Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Polaris self-driving professional services automation (PSA) employs cutting-edge technology to assess real-time data and provide insights to maintain project timelines, resource allocation, and financial health. With the inclusion of MissionControl in Polaris PSA, users gain immediate access to all essential metrics required for efficient task management. This consolidation ensures that project details, financials, and resource information are housed in a singular, easily accessible location. By utilizing an updated and live overview of the operations, you can exercise control and implement timely adjustments as necessary. Harness both historical and current data to swiftly respond to fluctuations and make informed decisions on the spot. Establish a clear framework and methodology to effectively oversee projects, resources, and finances, while seamlessly applying standardized processes and workflows throughout your organization. Achieving alignment among all team members is crucial for consistent execution and fostering growth, and this is made possible through the customizable PSA software. Additionally, this innovative approach not only enhances operational efficiency but also positions organizations to better navigate the complexities of project management in an ever-evolving landscape.
API Access
Has API
No
API Access
Has API
No
Integrations
ADP BizPro
No
Asana
No
BambooHR
No
Box
No
GitHub
No
MYOB AccountRight
No
Microsoft Dynamics 365
No
Namely
No
Oracle Cloud Infrastructure
No
Paychex Flex
No
Integrations
ADP BizPro
Yes
Asana
Yes
BambooHR
Yes
Box
Yes
GitHub
Yes
MYOB AccountRight
Yes
Microsoft Dynamics 365
Yes
Namely
Yes
Oracle Cloud Infrastructure
Yes
Paychex Flex
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$29 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
No
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)
Yes
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
Polaris
Founded
1996
Country
United States
Website
www.replicon.com/polaris-psa/professional-services-automation-software/
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
Professional Services Automation
Billing & Invoicing
No
CRM
No
Client Portal
No
Collaboration Tools
No
Document Management
No
Portfolio Management
No
Project Management
No
Proposal Generation
No
Quote Management
No
Resource Management
No
Time & Expense Tracking
No