--- title: "Professional Services Cloud Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Professional Services Cloud Software - reviews, pricing plans, popular comparisons to other Professional Services Automation products and more." source_url: "https://www.capterra.com/p/99830/Professional-Services-Cloud/" page_type: "product" language: "en" publication_date: "2026-11-09" --- # Professional Services Cloud Software Review 2026: Features, Integrations, Pros & Cons Last updated on November 9, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Professional Services Cloud ## What is Professional Services Cloud? Gain unprecedented visibility into your business across services sales, service delivery and finance by putting your customer at the center of everything you do with Professional Services Automation software from Certinia. With Certinia PS Cloud you can easily manage teams across your entire organization. Schedule the right people, with the right skills, for the right projects at the right time and optimize the deployment of your people. ## What is Professional Services Cloud used for? [Professional Services Automation](https://www.capterra.com/professional-services-automation-software/)[Resource Management](https://www.capterra.com/resource-management-software/)[Enterprise Resource Planning](https://www.capterra.com/enterprise-resource-planning-software/) Top alternative Featured Overall rating Based on 55 user reviews Reviews sentiment Positive 76% Neutral 13% Negative 11% Starting price $150.35 Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Professional Services Cloud?[Manage this product listing](https://www.g2.com/products/certinia-ps-cloud/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Professional Services Cloud 4.0 (55) VS. [4.2 (2,086)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting Price $150.35 Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.8 (52) Ease Of Use 4.0 (2,042) Value For Money 3.8 (38) Value For Money 3.9 (1,631) Customer Service 3.9 (50) Customer Service 3.8 (1,734) ## Professional Services Cloud alternatives [4.3 (718)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars Highest Rated [4.8 (131)](https://www.capterra.com/p/134106/Striven/reviews/) Starting price $35.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.4 (137)](https://www.capterra.com/p/133966/Accounting-Seed/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.4 (243)](https://www.capterra.com/p/96371/Acumatica-Cloud-ERP/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars ## FAQs about Professional Services Cloud Overview ### Which roles and teams benefit most from Professional Services Cloud? Professional Services Cloud is most used by project managers, operations teams, and finance leaders who oversee project delivery, staffing, budgets, and billing. Salesforce administrators and data analysts manage system configuration and reporting, while sales operations teams connect pipeline data to delivery planning. Executives and owners monitor utilization, revenue, and portfolio performance. Answer based on 36 reviews Overview ### What company size and industries is Professional Services Cloud built for? Professional Services Cloud is built for companies with 100+ employees, while 44% of reviewers are small businesses and Information Technology and Services leads at 19%. It also serves enterprises (33%) and midsize businesses (22%), with Management Consulting and Computer Software each representing 10%. Its common use case is professional services automation. Answer based on 55 reviews Features and Usability ### What are the key features of Professional Services Cloud? Professional Services Cloud includes core professional-services and financial-management features such as resource management, project accounting, time tracking, billing and invoicing, and forecasting. Reviewers frequently discuss its Salesforce integration, customizable reporting and dashboards, plus API and configurable workflow options for connecting sales, service, and finance processes. Answer based on 18 reviews Integrations ### How well does it integrate invoices with Salesforce? Professional Services Cloud connects Salesforce opportunities, quotes, orders, and invoices in one environment, reducing duplicate entry for services organizations. Teams can customize screens, workflows, reports, and line-item visibility using Salesforce tools. More complex invoicing may require configuration or custom development, especially for selective opportunity lines, multi-opportunity invoices, document generation, and heavily customized instances. Answer based on 14 reviews Integrations ### Which third-party tools and platforms does Professional Services Cloud integrate with? Professional Services Cloud integrates with over 20 third-party tools and platforms, including DocuSign for document workflows, Avalara for tax management, Expensify for expenses, Coupa for procurement, AvidXchange for accounts payable, Jitterbit for data integration, Planful for planning, and Salesforce Sales Cloud for CRM. Answer based on 16 reviews Getting Started and Support ### What training and onboarding options does Professional Services Cloud offer? Professional Services Cloud provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars cover scheduled group learning, documentation offers written reference material, and videos provide visual walkthroughs for self-paced review. Answer based on 2 reviews Getting Started and Support ### What customer support options does Professional Services Cloud offer? Professional Services Cloud provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, 24/7 Live Rep, and Chat. Users report mixed support experiences: some describe helpful, available staff and strong issue resolution, while others mention unhelpful responses, difficulty with complex problems, and frustration when needing clearer guidance. Answer based on 9 reviews Features and Usability ### How easy is Professional Services Cloud to use? Professional Services Cloud provides an intuitive, Salesforce-familiar interface that most teams learn quickly. Users value clear page layouts, dashboards, reporting, and permission controls, particularly when they already use Salesforce. Some accounting users find list views less intuitive, and organizations still need structured training to support consistent end-user