Who Uses FinancialForce PSA?

FinancialForce is built for services teams of 50+ employees.

What Is FinancialForce PSA?

Built for SALESFORCE CUSTOMERS with 100+ EMPLOYEES - FinancialForce PSA produces real time insight into the cost & billings associated with running a region or practice, not just projects, so you can proactively manage the business as a whole. It provides insight into top-down planning numbers, including internal &subcontractor costs, to ensure you stay on track. You also have the ability to drill down to see the day to day activities generated by resources and projects in each portfolio.

FinancialForce PSA Details

FinancialForce

http://www.financialforce.com

Founded 2009

Top PSA on the Salesforce
Resource Management
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FinancialForce PSA pricing overview

See pricing plans

FinancialForce PSA does not have a free version but does offer a free trial.


Starting Price

Not provided by vendor See pricing details

Free Version

No

Free Trial

Yes

FinancialForce PSA deployment and support

Support

  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Mac (Desktop)
  • Android (Mobile)

Training

  • Live Online
  • Webinars
  • Documentation
  • Videos

FinancialForce PSA Features

  • API
  • Account Reconciliation
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Budgeting/Forecasting
  • Categorisation/Grouping
  • Compliance Management
  • Configurable Workflow
  • Corporate Card
  • Credit Card Management
  • Currency Conversion
  • Customisable Reports
  • Customizable Fields
  • Data Import/Export
  • ERP
  • Electronic Payments
  • Expense Claims
  • Expense Tracking
  • Financial Analysis
  • Fraud Detection
  • Invoice Management
  • Invoice Processing
  • Mileage Tracking
  • Mobile Access
  • Mobile Receipt Upload
  • Multi-Currency
  • Policy Management
  • Projections
  • QuickBooks Integration
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Receipt Management
  • Reimbursement Management
  • Reminders
  • Reporting & Statistics
  • Single Sign On
  • Spend Analysis
  • Spend Control
  • Third Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Workflow Management

View full list of Expense Report Software

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Approval Process Control
  • Billable Items Tracking
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Client Portal
  • Collaboration Tools
  • Customisable Reports
  • Customizable Fields
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Expense Tracking
  • Forecasting
  • Gantt/Timeline View
  • Invoice Management
  • Monitoring
  • Multiple Projects
  • Performance Metrics
  • Portfolio Management
  • Progress Tracking
  • Project Management
  • Project Planning
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Resource Allocation & Planning
  • Resource Management
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Third Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Workflow Management

View full list of Professional Services Automation Software

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Agile Methodologies
  • Alerts/Notifications
  • Billing & Invoicing
  • Budget Management
  • Calendar Management
  • Client Portal
  • Collaboration Tools
  • Commenting / Notes
  • Cost-to-Completion Tracking
  • Customisable Templates
  • Document Management
  • Document Storage
  • Drag & Drop
  • File Sharing
  • Gantt/Timeline View
  • Idea Management
  • Issue Management
  • Kanban Board
  • Milestone Tracking
  • Multiple Projects
  • Percent-Complete Tracking
  • Portfolio Management
  • Prioritisation
  • Progress Tracking
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Real-time Updates
  • Reporting & Statistics
  • Reporting/Project Tracking
  • Resource Management
  • Risk Management
  • Status Tracking
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Testing/QA Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Traditional Methodologies
  • Workflow Management

View full list of Project Management Software

  • API
  • Activity Dashboard
  • Activity Tracking
  • Assignment Management
  • Budgeting/Forecasting
  • Calendar Management
  • Change Management
  • Charting
  • Collaboration Tools
  • Commenting / Notes
  • Customisable Reports
  • Customizable Fields
  • Dashboard
  • Data Visualisation
  • Deadline Management
  • Document Management
  • Drag & Drop
  • Gantt/Timeline View
  • Milestone Tracking
  • Monitoring
  • Multiple Projects
  • Planning Tools
  • Portfolio Management
  • Prioritisation
  • Progress Reports
  • Progress Tracking
  • Project Planning
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Real Time Data
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Reporting/Analytics
  • Requirements Management
  • Resource Allocation & Planning
  • Resource Management
  • Risk Management
  • Status Tracking
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Third Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Workflow Management

View full list of Project Portfolio Management Software

  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Attendance Tracking
  • Billable Items Tracking
  • Billing & Invoicing
  • Budgeting/Forecasting
  • Calendar Management
  • Customisable Reports
  • Customizable Fields
  • Data Import/Export
  • Employee Management
  • Estimating
  • Expense Tracking
  • Invoice Management
  • Leave Tracking
  • Mobile App
  • Multi-Currency
  • Payroll Management
  • Progress Tracking
  • Project Time Tracking
  • Project Tracking
  • Projections
  • QuickBooks Integration
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reimbursement Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Resource Allocation & Planning
  • Summary Reports
  • Task Management
  • Task Progress Tracking
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
  • Timer
  • Timesheet Management
  • Vacation/Leave Tracking
  • Workflow Management

View full list of Time and Expense Software

FinancialForce PSA Alternatives

More FinancialForce PSA alternatives

FinancialForce PSA Reviews for UK Users

Read all reviews

Overall rating

4.2/5

Average score

Ease of Use 3.9
Customer Service 4.1
Features 4
Value for Money 4.1

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Verified Reviewer
Managed Services Consultant
Computer Software, 1,001-5,000 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    4 /5
  • Value for Money
    Unrated
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 30/11/2018

"Thumbs up to FinancialForce"

Pros: This software is so much better than the previous software we used in the past. Its simple and easy to access and review reporting.

