Best Professional Services Automation Software for Small Business

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.

Syncro offers the first Extended Monitoring and Management (XMM) platform purpose-built for midsized MSPs and internal IT teams. The unified platform integrates RMM (endpoint management), professional services automation (PSA), and Microsoft 365 multi-tenant management to help organizations simplify operations, strengthen security, and scale profitably. Syncro delivers powerful automation, native AI capabilities, deep Microsoft 365 integration, and seamless support for 50+ third-party tools—enabling teams to reduce complexity, cut costs, and uncover new revenue opportunities. Its transparent per-user pricing model and commitment to continuous innovation make it an ideal solution for modern IT operations. -Fully Integrated RMM, PSA & M365 Management -Built for Midsized MSPs & IT Teams -Powerful Scripting, Automation, Ticketing, and More -Flat, Per-User Pricing Starting at $129/month-Built to Simplify, Secure, and Scale Your Business

Combining powerful project management and easily streamlined operations - we’re the only platform built for managing client projects, profitably. Deliver work on time and on budget, eliminate client chaos, and understand profitability, all in one platform. Headquartered in Cork, Ireland and founded by a team who have run an agency before, Teamwork.com has more than 20,000 customers around the world with a global team of over 350 employees. Learn more at teamwork.com.

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.

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.

Wrike is a comprehensive work management platform designed to help teams and organizations streamline their collaboration, project planning, and task execution. By centralizing all work-related activities in one accessible location, Wrike aims to simplify complex workflows, enhance productivity, and empower users to focus on their most impactful tasks. This platform caters to a diverse range of industries and team sizes, making it a versatile solution for any organization looking to improve its operational efficiency. The target audience for Wrike includes project managers, team leaders, and organizations of all sizes seeking to optimize their workflows. Whether in marketing, IT, or product development, teams can leverage Wrike's features to manage projects more effectively. Specific use cases encompass tracking project progress, assigning tasks, setting deadlines, and facilitating communication among team members. By providing a unified space for collaboration, Wrike helps eliminate silos and fosters a culture of transparency and accountability, which is crucial for successful project execution. Key features of Wrike include customizable dashboards, real-time collaboration tools, and advanced reporting capabilities. Users can create tailored workflows that align with their specific processes, ensuring that the platform adapts to their unique needs. The ability to visualize project timelines through Gantt charts and Kanban boards allows teams to monitor progress at a glance, making it easier to identify bottlenecks and adjust plans accordingly. Furthermore, Wrike's integration with popular tools such as Slack, Google Drive, and Microsoft Teams enhances its functionality, allowing users to work seamlessly across different applications and improving overall efficiency. The benefits of using Wrike extend beyond mere task management. By centralizing communication and documentation, teams can reduce the time spent on administrative tasks and focus on delivering results. The platform's scalability means that it can grow alongside an organization, accommodating increasing workloads and team expansions without compromising performance. With over 20,000 customers, including well-known brands like Estée Lauder and Siemens, Wrike has established itself as a reliable partner for organizations aiming to thrive in a competitive landscape, ensuring that teams can work smarter and achieve their goals more effectively.

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.

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

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.

SAP S/4HANA Cloud is a modular ERP designed for every business need, powered by AI and analytics. SAP S/4HANA Cloud enables users to run mission-critical operations in real time from anywhere, introduce new business models in any industry, and expand globally. SAP S/4HANA Cloud is a SaaS product and can also be deployed in a hybrid landscape for quicker time to value.​ SAP S/4HANA Cloud is the foundational component of the SAP Business Suite, a seamlessly integrated system of applications, data, and AI that connects and optimizes every part of your business, enabling smarter decisions, real-time insights, and intelligent automation.​

Grow your firm - and your impact Projectworks is professional services automation software built for consulting firms that want to grow - and make a difference. As a project intelligence platform, Projectworks connects time tracking, expense tracking, resource management, invoicing, and financial reporting in one live system. It gives you the visibility to see what’s working, fix what’s not, and scale your firm with confidence. Projectworks was built by consultants who know what it’s like to lose hours to spreadsheets and billing chaos. Designed specifically for engineering, architecture, software development, and management consulting, it’s professional services automation (PSA) software that gets experts out of the admin grind and back to the work that matters. Our cloud-based PSA tool brings together everything your business needs to plan, track, forecast, and grow. By automating time tracking, expense tracking, resource planning, project financials, and real-time reporting, Projectworks frees your people to focus on solving the world’s hardest problems - not wrestling with manual processes. On average, Projectworks users grow 20% in their first year. Connect Projectworks with your existing stack - including Xero, QuickBooks Online, MYOB, Jira, Azure DevOps, and Salesforce - to eliminate double handling, align your data, and operate with confidence. We’ll help you set up for success with expert data migration, comprehensive training, and responsive ongoing support. Key features Time tracking software Easy, accurate timesheets that actually get filled out. Simplify project time tracking and keep billing up to date with integrated time management software for consultants. Expense tracking Track project spend against budget with simple, mobile-friendly expense submission. Sync approved expenses directly to Xero as bills to pay. Resource management software Plan and allocate resources effectively. See availability, utilization, and capacity in real time with powerful resource planning tools that make project delivery predictable. Revenue forecasting & project profitability Combine financial and resourcing data to model revenue, monitor utilization and profitability, and make confident growth decisions. Invoicing automation Create pre-populated invoices that sync seamlessly with Xero, reducing admin and helping you get paid faster. Reporting & insights Access real-time dashboards, project profitability reports, and PSA analytics that bring clarity to every decision. Track the consulting metrics that matter most - across projects, clients, and teams. Integrations Connect your favorite tools and run your firm on a unified project management and financial reporting platform. Flexible pricing means you only pay for what you use - plus, get a 10% discount on annual subscriptions.

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.

Magnetic is an all-in-one workflow management platform designed and built for professional services firms. It combines all essential project management capabilities into a single easy-to-use system: account management, business development, traffic management, project management, project finances, time tracking, billing, HR management and resource scheduling. We designed Magnetic to help firms waste less time, manage projects smarter, and deliver on time and within budget. The software offers a bird’s eye view into your business from anywhere, at any time. From key sales metrics to instant profitability reports, resource availability and time allocation, you’re able to track multiple areas of your business at any moment.

Naverisk is a robust All-in-One IT services platform for MSPs and IT Pro’s. Naverisk combines RMM, Service Desk, PSA and 100% free Data Protection into a single powerful solution. Our excellent global 24x7 support also means you can get real time help when you need it.

Bonsai is a one-stop platform for agencies, consultancies and professional service providers. It is designed to provide businesses with a complete and real-time overview of their business. Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform. From contracts, proposals and project management to client billing, revenue tracking and resource management. Project Management: Assign projects & tasks to your team, prioritize your week and see exactly how your projects progress. Set project budgets & avoid unexpected costs. Gantt chart, Kanban view, integrated timer for easy billing, and collaboration with external partners for an efficient work. Team Time Tracking: Get an instant report of your team's tracked hours with accurate timesheets & see who's over capacity at a glance. Monitor your business's utilization & get clarity on your team's efficiency & profitability. Plan your resources in advance to keep your projects on track and on budget. CRM: Manage your clients and their projects in one place. Create unique client profiles with all your notes, contacts, rates and tags. Invite your clients to your branded Client Portal where they can access projects, documents and links you’ve shared with them.