# Best Professional Services Automation Software - Page 7

## How Many Professional Services Automation Software Products Does G2 Track?

**Total Products under this Category:** 145

### Category Stats (Aug 2026)

- **Average Rating:** 4.3/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Kytes (+0.5%) - Among all products in this category, Kytes recorded the largest rating increase compared to last month

_Last updated: August 04, 2026_

## How Does G2 Rank Professional Services Automation Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 25,800+ Authentic Reviews
- 145+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Professional Services Automation Software
 ![G2 Grid® for Professional Services Automation Software plotting products by satisfaction and market presence](https://www.g2.com/categories/professional-services-automation/grids.png?focus%5B%5D=929&focus%5B%5D=1532&focus%5B%5D=1646&focus%5B%5D=101553&focus%5B%5D=51154&focus%5B%5D=104559&focus%5B%5D=19175&focus%5B%5D=152187)

Highlighted products: Autotask, BigTime, Kantata Professional Services Automation (formerly Mavenlink+ Kimble), Syncro, CMap, Deltek Vantagepoint, SAP Cloud ERP (SAP S/4HANA Cloud), and Rocketlane.

Underlying data: [Grid® JSON](https://www.g2.com/categories/professional-services-automation/grids.json?focus%5B%5D=autotask&focus%5B%5D=bigtime&focus%5B%5D=kantata-professional-services-automation-formerly-mavenlink-kimble&focus%5B%5D=syncro&focus%5B%5D=cmap&focus%5B%5D=deltek-vantagepoint&focus%5B%5D=sap-cloud-erp-sap-s-4hana-cloud&focus%5B%5D=rocketlane-corp&segment=all)

**Sponsored**

### Screendragon

Screendragon is an enterprise work management and orchestrated intelligence platform built for complex marketing, and agency operations.​ It combines structured work management with AI-powered workflow orchestration, giving organisations real-time operational intelligence across projects, people, budgets, approvals, and performance. By connecting planning, execution, governance, and reporting in one platform, Screendragon helps teams run work with confidence at scale.​ Designed for organisations managing high volumes of work, multiple stakeholders, and strict governance requirements, Screendragon is commonly used by enterprise content teams, in-house agencies, external agencies, and marketing project teams that need visibility, control, and automation beyond basic task management.​ Key capabilities include configurable workflows, automated and AI-assisted approvals, resource and capacity planning, financial forecasting, and advanced operational reporting. The platform adapts to existing processes rather than forcing rigid templates, making it well suited to complex or regulated environments.​ Screendragon is designed to work as part of a broader enterprise ecosystem. It integrates with existing tools and platforms and provides an open API, enabling organisations to extend workflows, automate data exchange, and connect Screendragon to their wider technology stack.​ Trusted by global organisations including Kellogg’s, BP, TBWA, and McCann Worldgroup.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=156&secure%5Bchosen_at%5D=2026-08-13T07%3A22%3A38Z&secure%5Bdisplayable_resource_id%5D=156&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=156&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=61482&secure%5Bresource_id%5D=156&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fprofessional-services-automation%3Fattributes%255B1002498%255D%3Dall%26page%3D7%26segment%3Dall%26selected_view%3Dgrid&secure%5Btoken%5D=ec923247b4534c9d2fe51ea5e0737e9586dd32395d640dcc8bbf91c4a0b2a9a0&secure%5Burl%5D=https%3A%2F%2Fwww.screendragon.com%2Frequest-a-demo%2F%3Futm_campaign%3D27671461-G2%2520Promo%26utm_source%3Dppc%26utm_medium%3Dppc%26utm_term%3Dg2_demo&secure%5Burl_type%5D=book_demo)

### [Taimorx](https://www.g2.com/products/taimorx/reviews)

Taimorx is a profitability and time intelligence platform for agencies and service teams. Track billable hours, control costs, and see real-time project profit automatically - where time becomes money.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Taimorx?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.8/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 0/10 (Category avg: 10/10)

