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description: Page 5 - Discover the best Professional Services Automation Software for your organisation. Compare top Professional Services Automation Software tools with customer reviews, pricing and free demos.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Page 5 - Best Professional Services Automation Software - 2026 Reviews, Pricing & Demos
---

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# Professional Services Automation Software

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## Products

1. [NetSuite SuiteProjects Pro](https://www.softwareadvice.com.au/software/23759/openair-psa) — 3.9/5 (43 reviews) — NetSuite OpenAir offers buyers a collection of applications designed to support every stage of the professional servi...
2. [CS Professional Suite](https://www.softwareadvice.com.au/software/130519/cs-professional-suite) — 3.8/5 (41 reviews) — CS Professional Suite is on-premise and cloud tax and accounting solutions that help streamline workflows and enhance...
3. [awork](https://www.softwareadvice.com.au/software/74235/awork) — 4.7/5 (40 reviews) — awork is the only project management platform built specifically for agencies. Generic PM tools force agencies into w...
4. [Synergist](https://www.softwareadvice.com.au/software/158350/synergist) — 4.7/5 (40 reviews) — Synergist is an all-in-one agency management software that helps agencies find efficiencies, improve profit margins a...
5. [Moovila](https://www.softwareadvice.com.au/software/202483/moovila) — 4.6/5 (39 reviews) — Moovila Perfect Project is an AI-driven project and portfolio management platform designed to help project teams deli...
6. [Advantage](https://www.softwareadvice.com.au/software/85139/advantage) — 4.2/5 (38 reviews) — Advantage provides an all-in-one purpose-built software platform for managing advertising agencies, creative teams, p...
7. [eLegere](https://www.softwareadvice.com.au/software/213310/elegere) — 4.5/5 (38 reviews) — eLegere is the Italian Low-Code and No-Code Application Building Platform for Business Process Management. It transfo...
8. [HaloPSA](https://www.softwareadvice.com.au/software/142627/halopsa) — 4.8/5 (38 reviews) — HaloPSA is a cloud-based and on-premise professional service automation (PSA) tool designed for ITIL-aligned managed ...
9. [Screendragon](https://www.softwareadvice.com.au/software/265253/screendragon) — 4.6/5 (37 reviews) — Screendragon is an enterprise work management and orchestrated intelligence platform built for complex marketing and ...
10. [Journyx](https://www.softwareadvice.com.au/software/320095/journyx) — 4.1/5 (36 reviews) — Journyx time tracking software is easy to use for employees and powerful for complex cost accounting needs, along wit...
11. [AUTOMY](https://www.softwareadvice.com.au/software/239806/automy) — 4.8/5 (36 reviews) — AUTOMY is a cloud-based no-code platform designed to help businesses configure workflows and automate various process...
12. [Intellect Document Control](https://www.softwareadvice.com.au/software/254821/intellect-document-control) — 4.7/5 (33 reviews) — Intellect’s Document Control Software, part of our AI-powered QMS platform, helps manufacturing and life sciences org...
13. [Practice](https://www.softwareadvice.com.au/software/414605/practice) — 4.6/5 (33 reviews) — Practice is a client management software designed for service-based businesses. It helps them track, manage, and scal...
14. [Triskell PPM](https://www.softwareadvice.com.au/software/159607/triskell) — 4.7/5 (31 reviews) — Triskell is a cloud-based project portfolio management solution for banking, insurance, pharmaceutical and other indu...
15. [MindSalt Time & Expense](https://www.softwareadvice.com.au/software/141523/mindsalt-time-and-expense) — 4.7/5 (30 reviews) — MindSalt is simple time and expense tracking software for teams that need accurate project, billing, payroll, and bud...
16. [Tempo Capacity Planner](https://www.softwareadvice.com.au/software/411503/tempo-planner) — 4.1/5 (29 reviews) — Tempo Planner is a business planning tool that allows users to create plans and schedules. It also monitors their pro...
17. [Kaseya BMS](https://www.softwareadvice.com.au/software/428259/kaseya-bms) — 4.1/5 (29 reviews) — Kaseya BMS is a business management solution that helps companies manage their products and services. The software ha...
