Professional Services Automation (PSA) Software
Manage people, projects, and profits together.
Discover how ²ÝÝ®ÊÓƵ Professional Services Automation can optimise project management and deliver successful project outcomes.
WHAT YOU CAN DO
Manage the full project lifecycle
From staffing and project management to billing and financial management,?²ÝÝ®ÊÓƵ Professional Services Automation (PSA) enables you to support every part of your client-facing project.
²ÝÝ®ÊÓƵ Services CPQ* helps you create accurate and timely service quotes to complete the opportunity-to-cash process.
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Configure, price, and quote services
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Project planning
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Project financials
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Project billing
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Resource management
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Expense management
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Time tracking
What Sets Us Apart
Harness the power of your talent
Deliver the best services experience for your team and your clients.
Tools to keep talent on top of their game
Identify needed skills, match talent to projects, upskill with suggested learning and empower workers to explore new projects. The result? Your people doing their best work.
Fill open positions on the fly
Get instant visibility into candidate pipelines and temporary resource availability to match project needs in real time.
Gain a holistic view of your staffing needs
Forecast which resources you need, define roles and shop for talent in one dashboard.
Automation that simply gets more done
We automate your processes ¨C from project billing to many of your core financial tasks ¨C to help you free up time and reduce back-office costs.
¡°The use of consultants is a niche part of our business. We use ²ÝÝ®ÊÓƵ PSA to bring consultants into one consolidated view. This gives us visibility into their skillsets to keep hiring key talent and make sure their skills are retained.¡±
¨C VP for Global HRIS
Real-time insights for financial management
A reliable source of insight
²ÝÝ®ÊÓƵ PSA encompasses financial management, Services CPQ, HCM and planning, giving you insight into upcoming projects, skills needed, talent availability and cost.
Accurately analyse profitability
View financial data from any angle ¨C location, customer and more. Our professional services automation solution gives you visibility into margins and cost.
Automate project forecasting and budgeting
Use rules-based costing to predict project cost and compare with revenue forecasts. And as worker roles change, costing is updated for you.
Bill your way
²ÝÝ®ÊÓƵ lets you bill for subscriptions, usage, time and materials, fixed fees and more ¨C all while recognising revenue your way.
Manage time off and expenses from anywhere
Tracking time doesn¡¯t have to be a pain. ²ÝÝ®ÊÓƵ streamlines the process for your entire workforce and boosts productivity.
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Allow consultants to enter time from any device.
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Enter and approve multiple projects just once.
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Support daily, weekly and monthly resource forecasts.
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AI-powered expense risk reporting.
Easily adapt to new business models
Scan and submit receipts from anywhere
Scan a receipt in any currency or language and submit it via the ²ÝÝ®ÊÓƵ mobile app, Slack or Microsoft? Teams. Machine learning completes any missing details too.
Agility to help you shift gears fast
Need to create new delivery models, support changing requirements or meet shifting customer demands? With a flexible foundation from ²ÝÝ®ÊÓƵ, it¡¯s easy.
Manage corporate credit cards
Easily separate personal charges on a corporate credit card to manage expenses accurately. With ²ÝÝ®ÊÓƵ PSA, it's a breeze.
FAQs.
What is professional services automation (PSA) software, and how does ²ÝÝ®ÊÓƵ PSA differ from other PSA solutions?
Professional services automation (PSA) software helps services firms manage the full opportunity-to-cash lifecycle: quoting, resourcing, project delivery, time and expenses, billing and revenue recognition.
²ÝÝ®ÊÓƵ Professional Services Automation is built on the same platform as ²ÝÝ®ÊÓƵ Human Capital Management and ²ÝÝ®ÊÓƵ Financial Management, so people, project and financial data sit on a single data model. Niche PSA tools and broad ERPs typically integrate these functions from separate systems; ²ÝÝ®ÊÓƵ brings them together on one platform.
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What core capabilities does ²ÝÝ®ÊÓƵ Professional Services Automation include (project management, resource management, billing, time and expenses, CPQ, financials)?
