--- title: "Professional Services Cloud Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Professional Services Cloud the right Professional Services Automation solution for you? Explore 55 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/99830/Professional-Services-Cloud/reviews/" page_type: "reviews" language: "en" publication_date: "2026-09-28" --- Professional Services Cloud 4 (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 September 28th, 2026 # Reviews of Professional Services Cloud Ease of use 3.8 Customer Service 3.9 ## Pros and Cons in Reviews YY Yuri Y OPS ManagerComputer Networking, 5,001 - 10,000 employeesUsed the software for: More than 2 years. “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.“ January 8, 2024 DF Daniel F Sales Operations ManagerHospital & Health Care, 501 - 1,000 employeesUsed the software for: More than 2 years. “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.“ January 3, 2024 SP Spencer P Sales Operations AssociateManagement Consulting, 51 - 200 employeesUsed the software for: 6-12 months. “It has helped the business and myself keep track of resource utilization and management very well!“ January 3, 2024 SP Spencer P Sales Operations AssociateManagement Consulting, 51 - 200 employeesUsed the software for: 6-12 months. “Some of the setup and customizations can be hard to find or find out how to configure.“ January 3, 2024 SP Spencer P Sales Operations AssociateManagement Consulting, 51 - 200 employeesUsed the software for: 6-12 months. “Its built on Salesforce and is housed in the same system making it easy to keep everything in one place!“ January 3, 2024 Yasir H Managing PrincipalInformation Technology and Services, 51 - 200 employeesUsed the software for: More than 2 years. “The invoice generation design process is not built well.“ January 5, 2024 Yasir H Managing PrincipalInformation Technology and Services, 51 - 200 employeesUsed the software for: More than 2 years. “Being built on Salesforce allows us the benefit of:“ January 5, 2024 JL Jordyn L Salesforce Admin/Data AnalystMarketing and Advertising, 51 - 200 employeesUsed the software for: More than 2 years. “It is not user friendly, it lacks a lot of customization, things seem to always be more difficult when using this system than it should be.“ July 7, 2021 ## Showing most helpful reviews Showing 1-25 of 55 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Michelle G. Business Process Analyst Information Technology and Services Used the software for: 2+ years ### "Certinia's Professional Services Cloud automates and streamlines engagement delivery" January 22, 2024 5.0 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 MJ Mike J. SVP Hospital & Health Care Used the software for: 2+ years ### "Great overall platform for gaining visibility to everything PS in a business" January 2, 2024 5.0 Overall we are really happy with our use of PS Cloud and leverage it every day as part of our services organization. Pros Very easy to implement and start getting benefits near term. Cons Lots of options to weigh for set up and overall use. Easy to get bogged down on complicated areas that wont materialize or are minor parts of a business. Switched from [Unanet ERP AE](https://www.capterra.com/p/130633/Clearview-InFocus/) Needed more features and automation than the platform could provide Review Source ET Erin T. Director of Operations Computer Software Used the software for: 1-2 years ### "Overall we've had a very positive experience with the SCM Module!" August 21, 2015 3.5 Pros The SCM Module of FinancialForce is fantastic for organizations looking for a plug in to Salesforce that can be customized but also has a lot of fantastic out of the box features. Our company went from using Quickbooks which provided very little if any controls and reporting to using the SCM product which allows you to use the same functionality for permissions, page layouts and reporting as you get in the native Salesforce application. The product links seamlessly into your existing organization and allows you to take Opportunities in Salesforce and create Quotes to your customers, sales orders from the quotes, purchase orders to your vendors and invoices to your clients. You can report at the line item level on all of these objects which gives you excellent visibility and control into the day to day operations of your business. There is also an inventory functionality that can assist with inventory management. We don't use this function but I've seen the capability and it's also fantastic. Cons Because SCM is still growing there are a lot of new releases of the product that have great fixes and updates. However, upgrading can be a long process because of the amount of testing you have to do. The more customized your environment is the longer the upgrades can take. We are running about 10 versions behind right now due to this. However, we realize this will level out over time and become much less time consuming as the product matures. Review Source GS Greg S. Sr Partner Information Technology and Services Used the software for: 1-2 years ### "Certinia PSA Review, cant run our business without it." January 4, 2024 5.0 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. Alternatives considered [NetSuite SuiteProjects Pro](https://www.capterra.com/p/153572/NetSuite-OpenAir/) Reason for choosing Professional Services Cloud Certinia is built on the SFDC platform. Doing business with Certinia was easier than doing business with Oracle. 