18. [PROMYS](https://www.softwareadvice.com.au/software/36651/promys) — 4.7/5 (29 reviews) — Promys provides CRM, help desk and PSA business software solutions to VARs, resellers and solution providers in the i...
19. [Inserve](https://www.softwareadvice.com.au/software/439500/inserve) — 4.7/5 (28 reviews) — Inserve is online service software specifically made for Dutch Managed Service Providers and other service businesses...
20. [e·silentpartner](https://www.softwareadvice.com.au/software/17204/esilent-partner) — 4.4/5 (28 reviews) — e·silentpartner by The Médi Group is a cloud-based integrated professional services automation (PSA) solution. It off...
21. [BoondManager](https://www.softwareadvice.com.au/software/260289/boondmanager) — 4.7/5 (27 reviews) — BoondManager is a business process management and expense reporting solution that helps businesses streamline process...
22. [UniFi](https://www.softwareadvice.com.au/software/426639/UniFi) — 4.5/5 (27 reviews) — UniFi is a revolutionary cloud-based platform with limitless use cases for finance and all connected departments. It ...
23. [Ravetree](https://www.softwareadvice.com.au/software/169618/ravetree) — 4.5/5 (27 reviews) — Ravetree is a cloud-based project management solution with integrated resource planning, customer relationship manage...
24. [Flowcase](https://www.softwareadvice.com.au/software/251252/cv-partner) — 4.8/5 (25 reviews) — Flowcase is a SaaS tool that helps automate the process of filtering, tailoring, and formatting CVs, resumes, and cas...
25. [SwiftCase](https://www.softwareadvice.com.au/software/396272/swiftcase) — 4.6/5 (25 reviews) — SwiftCase is a cloud-based workflow management solution that helps businesses in the insurance, finance, legal and se...

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## Related Categories

- [Workflow Management Software](https://www.softwareadvice.com.au/directory/4272/workflow/software)
- [Time and Expense Software](https://www.softwareadvice.com.au/directory/222/time-and-expense/software)
- [Project Portfolio Management Software](https://www.softwareadvice.com.au/directory/1937/ppm/software)
- [Project Planning Software](https://www.softwareadvice.com.au/directory/453/project-planning/software)
- [Project Management Software](https://www.softwareadvice.com.au/directory/4430/project-management/software)

## Links

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-----

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Companies with under 500 employees should look to NetSuite SRP (Services Resource Planning), which offers similar functionality that has been tailored to smaller buyers.\n\n\nNetSuite's collection of PSA solutions are currently utilized by more than 1,500 professional service companies worldwide, both small and large.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/603002db-7076-4c54-8669-d14ed6f33910.png","url":"https://www.softwareadvice.com.au/software/23759/openair-psa","@type":"ListItem"},{"name":"CS Professional Suite","position":2,"description":"CS Professional Suite is on-premise and cloud tax and accounting solutions that help streamline workflows and enhance profitability across all organizational operations. 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Generic PM tools force agencies into workflows designed for software teams or corporate departments — but agency work is different. You're juggling multiple client projects simultaneously, coordinating across internal teams and external collaborators, and constantly balancing creative quality against deadlines and budgets. awork is built for exactly that.\n\nPlanning and scheduling that actually fits agency life:\nPlan projects with templates, timelines, and Kanban boards designed for multi-client environments. See team capacity at a glance, allocate resources across accounts, and spot bottlenecks before they derail a delivery. The result: more accurate project plans and better utilisation across your entire team.\n\nFull visibility across everything that's running:\nOne place to see every project, every deadline, every team member's workload. No more scattered spreadsheets or status meetings just to figure out where things stand.\n\nExternal collaboration without the overhead:\nAdd clients and freelancers directly to projects at no extra cost. Give them exactly the access they need — briefs, feedback, approvals — without exposing internal workflows.\n\nIntegrated time tracking for higher billability:\nTrack time where the work happens, not in a separate tool. Less chasing timesheets, more accurate billing, clearer profitability per project and client.\n\nAI built into your workflow:\nFrom awork CLI and the in-product AI assistant to upcoming AI agents — awork gives every team member a personalised project copilot that handles the operational busywork so your team can focus on the creative work.\n\nGuaranteed onboarding:\nFully onboarded in 6 weeks or your money back. No drawn-out rollouts, no shelfware.\n\nAgency integrations:\nConnect awork seamlessly with the tools that run your agency — MOCO, helloHQ, Xero, OS/, easyJOB, Teambox, Troi, poool, QUOJOB, and more.