Professional Services Automation (PSA) software helps service businesses—like digital marketing agencies, creative studios, IT consultancies, and consulting firms—work smarter, not harder.
PSA software makes it easier to manage resources, create data-backed reports, and deliver client projects successfully. So you can get rid of manual, outdated spreadsheets.
Here’s our list of the top PSA software based on features, pricing, and reviews.
| Tool | Best for | G2 Rating | Starting price |
|---|---|---|---|
| Scoro | Professional service firms needing an all-in-one solution with strong resource planning and financial tracking | 4.5/5 (402 reviews) | $26/user/month |
| Kantata | Medium to large organizations that need data-driven insights and advanced resource forecasting | 4.2/5 (1464 reviews) | Custom pricing |
| Accelo | Small to medium businesses prioritizing streamlined client management and collaboration | 4.4/5 (517 reviews) | Custom pricing |
| CMap | Architecture and engineering firms looking for accurate job costing and utilization tracking | 4.5/5 (93 reviews) | Custom pricing |
| Projectworks | Small to mid-sized firms focused on straightforward time tracking and resource management | 4.5/5 (83 reviews) | $37/user/month |
| BigTime | Accounting, architecture, and engineering firms that need solid project management | 4.5/5 (1454 reviews) | $20/user/month |
| Screendragon | Marketing agencies wanting AI-powered automation and creative workflow tools | 4.7/5 (102 reviews) | Custom pricing |
1. Scoro
Founded in: 2013
Average customer ratings: G2: 4.5/5 (402 reviews); Capterra: 4.6/5 (238 reviews)
Best for: Agencies and consulting firms needing an all-in-one solution with strong resource planning and financial tracking
Overview
Scoro streamlines operations by connecting every part of your business in one powerful platform.
It combines all the features you need to support your company’s stability and growth, from project and resource management to time tracking and financial reporting.
With this PSA tool, hours of admin work—-like generating invoices or creating proposals—get reduced to just a few clicks. And with over 50 built-in reports, it’s easy to see how your team and projects are performing.
For example, the utilization report gives you a real-time view of team capacity, helping you assign work appropriately:
Plus, the project profitability report lets you track the costs and delivery margins of your projects, helping you stay profitable:
And since Scoro integrates with tools like Expensify and QuickBooks, you can trust that your financial data is always up to date and accurate.
These insights make a real difference. Just ask creative agency Design de Plume, who increased their project profitability by 20% after switching to Scoro’s real-time reporting and resource allocation tools.
PSA features you’ll like
- Real-time utilization reports that highlight which team members are over or under capacity to optimize resource allocation
- A drag-and-drop scheduling board that makes it easy to assign tasks and adjust workloads as priorities change
- Automated timesheets that separate billable and non-billable hours and let you compare actual actual hours vs. planned hours
- Interactive Gantt charts that show task dependencies and project milestones, helping teams manage and deliver complex work on time
- Customizable dashboards that track KPIs like project margins, team productivity, and revenue forecasts
- A one-click invoicing system that quickly converts completed work into professional invoices
- Real-time expense tracking to automatically update project costs and eliminate double data entries with accounting tools
- A built-in CRM to help you manage prospects, including customizable estimate templates to standardize quotes and close deals faster
Integrations
Scoro offers over 45 integrations, including:
- HubSpot
- Salesforce
- Slack
- Jira
- Google Docs, Calendar, Email
- QuickBooks
- Xero
- Expensify
- Stripe
You can connect with most other tools through Zapier and SyncHub. Or create your own integrations with Scoro’s API.
What others say about Scoro
“A great tool for end-to-end project management. Scoro consolidates several services into one, letting us quote, project manage, track time, and invoice all in one.”
—Lucas, G2
“Scoro has enabled us to fully abandon paper and spreadsheets. The program is highly powerful and has a lot of functions without being overly complex to use. This software is very robust and has everything you need to manage multiple projects simultaneously.”
