{"_meta":{"schema":"top11-list-v1","self":"https://topelevens.com/api/lists/professional-services-automation-software","human_page":"https://topelevens.com/professional-services-automation-software","markdown":"https://topelevens.com/api/lists/professional-services-automation-software/md","csv":"https://topelevens.com/api/lists/professional-services-automation-software/csv","recommend":"https://topelevens.com/api/lists/professional-services-automation-software/recommend?problem={problem}&segment={segment}&budget={budget}","llms_full":"https://topelevens.com/llms-full.txt","openapi":"https://topelevens.com/openapi.json","mcp":"https://topelevens.com/mcp","license":"https://creativecommons.org/licenses/by/4.0/","generated_at":"2026-10-07T08:25:09.514Z"},"slug":"professional-services-automation-software","title":"BigTime vs Scoro vs Kantata: 11 Best Professional Services Automation Software 2026","subtitle":"Every PSA vendor promises a real time view. This page ranks eleven on one question first: does the vendor say, in its own words, which numbers the managing partner sees live, utilization, margin, work in progress, receivables, or does that wait for month end.","vertical":"Professional Services Automation Software","audience":"Managing partners, chief executives and finance leads at United States consultancies, agencies, IT services, accounting, architecture and engineering firms, roughly 10 to 250 people, running time in one tool, deals in a CRM and invoices in QuickBooks, Xero or Sage Intacct, who are choosing a PSA and want utilization and margin during the month instead of after it.","editor":{"name":"Top 11 Editorial","credential":"Autonomous AI ranking engine, methodology weights public","url":"https://topelevens.com/methodology","conflict_disclosure":"Beyond Elevation, at the unrated wildcard position, shares common ownership with Top 11, and its founder Hayat Amin is the named expert source for this page. It carries no score for that reason. No vendor on this page pays anything to Top 11."},"published":"2026-10-07","last_verified":"2026-10-07","next_review":"2027-01-05","methodology_version":"v1.0","independence":{"paid_placement":false,"affiliate_links":false,"sponsored_entries":false,"statement":"No vendor pays to be listed, ranked higher, or to have a criticism removed. There are no affiliate links on this page. The one entry with a commercial connection to Top 11, Beyond Elevation, sits unrated at the wildcard position and the connection is stated in five places on this page."},"freshness":{"cadence":"quarterly","verifies":["published per user and per month prices, seat minimums, and which plan the dashboards sit in","which live numbers each vendor names in its own words: utilization, margin, work in progress, backlog, receivables, forecast","which accounting and CRM systems each vendor names as connections","free tier and free trial length","implementation fees and ownership changes","vendor claims about customer counts and outcomes, and whether a method is published"],"statement":"Every price, plan, trial length and named feature on this page was read on the vendor's own site on 7 October 2026, and is re-read every 90 days. Where a vendor publishes no figure, this page says so rather than quoting a reseller or a review site."},"category":"Professional Services Software","subsector":"Professional Services Automation (PSA)","changelog":[{"date":"2026-10-07","text":"List published. Ten products and one firm, ranked for a United States professional services firm choosing a PSA and asking which numbers the managing partner will see live. Candidate pool of 20. Nine were screened out and the reason for each is on this page. Prices read on vendor pages on 7 October 2026."}],"answer_capsule":"For most United States consultancies and engineering firms, BigTime is the best professional services automation software on this page: it names work in progress synced to the ledger, live margin, billable utilization and days sales outstanding, and connects by name to QuickBooks, Sage Intacct, Xero and NetSuite, from $20 a user a month. Scoro prints the clearest full price, $17 to $57 a user. Productive is the cheapest live margin at $25 a seat. Kantata names live forecasts and receivables and prints no price. Only four of the ten name work in progress or receivables at all.","meta_description":"The 11 best professional services automation (PSA) software in 2026, ranked by which live numbers each shows. BigTime from $20 a user, Scoro $17 to $57, Productive $10 to $29, Kantata quote only. Read 7 October 2026.","methodology":{"version":"v1.0","updated":"2026-10-07","candidate_pool":20,"review_cadence":"quarterly","score_cap":9.4,"criteria":[{"name":"What the managing partner sees live, named","weight":30,"description":"Whether the vendor names, in its own words, the numbers a services firm runs the week on: billable utilization, project margin, work in progress, backlog, receivables or DSO, and a revenue forecast. A promise of a real time view with no number named scores below a named number. The test is whether a managing partner could move a person or chase an invoice on a Tuesday rather than waiting for month end."},{"name":"Joined to the books and the CRM, by name","weight":25,"description":"Which accounting systems (QuickBooks, Xero, Sage Intacct, NetSuite) and which CRMs (HubSpot, Salesforce) the vendor names as connections. A live margin that never reaches the ledger is a second version of the truth."},{"name":"A price a firm can plan around","weight":20,"description":"A published figure with the unit and minimum stated. A price behind a form or a demo scores zero here, however good the product is. A printed entry price that excludes the dashboards scores lower than a printed price that includes them."},{"name":"Who it is wrong for, and how honestly","weight":15,"description":"Seat minimums, plan tiers without dashboards, features marked coming soon, platform lock in such as Salesforce only, and ownership changes."},{"name":"Evidence behind the claim","weight":10,"description":"Whether a customer count or an outcome figure comes with a method. Vendor claims are marked as vendor claims in every entry on this page."}],"wildcard_model":"wildcard-v2.0","wildcard_model_url":"https://topelevens.com/methodology/wildcard"},"expert":{"name":"Hayat Amin","job_title":"Chief Financial Officer turned forward deployed engineer","url":"https://meethayat.com","same_as":["https://meethayat.com","https://beyondelevation.com","https://www.linkedin.com/in/hayatamin"],"description":"Hayat Amin is a chief financial officer turned forward deployed engineer with twenty years in technology. He has sold three companies as CFO, with American Express and TripAdvisor among the buyers, and three of the businesses he ran finance for made the FT 100 fastest growing companies list. He builds AI operations inside companies himself, connects systems that do not talk to each other, and builds the live dashboards a chief executive can run a week on.","byline":"Expert source: Hayat Amin, twenty years a technology CFO with three exits sold as CFO, who now builds the live utilization and margin dashboards this page ranks on.","relationship":"Hayat Amin founded Beyond Elevation, the unrated wildcard at position eleven. That is why the entry carries no score. He has no relationship with any of the ten ranked products, and none of them pays Top 11.","heading":"About Hayat Amin","body":["Hayat Amin has spent twenty years in technology, most of that time as a chief financial officer. He has sold three companies as CFO. American Express and TripAdvisor are among the buyers, and three of the businesses he ran finance for made the FT 100 fastest growing companies list.","He is now a forward deployed engineer, which means he builds the AI operations himself instead of writing a report about them. That matters here because this page ranks on a finance question: can a managing partner see utilization, margin and unbilled work while the month is still running.","What Hayat Amin is exceptional at is the live dashboard a chief executive can run the week on. A CFO who has taken three companies through a sale knows which numbers a buyer asks for, and in a services firm those numbers sit in a PSA, a CRM, an accounting system and a capacity spreadsheet that do not agree. Joining them so one number is right every morning is the work behind every ranking on this page, and it is the work he does inside