Professional Services Automation (PSA) software helps businesses streamline project management, resource planning, invoicing, and financial tracking.
It’s an essential tool for firms relying on service delivery, such as consulting, IT support, design, or marketing, by centralizing operations and minimizing inefficiencies.
Below is a comparison of 7 top PSA tools designed to optimize your business processes.
Overview of the best PSA tools for services firms
Here’s our shortlist of best PSA tools designed to help businesses streamline their operations, improve productivity, and manage projects more effectively:
| Tool | G2 Rating | Starting Price | Free Trial |
|---|---|---|---|
| Scoro | 4.5 | $26/per user/month | Yes |
| Kantata | 4.2 | $37/per user/month | No |
| Accelo | 4.4 | Pricing available upon request | No |
| CMap | 4.5 | Pricing available upon request | No |
| Projectworks | 4.5 | $37/per user/month | Yes |
| BigTime | 4.5 | $20/per user/month | Yes |
| Screendragon | 4.7 | Pricing available upon request | No |
1. Scoro
Founded in: 2013
Average customer ratings: G2: 4.5 (400 reviews); Capterra: 4.6 (237 reviews)
Scoro is a comprehensive PSA tool designed for professional services firms, consultancies, and agencies. Its all-in-one platform integrates project management, resource planning, CRM, billing, and analytics, making it ideal for businesses looking to streamline operations and improve productivity.
Scoro’s core features include:
- Project management: Task management, Gantt charts, milestones, dependencies, budgeting, and real-time collaboration
- Time tracking: Real-time and retrospective time logging, time sheets, and calendar-based time tracking
- CRM: Contact management, lead tracking, sales pipeline management, and customer communication tools
- Resource management: Team availability and capacity, resource forecasting, utilization reporting and forecasting, and resource allocation
- Billing and invoicing: Automated invoicing, recurring billing, expense tracking, and payment processing
- Reporting and analytics: Customizable dashboards and reports to track key performance indicators and gain insights into business performance
Learn how Scoro can help your agency or consultancy by watching this video:
Who uses Scoro?
- Large agencies: For managing clients, resources, and projects in one tool
- Consulting firms: Those needing real-time insights into project profitability and resource utilization
- Professional service forms using multiple tools: Scoro’s integrations and centralized platform are perfect for businesses consolidating their workflows
DGA Group, a global advisory firm with 380 employees, transitioned to Scoro to replace its fragmented systems like Deltek Maconomy, QuickBooks, and spreadsheets. This transformation reduced invoicing time from over a week to just two days, cut group-level reporting time by four weeks, and improved project profitability tracking.
Integrations
From payments and accounting to CRM platforms, Scoro integrates with over 45 popular tools, including:
- Stripe
- PayPal
- Salesforce
- QuickBooks
- Xero
- HubSpot
- Zapier
- PipeDrive
- Sage
Check out the Scoro Marketplace to see a full list.
Pricing
Scoro offers four paid plans:
- Essential: $26 per user per month
- Standard: $37 per user per month
- Pro: $63 per user per month
- Ultimate: Contact sales for pricing
2. Kantata
Founded: 2010
Average customer ratings: G2: 4.2 (1,458 reviews) Capterra rating: 4.2 (618 reviews)
Kanata is a PSA system that uses modules to organize all the different aspects of work, like time tracking, tasks, and invoicing. You can design your own dashboard with whatever modules are most relevant to you. Which helps keep you and your team focused and organized.
Core features of Kantata include:
- Project management: Task tracker, Gantt charts, project status and risk, time tracking, project analysis
- Resource management: Resource forecasting, capacity planning, resource scheduling, skills inventory
- Billing and invoicing: Project accounting, expense tracking, invoicing, period summary, financial reporting
- Reporting and analytics: Dashboards and reports to track key performance indicators and manage both forecasting and historical analysis
Integrations
Kantata integrates seamlessly with a wide range of tools to streamline workflows and ensure efficient data synchronization across systems:
- Salesforce
- HubSpot
- Microsoft Dynamics 365
- QuickBooks
- Xero
- Sage
- Expensify
- SAP Concur
- BambooHR
Check out their integrations page to learn more.
Pricing
Custom pricing based on users, features, and integrations. Kantata also does not offer a free trial. But, you can schedule a free demo.
3. Accelo
Founded: 2009
Average customer ratings: G2: 4.4 (516 reviews) Capterra: 4.5 (172 reviews)
Accelo is a PSA platform that’s known for making work more collaborative and streamlined. In-app communication tools like messaging, emails, and shared calendars make sure everyone stays in the loop. And saves people from spending time tracking down the most current information.
Core features of Accelo include:
- Project management: Task management, Gantt charts, schedules, milestones, time tracking, budgeting, and communication streams
- Resource management: Team scheduling, resource planning, skills-based scheduling, utilization insights
- CRM: Client and contact management, messaging and email integration, pipeline management, portfolio reporting, file and attachment handling
- Billing and invoicing: Invoice management, online payments, recurring payments, purchase order management, expense lists
- Reporting and analytics: Portfolio-level analysis, financial insights, and specialized dashboards for revenue, profit, project, resources, and budget health
Integrations
Accelo connects with a wide variety of tools to enhance client work management and streamline business operations.
Including:
- Microsoft 365
- Google Workspace
- QuickBooks
- Xero
- Salesforce
- HubSpot
- Jira
- Mailchimp
- Stripe
- Zapier
Check out their integrations page to learn more.