\n\nawork is ISO 27001-certified, GDPR-compliant, and hosted on Microsoft servers in Germany.\n\nIts intuitive design means your whole team will actually use it — leading to faster delivery and happier clients. Join over 10,000 teams already running more profitable projects with awork.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/97e93ad0-a94b-48fe-a9e0-a773d9499478.png","url":"https://www.softwareadvice.com.au/software/74235/awork","@type":"ListItem"},{"name":"Synergist","position":4,"description":"Synergist is an all-in-one agency management software that helps agencies find efficiencies, improve profit margins and grow intelligently. Synergist brings together everything you need to manage your agency – from new business to billing and everything in between – all in one scalable platform. \n\nTrusted by the UK's top-performing agencies and consultancies. Whether you offer marketing, creative, digital, PR or professional services – 10 or 500 people – Synergist can set up to the way your agency works.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f4a32b60-0257-4946-bbd1-1fdf8f514f4f.png","url":"https://www.softwareadvice.com.au/software/158350/synergist","@type":"ListItem"},{"name":"Moovila","position":5,"description":"Moovila Perfect Project is an AI-driven project and portfolio management platform designed to help project teams deliver on time and on budget. With automation at its core, Perfect Project monitors project schedules, resources, and risks to keep work on track without constant manual oversight required by other PM tools. Perfect Project includes features like RPAX, a 24/7 risk monitoring and remediation engine that scans your entire portfolio for issues like invalid dates, blocked tasks, or overloaded resources, then guides you through fixing them before they cause delays. Perfect Project also automates critical path creation and maintenance, recalculating timelines in real time as dependencies or workloads shift, so you always know what’s driving your deadlines. Its Smart Scheduling and capacity planning capabilities match tasks to the best available team members based on skills, workload, and availability. It's Template Analytics feature shows teams how accurate work estimates were compared to actual work required per task, then shows how these variations impact margins.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d79d867f-ea11-42ce-92cf-5470809e47f4.png","url":"https://www.softwareadvice.com.au/software/202483/moovila","@type":"ListItem"},{"name":"Advantage","position":6,"description":"Advantage provides an all-in-one purpose-built software platform for managing advertising agencies, creative teams, public relations firms, and marketing firms of all sizes. Over 850 agencies and creative teams use Advantage for Accounting & Financial Management, Project Management, and Media Planning, Buying, and Management. Advantage’s 100% US-based team of agency and creative-team veterans provides unlimited live support 12 hours a day, 5 days a week.\n\n\nImplementation, support, and customization services are provided by experienced Advantage personnel who work closely with clients to understand: why they do things the way they currently do them, and what they would like to accomplish as an organization. Once this baseline understanding has been established, Advantage industry veterans leverage the powerful centralization, automation, and reporting capabilities of the Advantage platform to assist in achievement of these goals. Advantage has been helping advertising agencies and creative teams maximize productivity, efficiency and profitability for over 40 years.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/75560706-e5ff-4008-91cb-b452f37566cd.png","url":"https://www.softwareadvice.com.au/software/85139/advantage","@type":"ListItem"},{"name":"eLegere","position":7,"description":"eLegere is the Italian Low-Code and No-Code Application Building Platform for Business Process Management. It transforms shadow and/or unstructured processes and data into centralized digital assets, making them ready for Business and Artificial Intelligence.\n\neLegere is an All-in-One visual platform: you can create applications to govern operational data and processes without coding. The platform makes easy to design, configure, distribute and use web/mobile collaborative applications for data collection, integration, enrichment, and validation.\n\nManagers across multiple business divisions can govern several types of processes, including purchase requisition approvals, asset management, sell-in/sell-out data collection, budgeting, and more. \n\neLegere ensures quality and reliability in process management, optimized performance and productivity, resource management, and overall reduction of time and costs. \n\nFlexible as a spreadsheet and solid as an ERP, eLegere is available on-premises, in the cloud, and in hybrid mode.