# Financial Management Cloud Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Financial Management Cloud the right Enterprise Resource Planning solution for you? Explore 55 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/117310/FinancialForce-Professional-Services-Automation-PSA/reviews --- Financial Management Cloud 4.2 (55) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Financial Management Cloud Ease of use 3.8 Customer Service 4.1 ## Pros and Cons in Reviews CP Courtney P Finance Operations ManagerInformation Technology and Services, 201 - 500 employeesUsed the software for: More than 2 years. “We also like how much quicker we are able to invoice every single month, as we well as how easy the system is to use.“ January 3, 2024 Mohamed G Paid Search ManagerMarketing and Advertising, 1,001 - 5,000 employeesUsed the software for: 6-12 months. “It won't let you save if you add an empty time card“ March 15, 2022 Lauren G Lead Product OwnerComputer Software, 51 - 200 employeesUsed the software for: More than 2 years. “Very frankly, I hate this tool and very much regret being part of the team that selected it.“ September 9, 2021 ## Showing most helpful reviews Showing 1-25 of 55 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Mohamed G. Paid Search Manager Marketing and Advertising Used the software for: 6-12 months ### "Best time tracking too I ever used in an agency" March 15, 2022 5.0 Pros Copying rows from the previous week and seeing all project assignments under the time cards makes it easy to get the project codes Cons It won't let you save if you add an empty time card Review Source CP Courtney P. Finance Operations Manager Information Technology and Services Used the software for: 2+ years ### "Automation, Scalability, and Integration" January 3, 2024 5.0 Delightful. I have integrated this system 2x, and would highly recommend it for any organization, especially if you are using Salesforce! Pros We love that it is integrated into Salesforce seamlessly. We also like how much quicker we are able to invoice every single month, as we well as how easy the system is to use. Cons There are many ways to complete the same task. This can be confusing to users when they are first using the system. While for audit trail purposes we can appreciate why posted transactions can not be modified, this has caused a lot of work when items do need to be amended as we basically need to create a reverse item, and then redo the original item properly. Switched from [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) We needed an enterprise solution that could handle our business scale. Review Source SC Simon C. Senior Project Manager Used the software for: 6-12 months ### "If it had a face I would punch it... repeatedly... until it was bleeding!" July 18, 2018 2.0 See my review! Pros Lots of tools in the toolbag. There is no doubt this product has lots of features and can help businesses cover many of a project management office's needs including project reporting and planning; timecard entry and management and status reporting. It is a matrix organisation's wet dream giving lots of opportunities for different horizontals and verticals to organise and crunch the data in their own specific ways. Custom reports are good and I like the dashboards if you can find enough data fields to actually drive what you need. Cons This product is so infuriating to work with for any length of time. I use this as both Project Manager and a user. It has just enough functionality to make you hopeful you can do what you need and then crushes that hope. Here is a quick run of the major (dis)functions: 1. It uses a web browser - chrome is just about OK, Firefox works in some parts but not others, Internet Explorer does not work. Because it uses a browser it is easy for IT departments to deploy (i.e. cheap) and is a dreadful experience to use. 2. Timecard entry is for a complete week and requires comments for each project/task/day combination. It is not a bad solution but is not great either. 3. The creators seem to push the idea of having resource managers in your business requiring project managers to create resource requests which then lead to assignments on projects. Whilst there is nothing inherently wrong with this requires so many more steps (and people) than is necessary, which introduces complexity and delays. 