Quick Overview
- 1#1: Certinia - Comprehensive PSA platform built on Salesforce with integrated ERP-level accounting, project management, and resource planning for professional services firms.
- 2#2: Deltek Vantagepoint - Industry-leading PSA solution for AEC and professional services with advanced project accounting, financial reporting, and compliance features.
- 3#3: BigTime - Cloud-based PSA tool excelling in time tracking, expense management, invoicing, and profitability analytics for consulting firms.
- 4#4: Accelo - All-in-one PSA software combining CRM, project management, sales automation, and accounting for service-based businesses.
- 5#5: Kantata - Enterprise PSA platform offering portfolio management, resource optimization, budgeting, and financial forecasting capabilities.
- 6#6: ConnectWise Manage - Robust PSA for IT services with ticketing, project tracking, billing, and QuickBooks integration for accounting.
- 7#7: Scoro - Work management software with built-in PSA features including quoting, invoicing, accounting, and KPI reporting.
- 8#8: Kimble - Salesforce-native PSA for services-led enterprises with contract management, revenue recognition, and project financials.
- 9#9: Avaza - Integrated PSA tool for time tracking, expenses, invoicing, resource scheduling, and profitability insights.
- 10#10: FunctionFox - Creative agency PSA software focused on planning, tracking, billing, and accounting for project-based work.
These tools were selected based on features, quality, ease of use, and value, ensuring they meet the diverse demands of professional services, from IT to creative agencies, and deliver measurable benefits in efficiency and financial oversight.
Comparison Table
Discover a comprehensive comparison of top PSA accounting software tools, featuring Certinia, Deltek Vantagepoint, BigTime, Accelo, Kantata, and more. This table outlines key functionalities, pricing models, and ideal use cases, enabling readers to evaluate options tailored to their specific business requirements.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Certinia Comprehensive PSA platform built on Salesforce with integrated ERP-level accounting, project management, and resource planning for professional services firms. | enterprise | 9.6/10 | 9.8/10 | 8.4/10 | 9.2/10 |
| 2 | Deltek Vantagepoint Industry-leading PSA solution for AEC and professional services with advanced project accounting, financial reporting, and compliance features. | enterprise | 8.8/10 | 9.4/10 | 7.6/10 | 8.2/10 |
| 3 | BigTime Cloud-based PSA tool excelling in time tracking, expense management, invoicing, and profitability analytics for consulting firms. | enterprise | 8.7/10 | 9.2/10 | 8.4/10 | 8.1/10 |
| 4 | Accelo All-in-one PSA software combining CRM, project management, sales automation, and accounting for service-based businesses. | enterprise | 8.4/10 | 9.1/10 | 7.6/10 | 8.0/10 |
| 5 | Kantata Enterprise PSA platform offering portfolio management, resource optimization, budgeting, and financial forecasting capabilities. | enterprise | 8.4/10 | 9.1/10 | 7.6/10 | 8.0/10 |
| 6 | ConnectWise Manage Robust PSA for IT services with ticketing, project tracking, billing, and QuickBooks integration for accounting. | enterprise | 8.2/10 | 9.0/10 | 6.8/10 | 7.5/10 |
| 7 | Scoro Work management software with built-in PSA features including quoting, invoicing, accounting, and KPI reporting. | enterprise | 8.2/10 | 8.5/10 | 7.8/10 | 8.0/10 |
| 8 | Kimble Salesforce-native PSA for services-led enterprises with contract management, revenue recognition, and project financials. | enterprise | 8.2/10 | 8.9/10 | 7.4/10 | 7.8/10 |
| 9 | Avaza Integrated PSA tool for time tracking, expenses, invoicing, resource scheduling, and profitability insights. | enterprise | 8.1/10 | 8.0/10 | 8.6/10 | 8.7/10 |
| 10 | FunctionFox Creative agency PSA software focused on planning, tracking, billing, and accounting for project-based work. | enterprise | 7.4/10 | 7.2/10 | 8.5/10 | 7.8/10 |
Comprehensive PSA platform built on Salesforce with integrated ERP-level accounting, project management, and resource planning for professional services firms.
Industry-leading PSA solution for AEC and professional services with advanced project accounting, financial reporting, and compliance features.
Cloud-based PSA tool excelling in time tracking, expense management, invoicing, and profitability analytics for consulting firms.
