Top PSA Tools & Accounting ERP for Salesforce

Top PSA Tools & Accounting ERP for Salesforce

In today’s fast-moving business world, companies using Salesforce need powerful tools that help them manage projects, finances, and resources all in one place. That’s where PSA (Professional Services Automation) tools, Salesforce Accounting ERP Integration, and FinancialForce Accounting Integration come in. These solutions help businesses work smarter, save time, and deliver better results.

At Zordial Technologies, we help businesses connect these tools with Salesforce to improve productivity, manage cash flow, and keep projects on track.

What are PSA Tools for Salesforce?

PSA tools help professional service firms manage their operations—like project planning, resource management, time tracking, and billing. When integrated with Salesforce, these tools become even more powerful because they work within your existing CRM.

Top Benefits of PSA Tools for Salesforce:

• Centralized Data – Keep project, resource, and client data in one platform.
• Real-Time Visibility – Track project progress, budget, and timelines live.
• Automated Billing – Convert time tracking and expenses into invoices quickly.
• Improved Resource Allocation – Assign the right people to the right jobs.

Best PSA Tools for Salesforce in 2025

Here are some of the best PSA tools that integrate smoothly with Salesforce:

1. FinancialForce PSA

One of the most popular PSA tools built natively on Salesforce. It offers full visibility into project financials, resources, and performance.

Features:

• Seamless Salesforce integration
• Project accounting and billing
• Real-time dashboards
• Time & expense tracking

2. Certinia (formerly FinancialForce)

Certinia’s PSA tool is also built on the Salesforce platform and offers advanced resource and project management features.

Why Choose Certinia PSA?

• Full Salesforce compatibility
• Smart forecasting tools
• Deep reporting capabilities

3. Mavenlink (now Kantata)

Mavenlink offers PSA features that work well for midsize to large businesses. It provides resource planning, budgeting, and real-time reporting.

4. Mission Control

Built natively on Salesforce, Mission Control helps with project management, Gantt charts, time tracking, and resource scheduling.

5. Precursive

Precursive PSA integrates directly with Salesforce and is known for user-friendliness and quick deployment. It’s ideal for fast-growing service teams.

Salesforce Accounting ERP Integration

As your business grows, managing finance and operations manually or across separate systems can become a big challenge. That’s why Salesforce Accounting ERP Integration is critical.

By connecting Salesforce with an accounting or ERP system, businesses can:

• Automate Financial Workflows
• Track Revenue & Expenses Accurately
• Improve Invoicing & Collections
• Generate Financial Reports in Real Time
• Align Sales, Service, and Finance Teams

Top ERP & Accounting Systems You Can Integrate with Salesforce:

• FinancialForce Accounting (now Certinia)
• QuickBooks
• Sage Intacct
• NetSuite
• Xero

Why FinancialForce Accounting Integration is Powerful

FinancialForce Accounting is a robust financial management solution built on the Salesforce platform. It’s perfect for businesses looking for deep financial capabilities within Salesforce.

Key Features of FinancialForce Accounting:

• Multi-currency & Multi-entity Accounting
• Automated Billing & Invoicing
• Revenue Recognition Compliance (ASC 606 & IFRS 15)
• Real-Time Financial Reports
• Direct Integration with Salesforce CRM & PSA

With FinancialForce Accounting Integration, businesses can streamline quote-to-cash processes. Sales and finance teams can work from the same system with accurate, real-time financial data.

How Zordial Technologies Helps

At Zordial Technologies, we specialize in Salesforce integrations that improve how you manage projects, finances, and operations. Whether you're looking to integrate the best PSA tools or connect your Salesforce CRM with ERP and accounting systems, our team ensures a smooth and reliable setup.

Why Choose Zordial Technologies?

• ✅ Salesforce-Certified Experts
• ✅ Experience with PSA and ERP Solutions
• ✅ Custom Integration Services
• ✅ Affordable and Scalable Solutions
• ✅ Ongoing Support & Maintenance

Real-World Use Case

Let’s say you run a consulting firm that uses Salesforce for customer relationship management. Your team works on multiple client projects. With FinancialForce PSA and Accounting integrated into Salesforce:

• Your sales team closes a deal → A new project is auto-created.
• The resource manager assigns the right team based on availability.
• Team members log time and expenses within Salesforce.
• Invoices are auto-generated from time entries.
• Financial reports are updated in real time.

Result: Less manual work, faster billing, and improved cash flow—all inside Salesforce.

Final Thoughts

If your business runs on Salesforce and you're still juggling between spreadsheets or disconnected systems, it’s time to make the switch. The best PSA tools for Salesforce, combined with Salesforce Accounting ERP Integration, can simplify your entire operation.

With FinancialForce Accounting Integration, you get a powerful, native solution that handles finances, billing, and compliance—all in one place.

Zordial Technologies is here to guide you through every step of the journey— from tool selection to integration and support.

Let’s Talk Integration!

Want to integrate the best PSA tools or connect your accounting ERP to Salesforce? Contact Zordial Technologies today and start building a smarter, more efficient business process.