Alternatives to Epicor Services

Planview AdaptiveWork, previously known as Clarizen, empowers PMOs and professional services teams of various sizes to achieve instant visibility across their operations, streamline workflows, proactively address potential risks, and enhance overall business outcomes. By aligning with the company’s strategic objectives, organizations can maximize workforce effectiveness, ensuring that teams concentrate on delivering the most critical tasks timely. It facilitates the tracking, management, and prioritization of work requests, guaranteeing that each request automatically encompasses all necessary information for execution. With bi-directional integration with your CRM and custom triggers in place, opportunity details can be effortlessly captured to aid in planning client projects. The platform automates and governs the various phases of the request lifecycle, including submission, scoring, prioritization, routing, and approval, thereby streamlining the pathway for converting requests into actionable projects, tasks, or work items. This comprehensive approach not only boosts efficiency but also fosters a culture of accountability and transparency within the organization.

The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. Planfix’s platform combines task and project management, CRM, sales, marketing, production, logistics, support service, accounting, and HR in one full-featured solution. Data is seamlessly transferred from one team to another - for example, a transaction at the implementation stage becomes a project and then is transferred to support. Planfix is equally well suited for businesses and non-profit organizations, public associations, or any other group of people working towards a common cause. Trusted by 7724 companies, automates business workflows of more than 68 000 users.

Replicon is a cloud-based platform built to manage the complex demands of time tracking, project costing, resource management, and labor compliance, no matter your industry or team size. With intelligent, AI-powered timesheets and an intuitive user interface, Replicon helps you automate time capture, reduce manual effort, and ensure data accuracy across all departments. Whether you're running client-facing projects, internal operations, or hybrid teams across global locations, Replicon provides full visibility into work hours, cost allocation, and task progress. Built-in project costing, configurable workflows, and compliance tools help you manage wage rules, overtime, location-based labor laws, and approval hierarchies with ease. Replicon also includes robust forecasting and reporting features to help managers make informed decisions about staffing, delivery timelines, and project profitability. With integrations for ERP, CRM, and payroll systems, it creates a centralized view of people, projects, and performance. Ideal for operations, HR, IT, finance, and project management teams, Replicon transforms how businesses track time, manage labor, and drive results, with real-time intelligence and automation at its core.

Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing. The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team: so you can deploy resources based on the best match for scope, scheduling, skillsets, and more • Easily amplify institutional knowledge: by turning past experience into real-time intelligence so all your expertise is available to all your people • Confidently forecast every outcome: with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment Not every services firm operates the same way and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business. With over 1,200 prebuilt connectors including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform. That’s why professional services organizations across software, IT services, management consulting, and marketing agencies rely on Kantata to operate with greater precision, predictability, and profitability

Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources. Additional AI-powered features include what if simulations to generate tradeoffs when priorities change and AI-generated project templates (WBS). Whether you are moving from basic spreadsheet project tracking or you have a sophisticated PMO with a complex web of unique business processes, Project Insight has the broad feature set to help you grow as you go. Our onboarding teams are known for being the best in the business and our platform can be fully customized to manage projects and data the way your company needs to.

Save on administrative costs with Nostra's straightforward time tracking and approval system. Users can gain a precise understanding of how their employees allocate their time compared to the plan. This feature provides detailed insights into the company's performance, enabling users to make more strategic decisions for business growth. Our modules include staffing, time tracking, sales pipeline, milestone management, roles tracking and reporting.

Scoro is work management software specifically designed for service businesses that have grown weary of dealing with disjointed systems, unpredictable workloads, and shrinking profit margins. With its powerful features and intuitive interface, Scoro streamlines and optimizes the entire workflow of agencies, consultancies and other professional service businesses, providing them with a unified platform to manage all aspects of their operations. By consolidating essential functions such as project management, time tracking, collaboration, invoicing, and reporting, Scoro eliminates the hassle of switching between different tools and brings coherence to the work process. It enables businesses to gain better control over their projects, allocate resources efficiently, and monitor progress in real-time. Scoro's data-driven insights and analytics empower businesses to make informed decisions, identify areas for improvement, and drive overall growth and profitability.

