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Description
Oversee every facet of your projects from initial idea to final execution using a cloud-based Professional Services Automation (PSA) platform provided by Beyond Software. This solution empowers businesses to enhance their efficiency and financial performance by integrating their project management with financial accounting. Beyond Software offers a comprehensive set of modules designed to support the growth of professional services firms, featuring tools for financial management, project accounting, tracking time and expenses, billing and invoicing, resource allocation, as well as providing insightful dashboards and reports. By utilizing this system, organizations can ensure streamlined operations and improved decision-making processes.
Description
You have a clear understanding of how your income, budget, and expenditures interact with one another. Effective profit management is key to strategically utilizing your valuable resources, functioning as a vital management tool. Project Account enables you to focus on your organizational objectives while offering a cost-efficient solution to enhance both the quality and effectiveness of your projects. From the initial “offer stage,” you can capture and allocate resources, tasks, and costs, ensuring transparency from the outset. Tools such as project budgeting and detailed preliminary costing provide insights that help clarify the project's financial landscape early on. Additionally, the project setup is complemented by supplementary details for bookkeeping, cost accounting, and tariff structures. Moreover, a project’s success heavily relies on efficient and prompt project accounting practices. Project Account simplifies this process by automatically generating editable invoice proposals based on the recorded services and expenses, streamlining your financial management further. This integration of features not only saves time but also optimizes the overall project execution.
API Access
Has API
API Access
Has API
Integrations
Datto RMM
Datto Workplace
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Beyond Software
Founded
2008
Country
United States
Website
www.beyondsoftware.com
Vendor Details
Company Name
Consultinform
Country
Switzerland
Website
consultinform.ch/loesungen/erp/
Product Features
Job Costing
Bills of Material
Budgeting & Forecasting
Change Orders
Cost-to-Completion Tracking
Invoice Management
Overrun Reporting
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Work Order Management
Professional Services Automation
Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
Time and Expense
Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project