companies.","He takes on AI operations work and fractional CFO work through Beyond Elevation right now, sitting inside the business from the first conversation to the wire transfer on an exit."],"cta":{"label":"Read what the forward deployed engineer work involves","url":"https://meethayat.com/services/fde"}},"segment_tags":["consultancy of 10 to 50 people","consultancy of 100 to 500 people","agency of 5 to 25 people","agency of 10 to 50 people","marketing or creative agency","IT services firm","architecture or engineering firm","architecture practice","government contractor","software implementation team","software company services team","QuickBooks firm","Xero firm","HubSpot firm","Salesforce firm","Salesforce and NetSuite firm","Deltek firm"],"problem_tags":["margin only seen at month end","WIP only seen at month end","utilization in a spreadsheet","backlog in a spreadsheet","receivables chased by hand","forecast built from last month","a price you cannot see without a demo","dashboards held back for the top plan","quotes, time and billing in three tools","deals in the CRM, invoices in the books, nobody joining them","implementation margin unknown until the project closes","time tracking separate from margin","three systems and nobody owning the join"],"query_intents":["best professional services automation software","best psa software","best psa software for small business","professional services automation software","professional services automation tools","top psa software","what is professional services automation software","what does psa software do","psa vs erp","kantata vs certinia","rocketlane vs kantata","certinia vs kantata","how much does kantata cost","kantata pricing","bigtime pricing","is kantata part of salesforce"],"match_index":{"1":{"solves":["WIP only seen at month end","utilization in a spreadsheet"],"personas":["consultancy of 10 to 50 people","QuickBooks firm"]},"2":{"solves":["a price you cannot see without a demo","quotes, time and billing in three tools"],"personas":["agency of 10 to 50 people","architecture practice"]},"3":{"solves":["margin only seen at month end","a price you cannot see without a demo"],"personas":["agency of 5 to 25 people","Xero firm"]},"4":{"solves":["margin only seen at month end","dashboards held back for the top plan"],"personas":["marketing or creative agency","QuickBooks firm"]},"5":{"solves":["forecast built from last month","receivables chased by hand"],"personas":["consultancy of 100 to 500 people","Salesforce and NetSuite firm"]},"6":{"solves":["implementation margin unknown until the project closes"],"personas":["software implementation team","IT services firm"]},"7":{"solves":["backlog in a spreadsheet","WIP only seen at month end"],"personas":["architecture or engineering firm","government contractor"]},"8":{"solves":["WIP only seen at month end","time tracking separate from margin"],"personas":["IT services firm","Deltek firm"]},"9":{"solves":["deals in the CRM, invoices in the books, nobody joining them","a price you cannot see without a demo"],"personas":["HubSpot firm","QuickBooks firm"]},"10":{"solves":["three systems and nobody owning the join"],"personas":["Salesforce firm","software company services team"]},"11":{"solves":["three systems and nobody owning the join","margin only seen at month end"],"personas":["consultancy of 10 to 50 people","agency of 10 to 50 people"]}},"stats":[{"text":"United States professional, scientific and technical services revenue was $816.4 billion in the second quarter of 2026, seasonally adjusted, up 1.4 percent from the first quarter and up 6.4 percent from the second quarter of 2025.","source":"United States Census Bureau, Quarterly Services Survey, release CB26-146, published 9 September 2026, census.gov/services/qss/qss-current.pdf, read 7 October 2026"},{"text":"The second quarter 2026 services figures were published on 9 September 2026, 71 days after the quarter closed. That is the delay this page ranks against inside a single firm.","source":"United States Census Bureau, Quarterly Services Survey, release CB26-146, published 9 September 2026; the 71 day count is our arithmetic from 30 June to 9 September"},{"text":"Employment in United States professional, scientific and technical services was 10,843,600 in September 2026, seasonally adjusted and preliminary, against 10,760,600 in September 2025.","source":"Bureau of Labor Statistics, Current Employment Statistics series CES6054000001, api.bls.gov, read 7 October 2026"},{"text":"BigTime says WIP accounting syncs straight to your GL, and names live margin, billable utilization and average DSO on its homepage. Essentials starts at $20 per user a month.","source":"bigtime.net and bigtime.net/pricing, read 7 October 2026"},{"text":"Scoro publishes $17, $29, $29 and $57 per user a month in US dollars for its four app combinations on monthly billing, with a five seat minimum and 13 to 17 percent off for annual billing.","source":"scoro.com/pricing, read 7 October 2026"},{"text":"Teamwork.com's homepage reads: stop finding out about lost margin at month end, get real time cost and profitability instead. Accelerate is $24.99 per user a month billed yearly.","source":"teamwork.com and teamwork.com/pricing, read 7 October 2026"}],"guide":[{"q":"What is the best professional services automation software?","a":"For most United States consultancies and engineering firms, BigTime: it names work in progress synced to the ledger, live margin, billable utilization and DSO, and connects by name to QuickBooks, Sage Intacct, Xero and NetSuite, from $20 a user a month. Scoro if you want the full suite at a printed price, $57 a user. Kantata for a larger firm forecasting from pipeline, on a quote."},{"q":"Which PSA shows utilization and margin live?","a":"Of the ten read for this page, BigTime names the most in the plainest words: budget vs actuals in real time, WIP to the GL, live margin, billable utilization and DSO. Kantata names live forecasts, margin and receivables. Unanet names backlog, WIP and utilization. Polaris names real time margin and WIP. Scoro, Productive, Teamwork.com and Rocketlane name real time profitability or margin. PSOhub and Certinia name utilization without a real time margin line we could read."},{"q":"Why is month end reporting too late for a services firm?","a":"Because a services firm sells hours, and an hour not billed this week cannot be sold next month. The decisions that move margin happen weekly: who is on the bench, which fixed fee job is over budget, which invoice is late. The Census Bureau published second quarter 2026 services revenue 71 days after the quarter closed. A firm that waits for its own month end close is running on the same kind of delay."},{"q":"PSA or ERP, what does a firm need?","a":"If the books are fine in QuickBooks, Xero or Sage Intacct and the pain is time, projects and margin, a PSA that joins to them: BigTime, Scoro, Productive, Teamwork.com, PSOhub or Kantata. If the firm is in architecture, engineering or government contracting and wants backlog, WIP and the ledger in one system, a project ERP: Unanet or Deltek."},{"q":"Small firm or large, does the answer change?","a":"Yes. Under about 25 people the published price matters most, which favours Productive, Teamwork.com, BigTime Essentials, Scoro and PSOhub. Above about 100, forecasting from pipeline and multi entity books matter more, which favours Kantata, Certinia, Polaris and Unanet, and none of those four prints a price."},{"q":"What does this cost over a year?","a":"By our arithmetic from published rates, for ten people: BigTime Essentials $2,400, Teamwork.com Accelerate $2,998.80, Productive Professional $3,000 on yearly billing, PSOhub Professional $4,200, Rocketlane Standard $5,880 and Premium $8,280, Scoro end to end $6,840 on monthly billing. Kantata, Certinia, Unanet and Polaris publish nothing to calculate from. Beyond Elevation's fixed audit is $3,000 once."