All-in-one PSA software combining CRM, project management, sales automation, and accounting for service-based businesses.
Enterprise PSA platform offering portfolio management, resource optimization, budgeting, and financial forecasting capabilities.
Robust PSA for IT services with ticketing, project tracking, billing, and QuickBooks integration for accounting.
Work management software with built-in PSA features including quoting, invoicing, accounting, and KPI reporting.
Salesforce-native PSA for services-led enterprises with contract management, revenue recognition, and project financials.
Integrated PSA tool for time tracking, expenses, invoicing, resource scheduling, and profitability insights.
Creative agency PSA software focused on planning, tracking, billing, and accounting for project-based work.
Certinia
enterpriseComprehensive PSA platform built on Salesforce with integrated ERP-level accounting, project management, and resource planning for professional services firms.
Native Salesforce platform integration delivering unified real-time visibility across CRM, projects, and financials
Certinia, formerly FinancialForce, is a top-tier PSA and accounting software suite built natively on Salesforce, designed for professional services firms to manage the entire project lifecycle from resource planning and time tracking to billing, revenue recognition, and financial reporting. It unifies sales, services, and finance operations, providing real-time profitability insights and automation for compliance-heavy industries like consulting and IT services. With AI-driven forecasting and customizable dashboards, Certinia scales effortlessly for growing organizations seeking end-to-end visibility.
Pros
- Deep native integration with Salesforce CRM for seamless data flow
- Comprehensive project-to-profitability tools including advanced revenue recognition
- Powerful AI analytics and customizable reporting for strategic decisions
Cons
- Steep learning curve due to Salesforce ecosystem complexity
- High implementation costs and time for full customization
- Pricing can be premium for smaller teams
Best For
Mid-to-large professional services firms leveraging Salesforce that need robust, scalable PSA and accounting integration.
Pricing
Quote-based subscription starting at ~$125/user/month; scales with modules and users, plus implementation fees.
Deltek Vantagepoint
enterpriseIndustry-leading PSA solution for AEC and professional services with advanced project accounting, financial reporting, and compliance features.
Advanced project-centric ERP with automated overhead absorption and earned value management for precise profitability forecasting
Deltek Vantagepoint is a robust cloud-based ERP solution tailored for professional services firms in architecture, engineering, consulting, and government contracting. It combines PSA functionalities like project management, resource allocation, time and expense tracking, CRM, and advanced financial accounting into a single platform. The software excels in handling complex billing, compliance reporting, and project profitability analysis specific to service-based industries.
Pros
- Deep project accounting with real-time profitability tracking and overhead allocation
- Industry-specific compliance tools for government and AEC contracts
- Seamless integration of CRM, resource planning, and financials
Cons
- Steep learning curve due to extensive customization options
- High implementation costs and pricing
- Interface can feel dated compared to modern SaaS tools
Best For
Mid-to-large professional services firms with complex project portfolios needing precise financial controls and compliance.
Pricing
Quote-based subscription starting at $100-$200 per user/month, with full implementations often exceeding $50,000 annually depending on modules and users.
BigTime
enterpriseCloud-based PSA tool excelling in time tracking, expense management, invoicing, and profitability analytics for consulting firms.
Skills Matrix for intelligent resource allocation based on team expertise and availability
BigTime is a robust Professional Services Automation (PSA) software tailored for accounting firms and professional services organizations, providing end-to-end management of time tracking, project budgeting, resource scheduling, and invoicing. It excels in integrating with accounting systems like QuickBooks, Xero, and Sage to automate billing and financial reporting. With customizable dashboards and advanced forecasting tools, it helps firms optimize profitability and client delivery.
Pros
- Powerful resource scheduling with skills-based matching
- Seamless accounting integrations for automated invoicing
- Comprehensive reporting and profitability analytics
Cons
- Steep learning curve for advanced features
- Pricing scales quickly for larger teams
- Limited native CRM functionality
Best For
Mid-sized accounting and consulting firms needing integrated time tracking, billing, and resource management.
Pricing
Starts at $10/user/month for Essentials plan (billed annually); Pro at $25/user/month and Elite at $40/user/month with custom enterprise options.
Accelo
enterpriseAll-in-one PSA software combining CRM, project management, sales automation, and accounting for service-based businesses.
