Professional Services Automation Software List (July 2025)

Microsoft Dynamics 365 Project Service Automation is now part of Dynamics 365 Project Operations. Connect your teams within a single application.

Workday Professional Services Automation (PSA) helps customers manage the entire lifecycle of their client-facing billable projects. PSA gives sales, resource managers, project managers, and finance teams a single source of truth to view and act on every type of data.

Upland PSA is the first Knowledge-Enabled PSA suite that augments services automation. It includes Proposal Automation, Knowledge Management, Voice of the Customer and Employee Surveys, and Customer Reference Management.

Autotask PSA cloud solution offers ITL-aligned ticketing model, open APIs, ITSM tools, integrations with Datto RMM and more

The Unit4 PSA Suite is a full practice management solution for every professional services industry. It is built on the powerful Dynamics 365 platform. Unit4's Wanda is the world's first true enterprise Digital Assistant. Wanda automates automates routine operations across your business and learns your preferences.

Visma Severa is a cloud based software for professional services automation - project management from sales to invoicing. Try for free!

Accelo stands out as a high-octane project management suite, crafted to automate and streamline the project workflows. By leveraging its real-time control capabilities, attain an unparalleled degree of collaboration that simplifies managing projects in line with schedules, available resources, and set budgets. Catering to a spectrum of project management necessities, Accelo offers a versatile software solution, effectively tailoring itself to diverse professional environments. Delving deeper into project performance is made effortless through its insightful analytics. The software is decked out with an impressive range of features such as percent-complete tracking, a client portal for inclusive engagement, meticulous resource management, seamless status updates, comprehensive task and time & expense tracking modules. Inherently adaptable, Accelo fortifies both agile proponents and traditionalists with the tools required for methodological success, ensuring projects not only take flight but soar.

Purpose-built technology that puts people at the center. Smartly deploy teams in real-time, respond to changing business realities and give people the power to make more informed decisions. Let the Kantata Cloud for Professional Services help support clients like never before. Kantata takes professional services automation to a new level, giving people-powered businesses the clarity, control, and confidence they need to optimize resource planning and elevate operational performance.

Introducing Replicon PSA - the ultimate power pack that will revolutionize the way professional services organizations manage their operations. Are tired of constantly juggling resources, struggling with project financials, and missing out on potential revenue? Well, fret no more because Replicon PSA is here to save the day! A PSA software is like having a guardian angel for the business, tirelessly working behind the scenes to optimize service delivery and ensure maximum profits. Designed exclusively for professional services organizations, Replicon PSA is the go-to tool that will catapult growth to new heights. Imagine a world where have a complete control and transparency over projects, resources, and finances. With Replicon PSA, this dream becomes a reality. This comprehensive software empowers to effortlessly manage service delivery, allocate resources effectively, and closely track project financials. With Replicon PSA, will have all the information need at the fingertips, saving time, effort, and headaches. But that's not all! Replicon PSA goes above and beyond by helping uncover hidden revenue opportunities. This intelligent algorithms analyze the data and identify areas where can optimize billing and increase profitability. Plus, the real-time reporting and analytics ensure that the customers always on top of the game, making informed decisions that drive the business forward.

HaloPSA runs rings around Connectwise. The functionality of this product is amazing. They service multiple companies from service desk and had been using ConnectWise for many years. They have lost no functionality and have a solution that is far easier to use and cheaper than the old Connectwise dinosaur.

Birdview PSA is a full-cycle platform that helps professional services organizations plan, manage, and forecast resources, projects, and finances in one place. With a focus on giving customers a birds-eye view into their business, Birdview PSA helps organizations streamline their processes, increase productivity, and drive growth.

SAVIOM’s Professional Services Automation tool is a disruptive product designed from the ground up to greatly enhance the productivity and profitability of a modern professional service business. 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.

Kimble PSA helps professional service organizations make better decisions, sooner. Global leaders in consulting, software, and hi-tech such as NTT Data, Sage, and Canon use Kimble. Kimble is the only leading provider focused exclusively on PSA.

Harmony is designed as an intelligent contract system. Built around the specific contract terms each interaction touches. Analysis of your business performance is automatic and always available. Owners and holds ALL of your master data centrally. Maintenance on it is automatically managed by Harmony's normal business process flows. Run a multi-national, multi-currency business with ease. All these options co-exist in a single Harmony instance.

BigTime is an online time, billing and project management platform that helps you to perform time and expense tracking and manage billing and invoicing operations. It is designed for professional firms, allowing them to efficiently carry out task management. Manage your assigned projects, track work in progress, generate bills and invoices and manage the workflow of the month. This platform is intended in generating the maximum profit with its comprehensive set of features. You can manage your clients and view their engagement activities, get a detailed insight into the workflow of your teams and track the performance of employees. BigTime app allows to manage project reports through this platform and its real-time dashboards enable live workflow management. It comes with various user-friendly features, including multiple client management, one-click invoicing, track and bill Work-in-Progress and client engagement tracking. This cloud-based software helps to store data safely in one place. It integrates with QuickBooks accounting software that helps in an efficient time and workflow management. Track the progress of your employees and analyze how the tasks are being handled in the organization. Its dedicated support team addresses all issues you might come across.

If you’re a professional services business looking for an efficient and cutting-edge solution to manage their projects, time, billing schedules, and onboarding process evergreen is the answer. Built on Microsoft Dynamics 365, Microsoft 365, and Microsoft Azure, evergreen has revolutionized the industry with its next-generation cloud solution. It’s far more advanced than legacy ERP and Professional Services Automation (PSA) solutions. Its comprehensive features make it perfect for a broad range of professional services including AEC, Accounting, Advertising and Marketing, IT Consulting, Legal, and CROs. With evergreen they can expect improved team productivity while streamlining accounting processes. They can conveniently execute projects on time while reducing operational costs associated with manual labor. Plus key performance metrics help monitor performance in real-time enabling management decisions that will drive up profitability. Make sure their professional services business stands out from the rest by staying ahead of the technological curve with evergreen’s all-in-one solution. Embrace cutting-edge features today and take their business to new heights!

Synergist is a complete project management system designed to give you visibility, including financial visibility across all your projects.

NetSuite OpenAir provides project management software for services companies to help deliver projects on time and within budget, manage project profitability and forecasts and increase client involvement and satisfaction.

PSA software is built for services organizations whose primary business model is managing client projects and selling high-value, knowledge-based services.

SANeForce offers a robust platform tailored for pharma and life science businesses to streamline their sales cycle and operations. With features like Geo-Tagging & Geo-Fencing, it empowers companies to monitor and manage their field workforce effectively. Advanced RCPA - Retail Chemist Prescription Audit provides actionable insights into market trends, while Deduplication ensures cleaner, more accurate data for decision-making. The platform supports Sample & Input Distribution and Order Booking, ensuring seamless interactions with healthcare professionals while adding value with Territory Profitability & ROI analytics to maximize returns. Operational efficiency is further enhanced with Attendance & Leave Management and comprehensive Expense Management, simplifying administrative tasks. SANeForce also integrates Primary & Secondary Sales tracking and E-Learning - Quiz functionalities, supporting continuous skill development for teams. Its referral management system delivers a hassle-free, 360-degree view of healthcare professionals, empowering targeted marketing and better engagement. With real-time data visualization and tools designed for unmatched efficiency, SANeForce is the ultimate partner for pharma businesses looking to optimize operations, engage healthcare professionals, and make informed decisions.