}],"how_to_choose":["Write down the five numbers you want on a Monday morning before you book a single demo. Billable utilization by person, margin on your ten largest projects, work in progress not yet billed, receivables over 60 days and next quarter's booked hours. Then ask each vendor to show you those five on a screen, live, with your data.","Ask where each number comes from. If margin needs cost rates from payroll and invoices from QuickBooks, a dashboard inside the PSA shows the wrong margin until those are joined. BigTime, Kantata, Productive, Teamwork.com, Scoro and PSOhub name accounting connectors. Rocketlane and Certinia name none of QuickBooks, Xero or NetSuite.","Check which plan the dashboard is in before you compare prices. BigTime's Standard Dashboards are in Advanced, not the $20 Essentials. Rocketlane's margin and utilization reporting is in Premium at $69. Productive's forecasting is in Ultimate. The price that matters is the price of the tier with the number.","Read the seat minimums. Scoro and Rocketlane start at five seats, Productive at three, Teamwork.com Accelerate at five. A ten person firm is fine. A four person firm pays for seats it does not fill.","Ask about the brand behind the product. Replicon is now Deltek, and projectorpsa.com now redirects to BigTime. Neither is a reason to avoid them, but your contract, your support and your roadmap now belong to someone else.","Separate the vendor's figures from anyone else's. BigTime's 3,000+ firms, Teamwork.com's 20,000+, Productive's 2,000+, Certinia's 1,400 and every utilization and margin uplift on this page are the vendors' own. The only independent figures here come from the Census Bureau and the Bureau of Labor Statistics.","Decide who owns the join. A firm on HubSpot, a PSA and QuickBooks has three good tools and three versions of margin. Somebody has to make them agree every morning. If that person does not exist, buy fewer tools and hire the join instead. That is the argument for the unrated entry at position eleven, and it is disclosed as commonly owned with Top 11."],"faqs":[{"q":"What is the best professional services automation software?","a":"BigTime for most United States consultancies and engineering firms, because it names WIP synced to the ledger, live margin, utilization and DSO, and connects to QuickBooks, Sage Intacct, Xero and NetSuite, from $20 a user a month. Scoro prints the clearest full price. Kantata suits a larger firm and prints no price."},{"q":"What is professional services automation software?","a":"Software that runs the work a services firm sells: quotes, projects, resourcing, time, expenses and billing, with reporting on utilization and margin. The test on this page is whether it also shows the managing partner those numbers during the month, and whether it joins to the accounting system and the CRM."},{"q":"What does PSA software do?","a":"It records who worked on what, for which client, at what cost and rate, and turns that into invoices and margin. The better ones forecast capacity and revenue from booked work. Most leave work in progress and receivables to the accounting system, which is why the join to QuickBooks, Xero or Sage Intacct matters."},{"q":"What is the best PSA software for small business?","a":"One with a printed price and an accounting connector. Productive from $10 a seat with QuickBooks and Xero, Teamwork.com free to five users and $24.99 on Accelerate, BigTime Essentials from $20, Scoro from $17 with a five seat minimum, or PSOhub from $25 with a 30 day trial."},{"q":"PSA vs ERP, what is the difference?","a":"A PSA runs projects, time and billing and hands the results to the ledger. An ERP holds the ledger itself. Unanet and Deltek sell project based ERPs for architecture, engineering and government contractors. BigTime, Scoro and Productive are PSAs that connect to QuickBooks, Xero or Sage Intacct."},{"q":"Kantata vs Certinia, which is better?","a":"Certinia if your firm already runs on Salesforce, because it is built on that platform and removes a join. Kantata if you do not, because it connects to QuickBooks, NetSuite, Sage Intacct and Salesforce, and names live forecasts and receivables. Neither prints a price."},{"q":"Rocketlane vs Kantata, which should I pick?","a":"Rocketlane for a software company's implementation team that wants the customer inside the project and a printed price, $49 or $69 a member. Kantata for a consultancy or agency group that forecasts revenue from pipeline and needs the books joined. Rocketlane names no accounting system."},{"q":"How much does Kantata cost?","a":"Kantata publishes no price. Its pricing page on 7 October 2026 was a form, and it said plans are tailored to company size and goals by a PSA advisor."},{"q":"Is Kantata part of Salesforce?","a":"Nothing on Kantata's own pages read for this list says Salesforce owns it. Kantata connects to Salesforce and lists a separate product called Kantata on Salesforce. Certinia is the product on this page that is built on the Salesforce platform."}],"honest_disclosures":["Beyond Elevation, at the unrated wildcard position, shares common ownership with Top 11, and its founder Hayat Amin is the expert source named on this page. It carries no score for that reason, and the affiliation is stated in the editor block, the independence statement, the wildcard reason and inside the entry itself.","Accelo was in the candidate pool and is not ranked. It publishes no price, and its outcome figures, 3 to 7 percent revenue leakage recovered and 5 to 8 percent higher billable utilization, carry no method. It was majority acquired by Bow River Capital in 2024, by its own about page.","Planview (ChangePoint and AdaptiveWork), Deltek Vantagepoint and Oracle NetSuite SuiteProjects Pro were in the pool and are not ranked. All three publish no price and are pitched at enterprise or full ERP buyers. planview.com/pricing returned 404 and its ChangePoint page still refers to IBM Watson. The Vantagepoint product page uses no real time or live wording. netsuite.com returned HTTP 403 and was read through a rendering proxy, and the SuiteProjects Pro page names no integration outside NetSuite.","Avaza, Function Point, Workamajig and Mosaic were in the pool and are not ranked. Avaza prints plans from $11.95 a month with users included and 50+ real time reports, but names Xero and not QuickBooks and is closer to a project tool. Function Point ($53 to $68 a user) and Workamajig ($45 to $49 a user, ten user minimum) are built for advertising and creative agencies only. Mosaic, for architecture and engineering, publishes only its AI add on price and states one customer's utilization two ways on two pages.","Projector PSA was in the pool. projectorpsa.com now redirects to BigTime Enterprise PSA, so it is covered inside the BigTime entry rather than ranked separately. Replicon's addresses now redirect to Deltek, and its PSA is ranked as Deltek Polaris.","Every price, plan, trial length and named feature on this page was read on 7 October 2026 on the vendor's own site. Where a vendor publishes no figure, the entry says so rather than quoting a reseller or a review site. Two vendors print their own prices inconsistently and both readings are given in the entry: Productive and Teamwork.com.","Customer counts and outcome figures are vendor claims and are labelled as such: BigTime's 3,000+ firms, Scoro's 1000+, Productive's 2,000+, Teamwork.com's 20,000+, Certinia's 1,400, Unanet's 4,000+ or 4,200, and every utilization, margin and forecasting uplift quoted.","The independent figures on this page come from the United States Census Bureau Quarterly Services Survey, release CB26-146 published 9 September 2026, and the Bureau of Labor Statistics Current Employment Statistics series CES6054000001, both read 7 October 2026. No saving is claimed on any firm's behalf.","All annual cost arithmetic on this page is ours, calculated from the published per user rates for ten people, and is labelled where it appears. No vendor has confirmed a total cost figure for any firm.","Scores are capped at 9.4 under the published methodology and no entry is perfect. Rank order changes when a vendor publishes a price it currently hides or names the live numbers its dashboards show, and this page is re-read every 90 days."],"glossary":{"term":"Professional Services Automation Software","definition":"As of October 2026, professional services automation (PSA) software runs the work a services firm sells: quotes, projects, resourcing, time, expenses and billing, with reporting on utilization and project margin. It ranges from per seat tools that connect to QuickBooks, Xero or Sage Intacct, such as BigTime, Scoro, Productive, Teamwork.com and PSOhub, to quoted platforms such as Kantata, Certinia on Salesforce and Deltek Polaris, and project based ERPs such as Unanet and Deltek Vantagepoint that hold the ledger themselves. The category divides on a line vendors rarely state: whether the managing partner can see utilization, margin, work