#### Who Is the Company Behind Taimorx?

- **Seller:** [Worx Development Company](https://www.g2.com/sellers/worx-development-company)
- **Year Founded:** 2019
- **HQ Location:** Yerevan, AM
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=488e9e3868afcd96d514980e9efa2ee9d6f1ae29fe47a9d8c963dee2ee3eaffd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fworx-llc%2F&secure%5Burl_type%5D=linkedin_company_website)  
9 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Do G2 Reviewers Say About Taimorx?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Taimorx's **ease of use** invaluable, as it centralizes tools and streamlines workflow effectively.
- Users highlight the **intuitive interface** of Taimorx, enhancing team collaboration and simplifying task management seamlessly.
- Users appreciate the **management ease** of Taimorx, benefiting from centralized tools that streamline workflow and enhance efficiency.
- Users appreciate the **seamless onboarding** process of Taimorx, making integration easy and enhancing team productivity.
- Users highlight the **centralized organization** of Taimorx, effectively streamlining workflows and enhancing team collaboration.

#### What Are Recent G2 Reviews of Taimorx?

**["A Complete Business & HR Hub That Keeps Our Team Focused and Proactive"](https://www.g2.com/survey_responses/taimorx-review-12384401)**

**Rating:** 5.0/5.0 stars

_— Lilit M._

[Read full review](https://www.g2.com/survey_responses/taimorx-review-12384401)

### [Whizible](https://www.g2.com/products/whizible/reviews)

Whizible Project Enterprise Management (PEM) software, the flagship product of Lifeline Systech Solutions Pvt. Ltd. has helped 250+ leading project-driven organizations to automate their project management processes and monitor the project variances and profitability. Whizible has 200,000+ licensed users so far

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Whizible?

- **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Whizible?

- **Seller:** [Lifeline Systech Solutions](https://www.g2.com/sellers/lifeline-systech-solutions)
- **Year Founded:** 2012
- **HQ Location:** Pune, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b89d8a3f1084cb22535702628dec6f08507da4e80f6ef261ee5ec00e5efef999&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwhizible2020%2F&secure%5Burl_type%5D=linkedin_company_website)  
42 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Whizible?

**["Quick and Easy"](https://www.g2.com/survey_responses/whizible-review-4544269)**

**Rating:** 5.0/5.0 stars

_— Lisa Marie O._

[Read full review](https://www.g2.com/survey_responses/whizible-review-4544269)

#### What Are G2 Users Discussing About Whizible?

- [What is Whizible used for?](https://www.g2.com/discussions/what-is-whizible-used-for)

### [AI Intelligent Automation](https://www.g2.com/products/ai-intelligent-automation/reviews)

Tavant’s Intelligent Automation, also referred to as AI‑powered enterprise automation, extends the company’s AI Lending® innovation into document processing, AI agent deployment, and enterprise-scale workflow orchestration. Core to this offering is the integration of machine learning, RPA, computer vision, and AI agents to digitize and streamline complex business processes—especially within mortgage lending and across verticals such as manufacturing, agriculture, and financial services. Within the mortgage ecosystem, a prime example is Tavant’s collaboration with SoftWorks AI to enhance FinCapture, the document ingestion engine in its Touchless Lending® suite. By integrating SoftWorks’ intelligent document automation, Tavant added high‑accuracy document indexing, classification, and data extraction capabilities—converting transactional mortgage documents into structured, validated data in seconds, substantially reducing manual review time and accelerating digital loan file assembly Beyond mortgage-specific automation, Tavant positions itself as a leader in bespoke AI agents and enterprise automation solutions. Its AI & AI Agents platform enables creation of domain-trained, generative LLM-powered agents that handle workflow automation, customer support, field service coordination, knowledge retrieval, and decisioning across systems. These agents work collaboratively, automating back-office, IT, HR, and operations workflows in an adaptive, outcomes-oriented way Tavant’s consulting arm guides organizations through a five‑phase transformation: maturity assessment, automation planning, technology selection, build, and management. This consulting framework aligns automation priorities with business strategy, culminating in tailored RPA, ML, and agentic automation deployments that elevate productivity and operational resilience

#### Who Is the Company Behind AI Intelligent Automation?

- **Seller:** [Tavant](https://www.g2.com/sellers/tavant)
- **Year Founded:** 2000
- **HQ Location:** Santa Clara California ,United States
- **Twitter:** @Tavant  
1,554 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e37305b0f67faf512210d6b9d92bd32cc3e335327cb8b3dd73060262782c4a91&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftavant%2F&secure%5Burl_type%5D=linkedin_company_website)  
3,077 employees on LinkedIn®
- **Phone:** +1-408-519-5400

