Best Professional Services Automation Software - Page 19

ResultsIQ Control Center

ResultsIQ Control Center is a platform built for managed service providers (MSPs). It lets an MSP scope, price, build and bill AI managed services across the clients it already has. Control Center finds the AI opportunities in each client's business, prices them in the client's own numbers, builds the automations and bills them every month. Control Center MCP is included: an MSP's team connects Claude or ChatGPT once and reaches every client and every tool they run, with the same roles and client scopes as their login. Bring your own AI account and keys, with no markup on AI usage. Hosted in Microsoft Azure, isolated per tenant. ResultsIQ sells only to MSPs, never to their clients.

RetainerOps

Stop using spreadsheets, Clickup, or Notion to track your retainer hours. RetainerOps is for fractional CxOs, consultants, and freelancers to track retainer hours per client using built-in AI tools and MCP integrations.

Revecast PSA

Revecast PSA is a 100% Salesforce-native professional services automation platform for services firms. Manage projects, resources, timesheets, and revenue forecasting in one platform, streamlining sale-to-delivery, optimizing capacity planning, and improving profitability without leaving Salesforce. Most PSA tools sit outside your CRM, creating the gaps that kill margin. Revecast PSA eliminates them by connecting sales pipeline, resource scheduling, and actual timesheet data in a single Salesforce record so forecast vs. actuals are always in view. - AI-powered forecasting: Generate revenue forecasts, sales pipeline projections, and demand plans directly from opportunities, with predictive analytics that surface real-time insights before decisions become problems. - Smarter resource allocation: Allocate by person, project, and workstream. Run what-if capacity planning scenarios to see exactly how staffing changes impact profitability and utilization. - Consistent project execution: Automated task creation, project templates, approval workflows, and invoice automation reduce manual effort and keep every engagement running to a repeatable standard. - Financial reconciliation and invoicing: Revecast PSA syncs time entries, project costs, and client data directly to your ERP or accounting system through 200+ prebuilt connectors, including NetSuite, QuickBooks, Sage Intacct, and more. Automated invoicing, revenue recognition, and financial reconciliation replace manual billing workflows and reduce the margin for error. - Daily operations: Revecast PSA handles the day-to-day operational layer including timesheet submission and approval, holidays and time off requests, billable vs. non-billable hour tracking, and project task management. Teams spend less time on administrative overhead and more time on client delivery. Works across the full range of professional services operations. Common use cases include: - Project planning, scoping, and milestone tracking - Resource scheduling and capacity planning - Timesheet management and billable hour tracking - Revenue forecasting and pipeline alignment - Client billing, invoicing, and ERP integration - Executive reporting and portfolio-level visibility If your business runs on projects and people, PSA gives you the operational backbone to manage both. Rated 5 stars on the Salesforce AppExchange.

Rysi

Saviom PSA

SAVIOM’s resource-centric PSA is built to utilize human resources most efficiently and intelligently. With our unique approach we can help you maximize billable utilization, minimize resourcing cost, improve productivity and improve client satisfaction.

SCOPE Better

Is pricing a problem for your business? It can often be a complex, time consuming and inefficient task. Quoting often relies on inconsistent, scattered data filled with blind spots - there is no single point of truth. At SCOPE Better we call this The Pricing Problem and it's EXACTLY what we solve. We help professional services businesses turn pricing into a superpower by giving them the control and visibility needed to ensure their teams give the right price every single time.

Average Rating: 3.5/5.0

Total Reviews: 16

Scopecreeper

Scopecreeper is an AI-powered command centre for managing all your consulting engagements. Get complete visibility, catch risks early, and automatically intervene to ensure results are delivered on budget and on time.

Scopra

Scopra is a professional services automation (PSA) platform for consultancies and agencies. It puts your projects, people, time, and billing in one system instead of scattered across a dozen spreadsheets. If you run a services firm, you know the pattern. Work gets delivered, but the invoice goes out weeks later. Your utilisation report says 47%, except that was last month, and you've already made decisions based on it. And the forecast is three people, five spreadsheets, and at least one version that's already wrong. Scopra exists to fix that gap between what's been delivered and what finance actually knows. Everything connects. Every client, project, and invoice lives in one record, so scope ties to time and time ties to billing. That means your utilisation, margin, and project profitability stay accurate without anyone having to reconcile it by hand. How people use it depends on their role. Finance and leadership get live margin, forecasting, and revenue projections. PMs manage scope, allocate their team, and watch the budget burn down in real time. Consultants just need somewhere quick to log their hours, which they can do from their phone. A few specifics worth knowing: - Projects come with scopes, budgets, billing, and a live burn-down, so you always know where each one stands. - Resourcing lets you allocate people across projects and see capacity week by week, before you've overcommitted. - Timesheets, approvals, and billing run as one flow, so time never drifts away from scope. It plugs into Xero, Sage, HubSpot, and Dynamics 365. No migration, no running two systems in parallel. One more thing that matters to a lot of firms. Scopra doesn't feed your client data into AI models to analyse it. Your information stays in your workspace. If you've got confidentiality clauses or GDPR obligations to worry about, that's one less thing on the list.

