# Page 2 | Financial Management Cloud Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Financial Management Cloud the right Enterprise Resource Planning solution for you? Explore 55 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/117310/FinancialForce-Professional-Services-Automation-PSA/reviews --- Financial Management Cloud 4.2 (55) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 2 - Reviews of Financial Management Cloud ## Showing most helpful reviews Showing 26-50 of 55 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Associate, IT Applications Telecommunications Used the software for: 2+ years ### "Good tool; can be hard to make the most out of it" November 27, 2018 5.0 Pros Very powerful tool with a lot of functionality. Cons It takes a significant amount of customization in order to make the most of it. Review Source JL John L. Senior CRM analyst Consumer Goods Used the software for: 2+ years ### "PSA for Project Management" November 27, 2018 5.0 Pros A lot of builtin Project Management tools. Somewhat difficult to train Users on, due to the complexity of our requirements and instance. Easy to maintain, add and remove Users. Cons Complexity. A lot of moving parts in the background. We over designed our instance and the group that uses it only uses about 20% of the capabilities. Review Source VR Verified Reviewer Growth at Chime Financial Services Used the software for: 6-12 months ### "FF PSA is a Winner" November 30, 2018 5.0 Pros Seamless integration with Salesforce CRM. Intuitive and easy-to-use user interface. Super responsive support team. Unlimited flexibility with all the features offered. Cons There's some level of complexity involved for beginners considering the sheer number of features available. A lot of updates, at times unnecessary but part of what keeps the FF engine humming along. Could be some improvements to mobile and reporting. Review Source RTM Richard T M. VP of Customer Experience Health, Wellness and Fitness Used the software for: 1-2 years ### "Reporting good, but very buggy, last generation technology" November 20, 2018 2.0 Pros Provides an interface to let my staff interact and submit information (time cards, expenses, etc.). The ability to pull reports is very helpful and reduces staff time Cons It's very buggy. Crashes at least once a week and our team loses data all the time. For example, saving time cards has been a nightmare. Generally PSA feels like technology and an interface from the early 2000's. It's dated, and not fun to use. Review Source MO Melinda O. Salesforce Operations manager Information Technology and Services Used the software for: 2+ years ### "FinancialForce Professional Services Automation (PSA) review" November 20, 2018 4.0 We have been able to do better resource allocation and better insights into how utilized our teams are Pros Utilization and project management as it was able to help us better align resources Cons the project task gantt was hard to use and did not function properly Review Source LN Linda N. Global Services Operations Manager Telecommunications Used the software for: 2+ years ### "Restrictions on Access" November 20, 2018 4.0 Pros Easy to use Ability to import and export data Easy to Customize Cons Dashboard creations are limited Must purchase additional licenses for those who only need view only access Would like to be able to link to SAP Review Source VR Verified Reviewer Head of GIS Technology Used the software for: Less than 6 months ### "A solid addition to the Salesforce platform for tracking professional services activity" February 16, 2018 4.0 Pros It complements the Salesforce application and so skills using and creating reports / dashboards can be transferred Cons At times the interface is very extensive and can be overwhelming to users. Many of our staff have failed to create dashboards that reflect their reporting needs Review Source JH Jim H. Project Manager Information Technology and Services Used the software for: 2+ years ### "FF PSA review" November 30, 2018 3.0 Pros Many features included which fit together well Cons Reporting functionality difficult to use and get the data desired. Does not fit together with SalesForce reporting very well. Review Source EE Eric E. Project Manager Telecommunications Used the software for: 2+ years ### "Great reporting functionality" November 20, 2018 5.0 Pros Reporting and ability to run bulk updates to project entries. Cons Some of the features like setting up automated reports and dashboards are not intuitive Review Source DE David E. Consultant Management Consulting Used the software for: 6-12 months ### "Using SCM and Financial packages for ECommerce" August 31, 2017 4.0 Would love to see built in EDI support Pros Salesforce platform, Half Decent API, Great customer support. Allows you to manage things in one place. Lower cost of ownership. Installation and maintenance is nothing compared to most ERP solutions. Cons API could be more developed. Difficult to customize using apex (ie I would love to see some dependency injection here for custom logic of doing some things). ERP software is complex FF is not exclusion. Review Source VR Verified Reviewer Director of Artificial Intelligence, Office of the CTO Computer Software Used the software for: 6-12 months ### "Your one stop PSA tool" November 27, 2018 4.0 Pros If you have SF CRM and your a prof services org...stop here, this is your tool. Cons High costs of customizations and limited reporting cause a bit of a slow launch. but all the major features are there. Review Source VR Verified Reviewer Client Finance Specialist Computer Software Used the software for: Less than 6 