Best Professional Services Automation Software with Revenue Recognition Capabilities

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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.

Average Rating: 4.7/5.0

Total Reviews: 110

How Do G2 Users Rate Screendragon?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 8.8/10)
  • Portfolio Performance: 8.6/10 (Category avg: 7.9/10)
  • Workflow: 9.6/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Screendragon?

  • Seller: Screendragon
  • Company Website:
  • Year Founded: 2001
  • HQ Location: London, England
  • Twitter: @screendragon
    4,101 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    85 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager
  • Top Industries: Marketing and Advertising, Consumer Goods
  • Company Size: 50% Medium, 45% Large

What Do G2 Reviewers Say About Screendragon?

AI-generated summary from verified user reviews

Pros
  • Users praise Screendragon's excellent customer support for quick responses and effective solutions to customization needs.
  • Users commend the efficient and responsive team collaboration that tailors support to meet unique project needs.
  • Users find Screendragon to be extremely easy to use, simplifying project management and collaboration with clients.
  • Users value the flexibility of Screendragon, appreciating its adaptability for diverse project scopes and workflows.
  • Users highly value the quick response of Screendragon's team, appreciating their efficiency and eagerness to assist.
Cons
  • Users face platform limitations that hinder flexibility and user-friendliness, complicating effective use in large organizations.
  • Users find the complexity of the admin console to be a barrier to a smoother user experience.
  • Users find the admin console complex, noting that it can lack user-friendly dynamics and ease of use.
  • Users find the confusing platform of Screendragon limits their ability to create reports independently and easily.
  • Users find reporting inadequate in Screendragon, facing challenges with manual builds and exporting data effectively.

What Are Recent G2 Reviews of Screendragon?

What Are G2 Users Discussing About Screendragon?

Updated August 2026.

How Many Professional Services Automation Software Products Does G2 Track?

Total Products under this Category: 226

Category Stats (Oct 2026)

  • Average Rating: 4.33/5 (↑0.01 vs Sep 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Whizible (+11.11%) - Among all products in this category, Whizible recorded the largest rating increase compared to last month

Last updated: October 20, 2026

How Does G2 Rank Professional Services Automation Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 27,800+ Authentic Reviews
  • 226+ 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

Highlighted products: Autotask, BigTime, CMap, Syncro, Deltek Vantagepoint, Kantata Professional Services Automation (formerly Mavenlink+ Kimble), 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=cmap&focus%5B%5D=syncro&focus%5B%5D=deltek-vantagepoint&focus%5B%5D=kantata-professional-services-automation-formerly-mavenlink-kimble&focus%5B%5D=sap-cloud-erp-sap-s-4hana-cloud&focus%5B%5D=rocketlane-corp)

SAP Cloud ERP (SAP S/4HANA Cloud)

SAP Cloud ERP (S/4HANA Cloud) is a modular, cloud-based enterprise resource planning (ERP) solution that brings embedded AI into core business processes to help organizations of any size improve productivity, efficiency, and scalability. It supports critical business functions including finance, supply chain, human resources, and sales, while providing industry best-practice processes, predictable subscription-based costs, and the flexibility to add capabilities, users, and functionality as business needs evolve. With proven implementation tools and preconfigured processes, SAP Cloud ERP enables organizations to go live quickly and confidently while supporting ongoing growth and innovation. For midsize organizations who want to adopt SAP Cloud ERP the primary offering is SAP GROW, which combines SAP Cloud ERP with preconfigured best practices, implementation services, and adoption resources to help businesses achieve rapid, scalable cloud ERP deployment. For even quicker deployment, there’s SAP GROW Fast, a prepackaged offering delivered by SAP partners.

Average Rating: 4.4/5.0

Total Reviews: 979

How Do G2 Users Rate SAP Cloud ERP (SAP S/4HANA Cloud)?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 8.8/10)
  • Portfolio Performance: 8.5/10 (Category avg: 7.9/10)
  • Workflow: 9.0/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind SAP Cloud ERP (SAP S/4HANA Cloud)?