—Mindy, G2
Pros & cons
| Pros | Cons |
|---|---|
| All-in-one solution that eliminates the need for multiple tools | Slight learning curve for new users |
| Insightful reports and easy-to-use, customizable dashboards | Higher price point than basic tools |
| Strong project planning and resource management features | |
| Automated billing and expense tracking | |
| A mobile app for on-the-go business management | |
| Free trial available |
Pricing
Scoro offers four pricing options:
- Essential: $26 per user per month (billed annually)
- Standard: $37 per user per month (billed annually)
- Pro: $63 per user per month (billed annually)
- Ultimate: Contact Sales for pricing
To try Scoro out, sign up for a two-week free trial.
2. Kantata
Founded in: 2010
Average customer ratings: G2: 4.2/5 (1,464 reviews); Capterra: 4.2/5 (619 reviews)
Best for: Medium to large organizations that need data-driven insights and advanced resource forecasts
Overview
Kantata combines project management and AI-powered analytics to help professional services firms forecast resources, monitor finances, and track project health.
With Kantata, you get access to over 60 reports, helping you monitor project performance and track costs and revenue in real time. Plus, automated invoicing processes help you get paid faster.
On the resourcing side, Kantata’s “Team Builder” feature helps you figure out who’s available (and suitable) .It also shows you how each team member’s cost rate would impact your project budget when you assign them.
PSA features you’ll like
- Project management tools with AI-powered assistance to help you deliver on time and within budget
- The “Team Builder” feature that helps you make informed staffing decisions based on skills and availability
- 60+ real-time reports to track utilization, costs, and revenue
- Advanced forecasting to predicts costs, staffing needs, and project timelines
- Automated month-end processing for faster revenue recognition and billing
- Pipeline tracking that shows you what projects are coming up so you can plan ahead
- Kantata Pulse, which uses employee and client surveys to track satisfaction
- Project collaboration features like the “Activity Feed” that let teams and clients connect and communicate in one workspace
Integrations
Kantata offers over 1,200 integrations with key tools like:
- Salesforce
- HubSpot
- Microsoft Dynamics 365
- QuickBooks
- Xero
- Sage
- Expensify
- SAP Concur
- BambooHR
- Slack
What others say about Kantata
“Complete and powerful PSA solution. It is a very powerful solution which can adapt to the most complex organization.”
—Amaury, G2
“Kantata allows us to budget, project manage, and resource in a single system. It is also good to be able to prepare invoices in the same system. It helps to be able to budget work while also looking at the team’s capacity.”
—Eoin, G2
Pros & cons
| Pros | Cons |
|---|---|
| Powerful, scalable PSA solution that’s ideal for larger organizations with complex needs | Slow report loading times—can take up to 30 minutes to refresh |
| Strong financial tracking and reporting capabilities | Reports are not very customizable (according to this G2 user) |
| More integrations than similar PSA solutions | Not very intuitive according to this G2 user; can be complex to set up and configure |
| Comprehensive project management features | Poor, browser-based mobile experience with no app (according to G2 users) |
| Built-in resource planning and forecasting tools | No free trial |
Pricing
Kantata offers custom pricing based on users, features, and integrations.
There’s no free trial, but you can schedule a free demo.
3. Accelo
Founded in: 2011
Average customer ratings: G2: 4.4/5 (517 reviews); Capterra: 4.5/5 (172 reviews)
Best for: Small to medium businesses prioritizing streamlined client management and project collaboration
Overview
Accelo brings together client management, project tools, and financials in one collaborative platform. The software is designed to make daily work smoother, from managing client relationships to tracking time and sending invoices.
Accelo stands out for its focus on communication and client relationships. The customizable client portal with dedicated “communication streams” keep all your interactions, project updates, and materials connected. So you and your clients can quickly find the info you need.
On the financial side, Accelo offers flexible billing options and automated invoicing that makes it easy for clients to view and pay invoices.
The platform also includes real-time profitability tracking through a dedicated dashboard:
PSA features you’ll like
- A pipeline forecast that helps you track upcoming work and revenue
- Automated time tracking that helps capture billable hours more accurately
- Real-time profitability reports that show how projects are performing financially
- Customizable invoice templates with automated payment reminders
- A built-in CRM to help you manage client relationships from first contact through project delivery
- Online payment processing with automatic payment options
- Project planning with Gantt charts, milestones, and task dependencies that help keep complicated projects on track
- Work-based and skills-based scheduling options that help you make strategic assignments
Integrations
Accelo connects with 18 tools, including:
- Microsoft 365
- Google Workspace
- QuickBooks
- Xero
- Salesforce
- HubSpot
- Jira
- Mailchimp
- Stripe
- Paypal
You can also connect with more tools using Accelo’s integration with Zapier.