Combining powerful project management and easily streamlined operations - we’re the only platform built for managing client projects, profitably. Deliver work on time and on budget, eliminate client chaos, and understand profitability in one platform. Teamwork.com's customers track and manage their projects with a suite of integrated solutions such as helpdesk, collaboration, knowledge sharing, and customer relationship management add-ons, enabling Teamwork.com to be the 'one-stop shop' solution for business owners. Teamwork.com is trusted by over 20,000 companies worldwide with a global team of over 350 employees, making project management more straightforward, more efficient, and more impactful with our project planning software, integrated with all the tools you already use.

Productive is a business management tool used by agencies and professional service providers. Productive’s main objective is to provide customers with an all-in-one platform that gives them a complete and real-time view of their business performance. With the Sales Pipeline overview, you can create deal flow and get sales organized. Use the simple time tracker to track your time and collaborate on tasks. Find bottlenecks that are costing you money and consuming your time. Resource Planning features can help you avoid overbooking, burnouts, and collisions. Track Profitability for hourly and fixed price projects. All billing and invoicing for recurring and one-time projects.

Forecast is a comprehensive project and resource management tool that can be expanded to include a wide range of great features. It combines project management, resource planning and team collaboration under one roof. This allows you to use the power of AI for automating administrative tasks. It is a strong alternative to point-based project management solutions in professional service companies. Ideal for companies with 50+ employees who need the entire project portfolio and resource overview in one software. * Project proposals that are more predictable and precise * Improved planning and analysis with Insights and Reporting * AI supports stronger business decisions * Flexible resource management through Task and Project Allocations * Time and Task Management that is efficient * Get actionable insights into project profitability with cost, revenue, and profit updates in real-time

Ravetree is an all-in-one platform built specifically for client service businesses that need advanced project management, budgeting, and billing—far beyond generic tools. Forecast project budgets, track actual spend, and get instant insights into fees, costs, and profitability with powerful visualizations and reports. This clarity helps you make informed decisions and keep projects financially on track. Ravetree’s robust time tracking and billing features offer unmatched flexibility. Create time logs in one click, assign them to projects or clients, and manage approvals with custom workflows. Set up client-specific rate cards with start and end dates for billing accuracy and consistency. Assign multiple team members to the same task—each with their own bill rate, work role, and time estimate—so you accurately reflect every specialist’s unique contribution and cost. Generate invoices directly from approved time logs and expenses, with seamless QuickBooks integration for efficient financial management. Benefit from advanced resource planning, real-time project visibility, and customizable dashboards—eliminating the need for spreadsheets and disconnected tools. With unlimited file storage, secure client portals, and real-time collaboration, Ravetree keeps your team and clients connected and informed throughout every project. Whether you manage creative, digital, or consulting projects, Ravetree is the ideal solution for businesses that need a platform that truly supports their needs and drives client satisfaction.

Emburse is a collection of some of the most trusted and powerful financial automation solutions in the world. Emburse Nexonia is part of our product portfolio. It promises to humanize work while delivering expense and accounts payable solutions for Intacct or NetSuite. Customers choose Nexonia for: - Integrations with ERP's or accounting systems - Quick expense submissions using an easy to use mobile app - Manages complex approval workflows Nexonia's easy-to-use software is fully integrated with ERPs and credit cards. These systems support a variety of businesses and are designed to streamline reporting and approval, improve human resource management, increase operational efficiency, and streamline the reporting and approval process. Organizations like CrossFit, Hamamatsu Corporation and Lufthansa System trust Nexonia.

CrossConcept Continuum is more than traditional PSA solutions. It incorporates cutting-edge UI technology, making it easier to use the solution. This reduces clicks and time spent logging data. CrossConcept Continuum integrates with all major accounting systems, allowing you to seamlessly synchronize your accounting and projects within one unified system. Our innovative PSA solution allows organizations maximize profitability by integrating financial accounting and connecting projects. This allows you to manage all stages and deliver on your promises, from conception to completion. CrossConcept has decades experience in helping service companies automate their processes. CrossConcept has worked with clients ranging in size from a few people to more than thirty thousand. CrossConcept Continuum was born out of real-world experience by the founder and his team. Our solution is a simple but powerful PSA!

