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description: Page 3 - Discover the best Professional Services Automation Software for your organisation. Compare top Professional Services Automation Software tools with customer reviews, pricing and free demos.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Page 3 - Best Professional Services Automation Software - 2026 Reviews, Pricing & Demos
---

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# Professional Services Automation Software

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## Products

1. [ClickTime](https://www.softwareadvice.co.uk/software/32967/clicktime) — 4.6/5 (207 reviews) — If you need to manage 20 to 1000+ employees, ClickTime's project-based time \&amp; expense tracking software is perfec...
2. [Bill4Time](https://www.softwareadvice.co.uk/software/127036/bill4time) — 4.8/5 (207 reviews) — Bill4Time is a cloud-based system designed to assist professional service organizations with time and expense trackin...
3. [OfficeTools](https://www.softwareadvice.co.uk/software/38491/officetools) — 4.1/5 (196 reviews) — OfficeTools is a practice management solution for tax and accounting firms. Key features include client management, p...
4. [N-sight RMM](https://www.softwareadvice.co.uk/software/30397/solarwinds-remote) — 4.3/5 (194 reviews) — N-sight RMM is an IT management platform designed for remote monitoring and management of devices, users and endpoint...
5. [Planview AdaptiveWork](https://www.softwareadvice.co.uk/software/2531/clarizen) — 4.3/5 (175 reviews) — Planview® AdaptiveWork: Adapt and Deliver with Confidence Any Portfolio, Any Project, Any Team. Planview AdaptiveWork...
6. [Accelo](https://www.softwareadvice.co.uk/software/59422/accelo) — 4.5/5 (174 reviews) — Accelo is used and loved by professional service businesses around the world to manage their day-to-day operations wi...
7. [Autotask PSA](https://www.softwareadvice.co.uk/software/193903/autotask-psa) — 4.3/5 (155 reviews) — Autotask PSA is an IT business management platform consisting of a service desk, project management, account manageme...
8. [ART](https://www.softwareadvice.co.uk/software/437212/art) — 4.3/5 (150 reviews) — ART, offered by SkyStem, is a comprehensive solution with account reconciliation and variance analysis tools designed...
9. [Syncro](https://www.softwareadvice.co.uk/software/373866/syncro) — 4.6/5 (148 reviews) — Syncro is a unified IT and security operations platform that acts as a force multiplier for IT departments. By bringi...
10. [MYOB Business](https://www.softwareadvice.co.uk/software/33458/myob-essentials) — 3.9/5 (148 reviews) — MYOB Business accounting software is designed to help businesses of any size across Australia and New Zealand take ca...
11. [Striven](https://www.softwareadvice.co.uk/software/118170/striven) — 4.8/5 (129 reviews) — Striven is a cloud-based enterprise resource planning (ERP) solution suitable for many industries and organizations o...
12. [Napta](https://www.softwareadvice.co.uk/software/182872/pickyourskills) — 4.7/5 (127 reviews) — Napta (formerly known as PickYourSkills) is a resource and project management software, which helps organizations of ...
13. [Memtime](https://www.softwareadvice.co.uk/software/243947/timebro) — 4.4/5 (125 reviews) — Memtime is a fully automatic time-tracking solution for Windows, macOS \&amp; Linux, which captures every computer act...
14. [TimeSolv](https://www.softwareadvice.co.uk/software/424007/timesolv) — 4.5/5 (110 reviews) — TimeSolv is a cloud-based time tracking and billing solution that caters to accountants, consultants, architects and ...
15. [vtenext](https://www.softwareadvice.co.uk/software/225634/vtenext) — 4.6/5 (107 reviews) — vtenext is a cloud-based CRM software designed to help businesses create and send customized communications, profile ...
16. [Productive](https://www.softwareadvice.co.uk/software/176476/productive) — 4.6/5 (106 reviews) — Productive is an all encompassing agency management platform. It is an ideal fit for software development, marketing ...
17. [Clientary](https://www.softwareadvice.co.uk/software/370567/clientary) — 4.7/5 (100 reviews) — Clientary is a full-suite app for teams to manage projects, hours, proposals, leads, invoices, payments, staff, and c...