What others say about Accelo
“We use Accelo every day for our business and one of the best things about Accelo is that it can replace a lot of tools and centralize the work and company information in one place, from emails, tickets, projects, invoices, etc.”
—Mitch, G2
“As our company continues to grow in different directions, Accelo is able to grow along with us. Integrating sales, project management, service calls, and billing in one platform has been more than worth the effort.”
—David, G2
Pros & cons
| Pros | Cons |
|---|---|
| All-in-one solution for client management, projects, and billing | Mobile app has limited functionality (according to this G2 user) |
| Easy to collaborate with clients and keep related docs and communications organized | Complex interface with multiple ways to complete tasks (according to this G2 user) |
| Flexible billing options and automated invoices | Have to pay more for additional product training |
| Solid project scheduling and resource planning features | Microsoft Teams meetings don’t automatically sync with time tracking |
| No free trial |
Pricing
Accelo offers three paid plans:
- Professional: Custom pricing
- Business: Custom pricing
- Advanced: Custom pricing
Accelo doesn’t offer a free trial, but you can schedule a demo.
4. CMap
Founded in: 2000
Average customer ratings: G2: 4.5/5 (93 reviews); Capterra: 4.3/5 (3 reviews)
Best for: Architecture, engineering, and consulting (AEC) firms looking for accurate job costing and utilization tracking
Overview
CMap simplifies project management for architecture and engineering firms, streamlining project scoping and resource planning.
Customizable templates let you create fee estimates quickly. And the platform automatically calculates your profit margins for each quote.
CMap uses your scoping information as the basis for its “Staffing Prediction Report,” turning your cost estimates into practical resource forecasts so you can anticipate future team demand:
Plus, utilization reports show you exactly who’s available and who’s overbooked, making it easier to distribute work effectively across your team.
To see more operational data or dig into financials, you can create your own reports using the “Report Builder,” or set up customizable portfolio pages that let you monitor multiple projects simultaneously, grouped by industry and location.
PSA features you’ll like
- Job costing templates to help you price projects faster and more accurately
- Staffing forecasts and utilization reports to track resourcing needs for projects
- Project templates that standardize your approach to common types of work
- Timesheets that track all billable and non-billable hours
- Executive dashboards that combine data from current projects and your pipeline to forecast revenue
- A built-in CRM that tracks opportunities from first contact through project completion
- Automated invoicing that pulls in timesheet and expense data to improve accuracy
- A report builder and portfolio pages that let you monitor key project metrics, including project health tracking showing performance against initial budget
Integrations
CMap integrates with 21 tools, including:
- HubSpot
- Xero
- QuickBooks
- Sage
- Microsoft Teams, Excel, Access, and Outlook
- Atvero PIM
- Power BI
- Tableau
- Newforma
- OpenAsset
What others say about CMap
“User-friendly PSA. CMAP enables us to manage our whole project management process from recording opportunities to managing our sales pipeline through to billing in one application.”
—User, G2
“Accessible platform which is quite intuitive for people who aren’t tech savvy. We are a busy consultancy practice and CMAP allows us to track utilization and link this to fees, time, expenses, and change orders, etc.”
—Kate, G2
Pros & cons
| Pros | Cons |
|---|---|
| All-in-one tool with a straightforward, user-friendly interface | Limited pre-built integration options and doesn’t connect with Zapier |
| Strong job costing and budgeting features | No free trial |
| Clear visibility into team utilization | May be too specialized for firms outside of architecture, engineering, and consulting |
| Mobile app available | |
| Designed for AEC firms |
Pricing
CMap offers four pricing plans that vary based on the number of users, features, and integrations:
- Starter
- Growth
- Pro
- Enterprise
CMap does not provide a free trial, but you can schedule a free demo.