### [aizance](https://www.g2.com/products/aizance/reviews)

aizance is the complete business management platform built specifically for service-based companies. Whether you run a cleaning service, plumbing business, landscaping company, or any other service operation, aizance gives you everything you need to manage and grow — all from one place. Booking & Scheduling Your customers can book services online 24/7 through your own branded booking page or embeddable widget. Smart scheduling automatically assigns the right staff member based on availability, skills, and location. Calendar sync keeps everyone on the same page. Customer Management Keep a complete record of every customer — contact info, booking history, preferences, loyalty points, and notes. Tag customers with custom labels like "VIP" or "allergy" to personalize every interaction. Send automated booking confirmations and reminders to reduce no-shows. Staff & Team Management Assign jobs to the right team members, track their schedules, and monitor performance with ratings and job completion stats. Each staff member gets their own view of upcoming appointments. Invoicing & Payments Create and send professional invoices in seconds. Accept payments online via credit card or bank transfer. Track paid, pending, and overdue invoices all in one place. Support for CESU/Titre emploi service for French businesses. Website & Online Presence Build a professional, SEO-optimized website for your business — no coding required. Add a blog, custom pages, and lead capture forms. Everything is mobile-responsive and fast. Marketing & Growth Tools Run promotions with discount codes, manage leads from multiple channels, and track your business growth with real-time analytics and reports. Built-in loyalty and prime membership programs keep customers coming back. Multi-Language Support aizance is available in English, French, and Spanish — making it easy to serve customers across different markets.

#### Who Is the Company Behind aizance?

- **Seller:** [Aizance](https://www.g2.com/sellers/aizance)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [akuiteo](https://www.g2.com/products/akuiteo/reviews)

By collecting all your business data in the Akuiteo ERP solution, you can leverage and log all your actions for each project. You can learn lessons from the past, increase process maturity and understand the present.

#### Who Is the Company Behind akuiteo?

- **Seller:** [AKUITEO SAS](https://www.g2.com/sellers/akuiteo-sas)
- **Year Founded:** 1994
- **HQ Location:** Lyon, FR
- **Twitter:** @Akuiteo  
663 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d9ab7799dbc69d2df910c55bd7b38a297930e0e06b516873e33a5fd5344dd4fd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fakuiteo&secure%5Burl_type%5D=linkedin_company_website)  
98 employees on LinkedIn®

### [Arrow PSA](https://www.g2.com/products/arrow-psa/reviews)

Arrow PSA delivers a business-first approach to professional services technology. Easy-to-use, Robust Features – Arrow PSA makes the management of your business easier. Gain a better understanding of the utilization of your resources, real-time updates of your project portfolio and bird’s eye view of your organization’s profitability! Supports Every Organizational Role – Designed by professional services experts, Arrow PSA addresses every role in your organization, from subject matter experts and knowledge workers, project managers, accounting, to executive-level management. One Single, Powerful System – Simplify and unify your administrative processes with a single system for professional services automation. Arrow PSA is device and platform agnostic, and is completely native on Salesforce.

#### Who Is the Company Behind Arrow PSA?

- **Seller:** [Arrow PSA](https://www.g2.com/sellers/arrow-psa)
- **Year Founded:** 2017
- **HQ Location:** Chicago, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=493ca583a6bbbe065ec4cfcdc5eb44191206dccfa4f55c6af0b126e9b1bdcd94&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Farrow-psa&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [AvariHQ](https://www.g2.com/products/avarihq/reviews)

AvariHQ is a cloud-based business management platform designed for agencies, consultants, and service-based businesses. The software integrates Customer Relationship Management (CRM), Project Management, Financial Operations, and Marketing Automation into a single interface, allowing users to manage business operations from one central location. Core functionalities include: White Labeling: Users can configure the platform with their own custom domain, logo, and branding, ensuring the software interface reflects their specific business identity rather than the vendor's. Client Portals: Provides a secure, login-based environment where clients can view project status, sign digital contracts, upload files, and pay invoices. Sales & Marketing: Includes tools for contact management, email marketing automation, and the creation of digital proposals and estimates. Project Management: Features task tracking, Kanban boards, file management, and time tracking capabilities linked directly to invoicing. Financial Operations: Supports recurring billing, subscription management, and payment processing via integrations with Stripe, PayPal, and Authorize.net. LMS & Community: Includes a built-in Learning Management System for hosting courses and a community forum feature for client engagement. AvariHQ functions as an operational system for managing client lifecycles from lead generation through to project delivery and billing.