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/54435ca5-b1fb-44ac-b25a-d641b6a689c6.png","url":"https://www.softwareadvice.com.au/software/213310/elegere","@type":"ListItem"},{"name":"HaloPSA","position":8,"description":"HaloPSA is a cloud-based and on-premise professional service automation (PSA) tool designed for ITIL-aligned managed services operations. From intuitive workflows to detailed service analytics, HaloPSA is able to centralize all MSP operations into one fully configurable service designed system. HaloPSA offers core functionality for remote access and access management, sales management and service desk operations, and inventory and catalog management.\n\n\nFrom one centralized system, HaloPSA allows MSPs to manage the entire lifecycle of items, assets, and contracts from in-network or out-of-network using remote access and access management. With asset management, users are able to track all configuration items and visualize dependencies, while making sure that incidents are all logged and identified before any major systematic failing occurs. HaloPSA is also able to manage inventory levels and track documents and dates for traceability and complete accountability with inventory and contract management. HaloPSA comes with auto-discovery functionality to help automate the identification and collection process for asset and items. \n\n\nMSPs are able to extend the usage of HaloPSA with third-party integrations for Xero, Sage, SolarWinds, Slack, and many more. Pricing is charged on per user, per month and is billed annually.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e35c2221-8ee3-4e08-bbff-03e196fa99e7.webp","url":"https://www.softwareadvice.com.au/software/142627/halopsa","@type":"ListItem"},{"name":"Screendragon","position":9,"description":"Screendragon is an enterprise work management and orchestrated\nintelligence platform built for complex marketing and agency\noperations.​ It provides a centralised software layer that coordinates, manages, and automates multiple AI models, software agents, data pipelines, and business applications to function as a unified system. \n\nIt combines structured work management with AI-powered workflow\norchestration, giving organisations real-time operational intelligence\nacross projects, people, budgets, approvals, and performance. By\nconnecting planning, execution, governance, and reporting in one\nplatform, Screendragon enables busy teams to run work with control, confidence, and at scale.​\n\nScreendragon is a bespoke marketing platform, designed for organisations managing high volumes of work, multiple stakeholders, and strict governance requirements. Screendragon is commonly used by enterprise content teams, in-house agencies, external agencies, and marketing project teams that need visibility, control, and intelligent automation that go beyond basic task management.​\n\nKey capabilities include configurable workflows, automated and AI-\nassisted approvals, resource and capacity planning, financial forecasting,\nand advanced operational reporting. The platform adapts to existing\nprocesses rather than forcing rigid templates, making it the ideal solution to\ncomplex or regulated environments.​\n\nScreendragon is designed to work as part of a broader enterprise and marketing ecosystem. It integrates with existing tools and platforms and provides\nan open API, enabling organisations to extend workflows, automate data\nexchange, and connect Screendragon to their wider technology stack.​\n\nScreendragon is an industry leader and in operations for over 20 years. The platform is utilised and trusted by global organisations including Kellnova, BP, International Olympic Committee, TBWA, and McCann Worldgroup.​","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e4bdcce6-17d6-41c0-8b3e-b15e918a7966.jpeg","url":"https://www.softwareadvice.com.au/software/265253/screendragon","@type":"ListItem"},{"name":"Journyx","position":10,"description":"Journyx time tracking software is easy to use for employees and powerful for complex cost accounting needs, along with time for payroll.\n\nTrack work hours by project or account, clock-in/clock-out time, attendance, schedules, PTO accrual, leave requests, and more on a simple user interface from any device. Monitor time & attendance for full-time employees, hourly workers, remote workers, contractors, and freelancers all in one system. Cloud-based tools allow you to streamline timesheet collection and processing, automate project cost accounting, measure work profitability, bill customers, and pay employees quickly & easily. \n\nOut-of-the-box integrations with Microsoft Dynamics Business Central, Excel, Sage Intacct, NetSuite, QuickBooks, and many other ERP and payroll providers make your life easier and remove your integration nightmares.\n\nPowerful analytics tools, visual dashboards, and easy export of reports provide the real-time business insights you need, whenever you need them. \n\nJournyx provides top-tier customer support dedicated to your success. Additional information available online via our user community, knowledge base, discussion forums, and training resources.