18. [Naverisk](https://www.softwareadvice.co.uk/software/187804/naverisk) — 4.8/5 (97 reviews) — Naverisk is a remote monitoring and management solution for businesses of all sizes. The solution is used by managed ...
19. [SAP Business ByDesign](https://www.softwareadvice.co.uk/software/266587/sap-business-bydesign) — 4.4/5 (96 reviews) — SAP Business ByDesign is a cloud-based enterprise resource planning (ERP) solution. It unifies core business function...
20. [Bonsai](https://www.softwareadvice.co.uk/software/396436/bonsai) — 4.6/5 (95 reviews) — Bonsai is a one-stop platform for creative and digital agencies, consultancies and professional service providers. It...
21. [ITM Platform](https://www.softwareadvice.co.uk/software/43128/itm-platform) — 4.4/5 (94 reviews) — ITM Platform is the Project Portfolio Management solution that easily connects your business strategy with your proje...
22. [Project Insight](https://www.softwareadvice.co.uk/software/23522/project-insight-psa) — 4.5/5 (93 reviews) — Project Insight: Strategic Project and Portfolio Management for Growing Companies Project Insight is project and port...
23. [BlueFolder](https://www.softwareadvice.co.uk/software/78948/bluefolder-field-service-management) — 4.7/5 (93 reviews) — BlueFolder's field service management is a web and mobile-based solution that helps optimize equipment uptime, stream...
24. [Keka](https://www.softwareadvice.co.uk/software/120226/keka) — 4.4/5 (89 reviews) — Keka is a people platform built for growing businesses to simplify HR, improve visibility, and support every team acr...
25. [Workday Financial Management](https://www.softwareadvice.co.uk/software/52993/workday-financial-management) — 4.4/5 (88 reviews) — Workday Financial Management is a single cloud-based solution that assists global businesses of all sizes in a variet...

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## Related Categories

- [Workflow Management Software](https://www.softwareadvice.co.uk/directory/4272/workflow/software)
- [Time and Expense Software](https://www.softwareadvice.co.uk/directory/222/time-and-expense/software)
- [Project Portfolio Management Software](https://www.softwareadvice.co.uk/directory/1937/ppm/software)
- [Project Planning Software](https://www.softwareadvice.co.uk/directory/453/project-planning/software)
- [Project Management Software](https://www.softwareadvice.co.uk/directory/4430/project-management/software)

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Key features include client management, project management, time tracking, billing and invoicing, scheduling and reporting.\n\n\nOfficeTools offers a central repository of client information and has a bi-directional sync with other accounting and tax applications. All client information is connected to open tasks and assigned team members. The calendar and project management feature enables users to see project status and employee schedules and allows users to delegate tasks to team members and efficiently move work through the firm eliminating the need for manual workflows.\n\n\nOfficeTools includes functionality for time tracking and a companion mobile app, and the information is synced back to the office for payroll, billing or both. It also offers due date monitoring to keep employees on-task and on-time with reminders, activity list and detailed reporting.\n\n\nSupport is available by phone, email online knowledge base and video tutorials.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0c5453d0-f5e1-4cdf-bf55-e8a9f4cb2469.png","url":"https://www.softwareadvice.co.uk/software/38491/officetools","@type":"ListItem"},{"name":"N-sight RMM","position":4,"description":"N-sight RMM is an IT management platform designed for remote monitoring and management of devices, users and endpoints across physical, hybrid and cloud environments. The platform includes remote management features with monitoring and alerting for operating systems such as Windows, macOS, Linux, and iOS. \n\nIt offers automated patch management that functions both within and outside of networks. It also provides drag-and-drop automation with a library of preconfigured scripts. Secure remote access is available with attended and unattended options, using encryption and multi-factor authentication.\n\nN-sight RMM includes a ticketing and billing system to help manage service desk workflows. Features include automated scheduling, tracking and a customizable customer portal. The platform performs continuous network device discovery with performance monitoring and automatic asset detection.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c1e40c38-00f9-4362-8afd-d3aebfb64676.webp","url":"https://www.softwareadvice.co.uk/software/30397/solarwinds-remote","@type":"ListItem"},{"name":"Planview AdaptiveWork","position":5,"description":"Planview® AdaptiveWork: Adapt and Deliver with Confidence \n\nAny Portfolio, Any Project, Any Team. \n\nPlanview AdaptiveWork (formerly Clarizen) is a versatile portfolio, project, and work management software embedded with practical AI capabilities that adapts to how you operate so you can proactively plan and deliver any type and size of portfolio, project, and work. Whether you manage IT initiatives, business projects, R&D programs, or professional services, AdaptiveWork provides ready-to-use capabilities whether you’re just starting, expanding and growing, or ready to scale into a full enterprise-wide strategy execution machine.  \n\nPlanview Anvi™, the AI for Connected Work, delivers expert-level guidance and intelligent actions powered by deep domain expertise and contextual data intelligence across your work ecosystem. This AI-driven capability enables strategic work execution by understanding your unique business context, helping organizations make more informed decisions and optimize their workflows. \n\nBuilt for (Nearly) Any Project Type \nExamples on projects include: \n- IT Portfolios \n- Business Projects \n- R&D Programs \n- Professional Services \n\nKey Capabilities Ready on Day One \n- Artificial Intelligence\n- Portfolio Management \n- Project Management\n- Resource Planning\n- Team Collaboration\n\nQuick to Start, Ready to Adapt\nStart with out-of-box templates and workflows, then adjust as needed. AdaptiveWork grows with your organization while maintaining consistency across all portfolios.  \n\nThousands of global customers across 124 countries, including industry leaders such as Cognizant, Benifex, Dell, Publicis Groupe, JLL, IBM, and Siemens Energy, rely on AdaptiveWork to drive their business success. 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The end-to-end cloud-based platform manages all aspects of project delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing and more, regardless of where you are.\n\nWith an emphasis on time and money, the professional services automation suite gives you a holistic view of your most up-to-date business data and financial performance. Having client communications, activities and work centralized in a single platform, you always know where things are without having to ask for a status update.\n\nAccelo streamlines workflows and increases efficiency across the business and teams to enhance visibility and coordination, helping leaders to run the business and professionals to focus on the most important work. By harnessing powerful automation, managers are enabled to deliver projects on time and within budget with ease. 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Additionally, users can manage inventory across multiple locations and check item availability when creating new contracts, projects or tickets.\n\n\nAutotask facilitates integration with several third-party solutions, such as Quickbooks Online, leading RMMs, and more. Pricing is available on request and support is extended via live chat, documentation, email and phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8ead8aa8-0ab3-41ab-bbdf-9798fb1a17de.png","url":"https://www.softwareadvice.co.uk/software/193903/autotask-psa","@type":"ListItem"},{"name":"ART","position":8,"description":"ART, offered by SkyStem, is a comprehensive solution with account reconciliation and variance analysis tools designed to help accounting teams increase productivity. ART offers real-time tracking features designed to simplify the audit process and strengthen controls. With this solution, accounting professionals can access standard reconciliation forms in multiple currencies. ART enables paperless review with electronic sign-off capabilities. Other features include task checklists, email notifications, document management, real-time dashboards, flux analysis, and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2e8b32cb-ba30-4793-892f-3dd98e8af413.png","url":"https://www.softwareadvice.co.uk/software/437212/art","@type":"ListItem"},{"name":"Syncro","position":9,"description":"Syncro is a unified IT and security operations platform that acts as a force multiplier for IT departments. By bringing endpoint management, service desk automation, and Microsoft 365 security into a single system of action, we eliminate the tool silos that create security gaps. \n\nSyncro helps your team transition from reactive firefighting to proactive orchestration, ensuring every device is patched and every cloud tenant is secure. Experience a streamlined workflow that hardens your security posture while maximizing organizational productivity. Build a more resilient IT infrastructure with a platform built to scale with your business.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/30225f0c-f27d-42a1-bcec-c57fec02e61d.jpeg","url":"https://www.softwareadvice.co.uk/software/373866/syncro","@type":"ListItem"},{"name":"MYOB Business","position":10,"description":"MYOB Business accounting software is designed to help businesses of any size across Australia and New Zealand take care of GST, invoices, reporting, expenses & payroll (including Single Touch Payroll). Designed to save time, increase productivity, and stay up to date with ATO obligations.\n\nMYOB Business is the fast and easy way to manage your cash flow and ATO compliance requirements. Say goodbye to cashflow headaches with time saving features to help take care of the day-to-day bookworm.