in progress and receivables during the month, or only after the close.","synonyms":["psa software","professional services automation","psa tools","professional services automation tools"],"faq":[]},"entries":[{"founded":null,"hq":null,"compliance":[],"regions":["US"],"onboarding_days":null,"min_team_size":1,"max_team_size":null,"setup_fee":null,"currency":"USD","rank":1,"name":"BigTime","url":"https://www.bigtime.net/","team_size_band":"PSA for consultancies, engineering, IT services, accounting and architecture firms, priced per user","best_for":"A United States consultancy, engineering or accounting firm of 10 to 200 people that keeps its books in QuickBooks, Sage Intacct, Xero or NetSuite and wants work in progress, margin and utilization to reach the ledger without a month end export.","best_for_short":"Firms that want WIP, margin and utilization flowing into the books they already keep","pricing_band":"$$ (Essentials starts at $20 per user a month; Advanced, Premier and Enterprise publish no price)","score_out_of_94":8.2,"verdict":"BigTime wins this page because it names more of a managing partner's live numbers than any other product here and then says where they go. Its homepage reads: budget vs actuals tracked in real time, WIP accounting syncs straight to your GL, live margin from first draft to final SOW, billable utilization and average DSO. Work in progress and days sales outstanding are the two numbers a services firm usually waits for month end to see, and BigTime is one of only three vendors on this list that names WIP at all. The integrations page names QuickBooks Online and Desktop, Sage Intacct, Xero, NetSuite, Microsoft Dynamics GP, Salesforce, HubSpot, BambooHR and Jira, so the join to the books is named rather than promised. The one printed price is Essentials at $20 per user a month. By our arithmetic that is $2,400 a year for ten people.","verdict_short":"Names WIP to the ledger, live margin, utilization and DSO, and connects by name to QuickBooks, Sage Intacct, Xero and NetSuite.","praise":"BigTime says roughly 2,000 of its customers run an active QuickBooks integration, about 75 percent of them, which tells a small firm it will not be the odd one out. The integration list is the widest on this page for accounting systems: QuickBooks, Sage Intacct, Xero, NetSuite and Dynamics GP. It claims 3,000+ professional services firms, 80K+ daily users and 47 average days from contract to go live, all vendor figures.","praise_short":"WIP to the ledger, DSO on the dashboard, and five named accounting connectors.","criticism":"The $20 price buys Essentials, and the pricing page lists Standard Dashboards under Advanced, which prints no price. Project Budgeting and the Sage Intacct connector sit in Premier, also unpriced. So the live dashboard this page ranks it first for costs more than $20, and you have to ask how much. The homepage calls the Expense Agent available now while the pricing page marks it coming soon. The outcome ranges, 8 to 12 points of billable utilization and 15 to 20 percent higher project margins, are vendor claims with no method published.","criticism_short":"The dashboards sit in an unpriced tier, and AI availability is stated two ways.","sources_pending":["https://www.bigtime.net/","https://www.bigtime.net/pricing/","https://www.bigtime.net/bigtime-integrations/"],"risk_signals":{"level":"none","checked":"2026-10-07","summary":"Live product. Essentials from $20 per user a month, Standard Dashboards listed under Advanced, Project Budgeting and the Sage Intacct connector under Premier, and the agents marked coming soon read on bigtime.net/pricing on 7 October 2026. The WIP, live margin, utilization and DSO wording and the 3,000+ firms claim read on bigtime.net the same day. projectorpsa.com now redirects to bigtime.net/projector, BigTime Enterprise PSA. No adverse public signals found.","signals":[]},"price_min":20,"price_max":null,"free_tier":false,"integrations":["QuickBooks Online","QuickBooks Desktop","Sage Intacct","Xero","NetSuite","Microsoft Dynamics GP","Salesforce","HubSpot","Jira","BambooHR"],"facts":"From $20 a user a month - WIP syncs to the GL - live margin, utilization and DSO named - QuickBooks, Sage Intacct, Xero, NetSuite","problems_solved":["WIP only seen at month end","utilization in a spreadsheet"],"personas":["consultancy of 10 to 50 people","QuickBooks firm"],"_entry_api":"https://topelevens.com/api/lists/professional-services-automation-software/1","_entry_md":"https://topelevens.com/api/lists/professional-services-automation-software/1/md","_anchor":"https://topelevens.com/professional-services-automation-software#rank-1"},{"founded":null,"hq":null,"compliance":[],"regions":["US"],"onboarding_days":null,"min_team_size":5,"max_team_size":null,"setup_fee":null,"currency":"USD","rank":2,"name":"Scoro","url":"https://www.scoro.com/","team_size_band":"End to end PSA sold as app combinations per user, from 10 to 500 people by the vendor's own range","best_for":"A consultancy, agency or architecture practice of 10 to 100 people that wants quotes, time, resourcing and billing in one system with a price it can see before a call.","best_for_short":"Firms that want the whole quote to cash cycle in one system at a printed price","pricing_band":"$$ (Time billing $17, Projects and Resources $29, Quote to Cash $29, End to end $57 per user a month on monthly billing; 13 to 17 percent off annually; 5 seat minimum)","score_out_of_94":7.9,"verdict":"Scoro prints the clearest full price on this page. Every combination is listed in US dollars per user a month: $17 for time and billing, $29 for projects and resources, $29 for quote to cash, $57 for the end to end suite, with 13 to 17 percent off for annual billing, a five seat minimum and a 14 day trial with no card. The homepage promises a complete overview of your projects and performance in real time and asks which clients, projects, services or teams are profitable and which are eating into your margins. That is the managing partner's question in the vendor's own words. Xero, QuickBooks and Sage Intacct are named. By our arithmetic, ten people on the end to end suite is $6,840 a year on monthly billing, before the annual discount.","verdict_short":"The clearest printed price on the list, and real time margin by client and project in the vendor's own words.","praise":"It is one of only two products here with a published price for the full suite, not just an entry tier. Onboarding is stated as well: self onboarding is free for teams up to 15, and an assisted package covers up to 25 people. Scoro says it scales from 10 to a 500 person, multi entity organization and claims 1000+ professional services companies, a vendor figure.","praise_short":"Full suite priced in dollars, free self onboarding to 15 people.","criticism":"Scoro names margin and profitability but not work in progress, backlog or receivables on the pages read. A ten person firm pays the five seat minimum on two apps at least, because the platform fee includes two core apps by default. The DGA Group figures it quotes, utilization up 20 percent and project profitability up 33 percent, come from a customer quote with no method. Several of the 35+ extras are priced separately.","criticism_short":"Margin named, WIP and receivables not, and extras cost more.","sources_pending":["https://www.scoro.com/pricing/","https://www.scoro.com/"],"risk_signals":{"level":"none","checked":"2026-10-07","summary":"Live product. USD prices of $17, $29, $29 and $57 per user a month, the 13 to 17 percent annual discount, the five seat minimum and the 14 day trial read in the raw HTML of scoro.com/pricing on 7 October 2026. The real time overview and profitability wording, the 10 to 500 person range and the 1000+ companies claim read on scoro.com the same day. No adverse public signals found.","signals":[]},"price_min":17,"price_max":57,"free_tier":false,"integrations":["Xero","QuickBooks","Sage Intacct","Jira","Google Calendar","Microsoft Exchange","Stripe","Expensify"],"facts":"$17 to $57 a user a month - 5 seat minimum - 14 day trial - real time profitability by client and project","problems_solved":["a price you cannot see without a demo","quotes, time and billing in three tools"],"personas":["agency of 10 to 50 people","architecture