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Description

Oversee every facet of your projects from initial idea to final execution using a cloud-based Professional Services Automation (PSA) platform provided by Beyond Software. This solution empowers businesses to enhance their efficiency and financial performance by integrating their project management with financial accounting. Beyond Software offers a comprehensive set of modules designed to support the growth of professional services firms, featuring tools for financial management, project accounting, tracking time and expenses, billing and invoicing, resource allocation, as well as providing insightful dashboards and reports. By utilizing this system, organizations can ensure streamlined operations and improved decision-making processes.

Description

Achieve project success and maximize profitability through Project Operations. Gain the necessary visibility, collaboration, and flexibility to enhance performance across your project-driven organization—from initial prospects to final payments and profits. Secure more contracts with improved management practices and precise project estimates, forecasting, and scope definitions. Efficiently oversee projects with user-friendly Microsoft Project features, such as Kanban boards and Gantt charts. Ensure optimal team allocation by leveraging insights on resource availability, scheduling, governance, and skill alignment. Facilitate the submission, approval, processing, and reconciliation of time and expense reports on-the-go to expedite reimbursement and client invoicing. Enhance your project accounting accuracy and recognize revenue in accordance with International Financial Reporting Standards. Quickly respond to market changes by utilizing actionable insights derived from a unified overview of your project's sales and financial metrics. This comprehensive approach ensures that your organization remains competitive and agile in a rapidly evolving landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AXtension Content Gate No 
Azure Marketplace No 
BUILDFitters No 
Datto RMM Yes 
Datto Workplace Yes 
Lyftrondata No 
Microsoft 365 No 
Microsoft Dynamics 365 No 
Microsoft Project No 
Salesbuzz No 
The Asset Guardian EAM (TAG) No 
TrueCommerce No 
UMT360 No 
XTendLink No 
appRules Portal No 
proMX 365 Project Portfolio Management No 
proMX Time Tracking No 

Integrations

AXtension Content Gate Yes 
Azure Marketplace Yes 
BUILDFitters Yes 
Datto RMM No 
Datto Workplace No 
Lyftrondata Yes 
Microsoft 365 Yes 
Microsoft Dynamics 365 Yes 
Microsoft Project Yes 
Salesbuzz Yes 
The Asset Guardian EAM (TAG) Yes 
TrueCommerce Yes 
UMT360 Yes 
XTendLink Yes 
appRules Portal Yes 
proMX 365 Project Portfolio Management Yes 
proMX Time Tracking Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$95 per user per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Beyond Software

Founded

2008

Country

United States

Website

www.beyondsoftware.com

Vendor Details

Company Name

Microsoft

Founded

1975

Country

United States

Website

dynamics.microsoft.com/en-us/project-operations/overview/

Product Features

Job Costing

Bills of Material No 
Budgeting & Forecasting Yes 
Change Orders Yes 
Cost-to-Completion Tracking Yes 
Invoice Management Yes 
Overrun Reporting Yes 
Percent-Complete Tracking No 
Production Cost Tracking No 
Purchase Order Management No 
Quotes / Estimates No 
Time Tracking Yes 
Work Order Management No 

Professional Services Automation

Billing & Invoicing Yes 
CRM No 
Client Portal No 
Collaboration Tools Yes 
Document Management Yes 
Portfolio Management Yes 
Project Management No 
Proposal Generation No 
Quote Management No 
Resource Management Yes 
Time & Expense Tracking Yes 

Time and Expense

Activity Tracking Yes 
Billable Hours Tracking Yes 
Billing Rate Management Yes 
Expense Tracking Yes 
Invoice Processing Yes 
Multiple Billing Rates Yes 
Project Tracking Yes 
Reimbursement Management Yes 
Time Tracking by Client Yes 
Time Tracking by Project Yes 

Product Features

ERP

Accounting Integration No 
Accounting Management No 
CRM No 
Dashboard No 
Distribution Management No 
Enterprise Asset Management No 
Financial Management No 
HR Management No 
Inventory Management No 
Order Management No 
Project Management No 
Purchase Order Management No 
Purchasing No 
Reporting/Analytics No 
Sales Management No 
Supply Chain Management No 
Warehouse Management No 

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal No 
Collaboration Tools No 
Cost-to-Completion Tracking No 
Customizable Templates No 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking No 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking No 
Traditional Methodologies No 

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