  • Seller: SAP
  • Company Website:
  • Year Founded: 1972
  • HQ Location: Walldorf
  • Twitter: @SAP
    297,052 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    149,349 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Consultant, Senior Consultant
  • Top Industries: Information Technology and Services, Accounting
  • Company Size: 47% Large, 36% Medium

What Do G2 Reviewers Say About SAP Cloud ERP (SAP S/4HANA Cloud)?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of SAP Cloud ERP, making it effective and time-saving for daily tasks.
  • Users appreciate the cloud-based architecture of SAP S/4HANA Cloud for its scalability and reduced IT overhead.
  • Users value the real-time processing and industry-specific functionalities of SAP S/4HANA Cloud for enhanced financial management.
  • Users appreciate the real-time efficiency of SAP S/4HANA Cloud, with instant access to reports and accurate data.
  • Users value the real-time data capabilities of SAP S/4HANA Cloud, enhancing decision-making with instant access to analytics.
Cons
  • Users find the complexity and restrictions of SAP Cloud ERP challenging, leading to costly implementations and training needs.
  • Users find the learning curve steep for SAP Cloud ERP, making initial understanding and training challenging.
  • Users find the learning difficulty significant, as the complex system necessitates extensive training for new users.
  • Users find the complex setup of SAP Cloud ERP challenging, often requiring extensive training and expert assistance.
  • Users find the limited customization of SAP Cloud ERP restrictive, hindering adaptation to unique business processes.

What Are Recent G2 Reviews of SAP Cloud ERP (SAP S/4HANA Cloud)?

What Are G2 Users Discussing About SAP Cloud ERP (SAP S/4HANA Cloud)?

Deltek Replicon Time

Deltek Replicon Time is an AI-powered time intelligence software that helps project- based firms recover missed billable hours, reduce revenue leakage, and speed up billing cycles. It unifies project time capture, workforce management, time off, and labour compliance in one configurable, cloud-based application — part of the Deltek platform. ZeroTime™, powered by Dela, auto-captures time from 100+ work applications and translates activity into accurate, ready-to-submit timesheets. Best for: Project-based firms — from growing consultancies to global enterprises — managing distributed teams, complex billing models, and evolving labour regulations across multiple regions. Use cases:  Track project billable hours automatically to improve margins and accelerate invoicing  Manage workforce attendance, schedules, overtime, and gross pay calculations in one place  Navigate labour compliance across 145+ jurisdictions in 75+ countries using preconfigured rules  Consolidate disconnected time-tracking systems into a single, scalable application  Capture project expenses and map them to jobs for on-time billing and reimbursement Key Features:  ZeroTime™ intelligent timesheets — AI-powered time capture from 100+ work apps  Configurable project time tracking with flexible approval workflows  Global labour compliance with preconfigured rules for overtime, breaks, leave, and gross pay  CloudClock with facial recognition and voice commands for field and frontline teams  Workforce management — attendance, scheduling, and time-off administration  Seamless integration with ERP, CRM, HCM, payroll, and project management systems  Advanced analytics with custom dashboards, reports, and connections to Tableau and Power BI Why project-based firms choose Replicon Time:  AI captures every billable hour so revenue stops slipping through the cracks. ZeroTime™ auto-populates timesheets from 100+ work apps — eliminating the end-of-week scramble and recovering hours that manual entry misses.  One application replaces fragmented time-tracking systems across the business. Replicon Time brings project time, workforce management, leave, and compliance together — cutting silos and reducing manual errors at source.  Global teams stay compliant without adding operational overhead. Preconfigured rules cover labour laws in 145+ jurisdictions across 75+ countries, with intelligent validation and complete audit trails built in. Used by: Professional services, consulting, government contracting, and technology firms — from mid-market to Fortune 500 — managing complex projects and distributed workforces globally. Replicon Time is FedRAMP Moderate authorized and supports 30+ languages and multiple currencies. Backed by 25+ years of industry leadership in time tracking and workforce management.

Average Rating: 4.3/5.0

Total Reviews: 787

How Do G2 Users Rate Deltek Replicon Time?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 8.8/10)
  • Portfolio Performance: 7.6/10 (Category avg: 7.9/10)
  • Workflow: 8.1/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Deltek Replicon Time?

  • Seller: Deltek
  • Company Website:
  • Year Founded: 1983
  • HQ Location: Herndon, VA
  • Twitter: @Deltek
    6,574 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    4,856 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Controller, Office Manager
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 43% Medium, 41% Small

What Do G2 Reviewers Say About Deltek Replicon Time?