Birdview PSA provides professional service organizations with a single source for truth. This results in better visibility at all stages during the service delivery lifecycle. It allows data-driven decisions, collaboration, and increased synchronization at critical handoff points. Birdview PSA provides powerful project management functionality, resource optimization, project accounting, and a powerful set tools for optimizing and monitoring at both the portfolio and project levels. Services organizations can benefit from rich functionality without having to go through a lengthy onboarding process or compromising their budget. This is possible thanks to a more intuitive user interface, seamless integration with ERPs, CRMs, and thousands of other applications.

monday work management is a comprehensive platform designed to help businesses organize, track, and optimize their workflows. It brings projects, tasks, and strategic goals into one unified workspace for better coordination. The platform supports various functions such as project management, resource planning, and business operations. It provides real-time insights into work progress, potential risks, and overall performance. monday work management includes automation tools that streamline repetitive tasks and improve efficiency. It offers customizable dashboards, reports, and workflows to meet specific business requirements. The platform integrates with over 200 applications, enabling seamless collaboration across teams. It is designed to support organizations of all sizes and industries. The system helps teams align their daily work with broader business objectives. It also enhances visibility across departments, improving communication and decision-making. By combining flexibility and automation, monday work management helps businesses increase productivity and operational efficiency.

Acronis Automation is a powerful Professional Services Automation (PSA) solution designed specifically for Managed Service Providers (MSPs) to optimize and streamline their business operations. It includes robust features such as automated billing and invoicing, service desk management, CRM tools, project management, inventory tracking, and KPI reporting. Seamlessly integrating with Acronis' Remote Monitoring and Management (RMM), cybersecurity, and data protection services, it provides a unified platform for managing tickets, automating workflows, and analyzing business performance. This centralized solution reduces manual processes, enhances efficiency, and improves client satisfaction, enabling MSPs to focus on delivering exceptional services and driving growth.

Discover user-friendly software tailored for consultancy firms that enhances CRM and maintains connections effortlessly! With all your relationships displayed in a simple layout, you'll gain valuable insights into ongoing matters while elevating customer service standards. Every interaction with clients is documented, allowing you to save time, acquire knowledge, and optimize processes. Gripp serves as a comprehensive solution that restores clarity within your organization, whether you need to generate flawless quotes instantly, manage project tasks with clarity, or execute effective credit management—all functionalities are at your fingertips with Gripp. Enjoy the freedom to work from any location, at any time! Gripp ensures you retain oversight of your operations, so you can relax during your vacation knowing everything is in check. Additionally, our exceptional helpdesk is ready to assist you; explore our support page for extensive resources, and if further assistance is needed, feel free to reach out via email! Your success is just a click away with Gripp.

VOGSY is an all-in-one CRM and ERP platform for services businesses. We make it easy to set up new countries, track international projects, and connect local finance packages. Unify financials, operations, and delivery across teams, tools, and countries—without replacing your local finance systems. From opportunity to invoice, VOGSY gives you the clarity to grow profitably in every currency and country. Run as many concurrent accounting integrations as you need. VOGSY takes mere minutes to connect Xero in AUD for Australia, Tally in INR for India, Sage in GBP for the UK... Any configuration you need. Connect as many local accounting tools as you need Consolidate key finance data in your base currency Ramp up a new country in minutes, in any currency Comply with local accounting practices with zero fuss Keep costs under control Obtain 100% accuracy in A/R and A/P administration

Enhance your organization’s efficiency, clarity, and adaptability with a robust management framework. Central to this system is time-tracking, which serves as a vital component of effective management solutions. By leveraging time-tracking data, you can optimize resource distribution, assess project financials, and evaluate the efficacy of business processes. Timetta facilitates time tracking through comprehensive timesheets while also offering features like approval workflows and a stopwatch to ensure accurate insights. Importantly, this platform is designed to be user-friendly, avoiding any invasive oversight that may hinder employee autonomy. Timetta specifically tailors its project performance management to meet the unique needs of professional service firms by establishing initial plans for work, revenue, and direct expenses. Furthermore, the resource plans are aligned with role-based requirements, allowing for precise tracking of actual labor costs, expenses, and revenues throughout the project lifecycle. The Profit & Loss statement provides essential insights into project financial health, including forecasts that aid in strategic planning and decision-making. Ultimately, this approach not only streamlines operations but also fosters a culture of transparency and accountability within the organization.