Senfoni

Senfoni is a cloud based leading software suite for professional services organizations. Track time, manage your team's projects, time off, expenses & invoicing. Try Senfoni free for 15 days, no credit card required.

Servantium

Servantium is the Professional Services OS, combining traditional Professional Services Automation (PSA) and Configure-Price-Quote (CPQ) in a platform that helps consulting firms, implementation partners, agencies, and managed services providers scope, price, staff, and deliver client engagements. Professional services teams typically manage the engagement lifecycle across disconnected tools: a CRM for pipeline, spreadsheets for scoping and pricing, Word documents for proposals, and a separate project management tool for delivery. Servantium connects each stage of that lifecycle into one platform and feeds delivery outcome data back into future estimates, improving accuracy over time. Key capabilities include: Engagement scoping and CPQ: Build proposals from a structured service catalog with standard deliverables, rates, and effort drivers. Scope changes and change orders are tracked against the original baseline rather than managed in separate documents. AI-powered estimation: The estimation engine uses historical delivery data to suggest effort and cost ranges for new engagements. Accuracy improves as more outcomes are recorded across the team. Resource planning: Assign team members to engagements based on availability, role, and utilization targets. Track billable and non-billable time across the full team in one view. Project delivery tracking: Monitor budget burn, milestone progress, and engagement health in real time. At-risk engagements surface before they exceed scope or budget. Institutional memory: Notes, decisions, and outcomes from completed engagements are stored and searchable by semantic meaning, so teams can retrieve relevant context when scoping similar new work. Servantium connects to the tools services teams already use -- CRMs, project tools, billing systems, and communication platforms -- via native integrations, REST API, and MCP support. New integrations are added continuously.

Service365

Service365 is a comprehensive field service management software designed as a unified, easy-to-use partner for managing every aspect of your field service business. Service365 is a robust field service management software designed to streamline and optimize on-site operations for various service-oriented businesses. Key Features include job management and scheduling to track all jobs including team assignments, progress, budgets, and timelines in one centralized location. It offers quoting with AI assistance to create, send, and approve quotes faster than ever before with AI assistance that helps you write. The platform provides time and material tracking to log your labor time and expenses to the minute, ensuring you bill and pay with precision. It includes inventory management to monitor orders and inventory, ensuring every purchase is tracked to a project with no materials wasted. Service365 syncs with QuickBooks, consolidating all your financial data in the platform you are already using. The software features a mobile-first design that is fully mobile and built for the field with real-time capabilities for field technicians. It also offers fleet management through partnership with LVM Track for comprehensive fleet management. The value proposition centers on ensuring every hour and every material is billed, saying goodbye to lost profits due to missed charges on invoices. The software aligns materials and time to jobs, ensuring no charge is missed from the work order to the final invoice. Service365 is particularly suited for industries such as utilities, telecommunications, healthcare, and maintenance services, enhancing operational visibility and resource management. The platform is designed for tradespeople and small business owners who need hassle-free implementation and the industry's best value with a tool that teams actually want to use.

