Predictable & Efficient

PSA Software to Grow Your Organization
With confidence.

Professional Services Automation Software
What Is It and Who Needs It?

Professional Services Automation (PSA) software acts as the core operational system for a professional services organization. PSA solutions bridge the gap between an organization’s CRM and accounting systems by helping teams deliver remarkable work for their clients, but in a profitable and efficient manner. PSA tools allow teams to stay focused on the two things that are at the very heart of any services firm: its people and its projects.

PEOPLE-CENTRIC

PROJECT-FOCUSED

Maximize resource utilization by efficiently pairing up resourcing needs with available talent

Manage projects through all phases of their lifecycles, from scoping to closeout

Keep valuable billable resources focused on delivering great work by reducing administrative burden

Maximize project profitability by ensuring projects are being delivered on time and under budget

Ensure both hard and soft factors are considered when staffing projects -- from certifications to professional development interests

Monitor the health of the entire portfolio of projects to allow executives to intervene early and effectively

Keep track of what people are spending their time on, in order to keep people in that sweet spot between boredom and burnout

Track time and expenses invested in delivering each project and ensure clients are invoiced quickly and accurately

Put the right tools and visibility into the hands of the people who can make the greatest impact on your business: your delivery staff

Recognize revenue according to GAAP standards - neither too early nor too late

DOWNLOAD THE ULTIMATE PSA STARTER GUIDE

Many Disciplines Working Together

PSA software is built for services organizations whose primary business model is managing client projects and selling high-value, knowledge-based services. The product features are designed to take all the granular, transactional data and roll it up into a perspective of how the organization is performing. The resulting visibility allows executives to efficiently monitor performance and quickly make data-driven decisions.

Due to its singular focus on the professional services industry, PSA software enables performance improvement by providing the metrics, best practices, concepts and tools designed to help services organizations operate as efficiently as possible.

Professional services teams make better and faster decisions when everyone has the same understanding of the truth. Projector’s PSA software is a unifying platform that provides purpose-built tools and contextualized insights to each unique role within a services organization.

See how our approach influences our Project Accounting features.

Project Accounting

Effortlessly access the information your business needs to keep track of the day-to-day, surface problem areas quickly, and efficiently manage the entire quote to cash cycle. Projector’s project accounting software is the foundation that remarkable performance is built upon.

Time & Expense Management
Project Budgeting
Invoicing
Multi-Currency Accounting
Sub-Contractor Management

Rate & Revenue Management
Revenue Recognition
Vendor Management
Financial Reporting
General Ledger Integration

See how our approach influences our Resource Scheduling features.

Resource Scheduling

Accurately anticipate staffing needs and project forward looking utilization, revenue, and profitability with precision. Projector’s resource scheduling software keeps your teams on task while unlocking an unprecedented view into the future of your business.

Smart Match Booking
Wave Scheduling
Extended Forecasting

Skills & Abilities Tracking
Labor Supply & Demand Management
Calendar Integrations

See how our approach influences our Project Management features.

Project Management

Expertly transition from planning to delivery to performance measurement, and back again. Projector’s natively embedded project management software connects your project plans to your past, present, and future looking views to deliver actionable feedback loops.

Project Staffing/Resourcing
Actionable Budgets & Alerts
PM Tool Integrations

Project Collaboration Areas
Detailed Progress Reporting
Issue Tracking & Task Planning

See how our approach influences our BI features.

PROJECTOR BI

Measure and manage your success. Project the current and future state of every aspect of your PSO, from projects to profitability, with Projector BI. Measure and analyze at every level of the organization. Use preconfigured reports designed by our services experts to track PSO metrics or customize to your business. Get actionable insights to make informed decisions and drive better results.

Micro Project Based Analytics
Performance Data Models
Natural Language Processing

Macro Project Portfolio Analytics
Data Exploration
Configurable Data Visualization

2022 SPI Research Professional Services Benchmark Survey

Get Your FREE Copy Of The Benchmark!