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c3bbbd22-f59e-4c96-adf4-1024b60c2ea1.png","url":"https://www.softwareadvice.co.uk/software/33458/myob-essentials","@type":"ListItem"},{"name":"Striven","position":11,"description":"Striven is a cloud-based enterprise resource planning (ERP) solution suitable for many industries and organizations of all sizes. It offers features for accounting, inventory management, human resources, customer relationship management (CRM), project management, and more. \n\nStriven also has business management tools including: a company hub, calendar integration, internal newsfeed with social media integration, dynamic feedback tools, external action triggers, dashboard customization, a resource navigator, custom reporting, and much more. It also has tools for field service management, surveying, and business analytics. \n\nStriven supports integrations with Google, Microsoft, Authorize.Net, Yodlee, and ShipStation. Users can access Striven anywhere and on any device. It updates automatically, resulting in no lost productivity time.  Striven offers services on a per-user, per month basis that includes support through phone, live chat, email, and online helpdesk ticketing.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b33a0553-5d99-404a-9c24-af8c45c95cad.png","url":"https://www.softwareadvice.co.uk/software/118170/striven","@type":"ListItem"},{"name":"Napta","position":12,"description":"Napta (formerly known as PickYourSkills) is a resource and project management software, which helps organizations of all sizes organize teams and implement data management rules to ensure compliance with GDPR policies. The platform allows managers to store employee information in a repository for reference and define evaluation criteria for analyzing employees’ performance.\n\n\nNapta includes a centralized dashboard, which allows teams to promote skills and goals, view available projects and track progress. It offers a host of features such as 360-degree feedback, career path management, employee and skill matching, Single Sign-on (SSO) authentication and more. Additionally, administrators can search for team members by skills, designation, department or other criteria.\n\n\nNapta lets managers schedule employee training and establish custom staffing rules for projects. It also supports integration with various third-party systems including HRIS, CRM, ERP and more. Pricing details are available on request and support is provided via email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/532268d5-1142-487d-9600-90c62b0cc2c3.jpeg","url":"https://www.softwareadvice.co.uk/software/182872/pickyourskills","@type":"ListItem"},{"name":"Memtime","position":13,"description":"Memtime is a fully automatic time-tracking solution for Windows, macOS & Linux, which captures every computer activity down to the second. The tool is best for everyone who wants to keep track of their time spent on projects or clients.\n\nWhile running in the background, Memtime tracks all activity - no matter if it works in different programs/files, every e-mail, browser tab, or calendar entry. You can focus on your work while the tool visualizes your working day as a timeline. That means Memtime tracks your times in chronological order and helps you allocate them to projects - as quickly and precisely as possible. That way, you can remember every minute of your working day at a single glance – even weeks or months later.\n\nAfter you have made time entries & comments you can sync them with just one click. The tool offers seamless integration to +25 project management tools. \n\nMemtime cannot be used for monitoring processes. All data is stored only on your device. No boss, no colleague, not even us at Memtime can see what you have been working on.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/12e265e0-9e0e-451f-9eab-9c48e46dedcd.jpeg","url":"https://www.softwareadvice.co.uk/software/243947/timebro","@type":"ListItem"},{"name":"TimeSolv","position":14,"description":"TimeSolv is a cloud-based time tracking and billing solution that caters to accountants, consultants, architects and freelancers, helping them manage daily business operations. TimeSolv integrates project management features such as time tracking and assigning tasks with billing functionality, allowing users to track billable hours and budget in real time. It also provides case management features and document management tools to help organize and store data. Users can utilize a document automation feature for auto-filling standard formatted documents.\n\nIt offers a suite of billing functions, including invoicing, batch billing, allowing users to pay their bill online. Users can upload images of receipts to invoice files. TimeSolv also provides reports so law managers or practitioners can track their billable hours over weeks or months.