#### Who Is the Company Behind AvariHQ?

- **Seller:** [AvariHQ](https://www.g2.com/sellers/avarihq)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Avaro-One](https://www.g2.com/products/avaro-one/reviews)

Avaro-One™ is a cloud-based platform that brings customer relationship management and professional services automation together in one integrated system. Built for professional services firms, it enables teams to manage sales pipelines, project delivery, time tracking, invoicing, and operational reporting through a single subscription-based application. Developed by Avaro Technologies Ltd., a UK-based software company, Avaro-One™ is purpose-built for consultancies, managed service providers, and other professional services organisations that have historically relied on a fragmented stack of disconnected tools to run their business. The platform replaces the need for separate CRM, project management, time tracking, invoicing, marketing automation, and HR performance tools by unifying all of these capabilities under one roof. Key features include a full sales pipeline with lead scoring, quoting, contract lifecycle management, built-in video meetings inc screen sharing and e-signature; project delivery with interactive Gantt charts, resource planning, and timesheet approval workflows; marketing automation with email journeys, A/B testing, and audience segmentation; finance management with recurring invoicing, expense OCR, and profitability reporting; and people development tools covering performance reviews, OKRs, competency frameworks, and coaching. The platform also includes a branded client portal, GDPR compliance tooling, two-factor authentication, role-based access controls, and a webhook framework for external integrations. Avaro-One™ is designed to support the complete client lifecycle — from first lead through to project delivery, invoicing, and renewal — without requiring integrations or manual data handoffs between tools. It is available via a free tier and paid seat-based plans starting from £35 per seat per month, with an enterprise option for larger or more complex organisations.

#### Who Is the Company Behind Avaro-One?

- **Seller:** [Avaro Technologies](https://www.g2.com/sellers/avaro-technologies)
- **Year Founded:** 2026
- **HQ Location:** Wirral, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6a25240fdb7c7ad106a3e7baa8ab96ee1e22a838af406ecb63429d74acbb88f3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Favaro-technologies-ltd%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [BrAINTime](https://www.g2.com/products/braintime/reviews)

BrAINTime is an all-in-one app that brings together time tracking, task management, notes, project management, a built-in password vault, service reports, and automated invoicing – without ever switching between tools. Designed for professional service providers (agencies, consultants, IT teams) and field service/trades businesses, BrAINTime covers the entire workflow in a single app: from live time tracking and task management to digital service reports with on-site client signatures, and fully automated invoice creation in your billing system via webhook (e.g. FastBill). Key capabilities: Live & manual time tracking – start a timer or add time manually, assign customers, projects, milestones, labels and billing status in real time Task management – create tasks with deadlines, labels, and categories; assign to customers and projects; convert notes directly into tasks Notes – capture structured notes directly linked to customers and projects, with rich text formatting and optional public sharing Project management – manage projects with timelines, milestones, budgets, and network planning; identify bottlenecks early and track expected vs. charged hours Service reports – auto-generate reports from tracked time including materials, travel, and custom fields; collect digital client signatures on-site Automated invoicing via webhook – once a report is approved, BrAINTime automatically triggers invoice creation in your billing tool (e.g. FastBill) – zero manual re-entry Full REST API & real-time webhooks – auto-import customers and projects from your existing systems, no manual data entry Granular user permissions – control exactly who sees and edits what, including vacation and absence management Analytics & reporting – filter and visualize tracked time by customer, project, user and period 🔐 Zero-Knowledge Credential Vault – our standout feature: Store sensitive client credentials (logins, access data, certificates) directly inside BrAINTime, encrypted end-to-end with your personal master password. No third-party password manager needed. Not even our servers can access your data. Currently in public Beta – free to use, no credit card required. Beta users get early access to new features and can directly influence the product roadmap through feedback.