Learn about the strategies and tools that high performing service firms use to get ahead. From KPI benchmarks to the impact PSA software can have on performance, SPI Research’s annual Professional Services Benchmark is the authority on the state of the services industry today.

PSA Integrations

We Make PSA Integration Easy.

As a true best-of-breed PSA solution, Projector has the ability to integrate into the other applications in your unique technology ecosystem, allowing you to choose the business solutions you require now and in the future.

We have four enterprise-grade approaches to get your data connected reliably and efficiently:

Native

See our native integrations
Productized, configurable pre-built connectors (see below for a list of available options)
Out-of-the-box with the ability to configure and tweak specific elements
Plug and play
Projector handles implementation, updates and maintenance

Reporting

Click to configure
Projector provides pre-built, user-configured reports
All reports can be pointed at other systems through pre-exposed web services
Files can be extracted in a variety of file formats, such as .xls, .csv, .xml, etc.

PCloud

Middleware
Configurable middleware used to solve unique integration needs
From data transformation to custom apps
Projector’s professional services team will work with you to create and configure

Web Services

Open access
Open web services for technical customers to utilize Projector’s deep library of web services
Customers will build and maintain their own integrations with support from Projector
Projector’s professional services team will help train and orient you

Native Integrations

All / CRM / Accounting / Project Management / Workflow Management / Business Intelligence / Single Sign On

Salesforce

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SALESFORCE.COM

Seamlessly pass sales opportunities into Projector to increase the accuracy of proposals and achieve a holistic pipeline view.

psa for hubspot

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HUBSPOT CRM

Seamlessly pass HubSpot sales opportunities into Projector to increase the accuracy of proposals and achieve a holistic pipeline view.

quickbooks online

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QuickBooks Online

Provide QuickBooks with all of the information your finance team needs to accurately manage A/R, A/P, and G/L transactions.

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Sage Intacct

Translate operational activities into accounting transactions and send them to Sage Intacct – at the click of a button.

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SLACK

Simplify project delivery by entering time and collaborating through Slack.

Business Central Integration

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Dynamics 365 BUSINESS CENTRAL

Translate operational activities into accounting transactions and send them to Microsoft's Business Central.

Microsoft Dynamics GP

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Dynamics GP

Gain financial control, management information, and operational efficiency without disrupting your accounting procedures.

Microsoft Active Directory

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Active Directory

Projector integrates with various SSO tools such as Active Directory to allow for reliable, seamless identity authentication.

Microsoft Dynamics CRM

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MICROSOFT DYNAMICS CRM

Enhance your customer relationships by allowing data to effortlessly flow from Dynamics CRM into Projector's platform.

Jira Software

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JIRA

Connect your Jira time entry back to Projector enabling you to bill, track, and manage your projects.

Microsoft project

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Microsoft Project

Effortlessly integrate your Microsoft Project data into Projector to combine the best capabilities of both products.

Okta

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OKTA

Projector integrates with various SSO tools such as Okta to allow for reliable, seamless identity authentication.

onelogin

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ONELOGIN

Projector integrates with various SSO tools such as OneLogin to allow for reliable, seamless identity authentication.

Power BI

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Power BI

Automatically combine your Projector reports with your Power BI data for interactive visualizations within Projector's platform.

quickbooks desktop

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QuickBooks Desktop

Provide QuickBooks with all of the information your finance team needs to accurately manage A/R, A/P, and G/L transactions.

XERO

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Xero

Connect accounting transactions to Xero to harness the power of Projector as your project accounting subledger.

ZOHO

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Zoho CRM

Pass your Zoho CRM data into Projector to convert more leads, engage with customers, and grow your revenue.

zendesk

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ZenDesk

Connect your ZenDesk time entry back to Projector enabling you to bill, track, and manage your projects.

Outlook Calendar Integration

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Outlook Calender

Connect Outlook and Projector to provide a calendar view of your project assignments.

Google Calendar Integration

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Outlook Calender

Connect Google Calendar and Projector to provide a calendar view of your project assignments.

Learn more about what Projector can do for You.