Pricing
Accelo offers four paid plans:
- Professional: Contact sales for pricing
- Business: Contact sales for pricing
- Advanced: Contact sales for pricing
Accelo does not offer a free trial. But, users can schedule a free demo
4. CMap
Founded: 2015
Average customer ratings: G2: 4.5 (93 reviews) Capterra rating: 4.3 (3 reviews)
CMap is a PSA tool designed for architecture, engineering, and consulting firms. They offer document and drawing tools, as well as specific PM, quoting, and invoicing tools and templates suited to how architecture and engineering teams typically work.
Specific platform plans and features for architecture and consulting teams mean the platform is suited carefully to your unique needs.
Core features of CMap include:
- Project management: Gantt charts, activity templates, task management, document storage, project dashboards
- Resource management: Resource demand and capacity forecasting, utilization, skills-based scheduling
- CRM: Lead management, fee estimator, automatic proposals, marketing automation.
- Billing and invoicing: Invoicing, job costing, budgets vs. actuals
- Reporting and analytics: Reports and dashboards to visualize revenue forecasts, live project updates, resource needs, and more
Integrations
CMap integrates seamlessly with plenty of tools to help streamline workflows, enhance collaboration, and provide actionable insights.
Including:
- Xero
- QuickBooks
- Sage
- MS Dynamics GP
- Newforma
- OpenAsset
- Power BI
- Tableau
Check out their integrations page to learn more.
Pricing
CMap offers four scalable plans tailored to businesses of varying needs and sizes:
- Starter
- Growth
- Pro
- Enterprise
Custom pricing based on the number of users, features, and integrations. CMap does not offer a free trial. But, users can schedule a free demo.
5. Projectworks
Founded in: 2013
Average customer ratings: G2: 4.5 (81 reviews); Capterra: 4.7 (92 reviews)
Projectworks is a professional services automation (PSA) software designed to help businesses streamline their operations, improve efficiency, and grow profitability. Its key features focus on simplifying time tracking, resource planning, financial management, and project forecasting.
Tailored specifically for industries like management consulting, engineering, software services, and architecture, Projectworks empowers teams to focus on meaningful work by reducing administrative overhead and providing actionable insights.
Core features of Projectworks include:
- Time tracking & utilization: Easy-to-use tools to measure utilization rates and track billable time accurately
- Resource & budget planning: Tools to optimize resource allocation and plan project budgets effectively
- Revenue forecasting: Gain visibility into planned project revenue and key financial metrics
- Custom reporting: Built-in reporting capabilities with additional insights via PowerBI and open API integration
- Leave management: Manage team leave and scheduling alongside project planning
Integrations
Projectworks seamlessly integrates with tools to streamline your workflows, eliminate data duplication, and enhance efficiency.
Including:
- Xero
- QuickBooks
- MYOB
- Jira
- Azure DevOps
- HubSpot
- Salesforce
- Zapier
- 12d Synergy
- API Connection
- ODBC / Data Connection
Check out their integrations page to learn more.
Pricing
- Monthly Plan: $370 per month for up to 10 users
- Annual Plan: $3,996 annually (save 10% compared to monthly payments)
Note: There is a one-time onboarding fee starting at $1,000 (depends on specific requirements).
6. BigTime
Founded: 2002
Average customer ratings: G2: 4.5 (1,450 reviews); Capterra: 4.6 (647 reviews)
BigTime is another PSA tool designed to help growing services firms streamline their operations, improve cash flow, and optimize project management.
With tools for time tracking, resource planning, invoicing, and reporting, BigTime simplifies complex workflows and integrates seamlessly with your existing tech stack, making it a valuable solution for industries like architecture, engineering, consulting, IT services, and more.
Core features of BigTime include:
- Time tracking: Simple timesheets to track billable and non-billable hours
- Expense tracking: Log project-related expenses for accurate reporting
- Resource planning: Balance team capacity and utilization with forecasting tools
- Project management: Track budgets, schedules, milestones, and progress
- Billing & invoicing: Automate invoice creation and offer online payment options
- Dashboards & reporting: Real-time insights into project performance and financials
Integrations
BigTime integrates with the following tools:
- QuickBooks
- Sage Intacct
- Jira
- Salesforce
- HubSpot
- Lacerte
- Slack
- Google Apps
- Zapier
Pricing
BigTime has four paid plans:
- Essentials: $20 per user per month
- Advanced: $35 per user per month
- Premier: $45 per user per month
- Foresight: Contact sales for pricing
7. Screendragon
Founded: 2005
Average customer ratings: G2: 4.7 (102 reviews); Capterra: 4.7 (34 reviews)
Screendragon is a PSA software designed to streamline project management, resource allocation, and financial tracking for agencies and professional service teams. Known for its user-friendly interface and flexibility, Screendragon empowers teams to manage projects, time, and expenses while improving productivity and profitability.
What’s your PSA tool of choice?
Whether you’re looking for simple time tracking, advanced resource forecasting, or full-suite project management, these PSA tools provide robust solutions tailored to your business needs.
Evaluate features, integrations, and pricing to find the tool that best aligns with your goals.
Interested in trying out Scoro?
We’ve helped hundreds of professional services businesses around the world transform their operations.
For example, Trust Impact, a UK-based consultancy, switched to Scoro because it had unparalleled end-to-end capabilities. We’ve also served creative agencies, software development firms, financial advisory firms, and construction companies, helping them centralize key activities and grow their business.