months ### "Financial Force" November 20, 2018 4.0 Pros I liked the accessibility of the information through reports and the fact that is easy to massive upload to add / modify records Cons The user interface is very poor, it's not intuitive as it should be. Review Source KH Kacy H. sr business analyst Marketing and Advertising Used the software for: 2+ years ### "analyst / admin" November 26, 2018 4.0 Pros functionality, time tracking ability to use metrics to run business Cons project mgmt gantt tool, not very easy to use Review Source VR Verified Reviewer Engagement Director, Global Strategic Accounts Information Technology and Services Used the software for: 6-12 months ### "Excellent Tool" November 27, 2018 5.0 Extremely satisfied with the feature set provided Pros Visibility and Tracking of PS Projects provides valuatable insight Cons Integration with other Salesforce difficult Review Source Jonathan S. Operations Manager Hospital & Health Care Used the software for: ### "Cloud based with solid feature set" October 10, 2017 4.0 Pros Cloud Based and very intuitive. Ties into salesforce and very intuitive as it aligns to the design and flow of SalesForce and ServiceCloud. Cons Exporting data for usage outside of the tool can be a challenge. Separate database is used entirely for the product so it isn't truly integrated with sales and support tools. Review Source kL kevin L. Consultant Computer Software Used the software for: 1-2 years ### "FF Review" November 20, 2018 5.0 Pros Ease of use - all sales and account related material is in one place. Cons The UI looks a bit dated but other than that nothing crazy. Review Source TR Tiana R. Sr. Product Consultant Management Consulting Used the software for: 6-12 months ### "Way to scale " November 20, 2018 4.0 Pros I love that I am able to pull reports, put in staffing requests, manage my budget, manage my team's expenses, and report my own time and expenses in the same place. Cons Some of the features are not intuitive, like requesting time off. Review Source VR Verified Reviewer Delivery Engineer Internet Used the software for: Less than 6 months ### "Decent self-service portal for HR applications" November 30, 2018 5.0 Pros I can handle most things myself instead of having to reach out to HR staff. It does its job of automating various HR tasks admirably, and seems quite flexible. Cons The user interface is pretty dated and can be difficult to navigate. There are so many features it can be difficult to know which one does what I want. Review Source VR Verified Reviewer Financial Analyst Consumer Electronics Used the software for: I used a free trial ### "Great PSA Software Built on Salesforce Platform" November 26, 2018 5.0 Pros My favorite feature is time card entry. It’s quick, easy and intuitive to submit time for various projects I’m working on. System is highly configurable to fit our needs and the UI is easy to navigate. Cons Reporting seems to rely on the Salesforce interface and can be a bit slow. Review Source JH John H. Head of Finance and Administration Used the software for: ### "Significants improvements to Financial Control for an NGO" December 22, 2011 4.0 Excellent analysis tools and integration with Excel supports our multiple reporting and wider organisational needs. Pros Excellent Multi-currency. Dimensions Feature allows the level of reporting we need to comply with multi-country/currency/project/phase/donor requirements. Very easy to use and to train others to use. Excellent import/export facility with Excel. Web based allows field and UK staff to work in real time on the same data. Cons We are an NGO, and our requirements are only for General Ledger, so I cannot comment on the pros and cons of the full system. We also use SalesForce; which is a pre-requisite to gain some of the benefits above. Review Source MB Michael B. Operations Manager Used the software for: ### "Fully Integrated Solution" December 19, 2011 4.0 If you are a Salesforce user this is an excellent integrated solution. Sales and finance share the same information. With Financial Force we look at the business financially the same way we look at it operationally. Pros Web based, integrated with Salesforce, easy to set up, easy to configure, easy to maintain, always up to date, great support Cons Product is relatively new so sophistication is developing over time. Reporting is based on standard Salesforce reporting so whilst extremely powerful is non standard for finance- though a product to resolve this is currently in development. Review Source ZF Zodiac F. Project Manager Information Technology and Services Used the software for: 6-12 months ### "Financial Force " December 12, 2018 5.0 Pros A great upgrade from what our company was initially using - easy and straight forward Cons Like any change it takes time to fully grasp so there is a learning curve Review Source AB Arty B. Program Manager Logistics and Supply Chain Used the software for: 2+ years ### "FF PSA review" November 30, 2018 5.0 Pros It caters to the need of users. Very useful for the professional services team. Cons Difficult to identify capabilities for each user. Review Source MA Matt A. Product Manager Management Consulting Used the software for: ### "null" December 13, 2018 4.0 Review Source EA Elie A. Used the software for: ### "null" March 14, 2018 3.0 Review Source Similar Products Featured ## Related categories [Debt Collection](https://www.capterra.com/debt-collection-software/)[Revenue Recognition](https://www.capterra.com/revenue-recognition-software/)[General Ledger](https://www.capterra.com/general-ledger-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.