all-in-one cloud-based software solution; along with dozens of dedicated integrations such as QuickBooks Online, Twilio, Zapier, and more.Starting Price: $60 per user per month -
49
Polaris PSA
Polaris
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.Starting Price: $29 per month -
50
MaxQ Advanced Revenue Management (ARM)
MaxQ Technologies
MaxQ Technologies’ Advanced Revenue Management Suite is a collection of modules that provides billing and payment management to help improve your cash flow, billing accuracy, and customer satisfaction. Integrated with Acumatica, this suite offers automation capabilities, flexibility, and more. ARM’s Advanced Billing is the most flexible and powerful billing system available, including automated invoice creation, proration, metered billing, and more. Analyze every aspect of your billing and payment operations such as renewal rates, churn, ARR, MRR, average contract value, product analysis, lost customers, and much more. ARM’s Advanced Payments provides comprehensive payment automation, including support for multiple payment options, currencies, processors, and more.