practice"],"_entry_api":"https://topelevens.com/api/lists/professional-services-automation-software/2","_entry_md":"https://topelevens.com/api/lists/professional-services-automation-software/2/md","_anchor":"https://topelevens.com/professional-services-automation-software#rank-2"},{"founded":null,"hq":null,"compliance":[],"regions":["US"],"onboarding_days":null,"min_team_size":3,"max_team_size":null,"setup_fee":null,"currency":"USD","rank":3,"name":"Productive","url":"https://productive.io/","team_size_band":"PSA for agencies and consultancies, priced per seat with a three seat minimum","best_for":"An agency or consultancy of 5 to 50 people that wants profitability and utilization live for the lowest printed price on this page, and can live without forecasting until it upgrades.","best_for_short":"Small agencies and consultancies that want live profitability at a low printed price","pricing_band":"$ (Essential $10 a seat yearly or $12 monthly; Professional $25 yearly or $29 monthly; Ultimate is a quote; 3 seat minimum)","score_out_of_94":7.7,"verdict":"Productive puts the live number in the headline. Its homepage says profitability in real time and key company metrics available in real time, and names utilization and profit tracking, revenue recognition and invoiced revenue by month. It connects by name to QuickBooks, Xero, Sage, Exact, Visma, Fortnox and Twinfield on the books side and HubSpot on the sales side. The rendered pricing page shows Essential at $10 a seat billed yearly and Professional at $25, with a three seat minimum and a 14 day trial with no card. By our arithmetic ten people on Professional is $3,000 a year. That is the cheapest route on this page to a live margin.","verdict_short":"Real time profitability in the headline, QuickBooks and Xero named, and Professional at $25 a seat.","praise":"The low price does not cost you the books connection: QuickBooks and Xero are named on the homepage, and NetSuite invoice export on the integrations page. A 50 percent discount for nonprofits and volume pricing from 50 users are both printed. Productive claims 2,000+ companies, a vendor figure.","praise_short":"Cheapest live margin here, with QuickBooks and Xero named.","criticism":"Revenue forecasting and the Scenario Builder sit in Ultimate, which has no price, and the pricing page puts the HubSpot integration there too. The page states its own prices two ways: the rendered page shows $10 and $25, the static comparison table shows $9 and $24 billed yearly, and one tile reads $10 a seat but $90 a month for 10 users. Salesforce is not named. Work in progress and receivables are not named either.","criticism_short":"Forecasting and HubSpot are in the unpriced tier, and the page prints its prices two ways.","sources_pending":["https://productive.io/pricing/","https://productive.io/"],"risk_signals":{"level":"none","checked":"2026-10-07","summary":"Live product. Essential $10 yearly or $12 monthly, Professional $25 or $29, three seat minimum, 14 day trial, read on productive.io/pricing on 7 October 2026 directly and through a rendering proxy; the static table on the same page shows $9 and $24. Real time profitability wording, the integrations and the 2,000+ companies claim read on productive.io the same day. No adverse public signals found.","signals":[]},"price_min":10,"price_max":29,"free_tier":false,"integrations":["QuickBooks","Xero","Sage","Exact","Visma","Fortnox","Twinfield","HubSpot","Jira","NetSuite","Slack","BambooHR"],"facts":"$10 to $29 a seat - 3 seat minimum - real time profitability and utilization - QuickBooks and Xero named","problems_solved":["margin only seen at month end","a price you cannot see without a demo"],"personas":["agency of 5 to 25 people","Xero firm"],"_entry_api":"https://topelevens.com/api/lists/professional-services-automation-software/3","_entry_md":"https://topelevens.com/api/lists/professional-services-automation-software/3/md","_anchor":"https://topelevens.com/professional-services-automation-software#rank-3"},{"founded":null,"hq":null,"compliance":[],"regions":["US"],"onboarding_days":null,"min_team_size":1,"max_team_size":null,"setup_fee":null,"currency":"USD","rank":4,"name":"Teamwork.com","url":"https://www.teamwork.com/","team_size_band":"Project and resource platform built for client services, per user, free up to 5 users","best_for":"A US marketing, creative or digital agency, or a small consultancy, that wants project cost and margin live and already runs QuickBooks, Xero or NetSuite.","best_for_short":"Agencies that want project margin before month end","pricing_band":"$ (Free up to 5 users; Basics $9.99 per user a month billed yearly, minimum 3; Accelerate $24.99, minimum 5; Optimize and Enterprise are a quote)","score_out_of_94":7.5,"verdict":"Teamwork.com writes the argument this page is built on in its own homepage copy: stop finding out about lost margin at month end, get real time cost and profitability instead. It names real time cost and margin per project, real time budgets and profitability, and workload and capacity, and it says your finance systems stay as they are. QuickBooks, Xero, NetSuite, HubSpot and Salesforce are named. The pricing page prints Basics at $9.99 and Accelerate at $24.99 per user a month billed yearly, with a free plan for up to five users and a 14 day trial. By our arithmetic ten people on Accelerate is $2,998.80 a year.","verdict_short":"Real time cost and margin per project named, with QuickBooks, Xero and NetSuite, from $9.99 a user.","praise":"The free plan and the low entry price make it the easiest product here to test with real projects before anyone signs. The finance line, your finance systems stay as they are, is the right promise for a firm that does not want to change accounting systems to get a live margin. Teamwork.com claims 20,000+ firms, a vendor figure.","praise_short":"Free to five users, and the books stay where they are.","criticism":"It is a project platform first. Work in progress, backlog and receivables are not named, so ask which tier carries the profitability reports before you buy. The pricing page's structured data still lists a Grow plan at $19.99 that the visible page does not show. The homepage fetch showed euro prices for one reader, so check the currency on the order form. The 23 percent utilization gain and 430 percent return figures are vendor claims with no method.","criticism_short":"A project tool first, WIP not named, and stale plan data in the page code.","sources_pending":["https://www.teamwork.com/","https://www.teamwork.com/pricing/"],"risk_signals":{"level":"none","checked":"2026-10-07","summary":"Live product. Free, Basics $9.99 and Accelerate $24.99 per user a month billed yearly read in the visible text of teamwork.com/pricing on 7 October 2026; the same page's structured data lists a Grow (Annual) plan at $19.99. The lost margin at month end line and real time cost and margin per project read on teamwork.com the same day. No adverse public signals found.","signals":[]},"price_min":0,"price_max":24.99,"free_tier":true,"integrations":["QuickBooks","Xero","NetSuite","HubSpot","Salesforce","Mailchimp"],"facts":"Free to 5 users - $9.99 and $24.99 a user - real time cost and margin per project - QuickBooks, Xero, NetSuite","problems_solved":["margin only seen at month end","dashboards held back for the top plan"],"personas":["marketing or creative agency","QuickBooks firm"],"_entry_api":"https://topelevens.com/api/lists/professional-services-automation-software/4","_entry_md":"https://topelevens.com/api/lists/professional-services-automation-software/4/md","_anchor":"https://topelevens.com/professional-services-automation-software#rank-4"},{"founded":null,"hq":null,"compliance":[],"regions":["US"],"onboarding_days":null,"min_team_size":1,"max_team_size":null,"setup_fee":null,"currency":"USD","rank":5,"name":"Kantata","url":"https://www.kantata.com/","team_size_band":"PSA for mid market and enterprise services firms, quoted","best_for":"A US consultancy, IT services or agency group of 100 people or more that forecasts from pipeline as well as delivery and needs QuickBooks, NetSuite or Sage Intacct joined to Salesforce.","best_for_short":"Mid market services firms forecasting from pipeline and delivery together","pricing_band":"$$$ (no price published; plans tailored by company size after a form)","score_out_of_94":7.3,"verdict":"Kantata names the forward looking numbers better than anyone on this page. Its homepage says forecast using live project and pipeline data and instant margin and risk clarity, and its financial management page names real time visibility into current forecasts and revenue, monitoring