Best Project Accounting Software for Salesforce

The Kantata Professional Services Cloud, formerly known as the Mavenlink Industry Cloud for Professional Services, is an incredibly powerful collection of operational management and resource optimization, business insight, integration, workflow automation functionality, and workflow optimization functionality that optimizes resources. It also enhances operational performance. This resource-first architecture allows services businesses to have the best team possible and monitor progress against budgets and timelines so that projects run smoothly, predictably and profitably. The Kantata Professional Services Cloud is purpose-built to help agencies and professional services organizations with 50 to 5000+ employees. Kantata is your business's heart. Kantata was designed to address the challenges you face in resource management every day. Kantata's resource optimization functionality leverages operations management science, advanced algorithms and analytics to solve previously unsolvable business problems.

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.

Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. The software automates key financial processes, enhancing efficiency and accuracy. Sage Intacct provides real-time financial insights through intuitive and customizable dashboards, enabling data-driven decision-making. Seamlessly integrating with various business applications, Sage Intacct ensures a unified view of operations, enhancing data consistency and collaboration across departments. Its robust reporting and analytics tools allow users to generate detailed financial statements, track key performance indicators, and gain deep insights into financial performance. Sage Intacct is scalable, reliable, and trusted by thousands of organizations worldwide. It supports complex organizational structures with multi-entity management, facilitating seamless consolidations and inter-entity transactions. The cloud-based platform ensures continuous innovation, keeping your financial management tools up-to-date. With award-winning customer support, Sage Intacct empowers businesses to streamline

Our vision is to End Month End. For nearly 30 years, Multiview has been proudly advancing corporate finance and back-office operations alongside our clients so they can spend more time focusing on their business. Corporate Finance and accounting have been leveraged as a way to discuss past performance. There is value in that. We believe, however, there is even more value if you can leverage that information not only monthly, quarterly, or annually, but daily to drive results and decisions with the information. Not talk about the results after it is too late to do something about it. The power of data control is at the hands of the CFO or centralized in an organization is you can share it throughout the company. Trusting the information you’re making decisions on is incredibly important. Ultimately, the finance team’s job is to tell stories. Tell the stories about what is actually going on within an organization, and support the story with accurate, timely data. Join us on our vision to End Month End, and help your organization Stop Chasing Numbers. Start Using them.

Best-in-Class Business and Industry Functionality: Propel your business forward with accurate data collection, robust financial analyses, and precise forecasting capabilities. Acumatica Cloud ERP serves as a centralized data repository, gathering information from every department under a single pane of glass. So, all business processes are clearly organized and authorized employees have access to the same, real-time data—anytime, anywhere, from any web-enabled device. Acumatica is the only business management solution designed for the unique and evolving needs of growing midmarket companies, enabling its customers to put their customers’ success at the heart of all operations. Its future-proof platform drives value and provides the flexibility, efficiency, and remote collaboration capabilities modern businesses need. Enjoy automation without complexity, compliance without rigidity, and continuous improvement without unpredictability.

FreshBooks makes billing and invoicing for small businesses easy. Freshbooks is a top-rated accounting and invoice software for self-employed professionals as well as small businesses. It makes it easy to invoicing and billing so that companies can concentrate on the work they love. It has a wide range of powerful features, including expense tracking, time tracking and payment processing. The Freshworks mobile app allows users to work from anywhere using Freshbooks.

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.

Optimize services delivery to maximize revenue. Align sales, services, and success teams on Salesforce. Customer onboarding is the first step to customer success. Salesforce offers a variety of playbooks that can be used to help customers onboard faster. You can mobilize teams quickly, schedule resources, and make better use your capacity. Forecast, track, and forecast the time and usage of your team. Precursive PSA provides complete visibility across all employees and professional services to improve operational performance, 100% natively Salesforce.

Progressus powered by Microsoft Dynamics 365 Business Central is designed for small- and medium-sized professional service firms. It helps you plan for profitability right from the beginning. Profit requires the perfect combination of planning and execution, from allocating resources to tracking every dollar spent. Progressus for Microsoft Dynamics 365 Business Central Professional Services Management Software provides everything you need to make profitability a priority. Track, view and analyze your costs easily. Instant expense visibility before the end a financial period. Record inventory and items against a project. Access information in simple-to-view dashboards and reports. Unlimited budget revisions. Budget generic resources to be used as placeholders. Copy budgets from other projects. Register material consumption directly on the project. Compare the budget details to the task level. Outlook integration, CRM functionality, as well as simple-to-use workflows, can be used to empower teams.

NetSuite OpenAir, a popular cloud solution software for companies, is one of the most used. It allows users to manage project accounting, timesheets and expense management all from one program. NetSuite OpenAir, which has over 1,500 clients is the most popular cloud solution for service companies. Its professional services can help customers customize NetSuite to their specific requirements. This will give them a platform to grow and improve their business.