Best Professional Services Automation Software with Payments Capabilities

Kantata's Professional Services Automation (PSA) solution is a comprehensive software platform designed to assist professional services firms in managing their resources, finances, and projects more effectively. This solution integrates various functionalities, including resource management, financial management, project management, team collaboration, business intelligence, integration, and workflow automation. By providing a unified approach to these critical aspects of service delivery, Kantata empowers firms to optimize their operations and enhance overall performance. The target audience for Kantata's PSA solution primarily includes professional services firms, such as consulting agencies, marketing firms, IT service providers, and other organizations that rely on project-based work. These firms often face challenges related to resource allocation, budget management, and project tracking. Kantata addresses these challenges by offering tools that enable users to assemble the most suitable teams for each project, monitor progress in real-time, and ensure that projects adhere to timelines and budgets. This capability is essential for firms aiming to deliver high-quality services while maintaining profitability. Key features of Kantata's PSA solution include advanced resource management tools that allow firms to allocate personnel based on skills and availability, ensuring that the right talent is deployed for each project. Financial management capabilities provide insights into project costs, helping firms to keep expenditures in check and maximize profitability. The project management functionality enables users to plan, execute, and monitor projects with precision, while team collaboration tools facilitate communication and information sharing among team members, enhancing productivity. Moreover, Kantata's business intelligence features offer valuable analytics and reporting capabilities, allowing firms to gain insights into their operations and make data-driven decisions. The integration capabilities ensure that the PSA solution can work seamlessly with existing systems, further enhancing its utility. Workflow automation features streamline repetitive tasks, reducing administrative burdens and allowing teams to focus on delivering value to clients. By combining these functionalities, Kantata's PSA solution stands out as a robust tool that not only meets the unique needs of professional services firms but also drives operational excellence and supports sustainable growth.

Deltek Replicon Time is a leading cloud-based project time tracking platform that helps mid-market and enterprise organizations manage time, projects, and workforce operations with accuracy and confidence. Built on the Replicon Time Intelligence™ Platform, it provides a single source of truth for all time data — connecting project delivery, billing, payroll, labor compliance, and workforce productivity across global teams. Key Features & Benefits: • AI-powered Time Tracking: Accurately capture employee time for projects, clients, and internal work through intelligent, AI-enabled timesheets. Reduce manual effort and eliminate missed billable or payroll hours. • Project Time & Cost Management: Track billable and non-billable hours, monitor budgets, and link time directly to project profitability and client billing. • Workforce & Scheduling Management: Manage employee schedules, shifts, attendance, overtime and labor costs across locations while supporting global labor rules and pay policies. • Leave & Absence Management: Automate time-off requests, approvals, and accruals with built-in policy support for regional and organizational requirements. • Compliance & Governance: Support compliance with labor regulations such as DCAA and global pay rules through built-in controls and audit-ready data. • Payroll & Billing Integrations: Seamlessly integrate time data with HCM, ERP, payroll, and accounting systems such as Deltek, SAP, Oracle, and Microsoft 365 to ensure billing and payroll accuracy. • Analytics & AI Insights: Gain real-time visibility into utilization, costs, and productivity through interactive dashboards designed for finance, operations, and project leaders. • Mobile & Global Support: Empower distributed teams with mobile time capture, cloud clock for field workers, geo-location, offline entry, and multilingual, multi-currency capabilities for global scalability. Deltek Replicon Time provides a unified, scalable platform that connects every aspect of time, workforce, and project management — helping organizations improve profitability, support labor compliance, and make confident, data-driven decisions.

Accelo is used and loved by professional service businesses around the world to manage their business operations, profitably. The end-to-end cloud-based platform manages all aspects of a deal, 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 professional services automation suite 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 run the business and professionals focus on the most important work. By harnessing powerful automation, managers can easily deliver projects on time and within budget. Accelo's up-to-date and secure analytics give leaders the confidence to make smart decisions, ensuring the growth and prosperity of the business.

Avaza provides an integrated suite of functionality for running your client-focused business. This includes Project Management & Collaboration, Team Chat, Resource Scheduling, Time Tracking, Expense Management, Quoting & Invoicing. Each of these modules can be used together or independently to suit a wide range of businesses. Avaza is particularly useful for consulting & professional services companies that need all these functions, and enjoy having a single source of truth & powerful reporting. Avaza is built in the cloud and available on any device.

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. Key capabilities include: * Project Management: Deliver projects on time and on budget with customizable templates, Kanban boards, Gantt charts, and task grids. * Resource Planning: Allocate resources based on skills, availability, and priority. Maximizing team productivity. * Time & Expense Tracking: Enable your team to easily log time and expenses while ensuring accurate billing and forecasting. * Billing & Financials: Automate pre-invoicing, invoice generation, and revenue recognition to accelerate cash flow. * Customer Collaboration: Keep customers engaged and aligned with real-time updates, shared documents, and approval workflows through the customer portal. 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. * Scalability: Whether you’re onboarding 10 new consultants or expanding to new markets, Klient PSA supports your growth. 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. By running natively on Salesforce, Klient eliminates data silos, streamlines workflows, and improves visibility across every department. Trusted by Salesforce partners, fast-scaling SaaS firms, and global consultancies, Klient PSA is more than software, it’s a modern operational backbone designed to help your team deliver value, every time.