FinancialForce PSA Reviews in April 2025: User Ratings, Pros & Cons

"Certinia PS is an excellent tool to help measure success of your Professional Services organization"

What do you like best about Certinia PS Cloud? The complexity of the solution provided by Certinia PS Cloud makes it malleable to almost all situations a business would want to track. Because it is embedded in Salesforce and designed to work with the Standard Objects, it is easy to enhance with customizations specific to your business. However, out of the box, it is ready for you to start making the day-to-day decisions that are crucial to the success of a professional services company.

"Streamlines PS operations, helps in Finance management, etc in a Salesforce Integrated platform"

What do you like best about Certinia PS Cloud? Most of the key requirements of PS comes OOTB and can be achieved using drag and drop tools .Key functionalities like Project and Resource management, Time/Expense entry are pretty user-friendly and easy to use. I especially like the ability to automate Billing and Invoice generation based on project milestones, time and expense entries. In addition to this, it seamlessly integrates with Salesforce CRM, which allows for a unified view of ...

"Great Project and Resource Management tool on Cloud!"

What do you like best about Certinia PS Cloud? Certinia PS Cloud is a great Project management solution integrated with the Salesforce platform. it has many features and workflows which makes the management task very simple and efficient. they gives best views to Reports and Dashboard which provides Comprehensive and real time data and information which helps users to identify the real trend and manager can get the real time information about available resource with the right ...

"Best automation tool for Professional Services Management"

What do you like best about Certinia PS Cloud? The best thing is that it is build on Salesforce ecosystem, which makes it so easy to customize and you get all the salesforce features. The UI is so simple and user friendly and you can perform all the major task in just few clicks.

"Excellent Professional Services Automation Toolset"

What do you like best about Certinia PS Cloud? FinancialForce Professional Services Cloud: * helps our project managers identify resources with the best skills for each of our projects. Managers can use the tool to quickly evaluate and compare potential resources for assignments ensuring the best resource is assigned to a customer project.

We have great experience with FinancialForce PSA

PROS: I like how PSA and FF interact. With it I can easiky do both billing and invoicing, and that’s why Iove working with PSA/FF accounting system. It allows me to keep track of the invoices I have created and the transaction behind. CONS: What irritates me the most is that this software lacks delete option for invoices. As an admin I’d like to have capability to delete specific things, including invoices. We have some duplicate invoices and we cannot delete them.

I highly recommend this solution

PROS: I like that FinancialForce provides us with both Sales and Services on one page/platform. It is essential for us to track our sales pipeline and to have visibility into our projects. Thankfully, PSA and Salesforce takes lot of administrative tasks off of our team and it allows us to focus more on our clients.

This is wonderful tool that puts all our organization on the same page

PROS: FinancialForce provides lot of automation that helps us to simplify the utilization calculations. We are able to use SF functionality so we can enhance process flow. The support team is always responsive to our questions. Also, this tool offers advanced analytics for our PS managers.

Financial Force provides great user experience

PROS: FinancialForce is easy to use, very configurable and flexible project management solution. It has great support team and their customer success manager works perfectly. The integration with Salesforce is wonderful and straightforward. We had some small issues when implementing the product but this was more because of the changes of business processes.

This is extremely helpful solution for running our business

PROS: FinancialForce integrates perfectly with Salesforce. The platform is made for managing all aspects of a global professional service businesses. It offers great features and functions that are easy to use. CONS: The resource management is complicated and managing tasks in Salesforce interface is almost impossible.