Best Small Business Professional Services Automation Software - Page 2
View:
Compare the Top Small Business Professional Services Automation Software as of April 2026 - Page 2
Sort By:
-
1
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 -
2
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 -
3
Abtrac
Abtrac
Abtrac is the fully cloud-based project management and invoicing software solution used by professionals in the AEC space. Suitable for designers, engineers, architects, planners, land surveyors, project managers, and more, Abstrac helps the AEC industry streamline business processes and increase their profitability through its power capabilities that include project management, work scheduling, invoicing, and reporting for professionals. Other important tools and features include timesheets, debtors module, and accounting integration.Starting Price: $60.00/month/user -
4
Hub Planner
Hub Planner
DRIVING RESOURCE MANAGEMENT, SCHEDULING AND TIME TRACKING FOR SOME OF THE WORLD’S SMARTEST COMPANIES. Hub Planner brings together transparent Resource Scheduling, Timesheets, Vacation Management, Resource Requesting, Project Management and Reports all under the one service in a smartly designed, easy to use and intuitive software that makes planning simple. Get the ultimate birds eye view of your resource management and team with Hub Planner. Quickly view resources availability, utilization and schedule your team on projects using Hub Planners interactive drag and drop Scheduler. Empower your team with Timesheets. Measuring the actual time reported via timesheets versus the forecasted time via the resource scheduler gives you valuable insight into your teams performance. Download , share and view real time analytics for all your projects & resources. Use the dashboard to track real time resource and project performance making resource management a pain 30 Day Free TrialStarting Price: $7.00/month/user -
5
Emburse Nexonia
Nexonia
Emburse brings together some of the world’s most powerful and trusted financial automation solutions. As part of our product portfolio, Emburse Nexonia carries a promise to humanize work while delivering expense, accounts payable, and time tracking solutions tailored for Intacct and NetSuite. Customers choose Nexonia for: - Tight integrations with ERP's and accounting systems - Fast expense submissions with an easy to use mobile app - Handles complex approval workflows Nexonia's simple-to-use application is fully integrated with ERPs, credit cards, and other systems supporting a variety of businesses, and are designed to streamline the reporting and approval process, improve human resource management, and enhance operational efficiency. Nexonia is trusted by organizations including CrossFit, Hamamatsu Corporation, and Lufthansa System.Starting Price: 12/user/month -
6
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 -
7
Nostra
Nostra
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.Starting Price: $5/user/month -
8
Unanet
Unanet
Unanet’s ERP and CRM solutions drive bottom-line growth by connecting your projects, people and financials with greater efficiency and improved decision making. Unanet knows your business is unique. And a unique business needs tailored solutions. Unanet delivers modern, end-to-end business solutions that meet the needs of your project-based business. Our seamless, purpose-built integrations automate and streamline critical business processes, giving you functional ERP and CRM solutions that turn information into actionable insights. Unanet is widely recognized for providing best-in-class functionality tailored to your industry. Unlike software built for all or versioned generically for industries, Unanet was purpose-built for government contractors, architecture, engineering, and construction firms. The results? Get industry focused functionality and project-based ERP and CRM solutions that turn information into actionable insights for your industry.Starting Price: $10.00/month/user -
9
Kaseya BMS
Kaseya
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. -
10
KEBS
KEBS
KEBS is an AI native Quote-to-Cash platform that unifies and automates the end to end revenue lifecycle for professional services organizations. Built for IT/ITeS, GCCs, BPOs, Product Engineering, and Consulting firms, KEBS connects Sales, Delivery, HR, and Finance in one integrated system so leaders do not have to rely on scattered spreadsheets or disconnected tools. An embedded AI agent continuously monitors pipeline, projects, people, and cash flow to surface what matters most, whether it is a deal at risk, a margin slipping project, or underutilized talent. Grounded in a modern, intelligence first approach, KEBS is designed to let software handle the complexity while teams focus on high impact work and client outcomes. The platform improves operational excellence by reducing manual effort, tightening revenue controls, and enabling real time visibility across the organization. -
11
Certinia PS Cloud
Certinia
Professional Service Automation (PSA) by Certinia (formerly FinancialForce) is an all-in-one integrated application that helps professional services businesses meet customers expectations and drive revenue growth. This powerful software offers a host of features that include resource management, time and expense management, billing and revenue recognition, project management, sales engagement, and more. By leveraging Professional Service Automation (PSA) by Certinia, you can schedule the right people on the right project, engage customers and partners, and focus on project profitability for better resource management and customer satisfaction. -
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
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! -
14
Accelo
Accelo
Accelo is used and loved by professional service businesses around the world to manage their client work, profitably. The end-to-end cloud-based platform manages all aspects of client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing and more, regardless of where you are. With an emphasis on time and money, the client work management platform gives you a holistic view of your most up-to-date business data and financial performance. Having client communications, activities and work centralized in a single platform, you always know where things are without having to ask for a status update. Accelo streamlines workflows and increases efficiency across the business and teams to enhance visibility and coordination, helping leaders to run the business and professionals to focus on the most important work. By harnessing powerful automation, managers are enabled to deliver projects on-time and within budget with ease.Starting Price: $24 / User / Product / Month -
