A modular suite of tools that grow and evolve with you
Take control of projects from proposal through delivery with connected project, resource, time, expense, billing, and financial information. Acumatica Professional Services Edition helps firms monitor project performance, improve staff utilization, automate routine processes, and identify issues earlier with AI-driven insights and real-time reporting.
Role-based and customizable software for small and mid-sized professional services firms.
This group concentrates on optimizing resources, streamlining processes, and engaging employees. Their roles require tools that provide visibility into team capacity, project timelines, and employee performance. Intelligent technology that helps these professionals manage resources and develop accurate proposals ensures smooth workflows and avoids bottlenecks.
Executives are responsible for driving strategic growth, ensuring profitability, and maintaining organizational alignment. These roles require a clear, real-time view of business performance to make informed decisions and adapt to market changes. Advanced business intelligence tools and scalable systems enable executives to monitor KPIs, analyze data, and foster collaboration across teams.
Project managers, field consultants, and others responsible for project delivery need collaboration between field and office teams, along with access to real-time project data. A unified project management platform, mobile access to updates, and tools for tracking progress and quality are essential for staying connected, addressing issues proactively, and upholding high standards of execution.
Manage project accounting, billing, revenue recognition, payroll, expenses, and financial reporting with connected information across the project lifecycle. Automated workflows and employee self-service help reduce manual work while giving finance teams greater visibility into WIP, unbilled revenue, project costs, and cash flow.
hover over image to learn more
A modular suite of tools that grow and evolve with you
click icon to learn more
Configurable applications tailored to meet the specific needs of modern professional services firms, such as engineers, architects, technology, communications, and consulting agencies.
Track project budgets, actual costs, commitments, work in progress, revenue, and billing throughout the project lifecycle. Reports such as Project Revenue Analysis and Unbilled Project Revenue Aging help finance and project teams identify billing opportunities, monitor contract performance, and improve cash flow.
Plan project work and match resources to demand using schedules, tasks, availability, and utilization information. Employee utilization reporting helps leaders compare billable and non-billable hours, balance workloads, and make better staffing decisions.

Optimize project costing with real-time data integrated directly into project accounting. Capture time and expenses for projects, services, and payroll using mobile time entry and flexible approval workflows. Simplify time tracking with flexible timecard periods that align with payroll calendars. Empower field employees to track time on mobile devices, linked to project tasks, to reduce manual entry and improve labor cost tracking.
Enjoy a mobile-friendly platform with embedded AI for actionable insights and automation. Our unified platform for service-oriented firms offers scalability, flexibility, and easy navigation. Use the employee utilization report for structured insights into billable vs. non-billable hours, helping leadership make informed decisions about staffing and operational investments.
A scalable application that grows with your service operation.
Choose the videos that matter most to your professional services business.
Your ultimate toolkit for modernizing professional service operations.
Strengthen project management, enhance staff utilization, and improve profitability with detailed reporting, flexible scheduling, and modern audit tools.

Acumatica’s open APIs support integrations with a wide range of solutions to support your firm’s specific needs.
![]()
Acumatica marketplace

Learn more with these Professional Services resources.

Calculate the impact of ERP on your professional services success.
Professional Services Management Software helps firms manage projects, resources, time, expenses, billing, and financial performance. It gives teams a connected way to plan work, track project activity, monitor costs and revenue, and improve visibility from proposal through delivery.
Acumatica connects project budgets with actual costs, time, expenses, billing, revenue, and financial information. Project accounting and reporting help firms monitor performance throughout the project lifecycle and identify changes that could affect margins or cash flow.
Acumatica helps firms evaluate workloads, project requirements, employee availability, and billable versus non-billable time. Resource planning and utilization reporting give managers better information for assigning people to projects and balancing capacity across the organization.
Yes. Employees can record project time and expenses using connected self-service and mobile tools. That information can flow into project costing, billing, payroll, and financial processes, reducing duplicate entry and helping teams keep project information current.
Acumatica connects project activity with billing and financial processes so firms can manage billable work, work in progress, unbilled revenue, and project revenue. Automated workflows and reporting help finance teams identify billing opportunities and monitor project financial performance.
Acumatica is designed for small and midsized project- and service-oriented firms, including architects and engineers, consulting organizations, technology services companies, communications and media firms, and other businesses that manage people, projects, time, and client delivery.