revenue, margins and fees, timely accounts receivable and BI dashboards for real time insights. Receivables is a number most PSA vendors leave out. The integrations page names QuickBooks, NetSuite, Sage Intacct and Salesforce, plus MuleSoft, Workato and over 1,200 prebuilt connectors. It would rank higher if it printed a price. It prints none.","verdict_short":"Live forecasts, revenue, margin and receivables named, QuickBooks to NetSuite connected, and no price at all.","praise":"The pipeline line matters for a services firm, because next quarter's utilization is set by deals that have not closed yet, and Kantata is the only vendor here that says it forecasts from both. Named customers on the homepage include Deloitte, Sage and Hitachi. It shipped Agent Studio in September 2026, by its own press page.","praise_short":"Forecasts from pipeline and delivery together, with receivables named.","criticism":"No price, no plan names and no trial: the pricing page is a form to a PSA advisor. An IDC excerpt on its own homepage places it for mid market and enterprise services firms, so a 20 person consultancy is outside the stated fit. A separate Kantata on Salesforce product sits in the footer, so ask which one you are being quoted. The 33 percent increase in on time delivery and the case study figures are vendor claims.","criticism_short":"No published price and a stated fit above small firms.","sources_pending":["https://www.kantata.com/","https://www.kantata.com/pricing","https://www.kantata.com/psa/financial-management-software","https://www.kantata.com/psa/integrations"],"risk_signals":{"level":"none","checked":"2026-10-07","summary":"Live product. No price on kantata.com/pricing on 7 October 2026. Real time forecast, revenue, margin and accounts receivable wording read in the raw HTML of kantata.com/psa/financial-management-software the same day; QuickBooks, NetSuite, Sage Intacct and Salesforce on kantata.com/psa/integrations. Several older Kantata addresses returned 404. No adverse public signals found.","signals":[]},"price_min":null,"price_max":null,"free_tier":false,"integrations":["QuickBooks","NetSuite","Sage Intacct","Salesforce","MuleSoft","Workato"],"facts":"Quote only - live forecasts from pipeline and projects - margin and receivables named - QuickBooks, NetSuite, Sage Intacct","problems_solved":["forecast built from last month","receivables chased by hand"],"personas":["consultancy of 100 to 500 people","Salesforce and NetSuite firm"],"_entry_api":"https://topelevens.com/api/lists/professional-services-automation-software/5","_entry_md":"https://topelevens.com/api/lists/professional-services-automation-software/5/md","_anchor":"https://topelevens.com/professional-services-automation-software#rank-5"},{"founded":null,"hq":null,"compliance":[],"regions":["US"],"onboarding_days":null,"min_team_size":5,"max_team_size":null,"setup_fee":null,"currency":"USD","rank":6,"name":"Rocketlane","url":"https://www.rocketlane.com/","team_size_band":"PSA for implementation, onboarding and forward deployed teams, per team member, 5 seat minimum","best_for":"A US software company's implementation or onboarding team, or a services firm that delivers software rollouts, that wants margin and utilization live and the customer inside the same project.","best_for_short":"Software implementation and onboarding teams","pricing_band":"$$ (Standard $49 and Premium $69 per team member a month billed annually, 5 member minimum; AI Fills $29 a user; Enterprise is a quote; implementation charged extra)","score_out_of_94":7,"verdict":"Rocketlane says real time margins as work unfolds and real time insights into project bottlenecks, financials, utilization and customer sentiment. It prints its price: $49 per team member a month on Standard, $69 on Premium, both billed annually with a five member minimum and a 14 day trial. The catch for a managing partner is that utilization tracking, margins and profitability, revenue recognition and the project profitability report are all Premium features. By our arithmetic ten people on Premium is $8,280 a year. It also names HubSpot, Jira, Slack and, on Premium, Salesforce, but no accounting system.","verdict_short":"Real time margins named and the price printed, but the margin reporting is Premium and no accounting system is named.","praise":"It is the only product here built around the client sitting inside the project, which suits a firm whose revenue depends on getting a customer live. It says it has run 100+ migrations including from Kantata and Certinia. Named customers include Observe.AI, SupportLogic and GoCardless.","praise_short":"Printed price, and the client inside the project.","criticism":"No QuickBooks, Xero or NetSuite is named, so the live margin stops short of the books. Implementation packages are charged extra and not priced. The resourcing agents are marked coming soon. GoCardless appears with 59 percent faster time to value on the homepage and 20 percent on the pricing page. Work in progress is not named.","criticism_short":"No accounting connector named, and one customer's result stated two ways.","sources_pending":["https://www.rocketlane.com/pricing","https://www.rocketlane.com/"],"risk_signals":{"level":"none","checked":"2026-10-07","summary":"Live product. $49 and $69 per team member a month billed annually with a five member minimum, AI Fills $29, and implementation charged extra, read in the raw HTML of rocketlane.com/pricing on 7 October 2026. Real time margin wording read on rocketlane.com the same day. No adverse public signals found.","signals":[]},"price_min":49,"price_max":69,"free_tier":false,"integrations":["HubSpot","Salesforce","Jira","Slack","Zapier","Workato","Snowflake"],"facts":"$49 and $69 a member, 5 minimum - real time margins and utilization on Premium - no accounting system named","problems_solved":["implementation margin unknown until the project closes"],"personas":["software implementation team","IT services firm"],"_entry_api":"https://topelevens.com/api/lists/professional-services-automation-software/6","_entry_md":"https://topelevens.com/api/lists/professional-services-automation-software/6/md","_anchor":"https://topelevens.com/professional-services-automation-software#rank-6"},{"founded":null,"hq":null,"compliance":[],"regions":["US"],"onboarding_days":null,"min_team_size":1,"max_team_size":null,"setup_fee":null,"currency":"USD","rank":7,"name":"Unanet ERP for AE","url":"https://unanet.com/erp-for-a-e/erp-for-a-e-overview","team_size_band":"Project based ERP for architecture, engineering and government contractors, quoted","best_for":"A US architecture or engineering firm, or a government contractor, that wants backlog, WIP and utilization on one dashboard and is ready to replace its accounting system to get it.","best_for_short":"Architecture, engineering and GovCon firms that want backlog and WIP live","pricing_band":"$$$ (no price published; unanet.com/pricing returned 404)","score_out_of_94":6.9,"verdict":"Unanet names the deepest set of owner numbers on this page. Its analytics page promises real time visibility to the metrics that matter and lists profitability, growth rate, backlog, utilization and direct labor multiplier, and its sample dashboard shows WIP and unbilled. Backlog and WIP are the two numbers that tell an engineering principal what next quarter looks like and how much has been worked but not billed. It is an ERP, so the books are inside it rather than joined to it. It prints no price, which is what holds it at seven.","verdict_short":"Backlog, WIP, utilization and multiplier named, but it is a full ERP with no price.","praise":"Direct labor multiplier is a number only an architecture and engineering vendor would think to put on a dashboard, and it shows the product was built for that trade. Unanet says it has 100+ pre built connectors and names Power BI, Tableau and Qlik for analysis. Named customers include Swinerton, Eskew Dumez Ripple, OHM and NewFields.","praise_short":"The trade's own numbers, backlog and multiplier, on the dashboard.","criticism":"No price anywhere. It replaces your accounting rather than joining to QuickBooks, so it is a bigger decision than a PSA. The connector names are images on its integrations page, so none could be read. The homepage says 4,200 customers and the about page says 4,000+. Firms outside architecture, engineering, construction and government contracting are not its stated market.","criticism_short":"A full ERP, no