Best Professional Services Automation Software - Page 22

twoManage

twoManage is an all-in-one business management platform designed for small and medium-sized businesses (SMBs). It brings CRM, customer management, quotations, project management, task planning, time tracking, recurring services, invoicing, and financial administration together in one centralized platform. Instead of switching between multiple disconnected tools, businesses can manage their entire workflow, from the first customer interaction and quotation to project execution, time registration, and invoicing. twoManage is especially suitable for IT companies, hosting providers, digital agencies, consultants, service-based businesses, and project-driven teams.

Underboss

Underboss connects every client visit with its pricing, payment, and billing history into one system — so invoicing, collections, and bookkeeping happen on their own, without the manual work in between. The platform handles custom rates, generates invoices, and tracks payments across methods like cash, checks, Venmo, and cards. Payment reminders and client communications are automated, while transactions are reconciled for bookkeeping accuracy. Business intelligence tools enable service and revenue tracking via desktop or mobile. Underboss uses AI for tasks like invoice generation and reconciliation, paired with human oversight to ensure accuracy and catch anomalies. It supports team collaboration with consistent functionality across devices. The AI chat feature allows natural language queries and activity logging through voice or text, enabling users to ask questions, record events, and request account insights through conversational commands.

UP1 Platform

UP1 is an all-in-one business management platform that connects finance, sales, HR, projects, and operations in one unified workspace. It helps businesses eliminate disconnected tools, automate workflows, improve visibility, and simplify day-to-day operations so they can focus on growth instead of managing complexity. In short: One platform. Connected operations. Less complexity.

Valoptia PSA

Varrex

Vektra OS

Vektra OS is an integrated operational ecosystem engineered in Québec and 100% hosted in Canada. Tailored for MSPs, field service trades, and construction contractors, it replaces 5+ fragmented subscriptions with a single industrial core spine: • Vektra IT & PSA/RMM: Tenant-branded silent Windows agent, live SignalR technician chat from the system tray, remote PowerShell scripting with biometric mobile approvals, and VoIP.ms CDR billing. • Built-in Claude AI Assistant: Native Anthropic Claude integration for smart quote generation from field notes, technical ticket summaries, and CCQ decree navigation with private data isolation. • Quotes, Billing & E-Sign: Native Canadian GST/QST/HST calculation, recurring subscriptions with automated mid-cycle proration, and tamper-evident PDF/A digital signatures. • Construction & CCQ Trades: Estimating archetypes, project cost tracking with statutory holdbacks, mobile crew timesheets, and CCQ decree payroll reporting. • Lockbox Zero-Trust Exchange: Encrypted client file exchange with native Microsoft Outlook Add-in and client-custody encryption keys. • Native Mobile First: Full-featured offline-resilient apps for iOS and Android.

Vertec

Visma Severa

vtenext

Maximize efficiency: automate your workflows, create AI Agents & get things done with our context-aware AI assistant - Manage all business areas by centralizing information and integrating with your company's existing software ecosystem - Automate your workflows thanks to its built-in BPM engine - Freely create custom AI Agents to automate your workflows and team up with Kitt, the context-aware copilot that reads the page with you to provide i Simple module and field creation directly from the interface. Focus on data sovereignty: choose whether to use vtenext in the cloud or install it on your own servers. Perfect as a standalone solution or as part of a more complex infrastructure, it seamlessly integrates with any type of business software and tool, such as ERPs, switchboards, e-commerce platforms, calendars, WhatsApp, digital signatures, and more. vtenext brings over 20 years of experience and is trusted by around 2,000 companies of all sizes—from small businesses to multinationals—proving its reliability and flexibility.

Average Rating: 4.6/5.0

Total Reviews: 37

Wakti

Wakti is a professional services management platform — projects, timesheets, expenses, invoices, approvals, and custom dashboards in one workspace. Built for agencies, consultancies, and tech teams that bill by the hour or by project. Ships as a full feature set from day one: 5 billing models (Fixed, Time & Materials, Milestone, Retainer, Non-Billable), timesheet and work-log approvals, expense management with receipt capture and OCR, invoicing with recurring billing and accounting sync, a unified approval queue, reporting and analytics, capacity planning, team management, and an external client portal. Available in 4 languages (English, Arabic, French, Malay) with 180+ currencies and full RTL support for teams working across global markets.

Whoz

Whoz is an AI-powered workforce optimization platform designed to assist enterprise-level professional services firms in streamlining complex and large-scale project staffing. This innovative solution addresses the challenges of aligning talent with project demands, ensuring that organizations can effectively manage their human resources while maximizing productivity and efficiency. Targeted primarily at professional services firms, Whoz caters to organizations that require precise and strategic staffing solutions. These firms often face the challenge of balancing varying project needs with the available skill sets of their workforce. Whoz provides a comprehensive approach to workforce management, enabling firms to navigate the intricacies of staffing by leveraging advanced AI technology. This platform is particularly beneficial for businesses that handle multiple projects simultaneously and need to ensure that the right talent is deployed at the right time. Key features of Whoz include skill mapping and assessment, which allows organizations to evaluate the capabilities of their workforce accurately. This feature is complemented by intelligent search and matching capabilities that align available skills with specific project requirements. Additionally, Whoz offers robust workforce allocation and scheduling tools, enabling firms to optimize their resources effectively. The platform also includes resource forecasting and rotation functionalities, ensuring that organizations can anticipate future staffing needs and adapt accordingly. Continuous upskilling and development opportunities are integrated into the platform, promoting a culture of growth and adaptability within the workforce. By aligning available skills with project-specific demands, Whoz empowers organizations to place talent at the center of their operational strategy. This alignment leads to enhanced commercial, operational, and people performance, allowing firms to unlock untapped margins and revenue that traditional staffing processes often overlook. The platform’s ability to streamline staffing processes not only improves efficiency but also enhances overall project outcomes, making it an invaluable tool for professional services firms looking to thrive in a competitive landscape.

Average Rating: 4.6/5.0

Total Reviews: 6

Wisertrack

Wisertrack is a time tracking and project profitability platform built for agencies, consultancies, and remote or hybrid teams. It helps businesses track billable hours, manage project budgets, and understand true profitability - without employee surveillance. Unlike traditional time trackers, Wisertrack never uses keystroke logging, screenshots, or activity monitoring. Teams log time against clients and projects, submit and approve timesheets, and get real-time visibility into budget burn, utilization, and margin. Key features include timesheet submission and approval workflows, project and client billing rate management, profitability and utilization reporting, and role-based access control for admins, managers, and team members.

WiseTeam

WiseTeam is a flexible solution for your company’s work and project management. The system combines all tools necessary for providing professional services. It presents these tools in one convenient place and continuously provides relevant information that empowers you to make the right decisions. WiseTeam enables users to plan, track and execute all business related activities in one place and make important decisions on the fly. Crucial business activities like: employees’ time management, project management, process management, customer relationship management, billing and invoicing, quality management and others are tracked effortlessly with the help of this intuitive system.

Average Rating: 4.4/5.0

Total Reviews: 26