\n\nTimeSolv offers two-way integration with QuickBooks, as well as integrations with Xero Accounting, Dropbox and NetDocuments. It offers Android and iOS apps for remote usage. Services are offered on a monthly subscription basis that includes support via phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4052b4fa-4b9c-4a21-b587-bc3910d38081.jpeg","url":"https://www.softwareadvice.co.uk/software/424007/timesolv","@type":"ListItem"},{"name":"vtenext","position":15,"description":"vtenext is a cloud-based CRM software designed to help businesses create and send customized communications, profile incoming leads, identify profitable channels and schedule campaigns for targeted audiences in compliance with GDPR regulations. Key features include data visualization, task management, task progress tracking, forms management, version control, document storage and contact management.\n\nTeams using vtenext can create data management and authorization processes and define and share standard templates according to individual requirements. The platform enables employees to create customized offers for upselling and cross-selling, plan follow-up processes and receive automated alerts to improve sales opportunities. Additionally, it allows users to automatically route requests arriving from multiple sources, including emails, phone, web and more. \n\nvtenext helps managers to send notifications to concerned departments, plan maintenance activities and share intervention reports with team members. It is available on a monthly subscription and support is extended via live chat, forum, phone, email and inquiry form.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ea0578db-5b1c-4620-a398-e70e471d3bd8.png","url":"https://www.softwareadvice.co.uk/software/225634/vtenext","@type":"ListItem"},{"name":"Productive","position":16,"description":"Productive is an all encompassing agency management platform. It is an ideal fit for software development, marketing and design agencies or consultancies that are looking for a \"single source of truth\" tool.\n\n\nIt includes sales pipeline management, resource planning / scheduling, time tracking, project management, budgeting, invoicing and profitability reporting. It also comes with a free client portal.\n\n\nOne of Productive's biggest benefits is its strong reporting that is focused on profitability. It tracks not only rates and revenues, but also employee salaries and company overheads, providing users with a clear understanding of their agency's financial health. Its forecasting features also enable users to predict future budget spend and profit margins.\n\n\nProductive integrates with your Xero or QuickBooks Online account, with many more applications being supported with its Zapier link. It is a fast and user friendly, cloud based tool with a very active development roadmap that is constantly improved and upgraded with new features.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5b57f6c4-bad5-410c-b003-5753e8b8266b.png","url":"https://www.softwareadvice.co.uk/software/176476/productive","@type":"ListItem"},{"name":"Clientary","position":17,"description":"Clientary is a full-suite app for teams to manage projects, hours, proposals, leads, invoices, payments, staff, and clients. Clientary is perfect for a professional services firm. From nurturing prospects with beautiful proposals to tracking time/expenses and billing clients with professional invoices, Clientary has businesses covered.\n\nClientary's unique invoicing system allows administrators to use multiple premade themes, or create invoices and estimates. Clientary also includes a branded client portal to help teams look professional to clients and prospects. Teams can make clients (and prospective clients) by organizing billing in one place.\n\nInvite staff or event external contracts to contribute to projects. Use the role-based system to manage access and keep team members focused on what matters.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/639467d9-2563-4279-b44d-53ee1f9a4168.png","url":"https://www.softwareadvice.co.uk/software/370567/clientary","@type":"ListItem"},{"name":"Naverisk","position":18,"description":"Naverisk is a remote monitoring and management solution for businesses of all sizes. The solution is used by managed service providers and IT professionals. Key features include technology monitoring, management patching, alerting, scripting and automation. The solution allows users to manage Windows, Linux, Mac OS servers, workstations and laptops.\n\n\nNaverisk allows users to monitor system event logs, scan networks, execute PowerShell and DOS commands as well as implement scripts. Automated system updates and scheduled reboots can be set up. The solution has a built-in ticketing feature that provides customizable billing and service agreements. Multiple technicians can track time or information for a ticket at the same time and troubleshoot managed devices remotely.\n\n\nNaverisk offers Bitdefender integration to provide solutions such as anti-virus and anti-malware tools, web content filters and firewalls. It has also partnered with StorageCraft for backup management, data replication and bare-metal recovery.