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e8fcfb17-feab-4c4e-8e49-04fec5fa4e9f.png","url":"https://www.softwareadvice.com.au/software/320095/journyx","@type":"ListItem"},{"name":"AUTOMY","position":11,"description":"AUTOMY is a cloud-based no-code platform designed to help businesses configure workflows and automate various processes related to accounting, CRM, purchasing and more. Professionals can define validation rules using dynamic forms, monitor to-do lists and handle projects in accordance with service level agreements (SLAs).\n\nAUTOMY provides organizations with business intelligence (BI) tools to generate analytical reports and facilitate decision-making processes. Managers can use the dashboard to gain an overview of operational processes through actionable analytics. Additionally, it lets users securely protect confidential data through single sign-on (SSO) integration. \n\nAUTOMY provides an API, which enables businesses to integrate the platform with various third-party applications. Pricing is available on monthly subscriptions and support is extended via email and an inquiry form.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b0d0d3df-8962-425a-a32e-9fc50db7ad4e.png","url":"https://www.softwareadvice.com.au/software/239806/automy","@type":"ListItem"},{"name":"Intellect Document Control","position":12,"description":"Intellect’s Document Control Software, part of our AI-powered QMS platform, helps manufacturing and life sciences organizations centralize, track, and secure critical documents. Automate version control, revisions, and approvals while maintaining full audit trails. Built for ISO, FDA, and GxP compliance, \n\nIntellect ensures your teams stay efficient, compliant, and audit-ready.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0ae4df7a-2d4c-4c46-8839-9ad14ba6c14f.jpeg","url":"https://www.softwareadvice.com.au/software/254821/intellect-document-control","@type":"ListItem"},{"name":"Practice","position":13,"description":"Practice is a client management software designed for service-based businesses. It helps them track, manage, and scale their client operations in one place. The software aims to streamline workflows and automate repetitive tasks, allowing professionals to focus more on serving their clients.\n\nPractice caters to a range of industries, such as coaching, consulting, and tutoring. It provides a suite of features to help businesses manage client relationships more efficiently. These include automated package tracking, which allows them to monitor session usage. The real-time scheduling tools enable businesses to design the appointment types they need and sync them across calendars. The centralized client activity feature provides a detailed log of each client's interactions, sessions, and other relevant information, with customizable visibility and permissions for the team.\n\nIn addition to client management, Practice offers integrated team tools. These include group chat, shared assets like payments and forms, and personal calendar integrations. The software also includes an automated payroll system, allowing businesses to customize rates and compensation, with complete transparency and no need for manual invoicing.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f0cc5409-bf22-400e-a90d-ca40c8bbce5d.png","url":"https://www.softwareadvice.com.au/software/414605/practice","@type":"ListItem"},{"name":"Triskell PPM","position":14,"description":"Triskell is a cloud-based project portfolio management solution for banking, insurance, pharmaceutical and other industries. Key features include budgeting, resource allocation, task scheduling, dashboards and project timeline tracking.\n\n\nTriskell allows users to create multiple portfolio structures to manage products, projects, applications, and investments. Each portfolio can have its own breakdown structure and hierarchy. The solution also allows the creation of products, tasks, deliverables and teams, as well as Gantt charts, Scrum boards or resource pool reports.\n\n\nThe solution lets users create attributes such as text and boolean values and group them for budget allocation. Triskell enables project managers to book time for scheduled tasks per week, month or quarter. Team members can collaborate by sharing documents, creating alerts and syncing calendars.\n\n\nTriskell offers services on a monthly subscription basis and customer support is available via phone, online inquiry form, email and webinars.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/234ebe3b-063e-4537-a233-4f362b5aa139.png","url":"https://www.softwareadvice.com.au/software/159607/triskell","@type":"ListItem"},{"name":"MindSalt Time & Expense","position":15,"description":"MindSalt is simple time and expense tracking software for teams that need accurate project, billing, payroll, and budget data without extra complexity. Employees can track time, submit expenses, attach receipts, record PTO, and keep their timesheets up to date from one easy-to-use system. Managers get the visibility they need to review approvals, monitor project budgets, create invoices, understand team activity, and see where time and money are going.