4. The Project Task Gantt view is the fibrillating heart of the tool and is so annoying I find it hard to get the words out. There is no useful integration with MS Project so you are forced to gouge away trying to use the functionality. You need to save constantly, the view of the tasks jumps backwards in time so you lose your focus, the task tree expands every time you save. In short it is SO frustrating to work with. Save yourself this nightmare - run Forest run! Review Source VR Verified Reviewer Senior production artist Marketing and Advertising Used the software for: 1-2 years ### "Financial Force worth the time" May 31, 2022 4.0 I'm learning to like it, but my use is a lot less detailed that my managers and project managers. Pros I use this application mostly to enter my time per project per day and the occasional expense report. For me it gets the job done, but it requires a good bit of training and a lot of communication and organization from my project managers. Cons It seemed to take forever to get up and running the system was not intuitive. And still I have to be in constant communication with my project managers to make sure I have access to the jobs I am assigned. Review Source VR Verified Reviewer Project Manager Computer Software Used the software for: 2+ years ### "FinancialForce Helped Streamline My Billing Process " November 20, 2018 4.0 FF PSA allowed me to create and bill projects from the quotes and opportunities from our sales team, it helped combine multiple processes that existed before. Pros I like that FF allowed me to bill directly from projects we created in Salesforce. Previously we had separate systems and it was time consuming. I also like that we are able to customize our project fields and opportunities. I also use the report creating tool a lot. Cons I sometimes have limitations with specific auto calculations it runs, but they are few at this point. Review Source VR Verified Reviewer Lead Product Owner Computer Software Used the software for: 2+ years ### "Not what we thought it was going to be" September 9, 2021 3.0 Very frankly, I hate this tool and very much regret being part of the team that selected it. Pros Once this tool is totally set up the reporting it offers is quite robust and gives you an instant glance into figures that used to take hours to curate. Cons I was helping lead on selecting a PSA tool 3 years ago now and Financial Force offered everything we needed based on the demo we received. Project setup and Casting was supposed to be simple and offer easy visibility of what everyone was doing when as well as what resources were available when. Getting to all of that however has been an incredibly complex and frustrating journey and one we are still on. Our users hate the user experience and we have poured so much time and money into this tool that we feel like we need to continue for fear of just repeating with another tool. Building workflows is very complex, user administration is very complex, generating reports is very complex. The whole tool is simply not user friendly. Switched from [Resource Management](https://www.capterra.com/p/231304/10-000ft/) Needed more functionality Review Source VR Verified Reviewer Business Systems Analyst Computer Networking Used the software for: 2+ years ### "Great for Professional Services/Project tracking" November 21, 2018 4.0 Pros Project Management features are great. Billing and financials tracking too. Cons Configuration and setup seem convoluted and can be difficult to understand at times. Review Source VR Verified Reviewer Manager, Customer Success Operations E-Learning Used the software for: 2+ years ### "Depends on your needs" November 27, 2018 3.0 Pros Although I do not love the user interface, Financialforce works consistently. Cons It's complicated and lacks basic project management functionality. Review Source Nolan M. Board Of Trustees Consumer Services Used the software for: 6-12 months ### "FinancialForce Professional Services Automation (PSA) Review" November 20, 2018 4.0 Pros This tool has helped our company get important data that we need. Cons This software can be very hard to use and to get the proper configurations unless you hire a specialist or have somebody with experience. Review Source Emily P. Tax Associate Accounting Used the software for: Less than 6 months ### "Customized Software" February 19, 2019 5.0 Pros The software is customized to your companies needs and so you can track your projects using whatever metrics you need. Cons The accompanying app has issues. However, I've been told a new app is in progress. Review Source GN Gabriel N. Designer Marketing and Advertising Used the software for: 6-12 months ### "Easy to use for the one who knows it. " November 30, 2018 5.0 I think this software can get intuitive if it's designed right by management. The options are endless so anyone can build it to be as simple or complex as you want. Pros I like the fact that its customization is very granular, we are in the process to adapt it to our business and we learn about more and more options that make the automation of processes much easier. Cons In general I have had many issues where project deadlines are directly linked to the projects a resource can add to their time cards. I have had many situations where after the project is over, a client requests changes, and I cannot add work hours to my time entry because the project does not show in my selection. Worse part is I have to track the PM to tell them the situation in order have them