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. Review Source VR Verified Reviewer Managing Principal Information Technology and Services Used the software for: 2+ years ### "Allowed us to scale our operations and resource management from a small to a mid-size consultancy" January 5, 2024 4.0 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. Reason for choosing Professional Services Cloud Better feature fit and Salesforce platform Review Source VR Verified Reviewer Salesforce Administrator Information Services Used the software for: 1-2 years ### "Robust financial management system" March 7, 2018 5.0 Huge improvement over our previous financial system. Pros After the initial setup process (albeit long and tedious), the platform seems to work pretty well. It is well designed and a huge improvement over our previous financial management system and has cut our month-end, year-end, and other periodic closing process times in half. Cons The system consistently slows down after a few days/weeks/months. Sometimes this is due to a FinancialForce upgrade, and sometimes it has been due to bad code written for us by our FF consultant. The process for getting these performance degradation resolved can take weeks, wasting dozens of hours of valuable time. Review Source VR Verified Reviewer Salesforce Admin/Data Analyst Marketing and Advertising Used the software for: 2+ years ### "It integrated well with SF but that's about it." July 7, 2021 3.0 I would not recommend- it's find and does the job if you need limited functionality but for the price tag it wouldn't be worth it- we paid for a long term contract and invested a lot so we were forced to try and make it work and it was a huge pain. Pros Obviously, it integrates very well with Salesforce so you can have you SF admin do a lot of the implementation rather than having a dedicated person. Cons It is not user friendly, it lacks a lot of customization, things seem to always be more difficult when using this system than it should be. Review Source VR Verified Reviewer Director of Information Technology Public Safety Used the software for: 1-2 years ### "Not the greatest" April 4, 2019 3.0 Pros If you need an accounting package that integrates with Salesforce, this would be the best option. It does have most features your accounting and finance people need. Cons Our financial people constantly complain about the speed, has decreased efficiency as it takes longer to do tasks than previously in Quickbooks. Also, it has periodic slowdowns that has been determined to not be our network, but them. Admittedly this is mostly secondhand from our accounting and finance departments. Review Source Nolan M. Board Of Trustees Information Services Used the software for: Less than 6 months ### "FinancialForce Accounting Review" November 20, 2018 5.0 Pros this software has helped my company significantly in our process to switch over from older software. Cons This software takes a lot more time to use although it may be worth it. Review Source VR Verified Reviewer Professional Golfer Medical Devices Used the software for: I used a free trial ### "FF Review" February 12, 2019 5.0 Pros I love Salesforce, and they have hit the nail on the head yet again with this product. Imagine Salesforce for accounting. Cons I have no cons to report. This gets the job done and is easy to use. Subject to user error, so train employees diligently Review Source FS Frieder S. Director Finance Automotive Used the software for: 1-2 years ### "Buchhaltung ok, Lokalisierung durchaus armselig, SCM nicht nutzbar" June 2, 2021 1.0 Pros UX + cloud-based, Datenübernahme aus Salesforce (Accounts, Rechnungen, etc.) Cons Nicht geeignet für Prozesse ausserhalb des Standards. Implementierungsteam heillos überfordert, SCM maximal unbrauchbar, Endergebnis enttäuschend. Lieber einen Anbieter mit Erfahrung wählen. Reason for choosing Professional Services Cloud Salesforceanbindung, verkaufte Einfachheit. Review Source SD Stephanie D. Product Analyst Computer & Network Security Used the software for: Less than 6 months ### "Ability to do so much" November 27, 2018 5.0 It has cut down our process time dramatically and we are able to do much more in less time. Pros This software gives you the capability of doing so much and allows you to report on it all Cons The amount of click through windows can become tedious but overall there are ways to cut that down as well so it's not really a big issue. Review Source MD Mary D. Used the software for: ### "Recommendable!" December 1, 2011 4.0 We have been doing for the last 5 months our invoices, collections and the month-end-close with this accounting software and we are pretty happy with everything. It is our first cloud accounting solution and I wouldn´t like to go back to our old system. Pros \- 360° customer overview - web-based - easy-to-use dashboard - you can set up payment notifications and alerts Review Source CM Cristina M. Used the software for: ### "Great integration with SF sales cloud" October 4, 2016 5.0 I really like FF mostly because the seamless integration with the Salesforce native sales cloud. I wish my company would have listened to our team need more. We are already using the FF software for resource and project management and would have been nice to include the account as well as the hcm module. Review Source jG jay G. Used the software for: ### "great products great support incredibly expensive" October 7, 2016 4.0 At some point you will have to decide if the cost is worth the quality. stuff gets done, but you could easily hire several developers to build similar platforms, or integrate with ohers Review Source rM raghu M. Used the software for: ### "pse package" October 6, 2016 3.0 we a re using pse for our internal projects maintananace, find the package interesting and easy to use but see a lot ofpotential poain points which can be fixed Review Source RE Rakesh E. Used the software for: ### "Senior salesforce developer " October 6, 2016 5.0 Built on a cloud platform this allows me to manage my accounting in a better way. And the most amazing part is it's available everywhere Review Source AZ Athar Z. Used the software for: ### "New User to FinancialForce" October 4, 2016 4.0 Intuitive to use. However, end user adoption, specifically training&enablement remains a work in progress. Review Source RG Reed G. IT Business Analyst Information Technology and Services Used the software for: 2+ years ### "Cisco Professional Services on PSA" January 30, 2024 5.0 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 DF Daniel F. Sales Operations Manager Hospital & Health