#### Who Is the Company Behind BrAINTime?

- **Seller:** [BinaryBrains](https://www.g2.com/sellers/binarybrains)
- **HQ Location:** Lasa, CY
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=dc2b165e51789bbe1e75791f26604750fffcf4639323c8b859980cb4a0656df2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F121583989&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Bridge](https://www.g2.com/products/uplifting-partners-bridge/reviews)

Bridge is practice management software for consulting firms. It consolidates the core operational tools a consulting practice needs into one product, including contracts, time tracking, invoicing, client portals, and reporting.Bridge is designed for independent consultants, boutique consulting firms, and professional services teams that have been running their practice on a patchwork of separate tools. Bridge replaces the need to maintain a separate CRM, contract tool, e-signature platform, time tracker, invoicing system, and client portal. It also integrates natively with the systems firms keep, such as QuickBooks, HubSpot, Salesforce, Harvest, Stripe, Slack, and Zapier.Core capabilities include the full contract lifecycle (templates, redlines, versioning, e-signatures, change orders), engagement workspaces (project setup, scope tracking, time logging, deliverable management), invoicing with continuous drafts and retainer support, client portals with white-label customization, and a suite of reports with AI-generated narrative summaries.Bridge includes native Model Context Protocol (MCP) support, allowing Claude and other AI tools to access practice data directly. AI capabilities are built into the product, including redline summaries, budget assessments, and report narratives.Bridge is offered in three plans with no per-user fees. A demo environment is available at upliftingpartners.com.

#### Who Is the Company Behind Bridge?

- **Seller:** [Uplifting Partners](https://www.g2.com/sellers/uplifting-partners)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Business Modules](https://www.g2.com/products/business-modules/reviews)

Aktyvus Group is an end-to-end business services ecosystem built to support entrepreneurs, founders, and growing SMEs with the infrastructure they need to operate, sell, manage, and scale. Instead of offering disconnected services under separate names, Aktyvus is now structured around Business Modules. Each module focuses on a specific business need, such as Revenue Operations, IT Solutions, Recruitment, Operations Support, Finance Support, and future service areas as the company expands. This means clients can come to Aktyvus for one immediate problem, then gradually access a wider infrastructure as their business grows. The goal is simple: give entrepreneurs one trusted system where they can plug in the support they need, without rebuilding their operations from scratch every time. Aktyvus Group helps founders focus on what they do best, while we build and support the business systems around them.

#### Who Is the Company Behind Business Modules?

- **Seller:** [Aktyvus Group](https://www.g2.com/sellers/aktyvus-group)
- **Year Founded:** 2024
- **HQ Location:** London, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c193835ec589a77bd3e60bd4d204ccdd55622f0efe13b2b5fc0ae7133f6935bc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faktyvusco&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

### [ClarityDesk](https://www.g2.com/products/claritydesk/reviews)

ClarityDesk is a business management platform for services firms and agencies. It connects time tracking, invoicing, expenses, profitability analysis, capacity planning, and financial forecasting in a single application. Users log hours via weekly timesheets or a floating timer, then generate invoices across three billing models: retainer, time & materials, and fixed fee. The platform calculates project and client profitability by comparing revenue against labor costs. Team utilization reports show billable hours versus available capacity per staff member. Expense tracking includes receipt OCR, multi-currency conversion, markup percentages for billable expenses, and configurable approval workflows. Invoices support progressive fixed-fee, time & materials, and retainer billings, multi-tier approval chains, PDF generation, and direct email delivery to clients. Financial modules provide income statement, balance sheet, and cash flow views with actuals and forecasts. ClarityDesk integrates with QuickBooks Online and Xero. Pricing is seat-based across three tiers: Free (up to 3 users with time tracking and basic reports), Standard (adds invoicing, expenses, profitability reports, and time approval), and Pro (adds financial forecasting, utilization reports, and accounting integrations).

#### Who Is the Company Behind ClarityDesk?

- **Seller:** [ClarityDesk](https://www.g2.com/sellers/claritydesk)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=84634ad9aa1f40a3092404885af8d55e65639a9da5092dac2567eabe437574d4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclaritydesk%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Clientrol](https://www.g2.com/products/clientrol/reviews)

Clientrol is a client retainer, team & project management solution for freelancers, teams and agencies.