adoption. Answer based on 18 reviews Features and Usability ### How well does it handle accounting and finance? Professional Services Cloud manages core cloud accounting within Salesforce, giving finance teams shared data for invoicing, receivables, payables, ledger work, and close processes. Teams value Salesforce integration, visual financial reporting, and automated cash matching. However, some finance users cite slow performance, limited local compliance support, and gaps in general-ledger reporting and invoice workflows. Answer based on 16 reviews ## Features AI summary Based on 698 Professional Services Automation reviews According to Capterra reviewers, these are the features buyers prioritize most when evaluating professional services automation software: - **Project Tracking** (**61%** of reviewers rated this feature as critical) - **Alerts/Notifications** (**65%**) - **Project Time Tracking** (**57%**) Professional Services Cloud includes other capabilities that reviewers also consider important, such as **Billing & Invoicing** (**58%**). This feature helps businesses manage client charges, keep invoicing accurate, and maintain clearer visibility into revenue, giving teams a more efficient way to handle financial operations tied to service delivery. Billing & Invoicing 4.5 (6) 83.33% of 6 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Activity Dashboard 4.5 (6) 50.00% of 6 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking 4.7 (6) 83.33% of 6 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems Forecasting 3.8 (6) 83.33% of 6 reviewers that rated this feature as important or highly important Form predictions based on past and present data/trends Real-Time Reporting 4.2 (6) 83.33% of 6 reviewers that rated this feature as important or highly important Active reporting of data and metrics Customizable Reports 4.4 (5) 120.00% of 5 reviewers that rated this feature as important or highly important Alter the layout and content of reports Professional Services Cloud 35 features ### All Features - "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - API: Application programming interface that allows for integration with other systems/databases - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Budgeting/Forecasting: Create budgets based on historical data and future projections - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Configurable Workflow: Configure existing workflows to meet your organization's needs - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Customization: Create labels for products that contain required information such as colors, sizes, dates, etc. - Estimating: Estimate expected cost based on various factors before a project begins - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Forecasting: Form predictions based on past and present data/trends - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Multi-Currency: Manage and handle various international currencies - Payroll Management: Manage employee salary processes, data, taxes, and records administration efficiently - Project Accounting: Manage and track financials on a project-to-project basis - Purchase Order Management: Create, send, and track purchase orders and their statuses - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Resource Management: Process of planning, scheduling and executing the optimal and effective use of human capital across projects - Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue - Revenue Recognition: An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it. - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data --- Get Advice We can help you find the software with the features you need. Features 3.9 (49) 3.9 Based on 49 reviews ## Pricing Value for money 3.8 (38) Basic $150.35 Per Month Value for money 3.8 (38) 3.8 Based on 38 reviews ## Integrations [ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Expensify](https://www.capterra.com/p/97594/Expensify/)[ Salesforce Marketing Cloud](https://www.capterra.com/p/248536/Salesforce-Marketing-Cloud/)[ Salesforce Service Cloud](https://www.capterra.com/p/136189/Salesforce/)[ Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/)[ Avalara](https://www.capterra.com/p/75673/AvaTax/)[ AvidXchange](https://www.capterra.com/p/144102/AvidXchange/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 3.9 (50) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.9 (50) 3.9 Based on 50 reviews ## User reviews Overall rating 4.0 Based on 55 reviews Filter by rating Counts reflect reviews available in this feed. 5(21) 4(20) 3(8) 2(4) 1(2) Mentioned topic Recent reviews first, then most helpful Salesforce Developer Used the software for: 3-5 years 5.0 November 5, 2026 AI summary based on a full review Certinia PSA provides valuable tools for project and resource management, especially in healthcare settings, while also reducing Salesforce licensing costs. There is room for improvement in the support team's responsiveness and alignment on solutions. Log in to unlock the full review, detailed ratings, and pros & cons Michelle G. Business Process Analyst Used the software for: 3-5 years ### "Certinia's Professional Services Cloud automates and streamlines engagement delivery" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 January 24, 2024 Having worked with Certinia PSA for over 5 years, I find it to be an excellent tool for managing professional services at any organization. The tool is robust and Certinia is continuously rolling out new features and functionality to improve it! Pros \* Customizability - PS Cloud allows organizations to curate the tool for their unique needs. \* Features - the functionality offered in PS Cloud is vast and comprehensive. From project automations to staffing to revenue recognition, it is a complete tool for managing professional services. Cons \* While the tool is very customizable, the customizations require the knowledge and capacity of Salesforce Admins and Developers. In a world governed by SOX controls, these resources are usually "behind" a tech team's "wall" so making changes to the tool are not as agile\\dynamic as they could be if Certinia could find a way to section off at least the configurable custom settings of its tool from SF. MJ Mike J. SVP Used the software for: 3-5 years ### "Great overall platform for gaining visibility to everything PS in a business" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 January 3, 2024 Overall we are really happy with our use of PS Cloud and leverage it every day as part of our services organization. Pros Very easy to implement and start getting benefits near term. Cons Lots of options to weigh for set up and overall use. Easy to get bogged down on complicated areas that wont materialize or are minor parts of a business. DO Director of Operations Director of Operations Used the software for: 1-3 years ### "Overall we've had a very positive experience with the SCM Module!" 