5. Projectworks
Founded in: 2017
Average customer ratings: G2: 4.5/5 (83 reviews); Capterra: 4.6/5 (93 reviews)
Best for: Small to mid-sized firms focused on straightforward time tracking and resource management
Overview
ProjectWorks started as an in-house time tracking tool and evolved into a comprehensive PSA platform, focusing on driving efficiency and improving margins.
It brings time tracking, resource planning, and financial management features in a single platform, offering visibility and control over your entire project portfolio.
Role and experience filters help you assign the right people to each project. And pre-built operational reports make it easy to measure utilization and set targets at individual, team, and company levels:
Beyond utilization tracking, you can also monitor financial metrics like budgets and expenses to keep an eye on your business performance.
PSA features you’ll like
- Multiple time tracking options that make it easy for teams to accurately log hours
- Resource planning tools that show workload distributions and upcoming capacity
- Utilization dashboards that compare team performance against your target rates
- Budget reports that help you plan and track costs effectively
- Revenue forecasts based on projected project margins that give you insight into future financials
- A leave management system to ensure accurate availability data
- Project dashboards to track financial KPIs like margins and profitability
- An automated billing system that lets you generate invoices directly from timesheet data
Integrations
Projectworks offers nine integrations:
- HubSpot
- Salesforce
- Xero
- Jira
- QuickBooks
- MYOB
- Azure DevOps
- 12D Energy
- Zapier
You can also use the Zapier integration and the Projectworks API to connect with more tools.
What others say about Projectworks
“Great software for growing, small-to-medium businesses. Projectworks has allowed us to keep track of works in progress, assign different user permissions for handling financial reporting and invoicing. We’ve found the forecasting and resourcing tools are also very useful.”
Tessa, G2
“We switched to Projectworks because it had all the basic functions (timesheeting, invoicing) plus a bunch that we had been doing in spreadsheets (forward resourcing, cashflow forecasting).”
Tim, G2
Pros & cons
| Pros | Cons |
|---|---|
| All-in-one tool with project management and financial forecasting | No mobile app |
| Strong utilization tracking and reporting based on personal benchmarks | Limited analytics (according to this user) |
| Built-in leave management | Lack of customization and flexibility, especially custom reporting, budget settings, and project configuration (according to this G2 user) |
| Intuitive and easy to use | No free trial |
Pricing
Projectworks offers two pricing plans, with exact pricing based on the number of users:
- Monthly: $370 per month for up to 10 users
- Annual: $3,996 annually (save 10% compared to monthly payments)
Note: There’s a one-time onboarding fee starting at $1,000 (depending on specific requirements).
To learn more, book a demo.
6. BigTime
Founded in: 2002
Average customer ratings: G2: 4.5/5 (1,454 reviews); Capterra: 4.6/5 (650 reviews)
Best for: Accounting, architecture, and engineering firms that need solid project management
Overview
BigTime is designed to support accounting, architecture, and engineering firms. The tool makes time tracking and billing easier. And it’s ideal for firms that need to manage complex, technical projects while maintaining steady cash flow.
The platform shines in two key areas.
First, its Work-in-Progress (WIP) management helps you track every billable hour and expense with precision.
Second, its budgeting tools give you early warnings when projects are at risk of going over budget or under-delivering.
The BigTime “Foresight” feature takes things further, helping you model future profitability based on your margin rates and overhead costs. So you have the insights you need to make better financial decisions.
PSA features you’ll like
- WIP tracking that captures billable time and expenses with flexible approval workflows
- Real-time project health monitoring through a project risk dashboard that flags budget issues early
- Resource scheduling tools to help optimize team utilization
- Profitability forecasting with BigTime Foresight
- Customizable project templates that speed up project set-up
- A mobile app that lets teams log time and expenses on the go
- Automated invoice creation based on time entries
- Multiple billing rate options to support different client agreements
- In-app reports and dashboards to track project progress, utilization, and financials
Integrations
BigTime integrates with 10 tools:
- QuickBooks
- Sage Intacct
- Jira
- Salesforce
- HubSpot
- Lacerte
- Slack
- Google Apps
- Zapier
- BambooHR
And BigTime’s ForeSightConnect lets you plug into eight extra tools, including:
- HiBob
- Teamwork
- Calamari
- Harvest
- Clockify
What others say about BigTime
“BigTime has changed everything we now do with projects and billing. It eliminates errors by automating time tracking and invoices without manual input. This has significantly improved our workflow … I’ve found a significant increase in productivity.”