AI-generated summary from verified user reviews

Pros
  • Users highlight the intuitive user interface of Deltek Replicon Time, making tracking time and leave effortless.
  • Users appreciate the effective time tracking of Deltek Replicon, enhancing accuracy and efficiency in managing project hours.
  • Users value the advanced reporting options of Deltek Replicon Time, enhancing efficiency and audit capabilities.
  • Users appreciate the efficiency of Deltek Replicon for streamlining time tracking and improving project budget management.
  • Users value the excellent customer support from Deltek Replicon Time, noting prompt resolutions and outstanding service.
Cons
  • Users often face reporting issues with Deltek Replicon Time, including confusion, accuracy flaws, and limited customization.
  • Users find the limited customization options in Deltek Replicon frustrating, impacting their ability to optimize usage efficiently.
  • Users find the data management to be lacking, with issues like empty timesheets and unhelpful logs.
  • Users find the learning curve steep, noting that initial setup and reporting features can be complex.
  • Users find the limited features of Deltek Replicon Time hinder effective organization and accurate reporting.

What Are Recent G2 Reviews of Deltek Replicon Time?

What Are G2 Users Discussing About Deltek Replicon Time?

SuiteProjects Pro

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.

Average Rating: 3.7/5.0

Total Reviews: 225

How Do G2 Users Rate SuiteProjects Pro?

  • Has the product been a good partner in doing business?: 7.4/10 (Category avg: 8.8/10)
  • Portfolio Performance: 8.5/10 (Category avg: 7.9/10)
  • Workflow: 8.6/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind SuiteProjects Pro?

  • Seller: Oracle
  • Company Website:
  • Year Founded: 1977
  • HQ Location: Austin, TX
  • Twitter: @Oracle
    827,997 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    207,576 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 60% Medium, 29% Large

What Do G2 Reviewers Say About SuiteProjects Pro?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use in SuiteProjects Pro allows for efficient project management and team collaboration.
  • Users value the intuitive interface of SuiteProjects Pro, which enhances MS Project with powerful governance and resource management.
  • Users enjoy the invoicing capabilities of SuiteProjects Pro, effectively tracking planned hours for client billing.
  • Users value the stability and comprehensive project management tools of SuiteProjects Pro, enhancing their productivity effectively.
  • Users value the reporting efficiency of SuiteProjects Pro, benefiting from enhanced tools for managing and monitoring projects.
Cons
  • Users find the bug issues in SuiteProjects Pro frustrating, as the UI often fails and seems outdated.
  • Users note the complex usability of SuiteProjects Pro, advocating for a more intuitive and flexible interface.
  • Users find the difficult setup challenging, causing initial frustration before enjoying the product's benefits.
  • Users struggle with the initial learning curve and setup complexity, impacting their overall experience with SuiteProjects Pro.
  • Users see missing features in SuiteProjects Pro, particularly in UI simplicity and report flexibility compared to competitors.

What Are Recent G2 Reviews of SuiteProjects Pro?

What Are G2 Users Discussing About SuiteProjects Pro?

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Certinia PS Cloud

Certinia Professional Services (PS) Cloud is the world’s only Salesforce-native professional services automation (PSA) solution trusted by more than 1,400 organizations. It connects projects, people, and financials on the Salesforce platform you already trust; eliminating silos and providing the high-fidelity data required to run your services business with absolute certainty. • Get 360º visibility into your business: Manage resources, projects, and financials in the same application as your customer interactions. With a single system of record, leaders view margins and forecasts in real time with 100% auditability, ensuring your ""Services Math"" is accurate and your financial integrity is maintained at scale. • Keep customers at the center: Eliminate the ""Context Gap"" with a customer-centric PSA where every team works from one master record. The Project Assistant Agent accelerates delivery by proactively identifying data anomalies, such as missing time cards or overdue items—ensuring sales promises align with delivery for a superior customer experience. • Optimize resource management: Close utilization gaps and keep projects on track. The Staffing Agent identifies ""best-match"" resources for work-in-flight, while enhanced work planning tools allow managers to take direct staffing actions instantly. Assign the right people to the right work to drive efficiency without overloading staff. • Accelerate quoting and billing: Handle complex contracts with a hardened financial engine that supports everything from fixed-fee to outcome-based pricing. New Top-Down Estimation and Role Multipliers drastically reduce the time required to quote large, multi-year engagements while ensuring every dollar is trackable and compliant. • Drive certainty in revenue forecasting: Replace guesswork with connected, real-time data. By unifying the engagement lifecycle, PS Cloud powers reliable revenue forecasting with as little as a 1% variance. Close your books faster and make smarter growth decisions backed by a system that eliminates manual data syncing. • Turn insights into action: PS Cloud turns insights into action directly within a unified Salesforce-native workflow, where real-time project data triggers immediate operational changes. By connecting delivery and financials on a single record, the system identifies margin leaks and resource gaps as they happen, allowing managers to execute staffing and project updates instantly rather than waiting for historical reports.

