--- 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: "2026-09-28" --- # Professional Services Cloud Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 28, 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/)[Project Portfolio Management](https://www.capterra.com/project-portfolio-management-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 (2,080)](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 (2,036) Value For Money 3.8 (38) Value For Money 3.9 (1,625) Customer Service 3.9 (50) Customer Service 3.8 (1,728) ## 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 [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 Highest Rated [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 [Oracle Fusion Cloud ERP](https://www.capterra.com/p/274950/Oracle-Fusion-Cloud-ERP/) [4.3 (74)](https://www.capterra.com/p/274950/Oracle-Fusion-Cloud-ERP/reviews/) Starting price $50000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/274950/Oracle-Fusion-Cloud-ERP/) ## 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 38 features Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Integrate with a third-party accounting system Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Application programming interface that allows for integration with other systems/databases A record of all activities within the system, including user access, changes made, etc. Create, manage, and send invoices or bills to customers Create budgets based on historical data and future projections Provides a channel for team members to share AI models, media files, communicate, and work together Configure existing workflows to meet your organization's needs Track, store, and access client contracts or licenses Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Add customized logos and colors to align with company branding Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Create labels for products that contain required information such as colors, sizes, dates, etc. Graphical representation of data Estimate expected cost based on various factors before a project begins Monitor and record expenses such as purchases or charges incurred Plan, manage, and track the financial activities of an individual or organization Form predictions based on past and present data/trends Captures invoice data and maintains comprehensive records for auditing and reporting purposes Manage and handle various international currencies Manage employee salary processes, data, taxes, and records administration efficiently Manage and track financials on a project-to-project basis Create, send, and track purchase orders and their statuses Analyze and gain insights into data in real-time Receive data and information in real time Active reporting of data and metrics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Process of planning, scheduling and executing the optimal and effective use of human capital across projects Monitor sales and make necessary adjustment in order to increase demand and revenue An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it. Online portal through which end users can access the system, manage tasks, or obtain information Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. 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 Service Cloud](https://www.capterra.com/p/136189/Salesforce/)[ Salesforce Marketing Cloud](https://www.capterra.com/p/248536/Salesforce-Marketing-Cloud/)[ Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/)[ Avalara](https://www.capterra.com/p/75673/AvaTax/)[ Xactly](https://www.capterra.com/p/41694/Xactly/) 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 5(20) 4(21) 3(8) 2(4) 1(2) Mentioned topic Sorted by most recent RG Reed G. IT Business Analyst Information Technology and Services ### "Cisco Professional Services on PSA" 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 10/10 January 30, 2024 We have a strong long-standing relationship with the Certinia Support team and with our Technical Account Manager. Pros PSA is a critical backbone to conducting our business. Cons No issues or concerns to raise here.... Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Michelle G. Business Process Analyst Information Technology and Services ### "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 22, 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. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. YY Yuri Y. OPS Manager Computer Networking ### "PSA from Certinia is well worth it" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 January 8, 2024 We went live with PSA about 2 years ago. Since that time, we have eliminated a lot of manual processes and enabled almost real-time scheduling, time keeping, billing, reporting and forecasting from a single platform. Pros Ability to have a single pane view on the global PS business in our company was one of the major goals for the PSA implementation. We migrated hundreds of the users from spreadsheets-based business to the online/mobile model. Some tasks used to take days of work, not take minutes. Cons Analytics implementation is still work in progress. We submitted several ideas for how to improve it, now they are being implemented. We will continue to push for a more consolidated and user-friendly forecasting via analytics. Another area is the integration with online calendars like Outlook. Current implementation only allows the events to have 8 duration, we need a more granular approach. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AN Anonymous User Managing Principal Information Technology and Services ### "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 5, 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. Reasons for choosing Professional Services Cloud Better feature fit and Salesforce platform Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. SM Saumyo M. Sr.Director, IT Business Apps Information Technology and Services ### "Great PSA tool, Great features, but expensive" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 5, 2024 Pros \- Feature rich - Forecasting - Resource requests and management - Project financial management - Integrate-able and Configurable Cons \- Expensive - Lack of OOTB sophisticated doc gen capabilities - High implementation cost Switched from [Inspire Planner](https://www.capterra.com/p/160178/Inspire-Planner/) Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. GS Greg S. Sr Partner Information Technology and Services ### "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 4, 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. Switched from [Harvest](https://www.capterra.com/p/75598/Harvest/) Lack of reporting. Lack of data attributes associated with Projects, Accounts, billing events. Lack of functionality surrounding project governance and portfolio reporting. Alternatives considered [NetSuite SuiteProjects Pro](https://www.capterra.com/p/153572/NetSuite-OpenAir/) Reasons for choosing Professional Services Cloud Certinia is built on the SFDC platform. Doing business with Certinia was easier than doing business with Oracle. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AS Arman S. Operations Coordinator Information Technology and Services ### "Overall good experience using PSA" 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 9/10 January 3, 2024 Pros The intuitiveness and user experience / page layouts are easy to understand and follow. Cons There are multiple ways to do multiple different things, and some ways can cause errors. The only way to know this is to test out different methods and seeing for yourself that the error arose. It would help if there were either: - limitations on the number of ways one can perform a process, or - more flags that notified a user that doing something in one way may not provide the desired outcome. Example: placing a 'hold' on a resource when staffing a Resource Request - the correct way to do it is to select the resource and then click 'Hold' - there is another way to do it where one can go to the empty Resource field and populate it. The status of the RR will say "Held" and it will show that resource's name, but the resource will not actually be Held, and thus, will not show up in the Resource Planner. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. SP Spencer P. Sales Operations Associate Management Consulting ### "PSA Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 January 3, 2024 It has helped the business and myself keep track of resource utilization and management very well! Pros Its built on Salesforce and is housed in the same system making it easy to keep everything in one place! Cons Some of the setup and customizations can be hard to find or find out how to configure. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AD Amy D. System Admin Environmental Services ### "Amazing!!!" 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 7/10 January 3, 2024 Pros It's very intuitive and helpful for my daily job. Cons There is not much bad I can say about Professional Services Cloud. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. DF Daniel F. Sales Operations Manager Hospital & Health Care ### "PSA is a Great Tool!" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 3, 2024 Very positive experience with an excellent customer service team that seems to be always available. Pros It allows us to scale our business as needed and track our resources while also allowing us to bill/invoice. Cons Sometimes organizations are not all the same and therefore some of the out of the box solutions did not fit our use case and we have had to do some customizing. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. [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.