—Cristian, G2
“The switch to Bigtime has been nothing short of revolutionary. The platform’s intuitive interface and automated features have streamlined our invoicing workflow, saving us countless hours each month.”
—Jenni, G2
Pros & cons
| Pros | Cons |
|---|---|
| Solid PSA solution with invoicing automation and WIP management | Interface can feel dated at times (according to some users) |
| Easy-to-use mobile app | Limited integrations |
| Detailed profitability tracking and profitability tracking | Report customization could be more flexible (according to some users) |
| Ideal for engineering and architecture firms | No free trial |
Pricing
BigTime has three paid plans:
- Essentials: $20 per user per month
- Advanced: $35 per user per month (includes BigTime Foresight access)
- Premier: $45 per user per month (includes BigTime Foresight access)
Book a demo to learn more.
7. Screendragon
Founded in: 2005
Average customer ratings: G2: 4.7/5 (102 reviews); Capterra: 4.7/5 (34 reviews)
Best for: Marketing agencies wanting AI-powered automation and creative workflow tools
Overview
Screendragon is a type of agency management software that uses automation to help marketing and design teams speed up their workflows. It includes content production workflows, digital proofing, and space to store design and style guides—perfect for creatives.
Screendragon has all the traditional PSA capabilities you’d expect like project tracking, resource scheduling, and financial management. But the platform’s AI features make it really stand out.
For example, “AI Knowledge” searches files and data to answer specific questions about past projects, timelines, and processes. Plus, the “AI Operational Insights” tool analyzes project data to predict task completion times and spot potential bottlenecks.
PSA features you’ll like
- Project management engine that generates pre-populated project timelines, budget plans, resourcing and document structures
- Resource scheduling with capacity planning heatmaps that show utilization levels
- Integrated timesheets that pre-populate with team members’ assignments
- A budget module that tracks estimated vs. actual costs in real time
- Customizable content proofing and revision workflows to speed up feedback cycles
- AI assistants search through files and predicts task completion times to help you get the information you need faster
- Easy scoping tool with centralized pricing and with built-in approval workflows
- Automated portfolio and KPI reporting with the option to schedule and customize reports
Integrations
Screendragon integrates with over 18 tools, including:
- Slack
- Microsoft Teams
- Power BI
- Microsoft 365
- Salesforce
- SAP
- Adobe
- Trello
- Google Drive
- Jira
You can also use Screendragon’s Zapier integration to connect with over 1,000 other apps.
What others say about Screendragon
“Screendragon is built for creatives; we’re able to scale with Screendragon and it has supported our changing workflows over the past two years.”
—User, G2
“Screendragon has helped our team with creative project management. It provides strong visibility into timelines, next steps, and resources. Screendragon has allowed us to build automation into our workflows to allow team members to focus on other areas.”
—User, G2
Pros & cons
| Pros | Cons |
|---|---|
| Solid PSA solution with built-in financial reporting and resourcing | Technical issues related to patch releases and bugs (according to G2 users) |
| Strong AI capabilities across the platform and workflow automations | Limited flexibility when it comes to reordering tasks and rewriting old project phases (according to G2 users) |
| Specially designed for agencies, marketing teams, and creatives | No branded estimates (according to this G2 user) |
| Integrations with most key tools | Report exports to Excel can be messy (according to this G2 user) |
| No mobile app | |
| No free trial |
Pricing
Screendragon offers custom pricing based on the number of users. There’s also an initial set-up and training fee. Request pricing or book a demo to learn more.
Which is the best PSA software for your business?
There’s a lot of software for professional services firms out there.
Scoro stands out because it empowers everyone in your organization—from individual contributors to managers and executives—to do their best work and help the business succeed.
And with over 1,000 organizations in over 60 countries using Scoro, it’s proven to work across different team sizes and industries.
Just take a look at marketing agency Yellow Cherry. After switching from five different tools to Scoro’s PSA platform, they transformed their company operations and boosted their cash flow by 66%.
Ready to see how Scoro can unite your entire team on one platform that works for everyone? Try Scoro free for 14 days.