Average Rating: 4.3/5.0

Total Reviews: 645

How Do G2 Users Rate Certinia PS Cloud?

  • Has the product been a good partner in doing business?: 8.4/10 (Category avg: 8.8/10)
  • Portfolio Performance: 8.2/10 (Category avg: 7.9/10)
  • Workflow: 8.3/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Certinia PS Cloud?

  • Seller: Certinia
  • Company Website:
  • Year Founded: 2009
  • HQ Location: Austin, TX
  • Twitter: @CertiniaInc
    12,206 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    995 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Salesforce Administrator, Project Manager
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 53% Medium, 36% Large

What Do G2 Reviewers Say About Certinia PS Cloud?

AI-generated summary from verified user reviews

Pros
  • Users find Certinia PS Cloud incredibly easy to use, thanks to its seamless Salesforce integration and efficient workflows.
  • Users appreciate the deep integration with Salesforce of Certinia PS Cloud, streamlining project and financial management effectively.
  • Users value the seamless reporting capabilities of Certinia PS Cloud, enhancing efficiency throughout the professional-services lifecycle.
  • Users value the user-friendly integration of Certinia PS Cloud, simplifying management of projects and resources effectively.
  • Users value the deep Salesforce integration of Certinia PS Cloud, enabling efficient project management and real-time insights.
Cons
  • Users experience a steep learning curve with Certinia PS Cloud, finding it challenging to navigate and configure initially.
  • Users find the complex usability of Certinia PS Cloud frustrating, particularly due to setup and interface inconsistencies.
  • Users find difficult customization of Certinia PS Cloud hampers efficiency, requiring extensive skills and time for configuration.
  • Users experience slow performance in Certinia PS Cloud, particularly during complex reports and high data volume tasks.
  • Users find the missing features in Certinia PS Cloud limit usability and resource management capabilities.

What Are Recent G2 Reviews of Certinia PS Cloud?

What Are G2 Users Discussing About Certinia PS Cloud?