help you. And that is a bit of a process as well. Review Source VR Verified Reviewer Senior Business Intelligence Engineer Internet Used the software for: 6-12 months ### "Hard to find things, inaccurate historic tax representation" November 20, 2018 3.0 Pros It stores most historic info accurately. Cons Its a little hard to find stuff. The historic tax burden is not represented correctly. It only reflects the latest tax rate for your stub. Review Source YE Yoana E. Manager Arts and Crafts Used the software for: 6-12 months ### "Great Service Automation!" March 29, 2020 4.0 Great product, with a bit of a learning curve but overall easy to set up. Pros It's very easy to learn - with clean interface and powerful tools, you can quickly start utilizing FinancialForce in just a couple of days! Cons The only issue we had with FinancialForce was with integrating our revenue reports. Took a bit of time to set it up, however, once done, everything works great. Review Source VR Verified Reviewer Professional Services Engineer Information Technology and Services Used the software for: Less than 6 months ### "One Satisfied User" November 27, 2018 5.0 Pros This tool has revolutionized how our organization handles Professional Services. From giving a single pane of glass, to simplifying processes. Cons There is certainly a learning curve, and it took our administrative team some time to get the permissions right for our users. Review Source VR Verified Reviewer Senior Online Marketing Analyst, Demand Generation Internet Used the software for: Less than 6 months ### "Best PSA for Salesforce Users" November 28, 2018 4.0 FinancialForce PSA is essential for our business to run the services department. Pros Easily connects our professional services teams with projects and customers in one place. FinancialForce is built natively on the Salesforce Platform so everything is connected. Has everything we need for a PSA tool with an amazing support team. Cons With so many features and flexibility in the software, the best options to do something isn’t always clear. Review Source KE Kate E. Used the software for: ### "FFPSA - complicated to set up and admin" October 5, 2016 4.0 implementation was more difficult than expected. Installed 111 custom objects into my org - including the whole FF ERP, even though I'm only using PSA Review Source MA Mohit A. Senior Consultant Computer Software Used the software for: 1-2 years ### "good" December 31, 2018 5.0 Pros Software is awesome and help you in automation Cons nothing in specific which was not of great use Review Source AS Aniket S. Senior Consultant Information Technology and Services Used the software for: Less than 6 months ### "FF review" November 27, 2018 5.0 Pros Good features in the financial force software Cons Lack of proper support while dealing with issues Review Source WM William M. Owner/Founder Used the software for: ### "More than I need Human Capital Management Software" December 1, 2011 4.0 I would say if you are a small or medium business and you have no idea what an HR department or IT department looks like, then you need Vana Human Capital Management. If you have employees and you want to increase performance, this solution is complete. HR departments will thank you, you will save time and headaches. This made our performance reviews a dream. The social collaboration is new to us and has become the center of our corporate universe. you will be overwhelmed so just be warned the Quick Start Implementation will appeal to you, but I encourage you to just get the next level up so the team at VanaWorkforce.com will do all the work for you. Just get it. Oh yeah, since it is on force.com it makes integration with CRM and other force.com products a single click of the mouse and has single sign-on, super cool. Patrick. Pros The user interface is excellent. If you know Salesforce.com CRM then you will inherently know how to use Vana HCM. WOW! No training required. Great future vision product, it has more than I need to manage my team, recruit and track people, leave, benefits, compensation, performance and more. Even better I LOVE the Social Collaboration tool. It keeps my employees working and collaborating in the solution and not of facebook or twitter. Also love the collaboration on goals, initiatives, performance reviews and projects. Top it off the library was an added bonus, since I can store and share corporate documents and even education materials as part of the solution (free) and have my team collaborate with others on these and track it in the learning management. Overall: over the top! Thank you. Cons There is almost too much to learn. The overwhelm is consuming. I wish I had the ability to configure everything that is delivered. Knowing where to start was a bit daunting, thank goodness they did the first series of configurations to launch the product and provided me with an easy to use Getting Started Guide so my team could calm down