price, and two customer counts.","sources_pending":["https://unanet.com/erp-for-a-e/analytics-for-ae","https://unanet.com/erp-for-a-e/erp-for-a-e-overview","https://unanet.com/integrations"],"risk_signals":{"level":"none","checked":"2026-10-07","summary":"Live product. Real time visibility wording, profitability, backlog, utilization and direct labor multiplier, and WIP on the sample dashboard read in the raw HTML of unanet.com/erp-for-a-e/analytics-for-ae on 7 October 2026. unanet.com/pricing returned 404. Customer count stated as 4,200 on the homepage and 4,000+ on the about page. No adverse public signals found.","signals":[]},"price_min":null,"price_max":null,"free_tier":false,"integrations":["Power BI","Tableau","Qlik"],"facts":"Quote only - backlog, WIP, utilization and multiplier named - an ERP, not a bolt on","problems_solved":["backlog in a spreadsheet","WIP only seen at month end"],"personas":["architecture or engineering firm","government contractor"],"_entry_api":"https://topelevens.com/api/lists/professional-services-automation-software/7","_entry_md":"https://topelevens.com/api/lists/professional-services-automation-software/7/md","_anchor":"https://topelevens.com/professional-services-automation-software#rank-7"},{"founded":null,"hq":null,"compliance":[],"regions":["US"],"onboarding_days":null,"min_team_size":1,"max_team_size":null,"setup_fee":null,"currency":"USD","rank":8,"name":"Deltek Polaris (formerly Replicon PSA)","url":"https://www.deltek.com/products/polaris/","team_size_band":"PSA for IT services and consulting firms of any size, quoted","best_for":"An IT services or consulting firm that wants margin and work in progress live without buying a full ERP, especially one already on Deltek Vantagepoint or Costpoint.","best_for_short":"IT services and consulting firms already on Deltek","pricing_band":"$$$ (no price published; demo only)","score_out_of_94":6.7,"verdict":"Polaris says gain real time visibility into margins, work in progress and financial performance across every engagement, and keep projects and margins on track as work happens. Only three products here name WIP, and this is one. It is pitched at IT services and consulting firms of any size without the overhead of a full ERP, which is the right promise. The Replicon brand has been folded into Deltek: replicon.com now redirects to deltek.com. No price is printed, and the Polaris page names only Tableau and Power BI, so the join to your books is a question for the demo.","verdict_short":"Real time margin and WIP named, folded into Deltek, and no price.","praise":"Revenue recognition aligned to ASC 606 and IFRS 15 is named, which matters to a firm with fixed fee work and an auditor. The Replicon time tracking page names SAP, ADP, Jira, Vantagepoint and Costpoint.","praise_short":"WIP and margin live, with ASC 606 revenue recognition.","criticism":"No price and no trial. Accounting connectors are not named on the Polaris page. The improvement figures, 40 percent in time to hire, 20 percent in forecast accuracy and 16 percent in on time delivery, are attributed to firms running on the Deltek platform rather than to Polaris, and no method is given.","criticism_short":"No price, no named accounting connector, and platform wide claims.","sources_pending":["https://www.deltek.com/products/polaris/","https://www.deltek.com/products/replicon/"],"risk_signals":{"level":"none","checked":"2026-10-07","summary":"Live product under a changed brand. replicon.com, replicon.com/pricing and replicon.com/polaris-psa redirect to deltek.com/products/replicon on 7 October 2026, and the Deltek Replicon pricing address returned 404. Real time margin and work in progress wording read in the raw HTML of deltek.com/products/polaris the same day. No adverse public signals found.","signals":[]},"price_min":null,"price_max":null,"free_tier":false,"integrations":["Tableau","Power BI","SAP","ADP","Jira","Deltek Vantagepoint","Deltek Costpoint"],"facts":"Quote only - real time margin and WIP named - Replicon now part of Deltek","problems_solved":["WIP only seen at month end","time tracking separate from margin"],"personas":["IT services firm","Deltek firm"],"_entry_api":"https://topelevens.com/api/lists/professional-services-automation-software/8","_entry_md":"https://topelevens.com/api/lists/professional-services-automation-software/8/md","_anchor":"https://topelevens.com/professional-services-automation-software#rank-8"},{"founded":null,"hq":null,"compliance":[],"regions":["US"],"onboarding_days":null,"min_team_size":1,"max_team_size":null,"setup_fee":null,"currency":"USD","rank":9,"name":"PSOhub","url":"https://www.psohub.com/","team_size_band":"PSA for agencies, IT services, consultancies and engineering firms, per user","best_for":"A firm on HubSpot or Salesforce and QuickBooks or Xero that wants one PSA joined to both, at a printed price, and wants to trial it for a month.","best_for_short":"Firms on HubSpot or Salesforce that want the PSA joined to both CRM and books","pricing_band":"$$ (Essentials $25, Professional $35, Enterprise $45 per user a month billed annually; $30, $40 and $50 monthly; volume pricing from 25 users)","score_out_of_94":6.6,"verdict":"PSOhub names more connectors on both sides of the join than anyone else on this page: HubSpot, Salesforce, Dynamics 365 and Pipedrive for sales, and QuickBooks, Xero, Sage, Exact Online and SAP Business One for the books, plus OData for Power BI, Qlik and Tableau. Prices are printed per user a month, $25, $35 and $45 billed annually, and the trial runs 30 days without a card, the longest here. By our arithmetic ten people on Professional is $4,200 a year. It lists utilization, profitability, margins and forecasts, but the real time wording could not be read on the pages, so it scores lower on the first test.","verdict_short":"The widest named join between CRM and books, printed prices and a 30 day trial.","praise":"For a firm whose deals live in HubSpot and whose invoices live in QuickBooks, PSOhub names both ends of the join, which is the problem behind most month end delays. The 30 day trial is long enough to run a real month end through it.","praise_short":"CRM and books both named, and a full month to test it.","criticism":"The live number is named less clearly than the connectors: no real time claim and no WIP could be read on the pricing or home page. The agentic analytics and scheduling features are Enterprise only. The 24 percent project performance and 73 percent less re entry figures are vendor claims with no method. Several named accounting systems, Exact Online, Twinfield, Moneybird and Bexio, are rarely used in the United States.","criticism_short":"Live numbers named less clearly than the connectors.","sources_pending":["https://www.psohub.com/pricing","https://www.psohub.com/"],"risk_signals":{"level":"none","checked":"2026-10-07","summary":"Live product. $25, $35 and $45 per user a month on annual billing and $30, $40 and $50 monthly, volume pricing from 25 users and the 30 day trial read in the raw HTML of psohub.com/pricing on 7 October 2026. The homepage is rendered by script and its wording was read through the fetch tool. No adverse public signals found.","signals":[]},"price_min":25,"price_max":50,"free_tier":false,"integrations":["HubSpot","Salesforce","Microsoft Dynamics 365","Pipedrive","QuickBooks","Xero","Sage","Exact Online","SAP Business One","Slack","Microsoft Teams","Power BI"],"facts":"$25 to $50 a user - 30 day trial - HubSpot, Salesforce, QuickBooks and Xero all named","problems_solved":["deals in the CRM, invoices in the books, nobody joining them","a price you cannot see without a demo"],"personas":["HubSpot firm","QuickBooks firm"],"_entry_api":"https://topelevens.com/api/lists/professional-services-automation-software/9","_entry_md":"https://topelevens.com/api/lists/professional-services-automation-software/9/md","_anchor":"https://topelevens.com/professional-services-automation-software#rank-9"},{"founded":null,"hq":null,"compliance":[],"regions":["US"],"onboarding_days":null,"min_team_size":1,"max_team_size":null,"setup_fee":null,"currency":"USD","rank":10,"name":"Certinia PSA","url":"https://www.certinia.com/solutions/professional-services-cloud/","team_size_band":"PSA native to the Salesforce platform, for consulting, IT services and software firms, quoted","best_for":"A services firm or software company that already runs its business on Salesforce and wants the PSA inside it rather than joined to