Epicor offers payment processing solutions suitable for all types of businesses, regardless of their size. With Epicor Payment Exchange, you can enjoy comprehensive credit and debit processing capabilities at exceptionally low costs. For businesses that utilize Epicor, the fully integrated Epicor Payment Direct processing system is available. Additionally, mobile solutions enable you to take the point of sale directly to the customer, enhancing convenience. Epicor’s Payment Exchange efficiently manages all essential aspects of accepting card payments, including authorization, settlement, and reporting. By leveraging technology and strong relationships within the industry that support thousands of merchants, Epicor passes on volume discounts to you, ensuring that a larger portion of every sale contributes to your profits. However, the advantages extend beyond just savings; Epicor Payment Exchange provides advanced technology designed to enhance security, simplify compliance, improve customer service, and optimize back-office processes. All of these benefits are standard with Epicor Payment Exchange, making it a comprehensive solution for your payment processing needs. Furthermore, this integration fosters a seamless experience that can adapt to the evolving demands of the market.

Office Timesheets is a versatile web-based time tracking and management software tailored to meet the unique requirements of organizations focused on project work, enabling precise employee time recording and reporting for effective job costing, accounting, and the billing of professional services. In addition to its core capabilities, it offers comprehensive expense tracking features, accommodating various currencies and automated tax calculations. This user-friendly application, which operates entirely online and mimics the functionality of traditional Windows applications through AJAX, allows for easy configuration to suit project costing, client billing, and time and attendance needs. Users benefit from real-time graphical reports that shed light on productivity levels, while email notifications promote timely submission of timesheets. Furthermore, the software includes a customizable approval workflow designed to align with specific business processes, along with flexible billing and invoicing options for multiple clients. Compliance with DCAA regulations ensures that timesheet submissions adhere to necessary guidelines, making it a reliable choice for professional organizations. The combination of these features makes Office Timesheets an essential tool for businesses aiming to optimize their time management and financial tracking.

To compare your plans with reality, forecast the availability of your employees and track their time on projects. A quick overview of your financial and operational performance. To streamline non-billed tasks, bring all parts of your business together and allow you to focus on what is most important: providing high-quality professional services to your clients. Smart algorithms based on tech and soft skills matrix allow you to see who is available and to schedule the most suitable people for existing, planned, or tentative projects in one click. Estimate the phases of a project, report vacancies and manage profitability. You can deliver truly data-driven, profitable results. Employee dashboard and predictive timesheets make it easier for employees to log their work. This data can be used to improve your project. You can estimate costs for both a project and your entire business. Dynamic reports allow you to track all changes in real time.

Experience a comprehensive platform designed for overseeing clients, invoices, projects, proposals, estimates, hours, payments, contractors, and staff all in one place. This solution is ideal for attracting clients while optimizing your time and efficiency. Clientary serves as an all-in-one professional services automation tool that addresses the complete needs of your business. With our assistance, countless freelancers, agencies, and companies have successfully streamlined their client management processes. Say goodbye to the hassle of dealing with disparate documents, templates, and applications. We facilitate the entire client lifecycle, from initial proposals and estimates to tracking time, generating invoices, and processing payments, ensuring you and your team have all necessary resources centralized. Initiate your client relationships effectively with tailored proposals and contracts, and easily gather signatures directly through Clientary. Invoices can be generated automatically based on billable work or estimates, simplifying your billing process. Collect payments seamlessly through multiple methods, including credit cards, ACH, or offline options. Monitor time and delegate staff tasks efficiently while also planning for future workload. With features that manage projects, budgets, deadlines, and varying rates, your organization can thrive like never before. This integrated approach will transform how you manage your business relationships and operations.

