Best Professional Services Automation Software with Yes Capabilities

Autotask is the intelligent, unified PSA platform that powers high-performing MSP operations. It connects tickets, time, projects, contracts and billing in one seamless workflow — eliminating manual effort, reducing technician friction and ensuring every billable hour is captured automatically. With built-in automation and real-time visibility, Autotask streamlines service delivery, improves profitability and turns operational data into actionable dashboards that drive accountability and demonstrate value. Trusted by growing MSPs worldwide, Autotask helps teams deliver faster, more consistent service while maintaining clarity and control across every part of the business.

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.

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.

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.

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.

ConnectWise PSA is the most complete business management platform built specifically for companies that sell, service, and support technology. Designed for Managed Service Providers (MSPs) and IT service organizations, it centralizes operations, strengthens accountability, and improves service delivery by bringing every core workflow into one modern platform. ConnectWise PSA helps MSPs reduce manual effort and streamline operations through adaptive workflows, automated billing, and structured service processes. From ticket management and customer service to sales, project delivery, and business analytics, ConnectWise PSA gives teams the tools they need to work smarter, faster, and with greater consistency. As a unified command center for the business, ConnectWise PSA provides real-time visibility across service, finance, and operations. This holistic approach allows MSPs to eliminate swivel-chair work, reduce errors, and make data-driven decisions that support growth and customer satisfaction. Routine tasks become automated, freeing technicians and leaders to focus on strategic initiatives rather than administrative overhead. Built for small to mid-sized technology firms and MSPs, ConnectWise PSA supports the full lifecycle of managed services. Users rely on it to track and resolve service tickets, automate recurring and one-time invoicing, manage projects, oversee sales activity, and monitor key performance metrics—all from a single platform that scales with the business. Core capabilities include an advanced service desk for efficient ticket routing and resolution, reliable integrations with major accounting platforms, robust quoting and invoicing tools for accelerating cash flow, and comprehensive project management to keep teams aligned. Built-in dashboards and analytics surface trends and insights that help leaders improve performance and operate proactively. Backed by more than 40 years of experience in the technology services industry, ConnectWise stands apart through its global community, deep ecosystem, and continuous innovation. ConnectWise PSA gives MSPs the foundation they need to run and grow their business today while preparing for a future powered by automation and intelligent service delivery.

Ruddr is the Modern Professional Services Automation platform. Ruddr is built for SMB to mid-market professional services organizations and we support over 150 worldwide currencies. Ruddr helps you manage clients, projects, budgets, tasks, resource allocations, time, expenses, utilization, invoices, revenue, gross margin, forecasts, KPIs, and much more. Ruddr provides two distinct plans with an unmatched price point and you can pay monthly or annually. We offer a discount for our annual plan. Your non-billable personnel get a free license. Also, any time you deactivate or delete a workspace member, you get full credit for that member's remaining time on the plan. Your spend is always proactively right-sized such that you only pay for the benefit you are realizing from Ruddr. Visit us at www.ruddr.com to learn more.

At Kytes, we partner closely with our customers, offering AI-enabled Professional Services Automation (PSA) software that digitizes and automates end-to-end project operations for their organization. Tailored for IT/ITES, Pharmaceuticals/Lifesciences, GCC, Professional Services, and Consulting, Kytes PSA software streamlines and accelerates Project Deliveries and Product Development Lifecycle (NPD). Central to our philosophy is a people-first approach. We empower teams to work both independently and collaboratively, ensuring seamless operations. By enhancing operational excellence and maintaining the highest compliance and security standards, our software helps you reduce costs, optimize resources, boost revenue and margins, and build a project management culture in your organization.

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.

VOGSY is the single source of intelligence for your global project business Unify financials, operations, and delivery across teams, tools, and countries—without replacing your local finance systems. From opportunity to invoice, VOGSY gives you the clarity to grow profitably in every currency and country. If you have 50 to 1,000 staff and want a single source of intelligence without replacing local accounting tools, VOGSY is built for you. We're the perfect fit whether you are: - A consultancy juggling international clients and cross-border project teams - An agency managing resources and rates across different entities and currencies - A tech firm that needs unified reporting and revenue forecasting from a global sales pipeline Start your free trial here → https://vogsy.io/login-free-trial?src=g2 Get your free demo here →https://www.vogsy.global/src=g2

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.

PSOhub is a comprehensive project management software solution designed to enhance organizational efficiency across various stages of project execution. This platform caters to businesses of all sizes, providing tools that streamline project planning, resource allocation, time tracking, and invoicing. By integrating multiple functionalities into a single platform, PSOhub enables teams to manage their projects more effectively, ensuring that no aspect of project management is overlooked. This software is particularly beneficial for industries that rely heavily on project-based work, such as IT, marketing, and consulting. With its user-friendly interface and robust features, PSOhub is designed to meet the needs of both small teams and larger enterprises, allowing for scalability as projects grow in complexity. One of the standout features of PSOhub is its predictive project management capabilities, which leverage data analytics to forecast project timelines and resource needs. This proactive approach allows teams to anticipate potential challenges and adjust their strategies accordingly, minimizing delays and enhancing overall productivity. Additionally, the smart resource management functionality helps organizations allocate their workforce efficiently, ensuring that the right people are assigned to the right tasks based on their skills and availability. Another key aspect of PSOhub is its self-driving time and expense tracking feature. This automation simplifies the process of logging hours worked and expenses incurred, reducing the administrative burden on team members. By integrating these functions with invoicing, PSOhub ensures that billing is accurate and timely, which can significantly improve cash flow for businesses. The seamless integration of these features within a single platform not only saves time but also enhances data accuracy, allowing for better decision-making. Overall, PSOhub stands out in the project management software category by offering a holistic approach to project execution. Its combination of predictive analytics, resource management, and automated tracking provides users with the tools they need to drive projects to successful completion while maintaining a clear view of their progress and financial health. This integrated solution empowers organizations to move beyond merely closing projects to achieving sustained efficiency and growth.