\n\nMindSalt helps organizations track work by client, project, task, employee, and date, making it easier to manage billable and non-billable time, project costs, expenses, and profitability. Project dashboards provide real-time insight into hours, budgets, billing, costs, tasks, employee activity, and expense totals, so teams can spot budget issues earlier and make better decisions before projects get off track.\n\nExpense tracking is built into the same system, allowing users to submit client expenses, mileage, receipts, reimbursable items, and project-related costs without relying on separate spreadsheets or disconnected tools. Approval workflows help managers review submitted timesheets and expenses, approve or reject records, and keep a clear history of what was submitted and when.\n\nMindSalt is built for consultants, IT teams, agencies, legal and accounting firms, finance teams, professional services organizations, and other businesses that need reliable time and expense data for billing, payroll, reimbursement, reporting, and project management. It works well for remote, hybrid, and office-based teams that want practical tools without a complicated enterprise system.\n\nWith MindSalt, teams can track time and expenses, manage project budgets, create invoices, monitor PTO, review approvals, and report on performance from one connected platform. It is simple and free to get started.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/aac58e4f-4d73-4942-8b72-36c3d4e1dc71.png","url":"https://www.softwareadvice.com.au/software/141523/mindsalt-time-and-expense","@type":"ListItem"},{"name":"Tempo Capacity Planner","position":16,"description":"Tempo Planner is a business planning tool that allows users to create plans and schedules. It also monitors their progress and identifies potential problems without relying on calendars and spreadsheets. Users can create repeating or split plans and display them on Google Events or Office 365. \n\nMultiple vacations and workload schemes may be added or absorbed into the plan. It is hosted on a centralized platform to ensure overlapping cannot occur. Users may save or filter resource planning views and set up permissions so that administrators approve plans before actioning them. Timesheets may be auto-generated from the plans entered into the system. \n\nTempo Planner also has visual tools to help users balance workloads, ensuring certain teams are not overburdened while others are underutilized. Team members can add information, add plans and make requests. Employees can use a ticket or a priority system to dictate when the administrator should address concerns or requests.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/08118533-a391-4845-8a7a-230f8fd32c01.png","url":"https://www.softwareadvice.com.au/software/411503/tempo-planner","@type":"ListItem"},{"name":"Kaseya BMS","position":17,"description":"Kaseya BMS is a business management solution that helps companies manage their products and services. The software handles billing, accounting and project management tasks and provides regular notifications about bill payments. The software’s cloud-based architecture lets users remotely deploy, monitor and manage IT projects.\n\n\nThe project management module within Kaseya BMS manages staff projects by allocating work to team members with compatible timelines. Project managers get status reports on a weekly or monthly basis and can change work allocations for individual team members. The software provides real-time tracking of expenses and time per employee and monitors cost incurred for each project.\n\n\nKaseya BMS’ customer relationship management (CRM) module unifies all customer details. Past communications and invoices are analyzed to create customized marketing and sales campaigns for customers.\n\n\nKaseya BMS generates invoices from time entry and expense reports, and it is integrable with accounting software like QuickBooks. The software also manages inventory and handles procurement issues with vendors.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bd499f40-dba3-4553-83b2-1cc25e47ea1a.png","url":"https://www.softwareadvice.com.au/software/428259/kaseya-bms","@type":"ListItem"},{"name":"PROMYS","position":18,"description":"Promys provides CRM, help desk and PSA business software solutions to VARs, resellers and solution providers in the information technology, managed service provider, audio-visual and physical security markets. Promys provides software modules for all departments including CRM and quoting, help desk, time and billing, job costing, scheduling, resource calendars and managed services/support contracts, project management, customer portal, customer asset tracking, procurement and inventory.\n\n\nKey features include quote margin controls, project cost vs. budget tracking, service call escalations and the ability to cycle implementation lessons learned back into the quoting process.\n\n\nThe solution allows users to map business processes to the ideal way of using the software, and Promys provides unlimited end user training for a fixed flat fee.  \n\n\nPromys offers a full web API and integrates with almost any accounting or remote monitoring solution.