Best Professional Services Automation Software with Portfolio Performance 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.

Certinia Professional Services (PS) Cloud is a Salesforce-native professional services automation (PSA) solution trusted by more than 1,400 organizations worldwide. As a unified cloud PSA software, it connects projects, people, and financials on the Salesforce Platform you already trust—eliminating silos and providing complete visibility into your services organization. Run projects with greater predictability, turn efficiency into profit, and build customer loyalty. Get 360º visibility into your business Manage resources, projects, and financials in the same application as your customer interactions with our Salesforce-native PSA software. Leaders view margins and forecasts in real time, employees stay engaged, and clients get smoother delivery. Keep customers at the center With a customer-centric Professional Services Automation (PSA) solution, every team works from one master customer record. Sales promises align with delivery, and clients always know where things stand. The result: smoother handoffs, stronger collaboration, and superior customer experiences. Optimize resource management Close utilization gaps and keep projects on track. With real-time visibility into capacity planning and skills management, leaders can assign the right people to the right work, launch projects faster, and drive project efficiency and profitability—without overloading staff. Accelerate billing with custom billing software Handle complex contracts with flexible automated billing software that adapts to subscriptions, time and materials, fixed-fee, or hybrid models. Invoices go out accurately and on time, strengthening compliance, accelerating cash flow, and improving client trust. Drive certainty in revenue forecasting Close your books faster and with fewer errors. Financial close automation keeps revenue recognition accurate and compliant, while connected data powers reliable revenue forecasting for faster, smarter growth decisions. Turn insights into action Replace guesswork with clarity. Embedded professional services analytics surface risks, predict project performance, and reveal opportunities to protect margins. Leaders can adjust plans as demand shifts, keeping projects profitable and customers satisfied.

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: - CRM & pipeline – Get a complete overview of your sales funnel and upcoming work - Quote-to-cash – Estimate scope, track progress and budget burn, and bill for work in one system - Capacity & resource planning – Plan ahead with live heatmaps and utilization forecasts - Time & expense tracking – Log time with built-in timers and auto-populated timesheets - Cost & profit forecasts – Understand margins with role or service-level insights - Billing & invoicing – Automate time & material, fixed-fee, and retainer billing - Revenue forecasting – Track project income based on pipeline and committed work - AI-powered insights & actions – Save time with automation and data-driven suggestions - Live dashboards – Monitor progress, profitability, and capacity in real time By uniting this data, Scoro gives you end-to-end visibility across your business. Helping you spot risks sooner, allocate resources smarter, and protect profitability as you scale.

Resource Management by Smartsheet high-level project and resource management software helps modern teams make confident decisions about project planning, team capacity, budget forecasting, team utilization, and hiring needs in real time. SIMPLE, POWERFUL RESOURCE PLANNING Our resource planning tool gives you visibility to schedule and manage your team effectively, update on the fly, and immediately see the impact on the project’s budget. FLEXIBLE, BIG-PICTURE PROJECT MANAGEMENT Look across projects and track multiple teams at once, see the impact of changes to the plan on the overall business, and learn from past projects to make more accurate forecasts. EMPLOYEE TIME TRACKING SOFTWARE YOUR TEAM WILL ACTUALLY USE No more chasing down timesheets. Resource Management by Smartsheet is a simple software makes time tracking painless, so your team members can focus on work priorities. Outcome-focused time tracking options will keep your team happy and projects moving forward. A ROBUST SUITE OF REPORTING TOOLS TO HELP YOUR BUSINESS GROW Get the big picture of your company performance with data you can trust. With highly visual analytics and powerful reporting tools, you can make confident decisions to support your business growth. . . . . . . . . . . . . . . . ABOUT Resource Management by Smartsheet We're on a mission to surface the right information at the right time so everyone across the organization can make more confident decisions. Over 1,000 of the most innovative companies in the world rely on Resource Management by Smartsheet — from growing 10-person software shops, to 100-person teams within global brands, to 1,000+ person professional services firms. Get started with a free trial to see how it works for your team — no credit card required. Our Seattle-based team is here to help.

Forecast is an AI-powered PSA platform that combines project management, resource planning, financial tracking, and operational risk mitigation — giving you the single source of truth you need to run your business. This real-time visibility provides actionable insights into resource capacity, project profitability, and overall business health, empowering you to make confident decisions faster, optimize utilization, and finally steer your firm towards predictable, profitable growth.