and get started 1...2...3 Learning to use the system most effectively was a challenge, but I think we finally got it. It may have been more of a resistance to change, rather than a solution problem. It took a while to adopt it as a company, but we are all on the same page now and it ROCKS! The Social Org Chart was a bit of a challenge to set up, but easy to re-org and fix with a little help and is now AWESOME! Review Source ES Emily S. Director of Services Information Technology and Services Used the software for: 2+ years ### "Robust app with tons of functionality, requires major investment" September 1, 2017 4.0 Sometimes FinancialForce feels like a bit of overkill for our small business, but the functionality is unmatched, especially if you are a Salesforce shop. We have become significantly more efficient in our staffing since adopting FinancialForce, and maximizing our billable utilization rates is worth the investment. Pros Being a Salesforce app, integration between Opportunities and Projects is seamless, minimizing data entry and enabling robust reporting. Another huge benefit of this is that it's easy to customize the tool to your needs and automate processes. The resource planner is fantastic, very detailed and easy to use. Cons There are a ton of features that are overkill for our organization, but we can't disable or get rid of them. Some of these features generate a huge number of records that is starting to drive up our data storage costs. The learning curve is also steep, it took at least a year for us to really be using the tool smoothly and figure out what tweaks we needed to make to make the tool work well for us. Review Source VR Verified Reviewer Senior Director of Professional Services, NA & LATAM Computer Software Used the software for: 6-12 months ### "FinancialForce helps me manage my business!" December 14, 2018 4.0 Pros FinancialForce is fairly easy to use but you definitely need to have an admin who is savvy with FF & SFDC. Once it is setup how you need it, it is fabulous. Reporting can be challenging at times hence the need for a savvy system admin. Cons The need to export things to Excel for extensive reporting and develop pivot tables to get full data analysis. This is really not just a FinancialForce limitation as we had to do this with other tools we have used. Review Source RN Regina N. Solutions Consulting Manager Computer Software Used the software for: 2+ years ### "Powerful, but not always in the right places" November 27, 2018 4.0 Pros Integrates with SalesForce and NetSuite. Allows resource planning, revenue recognition, and forecasting in one place. Cons Project planning is rudimentary (Gantt only). No good options for sharing project info with people outside of our organization without extra licenses. Process-heavy features are not a great fit for our organization's culture. Review Source NR Nick R. Consultant Information Technology and Services Used the software for: 2+ years ### "PSA has some great features and is built on Salesforce!" November 13, 2019 5.0 Pros The fact it is built on Salesforce and has direct integration to CRM/Sales Cloud. Timesheet entry and expenses are pretty good. Cons Support is very poor, take a long time to respond and Level 1 support team could have more knowledge. Implementation is very complicated and would almost be impossible without professional services. Review Source VR Verified Reviewer Managed Services Consultant Computer Software Used the software for: 6-12 months ### "Thumbs up to FinancialForce" November 30, 2018 5.0 Pros This software is so much better than the previous software we used in the past. Its simple and easy to access and review reporting. Cons I don't like that with using a MAC I have to expand the screen to sumbit things. Review Source VR Verified Reviewer Project Manager Information Technology and Services Used the software for: Less than 6 months ### "Amazing Features" November 30, 2018 4.0 We are using our PSA for time reporting. There are so many additional features like resource requests, project scheduling, and overall project management that we are beginning to explore. We are also setting up our skills management module this quarter, which will allow us to improve utilization within our team. Pros I appreciate how PSA links with SalesForce and our customer support modules. As a "superuser" I have all the information that I need at my fingertips. I can address questions from different teams (i.e., sales, support, consultants). I also have files and supporting documentation at a click of a button. Cons The software isn't very intuitive and can't be installed out of the box and utilized in a day. It takes a few weeks to get accustomed to the functionality, but can take months to explore all of the features. They do have an AMAZING support community. I found that have a relationship with the customer success manager to be most helpful. Review Source Similar Products Featured