3.5 Overall Rating 3.5 3.5 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 August 21, 2015 Pros The SCM Module of FinancialForce is fantastic for organizations looking for a plug in to Salesforce that can be customized but also has a lot of fantastic out of the box features. Our company went from using Quickbooks which provided very little if any controls and reporting to using the SCM product which allows you to use the same functionality for permissions, page layouts and reporting as you get in the native Salesforce application. The product links seamlessly into your existing organization and allows you to take Opportunities in Salesforce and create Quotes to your customers, sales orders from the quotes, purchase orders to your vendors and invoices to your clients. You can report at the line item level on all of these objects which gives you excellent visibility and control into the day to day operations of your business. There is also an inventory functionality that can assist with inventory management. We don't use this function but I've seen the capability and it's also fantastic. Cons Because SCM is still growing there are a lot of new releases of the product that have great fixes and updates. However, upgrading can be a long process because of the amount of testing you have to do. The more customized your environment is the longer the upgrades can take. We are running about 10 versions behind right now due to this. However, we realize this will level out over time and become much less time consuming as the product matures. Greg S. Sr Partner Used the software for: 1-3 years ### "Certinia PSA Review, cant run our business without it." 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 8, 2024 Our migration from our legacy PSA tool to Certinia has been a great business decision. We would not be able to run our business effectively had we not made this decision when we did. Pros Built on the SFDC platform and therefore, tightly connected with Opportunity Management in SFDC sales cloud and delivered on a platform we already used and have the ability to support. Additional 3rd party tools available to integrate to accounting systems. Cons That it is built on a platform and that there are many ways one can accomplish the same task or transaction. This made learning the system architecture harder and longer. MP Managing Principal Managing Principal Used the software for: 3-5 years ### "Allowed us to scale our operations and resource management from a small to a mid-size consultancy" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 January 8, 2024 Pros Being built on Salesforce allows us the benefit of: 1. Customizing the application, screens, and processes as we evolve 2. Seamless integration with our opportunity/deal pipeline 3. Use of Salesforce reports and dashboards Cons We tried using the Conga add-on to generate invoices, but ended up reverting our previous process. The invoice generation design process is not built well. SA Salesforce Administrator Salesforce Administrator Used the software for: 1-3 years ### "Robust financial management system" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 March 9, 2018 Huge improvement over our previous financial system. Pros After the initial setup process (albeit long and tedious), the platform seems to work pretty well. It is well designed and a huge improvement over our previous financial management system and has cut our month-end, year-end, and other periodic closing process times in half. Cons The system consistently slows down after a few days/weeks/months. Sometimes this is due to a FinancialForce upgrade, and sometimes it has been due to bad code written for us by our FF consultant. The process for getting these performance degradation resolved can take weeks, wasting dozens of hours of valuable time. SA Salesforce Admin/Data Analyst Salesforce Admin/Data Analyst Used the software for: 3-5 years ### "It integrated well with SF but that's about it." 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 4/10 July 8, 2021 I would not recommend- it's find and does the job if you need limited functionality but for the price tag it wouldn't be worth it- we paid for a long term contract and invested a lot so we were forced to try and make it work and it was a huge pain. Pros Obviously, it integrates very well with Salesforce so you can have you SF admin do a lot of the implementation rather than having a dedicated person. Cons It is not user friendly, it lacks a lot of customization, things seem to always be more difficult when using this system than it should be. DO Director of Information Technology Director of Information Technology Used the software for: 1-3 years ### "Not the greatest" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 5/10 April 5, 2019 Pros If you need an accounting package that integrates with Salesforce, this would be the best option. It does have most features your accounting and finance people need. Cons Our financial people constantly complain about the speed, has decreased efficiency as it takes longer to do tasks than previously in Quickbooks. Also, it has periodic slowdowns that has been determined to not be our network, but them. Admittedly this is mostly secondhand from our accounting and finance departments. BO Board Of Trustees Board Of Trustees Used the software for: Less than 1 year ### "FinancialForce Accounting Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 November 24, 2018 Pros this software has helped my company significantly in our process to switch over from older software. Cons This software takes a lot more time to use although it may be worth it. [View all Reviews](https://www.capterra.com/p/99830/Professional-Services-Cloud/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.