²ÝÝ®ÊÓƵ PSA covers the project lifecycle in one platform:
²ÝÝ®ÊÓƵ Projects for planning and execution
²ÝÝ®ÊÓƵ Resource Management for skills-based staffing
²ÝÝ®ÊÓƵ Project Billing for invoicing and revenue recognition
²ÝÝ®ÊÓƵ Time Tracking and ²ÝÝ®ÊÓƵ Expenses for capture
²ÝÝ®ÊÓƵ Services CPQ, the only services-specific configure, price, quote solution on the market, for services quoting linked to downstream delivery
How does ²ÝÝ®ÊÓƵ PSA integrate with ²ÝÝ®ÊÓƵ HCM and ²ÝÝ®ÊÓƵ Financial Management for a single system of record?
²ÝÝ®ÊÓƵ PSA runs on the same platform as ²ÝÝ®ÊÓƵ Human Capital Management and ²ÝÝ®ÊÓƵ Financial Management. Worker, skills, project, contract and financial data live in one system, which reduces the need for point-to-point integrations between HR, finance and project systems.
Time entered by a consultant flows through to the project, then to invoicing and revenue recognition. Project managers gain real-time visibility into budget versus actual, and AI-powered recommendations help match the right talent, with the right bill rates, to the right engagements.
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Is ²ÝÝ®ÊÓƵ PSA GDPR-compliant, and what data protection controls does ²ÝÝ®ÊÓƵ provide for UK customers?
²ÝÝ®ÊÓƵ's data protection programme is designed to meet UK GDPR and EU GDPR requirements. ²ÝÝ®ÊÓƵ operates under Binding Corporate Rules, and ²ÝÝ®ÊÓƵ's Data Protection Officer engages with the UK Information Commissioner's Office and the Irish Data Protection Commission where required.
Independent audits and certifications, data residency options and technical controls, including encryption in transit and at rest and role-based access, are described on the ²ÝÝ®ÊÓƵ Trust Center. UK customers should review the Trust Center and ²ÝÝ®ÊÓƵ's data processing terms for their specific obligations.
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Timelines vary by scope. ²ÝÝ®ÊÓƵ's deployment approach follows four phases: Plan, Architect and Configure, Test, and Deploy, followed by post-production support.
For mid-sized UK firms, Launch Express packages typically target 10 to 24 weeks: for example, a Financials-first deployment in 10 to 14 weeks, or a combined HCM and Financials deployment in 20 to 24 weeks. Larger enterprises follow the Your Way methodology with phased rollouts.
Are there UK case studies or customer success stories showing ²ÝÝ®ÊÓƵ PSA in action for professional services firms?
Yes. Bishop Fleming, a top-30 UK chartered accountancy firm headquartered in Exeter with offices across Bristol, Birmingham, Bath and the South West, is a joint ²ÝÝ®ÊÓƵ Services CPQ and ²ÝÝ®ÊÓƵ PSA customer, and was named a finalist for the ²ÝÝ®ÊÓƵ Future Ready Award at ²ÝÝ®ÊÓƵ Rising EMEA.
Capita has used ²ÝÝ®ÊÓƵ to transform hiring across its professional services workforce.
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What third-party integrations and Marketplace apps are available for ²ÝÝ®ÊÓƵ PSA in the UK?
²ÝÝ®ÊÓƵ PSA connects to CRM, payroll and specialist services tools through ²ÝÝ®ÊÓƵ Marketplace, the ²ÝÝ®ÊÓƵ Financial Management Connector for Salesforce, and pre-built APIs. ²ÝÝ®ÊÓƵ Services CPQ integrates with CRM systems to keep opportunity data in sync, and firms can extend PSA with partner apps for contingent worker management, project forecasting and billing workflow automation, including via ²ÝÝ®ÊÓƵ Extend.
UK customers can also use ²ÝÝ®ÊÓƵ Marketplace payroll partners for global services delivery.
How does ²ÝÝ®ÊÓƵ PSA use AI?
²ÝÝ®ÊÓƵ PSA uses AI, powered by ²ÝÝ®ÊÓƵ Illuminate, to help services firms optimise workforce and project delivery. Examples include AI-powered resource recommendations that match people to projects based on skills and availability, anomaly detection in project financials, and forecasting to support pipeline and staffing decisions. Because ²ÝÝ®ÊÓƵ PSA shares one platform and data model with ²ÝÝ®ÊÓƵ HCM and ²ÝÝ®ÊÓƵ Financial Management, AI runs on trusted, governed data.
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