Avaza is an innovative cloud-based tool designed to enhance professional services automation, facilitating seamless project collaboration, efficient resource scheduling, comprehensive time and expense tracking, retainer management, and streamlined invoicing processes. This platform is widely relied upon by various teams across different sectors, as it consolidates vital business operations into a singular, effective solution. By offering an integrated all-in-one platform, Avaza eliminates the complications associated with having multiple subscriptions and redundant workflows. Its combination of project management, financial oversight, and retainer management equips businesses with immediate access to insights regarding project profitability, employee utilization, and retainer performance, all within a cohesive framework. The retainer management feature stands out by automating payment processes and applying credits for completed tasks, which fosters smooth billing practices, optimal resource distribution, and enhanced transparency throughout client engagements. Furthermore, Avaza is accessible on desktop, tablet, and mobile devices, granting organizations the ability to manage operations flexibly and efficiently from anywhere, thereby boosting productivity and collaboration among team members.

SQUAVA is a time-tracking, project management, accounting, and forecasting tool for professional service firms. It combines all of your business's day-to-day operations in one online, outof-the-box software. SQUAVA's intelligent workflows and features make it easy to focus on the important tasks that will build your business and make money. You can answer difficult questions such as: When should I hire? How much work do I have? Our simple pricing plan scales with you business and easily pays off with the time and money that you save. We train and onboard our customers without any upfront costs. You pay monthly, just like your cash flow. SQUAVA is the software that you've been searching for to manage your business. It's amazing!

Stafiz, a cloud-based software, allows you to manage service activities and staffing, as well as invoice projects. - One software that simplifies business management and forecasting. - Data is more reliable, available in real-time, visibility is increased tenfold. - Forecast the utilization rate and plan for your team's capacity. - Real-time monitoring of financial forecasts and project progress. - Track your margins to improve profitability. - Identify potential opportunities and profile requirements. - Incorporate opportunities into the forecast. - Search profiles by role, experience, and skills.

Comprehensive business management software designed for your entire organization. While many solutions provide project management tools, it's essential to consider how these projects integrate with the broader team dynamics. Projectworks equips every member of your services firm—from project managers and executives to finance personnel—with essential tools. Gain insights into team resource allocation to enhance scheduling, monitor project progress, and manage budgets effectively. This platform centralizes the administration of timesheets, time-off requests, and performance evaluations for your workforce. With cross-project visibility, you can project revenue accurately, assess recoverability, and streamline invoicing processes. Additionally, you can manage resources on an individual basis, allowing you to track each team member's workload. Improved project scheduling is achievable as you can identify who is at capacity, who has extra bandwidth, and when a project can slot into your overall workflow, ensuring optimized operational efficiency. By leveraging these functionalities, your company can foster collaboration and productivity across all departments.

Alert is a comprehensive business management solution tailored to address the operational and management requirements of IT product and service firms, as well as corporate IT divisions. This system significantly enhances essential IT business processes, leading to improved profitability and overall performance. One of Alert's key advantages is its ability to manage Projects, Resources, Time, and ad hoc Support demands in real-time. It offers an all-encompassing system that oversees the complete project life cycle, from the initial customer inquiry through to delivery and billing processes. At the core of Alert's functionality are the projects, orchestrating all related activities, whether primary or supportive. Additionally, Alert can be implemented as an enterprise-wide system that efficiently handles multiple, distinct companies or as a solution for a single organization. Notably, Alert supports multi-currency transactions, enabling each company to operate using its preferred local currency while engaging with clients in various foreign currencies. This flexibility ensures that businesses can cater to a global audience without financial constraints. Furthermore, with its robust features, Alert empowers organizations to streamline workflows and optimize resource allocation across different projects.