\n\n\nThe solution is available on a subscription basis and support is provided via phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e4067435-d3c9-428a-9029-b2e7933ec117.png","url":"https://www.softwareadvice.co.uk/software/187804/naverisk","@type":"ListItem"},{"name":"SAP Business ByDesign","position":19,"description":"SAP Business ByDesign is a cloud-based enterprise resource planning (ERP) solution. It unifies core business functions such as finance, sales, product management, and purchasing. The system is designed for midsize businesses that are growing quickly. It enables business in different countries to streamline their operations and compete more effectively.\n\nThe solution offers pre-built processes and best practices for different business scenarios. This allows organizations to adapt to new opportunities and scale their operations. SAP Business ByDesign provides real-time analytics and business intelligence. This empowers users to make data-driven decisions that improve profits and efficiency. The system is supported by a global network of 9 SAP data centers. These deliver a secure operating environment and protect data privacy.\n\nThe comprehensive capabilities and built-in intelligence of SAP Business ByDesign make it an ideal choice for fast-growing midmarket companies. The solution helps these organizations digitalize their operations and achieve greater agility by connecting every business function on a single unified platform.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/062533aa-7d92-4d0d-af69-2fd8c0ee79cd.png","url":"https://www.softwareadvice.co.uk/software/266587/sap-business-bydesign","@type":"ListItem"},{"name":"Bonsai","position":20,"description":"Bonsai is a one-stop platform for creative and digital agencies, consultancies and professional service providers. It is designed to provide businesses with a complete and real-time overview of their business. \n\nSimplify 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, resource management and revenue tracking.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f7c151e6-ee5e-4fb9-9a3d-6d4da3e233ee.png","url":"https://www.softwareadvice.co.uk/software/396436/bonsai","@type":"ListItem"},{"name":"ITM Platform","position":21,"description":"ITM Platform is the Project Portfolio Management solution that easily connects your business strategy with your project management.  Offering powerful tools that allow you to manage all components at portfolio, program, project, and task levels, ITM Platform makes it easy to oversee agile and waterfall projects, prioritize the unique needs and requirements of your business, and use real-time information to report progress to key players.  \n\nYou and your team will be fully operational quickly due to our speedy, two-week integration schedule and an easy learning curve, thus giving you the project and work management tools you need to align your portfolio with your overall business strategy.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/003440f5-0a7f-441a-a719-cc38b0be0089.png","url":"https://www.softwareadvice.co.uk/software/43128/itm-platform","@type":"ListItem"},{"name":"Project Insight","position":22,"description":"Project Insight: Strategic Project and Portfolio Management for Growing Companies\n\nProject Insight is project and portfolio management software for growing companies that need a complete, dynamic picture of org-wide work. It centralizes project data, automates manual workflows, connects existing systems, and gives leaders the visibility they need to make confident, data-driven decisions.\n\nProject, Program, and Portfolio Management\n\nManage work at the project, program, and portfolio levels in one command center. Plan projects, track tasks, manage timelines, monitor risks, review budgets, and report on progress across teams, departments, and strategic initiatives. Project Insight helps organizations move beyond disconnected spreadsheets, siloed tools, and manual status updates.\n\nExecutive Visibility and Better Decisions\n\nGrowing companies need more than task tracking. Project Insight helps leaders see priorities, progress, budgets, risks, capacity, and tradeoffs across the organization. Dashboards, reports, portfolio views, and real-time insights help decision makers understand what is on track, what is at risk, and where action is needed.\n\nIntegrations With the Tools Teams Already Use\n\nProject Insight connects with tools such as Jira, Azure DevOps, Microsoft Project, Salesforce, ServiceNow, QuickBooks Online, NetSuite, Power BI, Excel, and more. Teams can keep working in familiar systems while Project Insight brings data together for a centralized view of projects, resources, budgets, and risks.\n\nSell-Work-Bill Workflow\n\nProject Insight helps bridge the gap between selling, working, and billing. Manage companies and contacts, track proposals or project requests, convert approved work into projects, capture time and expenses, and connect project financials to invoicing and accounting systems. CRM and accounting integrations help reduce manual handoffs and improve billing visibility.\n\nResource and Capacity Planning\n\nSee who is working on what, where capacity is limited, and how upcoming work will affect delivery. Resource planning tools help managers forecast workloads, balance assignments, identify overallocated teams, and make better staffing decisions before timelines or budgets are at risk.