Professional Services Automation (PSA)
PSA helps service businesses run projects profitably. It connects projects, time, utilization, and billing so services teams can deliver and get paid without gaps.
What it is
PSA helps service businesses run projects profitably. It connects projects, time, utilization, and billing so services teams can deliver and get paid without gaps.
What it does day to day
- Plan projects, phases, and staffing.
- Track time, expenses, and utilization.
- Generate invoices from approved work.
- Measure project margins and delivery health.
Typical data
- Projects, phases, and milestones.
- Time entries and expense reports.
- Rates, contracts, and billing rules.
- Utilization and profitability reports.
Where it overlaps
- CRM for pipeline and handoff.
- ERP for invoicing and revenue reporting.
- HRIS for resource availability.
When PSA is the priority
- Billing is disconnected from work delivered.
- Project margins are unclear.
- Teams struggle to plan capacity.
How Fleksi.io fits
Fleksi.io can capture time, tasks, and approvals from the field or office and pass clean data into billing and reporting workflows.