Klient PSA

Klient PSA is a Professional Services Automation (PSA) platform built 100% natively on Salesforce. It is designed for professional services organizations of roughly 50 to 1,000 people — consulting firms, SaaS services teams, systems integrators, and agencies — that already run on Salesforce and want delivery, finance, and customer data in one system instead of in a PSA bolted on beside the CRM. Because Klient PSA runs inside your existing Salesforce org, projects, resources, timesheets, and invoices share the same records, permissions, and reports as your pipeline. Klient PSA is sold as a Salesforce-native application and includes the Salesforce platform license required to run it, so buyers do not need to purchase a separate Salesforce subscription to get started. Klient Insights, included in Klient PSA from release 51.13, is a dashboard workspace inside Salesforce. It answers four recurring delivery questions on one live screen: where margin is being lost, who is free in the next 12 weeks, what time is unbilled, and which clients need attention this week. Templates cover Profitability, Capacity and Demand, Revenue and Billing, and an Account and Project Scorecard. Any number opens the records behind it, and Play mode runs the review meeting from the dashboard. What Klient PSA does Project management: templates, Kanban boards, Gantt charts, and task grids to plan and deliver projects on time and on budget. Resource management: assign people by skill, availability, and priority, and forecast billable utilization and capacity. Time and expense tracking: log time and expenses in seconds, with approval workflows that feed billing and forecasting. Billing and financials: pre-invoicing, invoice generation, revenue recognition, and accounting connectors for QuickBooks, Xero, Sage Intacct, and Accounting Seed. Customer collaboration: a customer portal for real-time status, shared documents, and approvals. Estimates and forecasting: quote work from the Salesforce opportunity and carry the estimate through to delivery and invoicing. AI agents inside your PSA Klient PSA includes a catalog of nine Agentforce AI agents that act on live PSA data inside Salesforce: SCOPEY1 for business analysis, PLANNY1 for project management, TIMEY1 for timesheets, STAFFY1 for resource management, CASEY1 for customer support, GUIDY1 for customer onboarding, TOUCHY1 for project touchpoints, DEVY1 for software development, and KNOWWY1 for knowledge. Klient PSA also ships MCP1, a Model Context Protocol server, so external AI assistants can read and update PSA data under existing Salesforce permissions. Implementation and support Klient PSA installs as a managed AppExchange package. Implementation is delivered by Klient's services team or a certified implementation partner, and covers configuration workshops, data migration, and administrator training. Ongoing support is provided by Klient's own team. Editions Three editions are sold annually — Professional, Enterprise, and Ultimate — with current per-user pricing shown in the Pricing section of this profile. The Ultimate edition includes every AI agent; agents can also be added individually to the other editions. Built by consultants for consultants, Klient PSA covers the full project lifecycle — estimation, planning, delivery, time tracking, billing, and reporting — on one Salesforce-native platform. Klient PSA was previously listed as Krow PSA. Older reviews and discussions on this profile that mention Krow refer to the same product.

Average Rating: 4.5/5.0

Total Reviews: 92

How Do G2 Users Rate Klient PSA?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 8.8/10)
  • Portfolio Performance: 8.3/10 (Category avg: 7.9/10)
  • Workflow: 8.6/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Klient PSA?

  • Seller: Klient Software
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Laval, Québec, Canada
  • Twitter: @klientapp
    205 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    36 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 55% Small, 42% Medium

What Do G2 Reviewers Say About Klient PSA?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use of Klient PSA, finding it intuitive and efficient for daily tasks.
  • Users value Klient PSA for its integrated project management that enhances workflow and improves data accuracy and reporting.
  • Users highlight the comprehensive features of Klient PSA, praising its ease of use and flexibility for various workflows.
  • Users value the flexibility of Klient PSA, enabling easy customization to fit various consulting workflows and processes.
  • Users commend the resource management capabilities of Klient PSA, enhancing visibility and efficiency in project tracking and utilization.
Cons
  • Users face a challenging learning curve initially, but the platform ultimately provides smooth and consistent performance.
  • Users note the missing features in revenue recognition and customizable PDFs in Klient PSA, affecting overall functionality.
  • Users face a steep learning curve when configuring Klient PSA, requiring time to understand the platform fully.
  • Users find the time-consuming learning process for advanced forecasting in Klient PSA to be a challenge.
  • Users find unnecessary customization in Klient PSA burdensome, as it complicates processes and demands extensive adjustments.

What Are Recent G2 Reviews of Klient PSA?

What Are G2 Users Discussing About Klient PSA?

VOGSY

VOGSY is the agentic ERP for services businesses. It connects the entire lead-to-cash process in one operational and financial system of record — from opportunities, quotes and resource planning through project delivery, time and expenses, invoicing, revenue recognition and financial control. VOGSY gives services firms real-time visibility into the commercial, operational and financial performance of their business. Sales teams can see whether opportunities can actually be delivered. Resource managers can match demand with skills and capacity. Project teams can manage work, budgets and profitability. Finance teams can automate invoicing, track revenue and accelerate month-end close. Embedded AI agents work across these connected processes to help teams move faster while keeping people in control. They can evaluate delivery feasibility during the sales process, propose staffing and replanning decisions, validate draft invoices, surface exceptions and support financial close activities. Actions remain governed and can require human confirmation before changes are applied. VOGSY is designed for professional services businesses including consulting firms, IT services companies, agencies, software companies with professional services teams and other project- and people-driven organizations. The platform supports multi-entity and international operations and integrates either via MCP server to other AI or via API, or through managed integrations with existing CRM, productivity and finance environments, including Google Workspace, Microsoft 365, Slack, and leading CRM and accounting platforms. By connecting commercial commitments, people, projects and financial outcomes, VOGSY helps services businesses improve lead-to-cash velocity, utilization, project profitability, forecasting, invoicing accuracy and operational control. Security, compliance, and infrastructure: • ISO 42001 • ISO 27001 • SOC 1 • ISAE 3402 • Hosted on Google Cloud for global scalability and security • SSO support for Microsoft 365 and Google Workspace

