Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Certinia's Professional Service Automation (PSA), previously known as FinancialForce, is a comprehensive solution designed to assist professional services firms in fulfilling client needs while enhancing revenue growth. This robust platform encompasses a variety of functionalities such as resource allocation, time and expense tracking, billing and revenue recognition, project oversight, and sales collaboration, among others. By utilizing Certinia's PSA, businesses can effectively assign the most suitable personnel to each project, foster engagement with clients and partners, and prioritize project profitability, ultimately leading to improved resource management and heightened customer satisfaction. Furthermore, this integrated application streamlines operations, allowing firms to focus on delivering exceptional service and achieving their business goals.

Description

Accorto is a high-caliber software solution for managing time and expenses, enabling users to effortlessly connect project and resource management with billing processes, spanning from opportunities to project completion, invoicing, and payroll integration. What sets Accorto apart is its status as a native Salesforce application, allowing for extensive customization of objects and easy adaptation within the Salesforce ecosystem with little to no learning curve. All data is securely housed within Salesforce, ensuring availability for comprehensive reporting and dashboard functionalities. Beyond our tailored product support, we also offer services for customization and configuration, alongside training and access to a knowledgeable Help Desk. Accorto embodies genuine professional services automation tailored for industry experts. Try out our free Demo to discover firsthand the innovative, user-friendly, and robust PSA solution that can transform your workflow. With Accorto, you can unlock greater efficiency and effectiveness in managing your projects and resources.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Certinia ERP Cloud
Expensify
Rootstock Cloud ERP
Salesforce
Salesforce Agentforce 360 Platform
Salesforce Agentforce Service
Workato
XCD HR and Payroll

Integrations

Certinia ERP Cloud
Expensify
Rootstock Cloud ERP
Salesforce
Salesforce Agentforce 360 Platform
Salesforce Agentforce Service
Workato
XCD HR and Payroll

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$7.50 per user per month
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

Certinia

Founded

2009

Country

United States

Website

certinia.com/professional-services-cloud/

Vendor Details

Company Name

Accorto

Founded

2008

Country

United States

Website

www.accorto.com

Product Features

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

Product Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor 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

Alternatives

Continuum PSA Reviews

Continuum PSA

CrossConcept Continuum PSA

Alternatives

Inspire Planner  Reviews

Inspire Planner

Inspire Planner Inc.
iBE.net Reviews

iBE.net

Integrated Business Environment
BigTime Reviews

BigTime

BigTime Software