The editors at Solutions Review have compiled the following list to help professional services companies of all sizes find an ERP solution tailored to their unique needs.
No matter the industry, the market, or the size, every business can benefit from an ERP solution. However, considering how many different sectors exist within the service industry marketplace, finding an ERP system tailored to a company’s unique needs can be challenging. ERP solutions for the professional services industry can take multiple forms and offer capabilities for accounting, budgeting, inventory management, sales orders, accounts payable, accounts receivable, expense management, and more.
With that in mind, the team at Solutions Review compiled the following list to spotlight some of the best ERP solutions for professional services firms to consider. Our editors selected these software solutions based on each provider’s Authority Score, a meta-analysis of user sentiment through the web’s most trusted business software review sites, and our proprietary five-point inclusion criteria. The list is organized alphabetically.
The Best ERP Solutions for Professional Services Companies
Description: Acumatica provides cloud and browser-based business management software solutions for small and mid-sized businesses. The Acumatica ERP solution offers clients a suite of integrated applications based around and powered by a single cloud-based platform. With the Acumatica service industry solution suite, companies can optimize schedules, improve real-time collaboration, coordinate field operations, and more. Industry-specific capabilities include service management, project accounting, business intelligence, equipment management, inventory management, customer management, purchase requisition management, and more.
Description: Epicor Software Corporation provides industry-specific business software designed around the needs of manufacturing, distribution, retail, and services organizations. With its professional services ERP software, companies can improve how they staff projects, manage engagement delivery, streamline financial operations, analyze business performance, and more. The solution comes with a compliant, service-oriented architecture, a business process management layer, and industry-specific tools to support the needs of professional services organizations.
Description: Exact provides start-ups, small companies, accountants, manufacturing companies, wholesalers, and service providers with financial and business software solutions that can be deployed in the cloud or on-premises. Professional services providers and firms can use Exact’s solution to manage projects, employees, and relations centrally, all while increasing employee utilization, improving time tracking, and more. Exact can also help users improve efficiency by integrating the CRM, project monitoring, capacity planning, procurement, time registration, billing, and accounting tools it already uses.
Description: FinancialForce is a leading cloud-based ERP for the new services economy and one of the top ERP solutions native to the Salesforce platform. With its Professional Service Cloud offering, companies can use professional services automation, service billing, revenue management, revenue forecasting, services CPQ, and analytics capabilities powered by Tableau CRM. Clients can also access the Service Community, which allows them to share project information and status updates, collaborate from multiple devices, and communicate in real-time.
Description: Infor is a global provider of cloud-based software solutions built to give users everything they need to run day-to-day operations and grow their businesses for the long term. With Infor’s professional services software, companies can integrate all of their tools and processes to help them drive client satisfaction, enhance profitability, and sustain growth in their market. Capabilities include real-time project visibility, talent management, cost tracking, client management, human capital management (HCM), resource allocation, AI-generated insights, and professional services automation.
Description: Oracle Netsuite is a global provider of cloud-based services and ERP solutions designed to help small, medium, and large organizations grow, scale, and adapt to changes in their industry. Its cloud-based professional services solution suite includes enterprise resource planning (ERP), professional services automation (PSA), customer relationship management (CRM), and services resource planning (SRP) products. With those solutions, professional services organizations can unite fragmented data, maximize company visibility, automate processes, improve project profitability, and control costs.
Description: Oracle is a leading cloud technology company providing organizations worldwide with various computing infrastructure and software products designed to help them innovate their business, unlock new efficiencies, and improve efficiency. For example, professional services firms can use Oracle Cloud’s ERP, HCM, analytics, EPM, and project management applications to optimize operations, understand client needs, increase profitability, and identify new opportunities for company growth.
Description: Priority Software provides organizations of all sizes with flexible, scalable, and end-to-end ERP solutions. With Priority Professional Services ERP, companies can utilize a fully integrated end-to-end business management solution that combines real-time business analytics and flexible business processes with a single data source that connects their business across finance, sales, and service to automate, streamline, and increase their project margins. Specific capabilities include project-driven resource management, real-time business insights, integrating budgeting tools, bi-directional syncs with other applications, and more.
Description: Ramco is an India-based software company and global provider of enterprise software. The company provides clients with an ERP suite with functionalities for AI, machine learning, finance, accounting, quality management, supply chain management, HR, and other business tools. Ramco also offers an integrated ERP and professional services automation solution equipped with contact-to-contract (C2C), execution-to-billing (E2B), request-to-release (R2R), and quote-to-cash (Q2C) capabilities to help organizations improve how they manage finances, implement projects, provide customer services, and manage their workforce.
Description: Sage is a technology provider offering cloud business management solutions for small and medium-sized businesses worldwide. With its professional services accounting and automation software, companies can accelerate project delivery, optimize processes for profitability, and improve resource utilization with a unified ERP solution. Sage offers three products that professional services companies will benefit from. These include Sage Intacct, a smart cloud accounting and ERP solution; Sage Timeslips, a time tracking software; and Sage X3, a business management solution tailored to medium-sized businesses.
Description: SAP, the German software giant, provides businesses with its SAP S/4HANA next-generation ERP software, offering robust functionality to medium and large-sized businesses across industries. The SAP professional services solution suite includes products for subscription billing, resource management, time-tracking, financial management, workforce management, professional services automation, and pricing products to help businesses manage projects, reduce risk, achieve cost-effective transformation, maintain sustainable growth, and maximize customer satisfaction.
Description: Scoro is an end-to-end work management solution to help agencies, consultancies, and professional services firms control their workflows, streamline processes, eliminate routine tasks, scale profitably, and ensure their business runs smoothly across departments. Its professional services automation software integrates resource planning, customer relationship management (CRM), project management, time tracking, invoicing, business intelligence, automated workflows, real-time analytics, financial management, and collaboration tools into a single solution.
Description: Striven provides companies with an “all-in-one” business management software that combines CRM, project management, accounting, HR, inventory management, and other capabilities into a single system. With Striven’s ERP software, service professionals can improve how they manage projects, increase profitability, and run operations. Its capabilities include process automation, time tracking, project management, built-in accounting, customer relationship management, marketing, live chat, personalized dashboards, scheduling, and more.
Description: Unit4 provides next-generation enterprise solutions for people-centric, mid-market organizations worldwide. The company’s cloud software combines financial, project management, HR, procurement, and FP&A capabilities into a unified platform capable of sharing real-time information with users. Unit4 also offers solutions for professional services organizations, including architecture, engineering, construction, management consulting, professional services, and IT consulting firms.
Description: Founded in 2005, Workday equips its clients with cloud-based ERP software geared toward medium businesses and larger enterprises across industries. Its professional and business services solutions combine finance, HR, and professional services automation (PSA) into a unified system. Capabilities include revenue recognition, automated billing, financial management, quoting, project planning, employee engagement, intelligent resource management, utilization, financial reporting tools, KPI scorecards, end-to-end talent acquisition, revenue compliance, and more.