Best Professional Services Automation Software with Project Planning 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.

BigTime Software: The AI-powered professional services platform enabling intelligent decisions and delivering profitable growth. Too many firms rely on disconnected quoting tools, spreadsheets, and manual handoffs between sales and delivery. This creates misaligned expectations, margin erosion, and frustrated clients. BigTime changes that. We unify the entire professional services journey—from scoping and quoting to staffing and invoicing—so you can sell with confidence, deliver with precision, and grow with profitability.
 BigTime helps professional services firms reduce operational costs, easily align talent to the right projects, and accelerate time to get paid for completed work, all while enabling quicker decision-making by delivering the information you need, when you need it. By streamlining project operations, maximizing resource utilization, accelerating the account receivable cycle, and connecting scattered data sources, BigTime makes it easier for professional services firms to scale and grow. With 2,800+ customers and 20+ years of experience, BigTime is built to get you up and running quickly, operate with flexibility and agility, and enable you to solve today’s challenges while scaling with you for tomorrow’s opportunities.

Replicon is the cloud industry leader in AI-powered time tracking and workforce management solution that helps businesses accurately track employee work hours, manage project time, and ensure compliance with labor laws. Designed for enterprises of all sizes, Replicon enables organizations to streamline payroll, billing, and resource management while providing real-time insights into workforce productivity. Key Features & Benefits: *AI-Powered Time Tracking: Automates timesheet entries, reducing manual effort and ensuring accuracy. *Project Time & Cost Management: Tracks billable and non-billable hours for better project budgeting. *Seamless Payroll & Billing: Sync time data with payroll for 100% accuracy. *Compliance & Labor Law Adherence: Ensures compliance with global labor laws and overtime regulations. *Seamless Integrations: Connects with payroll, HR, and project management tools like SAP, QuickBooks, and Salesforce. *Real-Time Analytics & Reporting: Provides actionable insights for optimizing workforce efficiency. Replicon is ideal for industries such as IT services, consulting, finance, and professional services, where accurate time tracking is critical for payroll, compliance, and profitability. The software’s scalability and automation capabilities make it a valuable tool for businesses seeking to enhance operational efficiency and gain better control over workforce management. Experience next-gen time tracking today!

NetSuite SuiteProjects Pro (formerly known as NetSuite OpenAir) is a Professional Services Automation (PSA) solution that supports the full project delivery lifecycle including planning, resourcing, budgeting, activity tracking, and billing allowing you to gain data-driven, real-time visibility and anytime, anywhere access to project information and performance. With NetSuite SuiteProjects Pro, you can Automate Project billing and invoicing, improve decision-making, and achieve greater insights and monitoring of how projects are performing. OPTIMIZED RESOURCE MANAGEMENT Maintain tighter control of your operations with drag-and-drop resource management tools that allow managers to quickly deploy resources to projects according to job needs, employee skills, experience, and availability to increase resource utilization. IMPROVED PROJECT PROFITABILITY Make it easy to update and report on project status; giving visibility to project analytics such as performance metrics, and budget versus actuals in real-time, using easy-to-read graphs and reports to optimize price, billing rates, and staffing for overall project profitability. COMPLETE PROJECT FINANCIALS Connect project activities with company financials and improve cashflow management with Invoice creation that is streamlined and accurate to reduce Days Sales Outstanding (DSO) and ensure precise accounting and billing throughout the project lifecycle. INCREASED PRODUCTIVITY Automate the entire time and expense reimbursement cycle and boost efficiency by submitting time and expenses from anywhere that is automatically tied to project accounting. With mobile, access from anywhere to stay informed with project status and capture and approve detailed time and expense information. GREATER INSIGHTS AND MONITORING Keep all your data in one centralized location for better visibility and insight into how your projects and organization are performing with robust reporting and analytical tools that can integrate into company financials.

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.

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.

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.

Planview® AdaptiveWork: Adapt and Deliver with Confidence Any Portfolio, Any Project, Any Team. Planview AdaptiveWork (formerly Clarizen) is a versatile portfolio, project, and work management software embedded with practical AI capabilities that adapts to how you operate so you can proactively plan and deliver any type and size of portfolio, project, and work. Whether you manage IT initiatives, business projects, R&D programs, or professional services, AdaptiveWork provides ready-to-use capabilities whether you’re just starting, expanding and growing, or ready to scale into a full enterprise-wide strategy execution machine. Planview Anvi™, the AI for Connected Work, delivers expert-level guidance and intelligent actions powered by deep domain expertise and contextual data intelligence across your work ecosystem. This AI-driven capability enables strategic work execution by understanding your unique business context, helping organizations make more informed decisions and optimize their workflows. Built for (Nearly) Any Project Type Examples on projects include: - IT Portfolios - Business Projects - R&D Programs - Professional Services Key Capabilities Ready on Day One - Artificial Intelligence - Portfolio Management - Project Management - Resource Planning - Team Collaboration Quick to Start, Ready to Adapt Start with out-of-box templates and workflows, then adjust as needed. AdaptiveWork grows with your organization while maintaining consistency across all portfolios. Thousands of global customers across 124 countries, including industry leaders such as Cognizant, Benifex, Dell, Publicis Groupe, JLL, IBM, and Siemens Energy, rely on AdaptiveWork to drive their business success. The platform's versatility makes it suitable for various industries, from technology and consulting to manufacturing and professional services. "After successfully implementing core project and program management capabilities over the past few years, we've built a solid foundation of data and processes. This positions us very well to leverage Gen AI and Planview Anvi to drive the next wave of transformation - enhancing productivity, accelerating adoption, and achieving higher levels of PPM maturity." – Estela Lauricella-Thota, Senior Director of Technology Transformation at Cognizant

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.

Projector PSA, now powered by Big Time Software, is a cloud-based Professional Services Automation tool specifically designed for managing delivery organizations. Modules for Project Accounting, Project Delivery and Resource Management enable better profit margins, utilization rates and operational efficiency. Projector BI provides PSO specific analytics and intelligence to measure and manage at every level and model your future success. Integrate with your CRM for extended visibility into pipeline revenue and staffing. Projector’s out of the box functionality supports multi-currency, multi-company capabilities. Our tech-agnostic approach to integration means no compromising on tech today or in the future. Projector is the PSA built by services professionals to support the specific needs of PSOs and is consistently ranked #1 for customer satisfaction.

Upland PSA (formerly Tenrox) helps professional services teams take their business to new heights. Customers around the world use PSA to streamline business operations for time tracking, resource management, project planning, and project financial management. The solution enables professional services teams deliver projects with certainty, assign resources based on skills, cost, and availability, and exceed client expectations every time. Customers love Upland PSA for its complete system configuration, quick start with the essentials, and the expertise that's readily available to them. Learn more at www.uplandsoftware.com/psa/

Workday Professional Services Automation (PSA) automates the entire Opportunity to Cash process in one intuitive tool, linked directly to HCM and ERP data like skills, resource availability, project margins, billing and staff utilization, all designed to match the right talent to the right project at the right time. This eliminates siloed systems, reducing manual, error-prone work, and preventing revenue leakage. Workday Services CPQ (Configure, Price, Quote) integrates with your CRM system to track project opportunities as they progress and automatically creates customer facing quotes, contracts and project resourcing plans, reducing several manual steps in the Sales to Service handoff and jumpstarting projects as soon as they are sold. Built with an adaptable architecture, Workday PSA supports flexible and secure project management, finance, accounting, and HR processes all on one platform, allowing for quick adaptation to business changes with "on the fly" reporting.

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.

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.