Empire SUITE offers innovative cloud-based software solutions designed to streamline and enhance your essential workflows, ensuring they are simple, seamless, and intelligent. As a premier provider, Empire SUITE boosts operational efficiency and clarity, enabling businesses to maintain their productivity and keep their projects on track while fostering employee satisfaction. Our comprehensive suite of products is relied upon by organizations globally, and our users have successfully logged over 125 million hours and processed invoices exceeding $50 billion. Recognized with a five-star rating from CPA Practice Advisor, Empire SUITE stands out as a top-tier software choice for time, expense, and resource management across various sectors worldwide. Our solutions for employee planning, productivity, and forecasting empower companies to achieve greater transparency and efficiency, allowing teams to focus on high-value objectives through optimized scheduling and streamlined time and expense reporting. By choosing Empire SUITE, businesses not only enhance their operational capabilities but also create a more engaged and satisfied workforce.

Ruddr serves as a contemporary platform tailored for professional services, specifically designed for small to medium-sized teams. It systematically collects vital operational metrics concerning clients, projects, budgets, tasks, time, expenses, and invoices. Through its detailed reports and key performance indicators, users gain valuable insights into crucial metrics such as revenue, service margins, realization rates, and utilization rates. Ruddr boasts a rich array of integrated functionalities that enable seamless management of professional services operations, eliminating common frustrations. Users can oversee all clients and projects within a single interface, making it easier to monitor essential performance indicators on individual project dashboards. Time tracking is made simple with options for day, week, month, or list views, allowing for flexibility in how time is recorded. Project managers can swiftly authorize time and expenses, ensuring smooth workflow. Users can also develop comprehensive budgets by consolidating tasks associated with each project and monitor real-time progress against these budgets throughout the duration of the project. Additionally, generating reports on key operational data is straightforward, facilitating thorough evaluations of hours worked, expenses incurred, utilization rates, and more. This all-in-one approach ensures that teams can focus on delivering quality services while maintaining efficient operational oversight.

EPM monitors various aspects of projects, including plans, progress, budgets, costs, risks, milestones, and more. In contrast, PMO serves as a comprehensive software tool that aids in managing administrative tasks and generating reports within intricate PMO settings, automatically generating executive summaries based on the data inputted by project managers. Meanwhile, ITSM caters specifically to the requirements of IT departments and service providers, aligning with ITIL V3 best practices. Additionally, PSA provides a unified solution for businesses that aim to monitor and bill for professional services rendered to their clients, while also facilitating the tracking of timesheets associated with both project work and support services. This integration streamlines operations and enhances the efficiency of service management for organizations.

Enhance your customer-focused strategies while gaining valuable insights through our innovative CRM platform. Epicor CRM equips you with the necessary data and control to ensure a superior customer experience at every interaction. With Kinetic, the newly branded Epicor ERP, advanced collaboration features link employees, departments, and supply chain partners, enabling your organization to respond more swiftly and effectively. This powerful CRM solution helps accelerate supply chain operations, allowing you to stay competitive on a global scale. By improving coordination from raw materials to finished goods, you can effectively reduce costs and boost profitability. Furthermore, a data-driven approach to customer experience will ensure that your clients' expectations for accuracy, inventory management, product delivery, and service are consistently met. Additionally, our web-based solutions are tailored specifically for customer retention in the automotive service sector, ensuring sustained engagement and loyalty.

Consolidate your data and gain actionable insights all in one platform. Brighter PSA is designed to enhance profitability for organizations ranging from 1 to 1000 employees. This cloud-based management software integrates time tracking, expense management, budgeting, and pipeline analysis into a single solution. Utilize our return-on-investment (ROI) calculator to discover the potential benefits Brighter PSA can offer your business; we provide estimates on both financial gains and time savings based on a few key details about your operations. Brighter PSA seamlessly combines your timesheets, expenses, sales pipeline, job budgets, forecasts, and resource allocation. This comprehensive approach grants you an exceptional overview of your current business status and future direction. For instance, our pipeline dashboard can indicate whether you are on track to meet your annual targets. To illustrate just how straightforward the process can be, we offer a personalized online demonstration to guide you through the features. Engaging with Brighter PSA could significantly transform how you manage your organization’s resources and strategies.

Predikt AI allows professional service companies to manage all aspects of their business, from proposals to billing, and maximize revenue. Predikt AI's proprietary automation and prediction capabilities make it easy to scale your service business.

