Product

Professional Services Management

Elevate your business operations with a solution built for professional services. Our smart, easy-to-use platform empowers you to handle finances, schedule resources, boost collaboration, and promote growth from project proposal to final delivery.

Achieve more with smarter project controls

Take control of projects and grow your business with Acumatica Professional Services Edition. With AI-driven insights, our business management solution helps you optimize operations and deliver every project with precision—so you can consistently exceed client expectations.

Empower your whole team

Role-based and customizable software for small and mid-sized professional services firms.

Professional Service Quadrant job site operations back office job site support construction executives

Practice Operations

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.

Executive Leadership

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 Delivery

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.

Back-Office Operations

Financial accuracy is crucial for a professional services firm’s office staff. Their roles depend on tools that integrate accounting, payroll, and billing to ensure transparency and minimize errors. Technology supports back-office teams with automated workflows for billing and revenue recognition, as well as self-service portals for timesheets and expenses.

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Product highlights

Configurable applications tailored to meet the specific needs of modern professional services firms, such as engineers, architects, technology, communications, and consulting agencies.

Project management and resource planning
Project accounting
Industry requirements
AI insights
Project management and resource planning

Project management and resource planning

Get a complete overview of all project details. Track tasks, issues, changes, and cost projections from one place. Ensure resources are available, and allocate staff, equipment, and technology by team, department, and timeframe.
Screenshot of Project management and Resource Planning
Project accounting

Project accounting

Analyze and manage budgets across projects, customer accounts, and inventory. Customize financial reports using built-in reporting tools and ensure accurate revenue recognition with robust WIP reporting.
Screenshot of Project accounting
Industry requirements

Industry requirements

Optimize project costing faster with real-time data that flows directly into project accounting. Capture time and expenses for projects, services, and payroll with mobile time entry and flexible approval workflows.
Screenshot of Industry Requirements
AI insights

AI insights

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.
Screenshot of AI Insights

Build your perfect demo

Choose the videos that matter most to your professional services business.

▶️ Acumatica Overview
▶️ Professional Services
▶️ Project Accounting
▶️ Project Planning and Resource Management
▶️ Safety Management Group Success Story
Screenshot of the Acumatica Professional Services Management

Professional services knowledge center

Your ultimate toolkit for modernizing professional service operations.

Integrations
Professional services resources
ROI calculator
Marketplace solutions for professional services

Marketplace solutions for professional services

Acumatica’s open APIs support integrations with a wide range of solutions to support your firm’s specific needs.
Marketplace solutions for professional services
Acumatica marketplace

Resources for professional services

Learn more with these Professional Services resources.

Resource center

ERP ROI Calculator

ERP ROI calculator

Calculate the impact of ERP on your professional services success.

ROI calculator

Building the future of business, together.

Acumatica's future-ready professional services management solution can make your life easier and help your business grow faster.