Average Rating: 4.7/5.0

Total Reviews: 37

How Do G2 Users Rate VOGSY?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 8.8/10)
  • Portfolio Performance: 8.7/10 (Category avg: 7.9/10)
  • Workflow: 8.9/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind VOGSY?

  • Seller: VOGSY
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Amsterdam, The Netherlands
  • LinkedIn® Page: www.linkedin.com
    14 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Marketing and Advertising
  • Company Size: 84% Small, 11% Medium

What Do G2 Reviewers Say About VOGSY?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of VOGSY, noting its intuitive onboarding and seamless integration.
  • Users value the seamless integrations of VOGSY, enhancing workflow and facilitating real-time data-driven insights throughout operations.
  • Users value the easy integrations of VOGSY, which streamline implementation and enhance project management across IT systems.
  • Users commend the implementation ease of VOGSY, highlighting smooth onboarding and minimal training requirements.
  • Users find the onboarding process of VOGSY smooth and intuitive, allowing quick implementation without disrupting workflows.
Cons
  • Users desire more native integration options with German HR platforms to avoid double-entry and comply with labor laws.
  • Users wish for better native integration options with specific HR platforms to improve efficiency and comply with legal obligations.
  • Users desire more customization options for reports in VOGSY to enhance their experience and functionality.
  • Users find a lack of purchase order integration in VOGSY, limiting tracking capabilities and vendor communication.
  • Users highlight the time tracking issues in VOGSY due to necessary double-entry for compliance with German labor laws.

What Are Recent G2 Reviews of VOGSY?

What Are G2 Users Discussing About VOGSY?

Workday Professional Services Automation

Workday Professional Services Automation (PSA) automates the entire Opportunity to Cash process in one intuitive tool, linked directly to HCM and financials 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.

Average Rating: 4.1/5.0

Total Reviews: 20

How Do G2 Users Rate Workday Professional Services Automation?

  • Has the product been a good partner in doing business?: 6.3/10 (Category avg: 8.8/10)
  • Portfolio Performance: 6.7/10 (Category avg: 7.9/10)
  • Workflow: 8.9/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Workday Professional Services Automation?

  • Seller: Workday
  • Year Founded: 2005
  • HQ Location: Pleasanton, CA
  • Twitter: @Workday
    52,273 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    25,204 employees on LinkedIn®
  • Ownership: NYSE:WDAY

Who Uses This Product?

  • Company Size: 68% Large, 27% Medium

What Are Recent G2 Reviews of Workday Professional Services Automation?

Upland PSA

Upland PSA is a professional services automation software designed to help organizations manage and optimize their service delivery operations. The software provides capabilities for resource management, project planning, time and expense tracking, and financial management. It supports forecasting and analytics to assist in project execution and performance measurement. Upland PSA integrates with other business systems to streamline workflows and facilitate data sharing across departments. The software addresses business needs related to managing complex projects, improving resource utilization, and enhancing visibility into project status and profitability. Its functionalities are intended to support project teams in meeting delivery timelines and maintaining budgetary control.

Average Rating: 4.0/5.0

Total Reviews: 109

How Do G2 Users Rate Upland PSA?

  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 8.8/10)
  • Portfolio Performance: 7.6/10 (Category avg: 7.9/10)
  • Workflow: 7.8/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Upland PSA?

  • Seller: Upland Software
  • Year Founded: 2010
  • HQ Location: Austin, TX
  • LinkedIn® Page: www.linkedin.com
    802 employees on LinkedIn®
  • Ownership: NASDAQ:UPLD
  • Total Revenue (USD mm): $291

Who Uses This Product?

  • Who Uses This: Project Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 69% Medium, 16% Large

What Are Recent G2 Reviews of Upland PSA?

What Are G2 Users Discussing About Upland PSA?