\n\nBudget, Time, and Cost Tracking\n\nTrack budgets, labor costs, expenses, revenue, time, and forecasts across projects and portfolios. Compare planned versus actual work, monitor project financial health, and understand how delivery impacts profitability, cash flow, and business outcomes.\n\nAutomation and AI\n\nReduce manual administrative work with templates, notifications, approvals, recurring workflows, and cross-system data syncing. Project Insight also offers AI-assisted capabilities for workload balancing, resource suggestions, schedule optimization, meeting summaries, follow-ups, and scenario planning.\n\nCustomization for Your Business\n\nConfigure fields, dashboards, reports, workflows, forms, templates, permissions, and integrations around the way your organization manages work. Project Insight supports different teams, project types, governance models, and reporting needs in one flexible platform.\n\nFrom Spreadsheets to Living Project Plans\n\nImport projects, tasks, users, resources, and other data from Excel, then manage assignments, dependencies, deadlines, updates, dashboards, and reports in real time. Project Insight helps teams reduce version control issues, duplicate entry, and manual follow-up.\n\nBuilt to Grow With You\n\nProject Insight is designed for organizations building more mature project operations, PMOs, and cross-team visibility. Start with core project management, then expand into portfolio management, resource planning, financial tracking, integrations, automation, and AI as your needs evolve.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e6c67db8-6cd5-4e1a-be3c-7c5202105c28.png","url":"https://www.softwareadvice.co.uk/software/23522/project-insight-psa","@type":"ListItem"},{"name":"BlueFolder","position":23,"description":"BlueFolder's field service management is a web and mobile-based solution that helps optimize equipment uptime, streamline preventive maintenance, eliminate tedious maintenance tasks and maximize the techs' efficiency. The tool helps commercial service pros in the field stay on-schedule, access critical job details & work order management features in a mobile and web-based user-friendly interface. \n\nKey features include recurring jobs, secure custom user permissions, scheduling/dispatch, customer portals and more. It offers third-party integrations with QuickBooks and more tools. Users can keep all their field techs on track and streamline operations Pricing is available on a monthly subscription basis.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/61cbe41f-ef4f-46cc-af62-f863d8e0698e.webp","url":"https://www.softwareadvice.co.uk/software/78948/bluefolder-field-service-management","@type":"ListItem"},{"name":"Keka","position":24,"description":"Keka is a people platform built for growing businesses to simplify HR, improve visibility, and support every team across the company. It brings performance, payroll, time tracking, hiring, and onboarding into one easy-to-use system that scales as you grow. \n\nManagers use Keka to set OKRs, run 1:1s, and track progress. HR teams automate tasks, reduce chaos, and engage employees with feedback tools and self-service options. Payroll is accurate, fully compliant with regional laws, and simple to run. For field teams, Keka offers GPS punch, facial recognition, and shift planning. \n\nWhether you're 50 or 500 people, Keka helps reduce manual work, improve accountability, and create a better employee experience. With modular features and strong support, it adapts to your needs without adding complexity.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e4e154d3-9fe8-48e6-8889-91e7084d4c57.png","url":"https://www.softwareadvice.co.uk/software/120226/keka","@type":"ListItem"},{"name":"Workday Financial Management","position":25,"description":"Workday Financial Management is a single cloud-based solution that assists global businesses of all sizes in a variety of industry verticals with financial planning, accounting, and transactions. Workday delivers user and administrative tools across financials, HR, planning, talent, payroll, analytics, student, and more from a single system.\n\n\nWorkday’s Financial Management solutions include accounting and finance, revenue management, reporting and analytics, consolidating and closing, revenue management, accounting center, financial planning, expenses, procurement, and project accounting. Audit tools, inventory management, and grants management are also included. The Prism Analytics module allows users to upload data from other software solutions to create consolidated reports.\n\n\nPricing is based on monthly subscriptions and support is offered via email and through an online help desk.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bcd34eaf-780c-4168-a2ee-f4adb1d48144.png","url":"https://www.softwareadvice.co.uk/software/52993/workday-financial-management","@type":"ListItem"}],"numberOfItems":25}
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