Smart Retainer Management with automated scheduling and profitability insights
Accelo is a comprehensive professional services automation (PSA) platform that combines CRM, project management, time tracking, invoicing, and basic accounting features tailored for service-based businesses. It streamlines workflows from sales quoting to project delivery and billing, with strong emphasis on retainer management and profitability analysis. While it integrates with accounting tools like QuickBooks and Xero, its native accounting handles invoicing, expenses, and payments effectively for PSA needs.
Pros
- All-in-one PSA platform reducing need for multiple tools
- Powerful retainer billing and profitability tracking
- Robust automation for workflows and reporting
Cons
- Steeper learning curve for complex setups
- Pricing can be high for smaller teams
- Native accounting lacks depth of dedicated ERP systems
Best For
Mid-sized professional services firms like agencies and consultancies seeking integrated PSA with solid billing capabilities.
Pricing
Starts at $39/user/month (billed annually) for basic plans, scaling to $99+/user/month for advanced features; custom enterprise pricing available.
Kantata
enterpriseEnterprise PSA platform offering portfolio management, resource optimization, budgeting, and financial forecasting capabilities.
AI-driven capacity planning that optimizes resource allocation and profitability forecasting in real-time
Kantata is a robust Professional Services Automation (PSA) platform designed for managing projects, resources, and finances in professional services firms. It excels in PSA accounting with features like time and expense tracking, invoicing, revenue recognition, and profitability analysis. The software provides end-to-end visibility into financial performance, helping organizations forecast revenue and optimize billing processes.
Pros
- Comprehensive financial tools including revenue forecasting and profitability tracking
- Strong resource management and capacity planning capabilities
- Seamless integrations with major accounting systems like QuickBooks, NetSuite, and Xero
Cons
- Steep learning curve for new users due to extensive features
- Custom pricing can be expensive for smaller teams
- Limited out-of-the-box customization without professional services
Best For
Mid-market to enterprise professional services firms needing integrated project delivery and advanced financial management.
Pricing
Custom pricing based on users and features; typically starts at $39/user/month for basic plans, with enterprise tiers upon request.
ConnectWise Manage
enterpriseRobust PSA for IT services with ticketing, project tracking, billing, and QuickBooks integration for accounting.
Automated agreement-based recurring billing that syncs service contracts directly with financials and GL postings
ConnectWise Manage is a comprehensive PSA platform designed for managed service providers (MSPs), offering integrated accounting and financial management tools alongside ticketing, project management, and CRM functionalities. It handles invoicing, time and expense tracking, accounts payable/receivable, general ledger, and profitability analysis, with support for multi-currency and custom reporting. The software excels in automating workflows from service delivery to billing, making it a robust solution for service-based businesses.
Pros
- Deep integration of PSA tools with accounting for seamless time-to-bill workflows
- Powerful customization and reporting capabilities tailored to MSPs
- Scalable for growing businesses with strong agreement and procurement management
Cons
- Steep learning curve and complex setup requiring extensive training
- Dated user interface in some areas despite recent updates
- High cost, especially with add-ons and implementation fees
Best For
Mid-sized to large MSPs and IT service providers needing an all-in-one platform for service management and accounting.
Pricing
Quote-based pricing, typically $60-120 per user/month depending on modules, with additional fees for implementation and premium features.
Scoro
enterpriseWork management software with built-in PSA features including quoting, invoicing, accounting, and KPI reporting.
Seamless quotes-to-cash automation that links opportunities, time entries, and invoices for instant profitability visibility
Scoro is an all-in-one business management platform tailored for professional services firms, combining CRM, project management, time tracking, resource planning, and financial tools like quotes, invoicing, and expense management. It enables seamless workflow from lead capture to billing and profitability analysis, helping teams track billable hours and project finances in real-time. As a PSA accounting solution, it provides solid automation for professional services billing but relies on integrations for advanced accounting needs like full AP/AR ledgers.
Pros
- Comprehensive integration of PSA tools with billing and reporting
- Real-time profitability insights and customizable dashboards
- Strong automation for quotes-to-cash workflows
Cons
- Steeper learning curve for full feature set
- Higher pricing for premium tiers limits small team value
- Basic accounting depth requires external integrations for complex needs
Best For
Mid-sized professional services firms needing an integrated PSA platform with reliable billing and project financial tracking.
