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What is Infor Professional Services Automation (PSA)?

The Infor Professional Services Automation (PSA) suite is a flexible tool designed for effective project portfolio management, allowing organizations to monitor and manage client projects with ease. It incorporates a range of components such as personnel, processes, technologies, and financial factors, providing businesses with improved visibility and centralized management over client bids, sales proposals, as well as billable and non-billable project activities, which enhances the efficiency of resource allocation. Featuring a user-friendly interface, Infor PSA provides project managers with the essential tools needed to control costs, resources, and timelines, thereby optimizing delivery effectiveness and allowing users to work within their existing systems without requiring extensive setup. Furthermore, by synchronizing critical project financial data with major accounting systems, the Infor PSA suite enables professional services firms to achieve better margin management and a more coherent flow of information, ultimately refining their entire portfolio of client projects for increased success. This extensive functionality ensures that organizations can swiftly adapt to evolving project requirements while upholding a high standard of service delivery, fostering an environment of continuous improvement and excellence. Additionally, as firms leverage these capabilities, they position themselves strategically to capitalize on future opportunities and challenges in the marketplace.

What is Accelo?

Accelo is an AI-powered Professional Services Automation (PSA) platform designed to help service firms move from operational chaos to profitable, scalable growth. Professional services businesses face a common set of problems: revenue leaking through untracked hours, projects drifting off scope with no early warning, resource conflicts discovered too late, and financial performance only visible after the damage is done. Accelo is built to solve all of it — in one connected platform. From initial opportunity to final invoice, Accelo manages the complete client lifecycle. CRM and pipeline tools capture and convert new business. Project management keeps delivery on track with real-time budget and milestone visibility. AI-assisted resource scheduling matches the right people to the right work based on skills, availability, and workload — cutting scheduling time by up to 50%. Automated time capture and smart billing workflows close the gap on revenue leakage, recovering hours that would otherwise go unbilled. And real-time financial dashboards give owners, finance directors, and operations leaders the visibility they need to act before problems become losses. What sets Accelo apart is its predictive intelligence. While most PSA platforms report on the past, Accelo surfaces risks before they escalate — flagging at-risk projects, predicting completion dates, and identifying margin erosion while there's still time to respond. Accelo serves consulting, accounting, IT services, engineering, architecture, and marketing firms of all sizes. It integrates with QuickBooks, Xero, Salesforce, Microsoft 365, Google Workspace, Jira, Slack, and more. SaaS delivery means no infrastructure overhead, and most teams are fully up and running in a matter of weeks. For firms where people are the product, Accelo delivers the operational clarity needed to protect margins, retain clients, and grow with confidence.

Media

Media

Integrations Supported

Integrations Supported

Ariglad
Beam AI
Continuum PPM
Expensify
Google Analytics
Gusto
HubSpot Customer Platform
Kaseya BMS
Peaka
QuickBooks Online
Salesforce
Simplesat
StarfishETL
Strategy Overview
Stripe
Truto
Vessel
WordStream
Workers by Delos
Xero

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

Accelo’s pricing is based on your team size and growth goals, and is designed to deliver a clear and quick return on your investment.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Chromebook

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Infor

Date Founded

2002

Company Location

United States

Company Website

www.infor.com/products/professional-services-automation

Company Facts

Organization Name

Accelo

Date Founded

2011

Company Location

United States

Company Website

www.accelo.com

Categories and Features

Categories and Features

Advertising Agency

Campaign Management
Collaboration
Project Management
Task Management
Time Tracking

AI PSA

Not specified

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management

IT Project Management

Bug Tracking
Issue Management
Milestone Tracking
Percent-Complete Tracking
Portfolio Management
Prioritization
Product Roadmapping
Requirements Management
Resource Management
Status Tracking
Supports Agile
Supports Scrum
Task Management
Time & Expense Tracking

MSP

Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Project Management
Scheduling

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Work Management

Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
Kanban
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking

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