Cons: I don't like that with using a MAC I have to expand the screen to sumbit things.

  • Reviewer Source 
  • Reviewed on 30/11/2018
Verified Reviewer
Project Manager
Computer Software, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    4 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    4 /5
  • Customer Support
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 20/11/2018

"FinancialForce Helped Streamline My Billing Process"

Comments: FF PSA allowed me to create and bill projects from the quotes and opportunities from our sales team, it helped combine multiple processes that existed before.

Pros: I like that FF allowed me to bill directly from projects we created in Salesforce. Previously we had separate systems and it was time consuming.
I also like that we are able to customize our project fields and opportunities. I also use the report creating tool a lot.

Cons: I sometimes have limitations with specific auto calculations it runs, but they are few at this point.

  • Reviewer Source 
  • Reviewed on 20/11/2018
Simon C.
Senior Project Manager
Used the Software for: 6-12 months
  • Overall Rating
    2 /5
  • Ease of Use
    2 /5
  • Features & Functionality
    3 /5
  • Customer Support
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    1/10
  • Reviewer Source 
  • Reviewed on 18/07/2018

"If it had a face I would punch it... repeatedly... until it was bleeding!"

Comments: See my review!

Pros: Lots of tools in the toolbag. There is no doubt this product has lots of features and can help businesses cover many of a project management office's needs including project reporting and planning; timecard entry and management and status reporting. It is a matrix organisation's wet dream giving lots of opportunities for different horizontals and verticals to organise and crunch the data in their own specific ways. Custom reports are good and I like the dashboards if you can find enough data fields to actually drive what you need.

Cons: This product is so infuriating to work with for any length of time. I use this as both Project Manager and a user. It has just enough functionality to make you hopeful you can do what you need and then crushes that hope. Here is a quick run of the major (dis)functions: 1. It uses a web browser - chrome is just about OK, Firefox works in some parts but not others, Internet Explorer does not work. Because it uses a browser it is easy for IT departments to deploy (i.e. cheap) and is a dreadful experience to use. 2. Timecard entry is for a complete week and requires comments for each project/task/day combination. It is not a bad solution but is not great either. 3. The creators seem to push the idea of having resource managers in your business requiring project managers to create resource requests which then lead to assignments on projects. Whilst there is nothing inherently wrong with this requires so many more steps (and people) than is necessary, which introduces complexity and delays. 4. The Project Task Gantt view is the fibrillating heart of the tool and is so annoying I find it hard to get the words out. There is no useful integration with MS Project so you are forced to gouge away trying to use the functionality. You need to save constantly, the view of the tasks jumps backwards in time so you lose your focus, the task tree expands every time you save. In short it is SO frustrating to work with. Save yourself this nightmare - run Forest run!

  • Reviewer Source 
  • Reviewed on 18/07/2018
Nick R.
Consultant
Information Technology & Services, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    3 /5
  • Features & Functionality
    3 /5
  • Customer Support
    1 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 13/11/2019

"PSA has some great features and is built on Salesforce!"

Pros: The fact it is built on Salesforce and has direct integration to CRM/Sales Cloud. Timesheet entry and expenses are pretty good.

Cons: Support is very poor, take a long time to respond and Level 1 support team could have more knowledge. Implementation is very complicated and would almost be impossible without professional services.

  • Reviewer Source 
  • Reviewed on 13/11/2019
Verified Reviewer
Project Manager
Information Technology & Services, 1,001-5,000 Employees
Used the Software for: 1-5 months
  • Overall Rating
    4 /5
  • Ease of Use
    3 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 30/11/2018

"Amazing Features"

Comments: We are using our PSA for time reporting. There are so many additional features like resource requests, project scheduling, and overall project management that we are beginning to explore. We are also setting up our skills management module this quarter, which will allow us to improve utilization within our team.

Pros: I appreciate how PSA links with SalesForce and our customer support modules. As a "superuser" I have all the information that I need at my fingertips. I can address questions from different teams (i.e., sales, support, consultants). I also have files and supporting documentation at a click of a button.

Cons: The software isn't very intuitive and can't be installed out of the box and utilized in a day. It takes a few weeks to get accustomed to the functionality, but can take months to explore all of the features. They do have an AMAZING support community. I found that have a relationship with the customer success manager to be most helpful.

  • Reviewer Source 
  • Reviewed on 30/11/2018