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d09b1581-ae58-409e-a4e2-7aa260ea1454.png","url":"https://www.softwareadvice.com.au/software/36651/promys","@type":"ListItem"},{"name":"Inserve","position":19,"description":"Inserve is online service software specifically made for Dutch Managed Service Providers and other service businesses that want to run a smooth business.\n\nWith tracking of time and materials, contract management and automatic invoicing the complete workflow of the service desk can be automated.\n\nIntegrations with Dutch invoicing and bookkeeping software make sure you don't have to enter data twice, and prevent errors by doing so.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/782ff13b-250b-428f-bdd0-8164b003b6bb.png","url":"https://www.softwareadvice.com.au/software/439500/inserve","@type":"ListItem"},{"name":"e·silentpartner","position":20,"description":"e·silentpartner by The Médi Group is a cloud-based integrated professional services automation (PSA) solution. It offers users project and resource management, accounting and financial management, time and expense tracking, media management, collaboration and file sharing, business intelligence, customer relationship management (CRM) capabilities and more.\n\n\ne·silentpartner caters to project-driven businesses that include advertising agencies, public relations firms, in-house creative services departments, graphic design firms and management consulting firms.\n\n\nWithin its project management features, e·silentpartner allows users to create and track schedules using pre-formatted templates. The solution also offers schedules for different projects using 'Critical Path Methodology'. Using role-based rules, users can view project or company financial information on a configurable dashboard.\n\n\nThe Médi Group provides implementation, training and customer support through telephone and web conferencing, as well as email and an online service portal.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9422491d-a4a9-4447-9079-8b39363596fb.png","url":"https://www.softwareadvice.com.au/software/17204/esilent-partner","@type":"ListItem"},{"name":"BoondManager","position":21,"description":"BoondManager is a business process management and expense reporting solution that helps businesses streamline processes related to human resource management, recruiting, time tracking, project management, and activity tracking, among other processes. It allows team members to conduct HR follow-ups, schedule annual interviews, track employee skills or references, generate payroll preparation files, monitor employee profitability, and more from within a unified platform. \n\nBoondManager's recruitment management module lets human resource professionals parse resumes, maintain a CV library, track candidates across recruitment stages, qualify candidates, and manage recruitment actions. It lets staff members manage subscriptions, turnovers, project profitability, work orders, invoices, resource allocation, and more. The customer billing tool enables users to manage product sales, define billing methods, and analyze orders.  Additionally, supervisors can track employee absences, generate expense reports, and track costs based on projects, agencies, divisions, employees, and managers.\n\nBoondManager facilitates integration with several third-party solutions, including Zapier, Cegid, Wise, Mindee, Gmail, LinkedIn, and Zapier. It also provides iOS and Android mobile applications, which allows employees to manage operations remotely. It is available on monthly subscriptions and support is extended via FAQs, video tutorials, documentation, phone, email, and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/eb8b6d73-f843-4b44-8eef-724773fda7c4.png","url":"https://www.softwareadvice.com.au/software/260289/boondmanager","@type":"ListItem"},{"name":"UniFi","position":22,"description":"UniFi is a revolutionary cloud-based platform with limitless use cases for finance and all connected departments.\n\nIt empowers organisations to streamline and automate business operations, connects finance to all departments in the organisation, and enables end users to create bespoke business applications (use cases), workflows, and integrations. \n\nIt can also enhance the depth and breadth of your existing systems (ERP, finance, CRM, HR, etc.). \n\nUniFi is designed to replace your 3rd party systems,  providing you with a single source of truth. \n\nUniFi is enterprise-grade software without the cost and can cater to all organisations, industries, and needs. From Finance to Operations and HR, UniFi can automate and streamline any department's processes.\n\nUniFi is intuitive, easy to use, and requires minimal training to get started. The software can be configured and customised for any requirement. It is end-user configurable, which means everyone in your organisation can easily utilise the system.\n\nUniFi offers one system to efficiently manage an ever-growing number of use cases—both the FinanSys team and customers continuously discover and create new use cases daily.\n\nUnlike other solutions, UniFi gives you access to all features (including existing and future releases) with nothing gated behind a paywall.