Our aim is to create a significant impact not just in how we deliver services, but also through the development of groundbreaking products and innovative methodologies that pave the way for enhanced business performance. Governance.Business serves as a comprehensive solution intended to assist companies in the governance and management of their strategies, objectives, priorities, processes, and personnel involved in strategy planning and execution, encompassing everything from portfolio management to project execution and resource optimization. This integrated platform is designed to provide a complete suite of governance capabilities to facilitate the planning and execution of an organization’s strategic initiatives. We offer various demonstrations so that you can explore our solution, and if it resonates with you, feel free to request a complimentary 15-day trial demo. The creation of Governance.Business is the culmination of extensive research and practical experience gained from implementations across various industry sectors. Our mission was to develop a solution that is enterprise-focused, highly efficient, and effective, while also enhancing the user experience to ensure seamless adoption. Ultimately, we believe that our platform will empower organizations to achieve their strategic goals more effectively than ever before.

DRIVING RESOURCE, SCHEDULING, AND TIME TRACKING FOR SOME WORLD'S MOST SMART COMPANIES. Hub Planner combines transparent Resource Scheduling and Timesheets with Vacation Management, Resource Requesting and Project Management. It is a simple, intuitive, and smartly designed software that makes planning easy. Hub Planner gives you the best view of your resource management team and resources. Hub Planner's interactive drag-and-drop Scheduler allows you to quickly view the availability and utilization of resources and to schedule your team for projects. Timesheets can empower your team. You can gain valuable insight into your team's performance by comparing the actual time reported via Timesheets to the forecasted time via resource scheduler. You can download, share, and view real-time analytics for all your projects and resources. The dashboard makes resource management easy by allowing you to monitor real-time resource and project performance. Capacity Planning Schedule by Custom Fields Pipeline Planning Resource Allocation Project, Budget, Billing Management Assign Tasks & Categories Request & Approval Workflows Timesheets, Tracking & Approval Dashboard Report Builder & Templates Audit Log, UAM 30 Day Trial

Klient offers a complete suite of professional services automation, including services proposals and CPQ, project and collaboration management, time & expense management, resource management, billing and revenue recognition. Klient PSA (formerly Krow), is a tool that transforms client delivery. It provides a single, unified solution for companies and services teams. It also provides the most connected and collaborative platform to customer success. Klient PSA was built 100% natively on Salesforce. It is designed with customers in mind, allowing project teams to work with customers from sales to service delivery. Klient offers a complete professional service automation suite, including services proposals and CPQ, project and collaboration management, resource management, billing and revenue recognition.

BigTime is an online time and billing system that professionals use. BigTime allows firms to use time and expense tracking tools as well as WIP management, billing, invoicing, task management tools and many other features in one platform. BigTime, which is cloud-based and has an intuitive interface, bundles industry best practices and operational know-how into a user-friendly app that runs on any desktop or mobile device. BigTime integrates with top productivity apps like Zapier, Lacerte and Slack. From project creation to client payments, BigTime streamlines firm operations with intuitive budgeting, project management, and invoicing solutions that can be configured to automate even the most complex scenarios.

Dinvy Ascent was designed to help you transition to online time entry and billing now, and to allow you to add advanced features such as estimating, planning, and customizations, as you grow. Data capture helps you run your business more efficiently. Dinvy Ascent displays your data quickly and in a way that is valuable, where you need it. Dashboards consolidate key indicators of performance for easy consumption on Executive, Account and Project pages. Custom Reports are available to be delivered directly to your inbox at the time you need them. Our architecture is focused on scalability, customization and flexibility. Dinvy Ascent allows you to customize the user experience and add new features or feature flags based on your changing business needs. What that means is that you have to adapt to the limitations of your software or pay for features which your team members do not need.

iBE.net offers a comprehensive software solution tailored for professional services organizations. Accessible via both web and mobile applications for an affordable monthly subscription, iBE.net enables firms to enhance their operations from the initial lead through to payment collection. This platform is packed with a wide array of functionalities such as time tracking, project financial management, invoicing, human resources, customer relationship management, resource allocation, workflow management, integration with Quickbooks, and robust reporting tools. Additionally, iBE.net provides valuable insights that help firms optimize their performance and improve their overall efficiency.

