Estimate & Forecast

Be In Control Of Your Cashflow

Billing & Financials

Prevent revenue leakage, save time and money with our Billing and Financial tools tailored for Salesforce Partners.

Having troubles keeping up with your firm’s invoicing? With Klient PSA, you can easily generate and send invoices so you can stop leaving money on the table! Whether your projects are billed hourly or fixed fee, billing and financial tools can handle it for you. You’ll be able to scale your operations faster than ever, while avoiding revenue leakage. Try Klient PSA today for a stress-free billing experience!

NO MORE MANUAL LABOR

Speedy invoicing, more time for priorities!

Spend your time delivering value to your customers and making them happy, rather than getting bogged down with project billing! Whenever you’re ready to send invoices, get it done with just a few clicks with Klient PSA! Timely invoicing ensures a steady cash flow, while tracking billables, expenses, and fixed fee milestones guarantees your clients never miss a deadline. Effortlessly track project budgets, add expense receipts, and provide one-time discounts or adjustments, all within one single platform, so you can get comfortable knowing that remittance information is ready when needed.
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Manage the billing type that you need
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Include all the expenses and hours that you want
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Easily approve and remove billables
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Generate invoices fast with project milestones
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Fill your invoices with rich notes and details
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Track your payments within the application

What are the positive impacts of using Professional Service Automation software?

The benefits of using integrated PSA software are impressive, according to SPI Research’s 2022 Professional Services Maturity™ Benchmark, PSA tools that are native to Salesforce seamlessly improve sales and delivery process, paving the way for significant growth in all aspects of your business.

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Increase in
Win-to-bid Ratio

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Professional Services
Revenue Growth

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Expand New Clients Acquisition

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Rise Your
Projects Margin
Estimate & Forecast

All the features you need to manage your invoicing like a pro.

Revenue Recognition
Prepayment
Invoice Documents
Billing Type
Approval Management
Cost & Bill Rate Card
Communication Management
Time & Expenses
Audit Trails
Past Due Invoices
Non-Billable Hours
Collaboratives Notes
Internal Notes
Tasks % Billing
QuickBooks Integration
Sage Intact Integration
Xero Integration
Accounting Seed Integration
Custom Integration
Salesforce Secure Rest API
Financial Dashboard

FLEXIBLE AND EASY-TO-USE-TOOL

Start invoicing in the way that works for you with flexible and easy-to-use tools.

Streamline the entire invoicing process with easy project billings! Quickly calculate and distribute expected or milestone billings, based on fixed amounts or percentages—or easily track and bill complex retainer type contracts, all in one place!

Create vendor invoices for amounts due based on work completed and invoiced to customers. Track all customer communications around invoices and collection together, for greater transparency and collaboration.

Never worry about calculating incorrectly. Create one single invoice for multiple contract types, so you can rest assured that everything matches up perfectly in the end.

MAXIMIZING PROFITS

Grow with the perfect blend of accounting and project management power!

Accounting and project management go hand-in-hand. Visualize key financial metrics to improve your bottom line. Take account of which projects have the worst profit margins. Train your underperforming resources with the best skills in project management to better control spending. Save time and those unwanted overruns.
Strengthen your margins and boost success. It’s a no-brainer!
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Track your team’s work hours and ensure they are accounted for
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Dive into non-billable hours and iron out any kinks in the system
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Speed up your cash flow by quickly creating invoices and collecting payments
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Analyze resources’ billable rates and project margins to discover potential areas of improvement

EXPENSE MANAGEMENT

Keep your accounting on track with absolutely zero effort!

Ditch the endless paper trail of receipts and travel expenses plaguing your productivity. Quickly link them to their corresponding projects with our easy-to-use digital expense record that even tallies tax, all without breaking a sweat! Snap pictures of those pesky little slips, and let us take care of all your tracking needs in one neat package.
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Enjoy your day-to-day with intuitive interfaces
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Streamline your workflow with our purpose-built toolbox
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Timesheets & Expense reports that you won’t mind doing
UNIFIED SYSTEMS

Unify every department under one single source of truth

What are the benefits of having a single platform to manage all your company’s information?
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Centralized BI: Access critical customer data, project documents and essential financial reports from a single business operating system

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Improved Project Performance: Enhances performance across all departments by providing easy access to historical project details

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Streamlined Collaboration: Facilitates better collaboration as resources throughout the organization can efficiently share and retrieve information

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Customer Interaction: Enables better customer interaction by ensuring that all team members are well-prepared with comprehensive project details when following up with customers

salesforce logo

Why use a PSA software running on Salesforce?

World’s #1 CRM

Integrated platform, Al, app de-velopment, best-in-class apps

Single Source of Truth

Connect sales, service, marketing, commerce, and IT, personalize experiences

Fast Time to Value

Ease of design and implementation at speed with high ROI

Scalable and Flexible

Solutions for any size company or industry

Community Success

96% of customers say they met or exceeded ROI expectation

“Because the product is natively built and hosted upon the Salesforce platform, the possibilities for customization, integration, and growth are far-reaching!”

Paul Webster

Senior Technical Project Manager
Protirus

See Klient PSA in action.

Discover the best growth secret of top-tier Salesforce Partners. Experience firsthand the capabilities of Klient PSA.

Schedule Your Demo Now >