\n\nFull users get access to:\n\nNo-code Application Builder \n\nBusiness Process Management \n\nAutomation \n\nAccounting Automation \n\nMiddleware & Integration \n\nExcel Add-in \n\nWork OS \n\nWorkflow Creator \n\nBusiness Intelligence \n\nDocument Management \n\nPre-installed Foundation Apps \n\nMachine Learning \n\nArtificial Intelligence \n\nMeticulously crafted by the finance and technology experts at FinanSys, UniFi is the culmination of over 25 years of FinanSys' operational experience, with a relentless focus on prioritising the end user. UniFi also embodies a long-term vision, ensuring its relevance for the next 25 years and beyond. \n\nWith a roadmap that includes continuous feature enhancements and the creation of new use cases, the system's longevity is guaranteed. \n\nThis innovative solution is built using modern technology that adapts seamlessly to the future office of the CFO and the increasing demand for closer collaboration between finance and other departments. It offers full configurability and customisation to meet diverse requirements, regardless of whether they are finance-related or not.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c46cc785-8183-4cf7-b2fa-b5a476cef6bc.jpeg","url":"https://www.softwareadvice.com.au/software/426639/UniFi","@type":"ListItem"},{"name":"Ravetree","position":23,"description":"Ravetree is a cloud-based project management solution with integrated resource planning, customer relationship management and time and expense tracking capabilities. The solution helps users manage project workflows, task assignment and project status updates. \n\n\nRavetree helps businesses to manage project budgets and resource distribution. Users can log their time spent on various tasks, which enables management to calculate the total time spent on a project and compare it with estimated time. Time logs can also be used to calculate billable and non-billable hours, as well as generate reports for performance reporting.\n\n\nRavetree enables resource planning through resource allocation tools. Users can monitor employee utilization on a daily basis. The solution also provides built-in customer relationship management (CRM) capabilities, client information storage and project history through a single user interface.\n\n\nRavetree is available on a per user per month subscription basis.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0f8ec111-8d1e-4848-bc39-15fdab527c0a.png","url":"https://www.softwareadvice.com.au/software/169618/ravetree","@type":"ListItem"},{"name":"Flowcase","position":24,"description":"Flowcase is a SaaS tool that helps automate the process of filtering, tailoring, and formatting CVs, resumes, and case studies, enabling professional services firms to build bid proposals more efficiently. \n\nPresent in over 35 countries and hundreds of thousands of users, Flowcase has become an integral solution to the tedious and time-consuming data collection process for bid applications. \n\nClients include PwC and BDO, global law firm DLA Piper, and leading tech consultancy Capgemini.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b060ecff-b12e-414f-8d57-2eebb9826dee.png","url":"https://www.softwareadvice.com.au/software/251252/cv-partner","@type":"ListItem"},{"name":"SwiftCase","position":25,"description":"SwiftCase is a cloud-based workflow management solution that helps businesses in the insurance, finance, legal and service industries with automating business processes, optimizing business operations and boosting business productivity. With SwiftCase, business can securely manage customer data and streamline existing business process with functionality for customizable drag and drop workflows, tasks with RAG alerts, and an integrated customer data system with a secure document manager.\n\n\nSwiftCase allows users to create and edit every aspect of a workflow using a drag and drop editor. Users are able to modify triggers and action buttons to to automatically run a specific event such as document generation or notification creation when a certain condition is met. Workflows can automatically run events for tasks whenever a workflow template is added to a task, providing easier tasks management. For additional task management, users can set the priority level of every task using red, amber and green (RAG) alerts for task prioritization.\n\n\nSwiftCase can also manage client data with a flexible customer data system along with an integrated document manager. This data system can used as a CRM, help desk or client portal to fit the needs of any business. All of a business customer data can be stored in one place along with contact information, user notes and logs, linked users, user documents and assigned tasks. For document management, SwiftCase is able to securely store documents in one place and provide auditing tools for GDPR compliance.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/79314c75-5e97-4dc1-a88e-e80f61a49bdb.png","url":"https://www.softwareadvice.com.au/software/396272/swiftcase","@type":"ListItem"}],"numberOfItems":25}
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