Care Used the software for: 2+ years ### "PSA is a Great Tool!" January 3, 2024 4.0 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 YY Yuri Y. OPS Manager Computer Networking Used the software for: 2+ years ### "PSA from Certinia is well worth it" January 8, 2024 5.0 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 AS Arman S. Operations Coordinator Information Technology and Services Used the software for: 1-2 years ### "Overall good experience using PSA" January 3, 2024 5.0 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 WM William M. Owner/Founder Used the software for: ### "More than I need Human Capital Management Software" December 1, 2011 4.0 I would say if you are a small or medium business and you have no idea what an HR department or IT department looks like, then you need Vana Human Capital Management. If you have employees and you want to increase performance, this solution is complete. HR departments will thank you, you will save time and headaches. This made our performance reviews a dream. The social collaboration is new to us and has become the center of our corporate universe. you will be overwhelmed so just be warned the Quick Start Implementation will appeal to you, but I encourage you to just get the next level up so the team at VanaWorkforce.com will do all the work for you. Just get it. Oh yeah, since it is on force.com it makes integration with CRM and other force.com products a single click of the mouse and has single sign-on, super cool. Patrick. Pros The user interface is excellent. If you know Salesforce.com CRM then you will inherently know how to use Vana HCM. WOW! No training required. Great future vision product, it has more than I need to manage my team, recruit and track people, leave, benefits, compensation, performance and more. Even better I LOVE the Social Collaboration tool. It keeps my employees working and collaborating in the solution and not of facebook or twitter. Also love the collaboration on goals, initiatives, performance reviews and projects. Top it off the library was an added bonus, since I can store and share corporate documents and even education materials as part of the solution (free) and have my team collaborate with others on these and track it in the learning management. Overall: over the top! Thank you. Cons There is almost too much to learn. The overwhelm is consuming. I wish I had the ability to configure everything that is delivered. Knowing where to start was a bit daunting, thank goodness they did the first series of configurations to launch the product and provided me with an easy to use Getting Started Guide so my team could calm down and get started 1...2...3 Learning to use the system most effectively was a challenge, but I think we finally got it. It may have been more of a resistance to change, rather than a solution problem. It took a while to adopt it as a company, but we are all on the same page now and it ROCKS! The Social Org Chart was a bit of a challenge to set up, but easy to re-org and fix with a little help and is now AWESOME! Review Source BS Beth S. CRM Administrator Philanthropy Used the software for: 1-2 years ### "FinancialForce for small organization of 20 FTE" July 17, 2015 4.0 Pros My favorite quality of FinancialForce is the seamless integration with Salesforce.com. The platform operates much in the same way as Salesforce, so customizing and reporting were easy and quick to learn. This made the integration process go much smoother and I was able to train my team quickly on using the new financial system. Throughout my history of using FinancialForce, whenever I did encounter a questions or problem, opening a case was easy and the response time was within 1-2 days. Another key functionality that I really enjoy with having both our operations and finances under one login, is the reduced amount of data entry. We have greatly reduced the amount of time spent on duplicate data entry by operating in the same system. FinancialForce also offers a lot of automated functionality, but one we use is the automated cash matching, which takes out another step of manual data entry. The operating efficiencies we've leveraged by implementing FinancialForce have paid for the cost and then some. Cons We are a small organization of 20 and we do not have a developer in-house. We struggled with the FinancialForce reporting app, as this requires some use of code and developer 'speak'. The standard Salesforce reporting allows for FinancialForce data as well, so we rely on this function more often, but when it comes to the standard P&L structure for our board, we needed a 'pretty' report, and this requires the FinancialForce reporting app. During our implementation we were promised by the implementation partner that they would write the reports for us, however this was never delivered. FinancialForce is working on rectifying the problem for us, but it will require some additional hours and financial resources on our end. Review Source cB chris B. CEO Civic & Social Organization Used the software for: 1-2 years ### "Over promised software that is incredibly complex to set up" August 15, 2018 2.0 Over complex software supplied by an unhelpful vendor. Pros It is highly configurable and provided it meets your requirements and when it is finally configured and set up it works okay. Cons It is incredibly complex and entails significant learning and development time to configure it. High on-going costs for maintaining and evolving the product in line with the business, entailing the support of a significant in-house IT team. Not suitable for SMEs and organisations of less than 100 staff or T/O of over $50m. The sales team from Financial Force understated the complexity of set up and learning time and over promised on suitability and functionality. The support team at FF have proven to be unhelpful and difficult and are only interested in selling more consulting time. Issues in integrating with Microsoft. Review Source Similar Products Featured ## 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.