it.","best_for_short":"Firms that already run on Salesforce","pricing_band":"$$$ (no price published; pricing page is a demo request)","score_out_of_94":6.5,"verdict":"Certinia is built on the Salesforce platform, and that is both its case and its limit. Inside Salesforce, the pipeline, the project and the financials share one database, so there is less to join. Its pages say real time financial health, automated project tracking and real time visibility, and monitor utilization, budget variances and portfolio health. Work in progress, backlog and receivables are not named on the pages read. The integrations page lists Avalara, Concur, Expensify, DocuSign and MuleSoft, but no QuickBooks, Xero or NetSuite, and no price is printed.","verdict_short":"Real time financial health inside Salesforce, and nothing for a firm that is not on it.","praise":"For a Salesforce firm it removes a join instead of adding one. It claims over 1,400 customers and 22M projects managed, and names a long list of Veda AI agents for estimation, resourcing and statements of work. Five9 is quoted with 30K hours saved.","praise_short":"No join needed if you already live in Salesforce.","criticism":"Wrong for any firm not on Salesforce. No price, no trial. No common small firm accounting connector is named. All customer and outcome figures are vendor claims.","criticism_short":"Salesforce only, no price, and no small firm accounting connector.","sources_pending":["https://www.certinia.com/solutions/professional-services-cloud/","https://www.certinia.com/","https://www.certinia.com/partners/integrations/"],"risk_signals":{"level":"none","checked":"2026-10-07","summary":"Live product. Salesforce native wording, the real time financial health line and the utilization and budget variance line read in the raw HTML of certinia.com on 7 October 2026; no price on certinia.com/pricing. No adverse public signals found.","signals":[]},"price_min":null,"price_max":null,"free_tier":false,"integrations":["Salesforce","Avalara","SAP Concur","Expensify","DocuSign","MuleSoft","Celigo"],"facts":"Quote only - Salesforce native - real time financial health and utilization named","problems_solved":["three systems and nobody owning the join"],"personas":["Salesforce firm","software company services team"],"_entry_api":"https://topelevens.com/api/lists/professional-services-automation-software/10","_entry_md":"https://topelevens.com/api/lists/professional-services-automation-software/10/md","_anchor":"https://topelevens.com/professional-services-automation-software#rank-10"},{"founded":null,"hq":null,"compliance":[],"regions":["US","UK","UAE"],"onboarding_days":14,"min_team_size":1,"max_team_size":null,"setup_fee":null,"currency":"USD","rank":11,"name":"Beyond Elevation","url":"https://beyondelevation.com/fde","team_size_band":"People, not software; boutique bench of exited operators","best_for":"The consultancy or agency whose time sits in one tool, its deals in a CRM and its invoices in QuickBooks, and whose managing partner still waits for month end to see utilization and margin.","best_for_short":"Firms whose systems each hold part of the margin","pricing_band":"$$$ (AI audit at a fixed $3,000 over two weeks; fractional engagement from $5,800 a month; project work from $30,000 over eight to fourteen weeks)","score_out_of_94":null,"verdict":"Count the ten above on one question. Which of them names, in its own words, the numbers a managing partner runs the week on? BigTime names WIP to the ledger, margin, utilization and DSO. Kantata names forecasts, margin and receivables. Unanet names backlog, WIP and utilization. Polaris names margin and WIP. The rest name margin or profitability and stop there. Even the best of them only show what is inside them, and most firms run their numbers across three or four systems, the PSA, the CRM, the accounting system and a capacity spreadsheet. Nobody on the vendor side owns the join between those, and that join is what Beyond Elevation sells: a forward deployed engineer who sits inside the firm and builds the live dashboard on top of the systems already there. Disclosure, stated here and in four other places on this page: Beyond Elevation shares common ownership with Top 11 and its founder Hayat Amin is the expert source named above. It carries no score for that reason.","verdict_short":"Four of ten name WIP or receivables. Joining the systems is the work, and this entry is commonly owned with Top 11.","praise":"It publishes what it costs before anybody speaks to you, which Kantata, Certinia, Unanet and Polaris do not: a fixed $3,000 for the AI audit over two weeks, from $5,800 a month for a fractional engagement, from $30,000 for a project of eight to fourteen weeks, all read on beyondelevation.com/fde on 7 October 2026. The same page states that the client owns everything built: code, agents, accounts and docs. For a firm choosing between a new PSA and making the one it has report properly, a fixed $3,000 audit is a cheap way to find out which it needs.","praise_short":"Publishes a fixed $3,000 audit, and the client keeps the code, agents and accounts.","criticism":"It is people, and people cost more than software. One month at $5,800 is more than two years of Productive Professional for ten people at $3,000 a year. A firm that has not switched on the dashboards in the PSA it already pays for should do that first and spend nothing. The bench is small, so capacity is the constraint. No named professional services client is published. It shares common ownership with Top 11 and its founder is the expert source named on this page, which is why it carries no score.","criticism_short":"The most expensive line here, a small bench, no named services client, and commonly owned with Top 11.","sources_pending":["https://beyondelevation.com/fde","https://meethayat.com/services/fde"],"risk_signals":{"level":"none","checked":"2026-10-07","summary":"Active firm with the audit, fractional and project rates published as read on beyondelevation.com/fde on 7 October 2026, along with the clause that the client owns everything built. Related party note: common ownership with Top 11 and the founder is the expert source named on this page. Disclosed in the entry, the wildcard reason, the editor block, the independence statement and the disclosures, and it is the reason this entry is unrated. No adverse public signals found.","signals":[]},"price_min":3000,"price_max":30000,"free_tier":false,"integrations":[],"facts":"People, not software - fixed $3,000 audit - from $5,800 a month - you keep the code, agents, accounts and docs","is_wildcard":true,"unrated":true,"wildcard_model":"wildcard-v2.0","wildcard_reason":"Beyond Elevation is not PSA software and cannot be scored against a rubric built for it, because there is no per user licence, no seat minimum and no trial to set against $25 or $57. It sits at the unrated wildcard position because it answers the question the ten ranked entries leave open. Each of them assumes the utilization, margin, WIP and receivables a managing partner needs all live inside it. In most firms they do not: hours sit in the PSA, deals in HubSpot or Salesforce, invoices and cash in QuickBooks or Xero, and capacity in a spreadsheet. Somebody has to join those so one number is right every morning, and notice the week a feed quietly stops. In a forty person consultancy that person rarely exists. Beyond Elevation sells that person: a forward deployed engineer who works inside the firm and builds the join rather than advising on it. Disclosure: Beyond Elevation shares common ownership with Top 11, and its founder Hayat Amin is the expert source named on this page. It is placed at the unrated wildcard position for both of those reasons as well as the incomparability one, and the affiliation is stated in the editor block, in the independence statement, in the disclosures and here inside the entry.","wildcard_reason_short":"Not software, so not scored. Commonly owned with Top 11 and founded by the expert source named on this page.","problems_solved":["three systems and nobody owning the join","margin only seen at month end"],"personas":["consultancy of 10 to 50 people","agency of 10 to 50 people"],"_entry_api":"https://topelevens.com/api/lists/professional-services-automation-software/11","_entry_md":"https://topelevens.com/api/lists/professional-services-automation-software/11/md","_anchor":"https://topelevens.com/professional-services-automation-software#rank-11"}]}