AccountSight serves as a cloud-based Professional Services Automation (PSA) tool tailored to assist startups and expanding businesses. Its notable features encompass project management applications, time and expense tracking, as well as billing and invoicing capabilities. Users benefit from the convenience of automatically linking timesheets and expense receipts to project invoices, in addition to having tools for project planning, forecasting, and scheduling at their disposal. The platform efficiently monitors the discrepancies between planned and actual costs, alongside comparing scheduled hours with the actual time invested in projects. Furthermore, administrators are empowered to generate project estimates, forecast budgets, submit bids, and seamlessly convert estimates into invoices. To enhance accessibility, AccountSight also offers mobile applications compatible with both Android and iOS platforms, ensuring users can manage their projects on the go. Overall, this comprehensive solution is designed to streamline operations and foster growth for its users.

CMap removes the frustration associated with managing numerous spreadsheets and fragmented software solutions. You will find that all your essential data and tools are now integrated into a single, user-friendly platform. Companies in the professional services sector possess distinct characteristics; they typically lack dedicated sales teams focused solely on generating new business. Instead, professionals who are well-versed in service delivery juggle multiple responsibilities. The methods used for job costing can differ significantly among various professional service providers, including architects, accountants, consultants, and agencies, each presenting unique quoting practices. The real challenge with many resourcing software systems lies not in the initial setup of data but in the ongoing management of inevitable changes. With automated timesheet and expense data, you receive real-time insights into your budget versus actual performance across all projects, allowing for timely adjustments and informed decision-making. This streamlined approach helps mitigate the chaos often associated with project management in the professional services arena.

Octayne PSA is a comprehensive platform that automates time and expense data collection, approvals, and invoicing, designed specifically for professional services organizations. Integrating with widely used tools like Microsoft Outlook, Google Calendar, and Jira, it automatically captures scheduled meetings and tasks to create accurate time records without manual input. The platform leverages AI to convert project notes into detailed time entries, speeding up billing and ensuring accuracy. Octayne PSA also provides real-time analytics through digital dashboards and exportable reports to monitor project performance and financial health. It serves a range of professional sectors including technology service providers, management consultants, marketing agencies, IT teams, accounting firms, and law offices. By unifying time tracking, expense management, and billing, Octayne PSA eliminates tool sprawl and reduces manual workload. Its AI-driven features help accelerate invoice cycles and improve compliance. This enables organizations to increase efficiency, reduce administrative burdens, and focus on client delivery.

Kaseya BMS is a comprehensive PSA platform that modernizes IT service delivery by automating complex workflows and consolidating business processes into one intuitive interface. It features AI-powered service desk capabilities that quickly resolve tickets with smart writing assistance and auto-suggested documentation, boosting technician productivity by 25%. The software also automates billing cycles to eliminate errors and accelerate invoice processing, supporting various billing types including time-tracked, recurring, and project-based invoices. Designed to enhance team collaboration and customer satisfaction, Kaseya BMS integrates seamlessly with existing business tools to ensure a unified, efficient workflow across IT operations.

Epicor iScala presents a cost-effective yet robust suite of business solutions tailored for small to mid-sized enterprises, catering to both local and global markets. Its ease of replication makes it a valuable asset for large multinational corporations seeking a comprehensive, integrated ERP system across multiple locations. The latest iteration of Epicor iScala ERP brings notable enhancements aimed at enhancing user experience, expanding capabilities, and delivering greater value. It significantly strengthens security measures while offering a more user-friendly interface that can be customized to meet the needs of individual users, teams, or entire organizations. Additionally, it introduces an innovative mobile application compatible with Google Android and Apple iOS, designed to streamline and automate essential warehouse operations, with plans for additional applications in the pipeline. Moreover, substantial improvements have been made in areas such as Financial Management and Service and Contract Management, ensuring a more efficient overall experience for users. This comprehensive update positions Epicor iScala as a leading choice for businesses seeking to optimize their operational efficiency.