#### Who Is the Company Behind Clientrol?

- **Seller:** [Clientrol](https://www.g2.com/sellers/clientrol)
- **Year Founded:** 2015
- **HQ Location:** Dublin, IE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c7d5e79ff131a5a770d3d235660a7c268c7a3dc05d69ee616a52a4eb25c4a337&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclientro&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [Coastline](https://www.g2.com/products/coastline/reviews)

Coastline is project management software built for service businesses. It brings together pipeline management, estimates, invoices, scheduling, task management, and team communication in one platform, so you can stop juggling disconnected tools. Built-in automations handle routine follow-ups and status updates, keeping projects moving without the manual overhead. From first contact to final invoice, Coastline gives service teams everything they need to close more jobs and deliver better work.

#### Who Is the Company Behind Coastline?

- **Seller:** [Coastline CRM](https://www.g2.com/sellers/coastline-crm)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Curoxi](https://www.g2.com/products/curoxi/reviews)

Curoxi is a customer operations platform for service teams that need one shared workspace for delivery, billing, support, documents, and follow-up. Instead of managing customer work across disconnected tools, teams can run each account from a single operational view where projects, releases, invoices, support requests, renewals, and customer documents stay connected. Curoxi helps companies reduce manual coordination, improve visibility across teams, and give both internal users and customers a clearer view of what is in progress, what is pending, and what comes next. It is built for businesses that want a more structured, scalable way to manage customer delivery and commercial operations end to end.

#### Who Is the Company Behind Curoxi?

- **Seller:** [Rentunnel Software](https://www.g2.com/sellers/rentunnel-software)
- **Year Founded:** 2022
- **HQ Location:** Noida, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f343e1ece2aef7f8b18bf0fdc0a53b73c048ec6663c4043ff9c4320e7f5836af&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frentunnel&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

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Spotlight Categories

[Contact Center Workforce Software](https://www.g2.com/categories/contact-center-workforce)

[Spend Management Software](https://www.g2.com/categories/spend-management)

[Multi-Country Payroll Software](https://www.g2.com/categories/multi-country-payroll)

[AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant)

[Mobile Marketing Software](https://www.g2.com/categories/mobile-marketing)

Similar Categories

- [Procurement](/categories/procurement)
- [Accounting & Finance](/categories/accounting-finance)
- [Asset Management](/categories/asset-management)
- [Business Activity Monitoring](/categories/business-activity-monitoring)
- [Dealer Management Systems](/categories/dealer-management-systems)

- [Discrete ERP](/categories/discrete-erp)
- [Distribution ERP](/categories/distribution-erp)
- [Environmental, Quality and Safety Management](/categories/environmental-quality-and-safety-management)
- [ERP Systems](/categories/erp-systems)
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- [Government ERP](/categories/government-erp)
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- [Mixed Mode ERP](/categories/mixed-mode-erp)
- [Other ERP](/categories/other-erp)
- [Process ERP](/categories/process-erp)

[Browse Professional Services Automation Themes](/categories/professional-services-automation/themes)

 ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese")
NC

Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)

Updated October 3, 2024

Professional services automation (PSA) software helps companies in professional services manage most or all back-office and front-office activities. PSA systems track operations, related costs, and the revenues they generate. These products are used by consultants, lawyers, marketing account managers, and other professional services industry roles that conduct business on a client-project level. PSA software delivers insight into the business processes of project and portfolio management to improve the efficiency, productivity, and profitability of the project operations in place. This type of software can be used by all departments of a professional services company, from sales and marketing to accounting, as well as by project managers.

There are two major types of PSA software—best of breed (which focuses exclusively on professional services) and ERP systems that provide features for PSA combined with functionality for manufacturing or distribution.

PSA systems can be integrated with [accounting software](https://www.g2.com/categories/accounting), [CRM software](https://www.g2.com/categories/crm), and [payroll software](https://www.g2.com/categories/payroll) to make a more end-to-end solution.

To qualify for inclusion in the Professional Services Automation category, a product must:

- Manage customer profiles, sales opportunities, and communications
- Include features for contract management and service level agreements (SLA)
- Provide project and portfolio management for professional services
- Deliver accounting functionality or integrate with accounting software
- Track project and portfolio costs such as time and expenses
- Record and allocate resources based on necessity and availability
- Recognize revenue by project, portfolio, or business unit
- Monitor project and portfolio performance, risk, and profitability

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