15
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 -
16
BlueFolder
BlueFolder
Introducing BlueFolder – Your Ultimate Service Management Solution Unlock the full potential of streamlined service management with BlueFolder, the comprehensive software designed to empower your business. Whether you're a field service provider, maintenance team, or IT support organization, BlueFolder is your go-to solution for optimizing workflows, enhancing customer satisfaction, and boosting efficiency. Key Features: Intuitive Work Order Management Dispatch and Scheduling Customer Relationship Management (CRM) Mobile Accessibility Billing, Invoicing, and Payments Asset/Equipment and Contract Management Customizable Reporting Integration Capabilities Choose BlueFolder and experience the transformation of your service management operations. Elevate customer satisfaction, increase efficiency, and drive success with the power of BlueFolder at your fingertips.Starting Price: $40.00/month/user -
17
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 -
18
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 -
19
Merlin Project
ProjectWizards GmbH
Merlin Project is the standard for project management in industries such as Architecture & Construction, Media & Agencies, Research & Development, Education and others. For more than 18 years customers in over 160 countries have been using our flexible app to plan, manage & control their small and large projects – no matter whether you're on a Mac or an iPad! Merlin Project is project management with a bit of magic!Starting Price: $19.99 -
20
eSilentPARTNER
The Medi Group
e·silentpartner is an integrated SaaS solution for Ad, Media, Marketing, Publishing, and Broadcast agencies. Seamlessly integrating accounting, project management, time-entry, billing, and more, it supports multi-company, multi-office, and multi-currency operations. Supports English, Spanish, and French, our platform ensures efficient task access, time entry, and PTO requests via a mobile app. Key features include Strata API integration as a part of Media Management, Project and Resource Management, Finance & Accounting, Time & Expense Entry, PTO, Team Collaboration, CRM, Reporting & BI.Starting Price: $50/user/Month -
21
Brighter PSA
Brighter PSA
Get your data – and actionable insight – in one place. Brighter PSA helps maximize profitability for organizations of 1-1000 people. Brighter PSA is cloud-based management software that brings together time and expenses, budgeting and pipeline data. Try our return-on-investment (ROI) calculator to see what Brighter PSA could do for you. We estimate both financial and time benefits based on a few details about your business. Brighter PSA brings together your timesheets, expenses, sales pipeline, job budgets and forecasts, and resourcing. It gives you an unrivaled view of where your business is – and where to take it. For example, our pipeline dashboard shows you whether you will hit your targets for the year. We can show you how simple it is with a one-to-one online demo.Starting Price: $20 per month -
22
Autocene
Autocene Inc.
Autocene makes enterprise automation application development fast and straightforward, improving developer productivity and enabling organizations to rapidly create, configure and deploy critical automation applications with hybrid integration to virtually any existing system or database!Starting Price: Varies -
23
Taskomat
Taskomat
With Taskomat you can automate all your freelance work, from task planning to invoice issuing. Taskomat relates the budget of your jobs to the time it takes to complete them. In addition, it condenses the best productivity techniques into a single software. Taskomat is the best productivity and smart working software, it is a project management, task planning, time & performance tracking, customer management, invoicing platform. With Taskomat you have everything you need to manage your work in one place. No more wasting time between different platforms that don't give you real value. Taskomat is not a project management tool, it is an ROI management platform. Set your financial goals and achieve them by optimizing your work processes. If you want to thrive as a freelancer, a billing tool will not suffice. Just as a generic project management tool will not be enough. If you want to thrive as a freelancer, you simply need Taskomat.Starting Price: $10 per user per month -
24
Ruddr
Ruddr
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.Starting Price: $4 per user per month -
25
Rocketlane
Rocketlane
Running high-touch customer onboarding and software implementation projects? Rocketlane is a purpose-built software that helps you hit your project milestones on time, shorten your time to value & deliver a 5-star experience. Rocketlane brings project management, document collaboration, and communication together with a one-of-its-kind unified workspace that improves visibility, keeps customers accountable, brings consistency in your methodology, and elevates the customer experience. Rocketlane was rated #1 on Product Hunt and current work with Unicorns like Chargebee and many other fast-growing SaaS companies globally like Leadsquared, Joveo, Netcore, etc. Start your free trial today.Starting Price: $19/month/user -
26
Practice
Practice
Streamline your coaching business: We help coaches consolidate clunky, disjointed and annoying systems into one simple place. No more back and forth: Easy scheduling that shows your real-time availability, simple forms to gather information, invoices and payments — all tied together with automations. Less time chasing, more time earning: Create invoices, recurring subscriptions and packages in seconds and get paid on time, every time. Easy client management: Practice's world-class tools are built for both sides of the relationship, enabling you to engage between sessions, without giving away your personal phone number.Starting Price: $29 per month -
27
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 -
28
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 -
29
iBE.net
Integrated Business Environment
iBE.net is a complete software solution for professional services firms. Available on web or mobile for a low monthly fee, iBE.net makes it possible for firms to streamline processes from lead to payment. The platform is loaded with tons of features, including time, project financials, billing, HR, CRM, resource planning, workflow, Quickbooks integration, and powerful reporting.Starting Price: $299.00/month -
30
Deltek Vantagepoint
Deltek
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.Starting Price: $30.00/month/user