Pricing
Starts at $26/user/month (Basic, billed annually) up to $63/user/month (Pro), with custom Ultimate plans; free trial available.
Kimble
enterpriseSalesforce-native PSA for services-led enterprises with contract management, revenue recognition, and project financials.
Native Salesforce platform integration that embeds PSA accounting directly into CRM for real-time profitability tracking
Kimble is a robust Professional Services Automation (PSA) platform built natively on Salesforce, enabling professional services firms to manage the entire project lifecycle from resource allocation and time tracking to billing and revenue recognition. It integrates seamlessly with CRM data for real-time visibility into client engagements, profitability, and forecasting. Designed for scalability, Kimble supports complex services delivery with AI-driven insights and advanced financial controls tailored for accounting accuracy in PSA environments.
Pros
- Native Salesforce integration for unified CRM-PSA workflows
- Advanced revenue recognition and forecasting tools
- AI-powered resource optimization and project insights
Cons
- Steep learning curve for non-Salesforce users
- Enterprise pricing limits accessibility for SMBs
- Heavy reliance on customization for optimal setup
Best For
Mid-to-large professional services firms using Salesforce that need integrated PSA accounting and project management.
Pricing
Custom quote-based enterprise pricing, typically $75+/user/month with annual contracts and minimum user requirements.
Avaza
enterpriseIntegrated PSA tool for time tracking, expenses, invoicing, resource scheduling, and profitability insights.
Automatic profitability insights that link time tracking, expenses, and invoicing directly to project margins
Avaza is an all-in-one professional services automation (PSA) platform that combines project management, time tracking, resource scheduling, task management, and accounting features like invoicing, expenses, and financial reporting. It enables teams to manage client projects end-to-end while tracking profitability and automating billing workflows. Designed for small to mid-sized agencies and consultancies, it offers a unified dashboard to streamline operations without needing multiple tools.
Pros
- Intuitive interface with unified PSA and light accounting tools
- Strong profitability tracking and reporting across projects
- Affordable pricing with a generous free tier for small teams
Cons
- Lacks deep accounting features like full general ledger or payroll
- Limited third-party integrations compared to top PSA competitors
- Mobile app functionality is basic and not as robust as desktop
Best For
Small to medium-sized professional services firms needing an affordable, user-friendly PSA solution with integrated invoicing and basic accounting.
Pricing
Free for up to 20 clients/projects; paid plans start at $47.95/month (Pro, up to 20 users), $69.95/month (Elite), and custom Enterprise pricing.
FunctionFox
enterpriseCreative agency PSA software focused on planning, tracking, billing, and accounting for project-based work.
Interactive drag-and-drop Timeline view for real-time visual project scheduling and resource management
FunctionFox is a web-based project management and time tracking software designed primarily for creative agencies and freelancers, offering tools for scheduling, resource allocation, time tracking, and basic invoicing. It emphasizes visual planning with Gantt-style timelines and supports expense tracking and client billing to streamline workflows. While it provides essential PSA features like project oversight and profitability reporting, it lacks advanced accounting modules such as general ledger or payroll integration.
Pros
- Intuitive visual timeline and Gantt charts for easy project planning
- Accurate time tracking with mobile app support
- Straightforward invoicing and expense management for quick billing
Cons
- Limited advanced accounting features like AP/AR automation or financial reporting
- Fewer integrations with major accounting software compared to competitors
- Customization options are basic, lacking depth for complex enterprises
Best For
Small to mid-sized creative agencies and freelancers seeking simple project tracking and basic billing without needing full-scale accounting.
Pricing
Starts at $29/user/month (billed annually) for Pro plan; Elite at $39/user/month; custom quotes for larger teams.
Conclusion
The review of leading PSA accounting software highlights three exceptional tools, each tailored to specific professional services needs. Certinia stands out as the top choice, offering comprehensive, Salesforce-integrated functionality, while Deltek Vantagepoint excels in AEC and compliance领域, and BigTime shines for time tracking and consulting firms. Together, they demonstrate the versatility of modern PSA solutions.
Take the next step toward optimizing your operations by exploring the top-ranked tool, Certinia, and discover how its integrated features can enhance your accounting and project management efficiency.
Tools Reviewed
All tools were independently evaluated for this comparison