Average Rating: 4.8/5.0

Total Reviews: 2

Servicejoy

Servicejoy was created with the sole purpose of providing a new perspective when it comes to online invoicing, one that helps small business owners, entrepreneurs and freelancers focus more on their work and creativity instead of wasting their time on accounting-related tasks. Simplicity is the key Instead of making people go through complicated interfaces and tons of records, we want to keep things simple. It’s important to have quick access to the files you need, you don’t have to search them for hours and hours. One of our main focuses is to find real-life problems that people encounter while using online invoicing software and integrating their solution into our product. We know that handling finances is very important for any business and we want to assure you that Servicejoy’s main focus is keeping that information secure and away from malicious hands. All information traveling between your browser and Servicejoy is protected from eavesdroppers with up to 256-bit SSL encryption. Helping is our passion The Servicejoy was created to make the lives of small business owners, entrepreneurs and freelancers that need to keep track of their invoices and accounting a lot brighter. Even the name our company comes from the two core values of our company: Service and Joy. We provide services that bring joy to our customers. Why do we care? We were in your shoes a few years ago and know exactly what a pain invoicing and accounting can be most of the time. We put our experience to good use and now we are proud to share our knowledge with you. Do you have a free plan? Yes, we have a free plan that allows you to invoice up to 5 active clients for free. But as you can delete and un-delete clients in your Servicejoy account, there’s potential for unlimited clients even with the free plan. If you have more clients, you can always use the 45 days trial that we placed on all accounts at your disposal. We allow you to cancel, downgrade and upgrade your subscription at any time. Can I contact you? For any inquiry, feedback or more information, call us 1-800-269-5940 or just send us a message directly from your Servicejoy account. If you are a social network user, you can also follow and interact with us on Twitter, Facebook, Google+, LinkedIn, Pinterest or Instagram.

Average Rating: 5.0/5.0

Total Reviews: 1

ServiceOps Pulse

ServiceOps Pulse is an Execution Intelligence platform for professional services firms to engineer their profitability. It connects to a firm's financial and operational data, measures the gap between what the firm planned and what it is actually doing, and alerts the people responsible for the numbers while there is still time to act, not weeks later when a month-end report confirms the loss. AIgencyIQ calls that gap drift. It builds through ordinary actions: unbilled hours, late or missing change orders, over-servicing, rate mismatches, unmonitored budgets, revision cycles beyond estimate, stale renewal rates, and absorbed vendor costs. ServiceOps Pulse is built for profit recovery: finding the margin drift erodes and showing what to do about it. How it works ServiceOps Pulse combines hundreds of operational signals into 23 KPIs across five domains: Profitability & Revenue, Cash Flow & Runway, Project Health, Team Utilization, and Sales & Pipeline. The KPIs roll up into the Drift Number, a 0–100 score of how far execution has moved from plan. - Command Center: the Drift Number and a KPI window for each domain. - AI Smart Summary: a plain-language account of what changed and why it matters. - Drift Alerts: KPI threshold breaches and discrete events, such as a delayed receivable. - Causation: variance decomposition, AI-suggested causes, and a recorded confirmation of the cause. - Decision Modeling Canvas: models realistic interventions from the firm's own data and compares each on cost, timing, impact, and risk. - Assessment: a record of the situation, cause, options weighed, recommendation, and an action with an owner and due date. An alert resolves only when that record is complete. - The ServiceOps Brainium: the AI engine that learns from confirmed causes and recorded decisions. It's learning now. Who it is for Owners and operators of agencies, consultancies, and accounting and advisory firms, and the fractional CFOs who advise them. Integrations QuickBooks Online and Xero, with NetSuite in development. Security Encryption in transit and at rest, tenant isolation, and role-based access control. Retrieval-based AI keeps customer data separate from the AI logic, and responses are traceable. Getting started Firms begin with a First Pulse: ServiceOps Pulse runs on the firm's own books, at no cost, and reveals its Actual Drift Number, its Drift Exposure in dollars, and a breakdown by domain.

ServiceTree

Service Tree is a true Professional Services Automation platform. We like to call it a 'Knowledge Driven Process Automation's platform for MSP's and IT Teams. ServiceTree is optimized to deliver a process that flows smoothly guiding a support issue through all stages of identification, definition, allocation, execution and completion. With Open Next and Decision Trees all you need to do is Click and you have an end to end 360 Degree automated system.

ShieldPSA

ShieldPSA is a free Professional Services Automation (PSA) platform designed for Managed Service Providers (MSPs) and IT service teams. It brings essential service management and business operations into a single platform, helping teams manage customer requests, tickets, SLAs, projects, contracts, time tracking, billing, and reporting. ShieldPSA provides tools for managing the complete service lifecycle, from receiving and prioritizing service requests through resolution, time tracking, contract management, and invoicing. It also includes workflow automation, service catalogs, customer and contact management, reporting, a client portal, and integrations to support day-to-day MSP operations. The platform is designed to help MSPs centralize their service operations, improve visibility into technician and customer activities, standardize workflows, and manage recurring services more efficiently. ShieldPSA is offered as a free PSA platform, with professional services available for organizations that need assistance with implementation, migration, training, or customization. ShieldPSA is developed by Vembu and is focused on helping MSPs and IT service providers simplify PSA operations without the traditional software licensing costs.