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What is Unit4 PSA?

Boost your profitability and enhance operational efficacy with the tailored Unit4 PSA Suite, designed specifically for your industry. This sophisticated Professional Services Automation solution effectively manages every facet of your business, starting from client engagement and extending to invoicing and cash flow oversight, all built on the solid foundation of the Microsoft Dynamics 365 platform. Protect your organization by incorporating risk and compliance management that aligns with WWFT/BSA/ASM standards, while efficiently tracking your project hours through a Mobile App featuring a convenient timer. Simplify the process of revenue recognition and monitor Work-In-Progress effortlessly within a unified solution, thereby removing the burden of complex time and expense reporting. You can also refine the scheduling of outsourced resources with the Gantt chart tool, which offers a comprehensive view of resource availability and utilization, ensuring smooth and efficient project execution. By adopting these cutting-edge tools, you can fundamentally reshape your business operations, paving the way for increased success and customer satisfaction while fostering a culture of continuous improvement.

What is BQE CORE?

Quickly and effortlessly provide essential information to principals, project managers, or your entire workforce with BQE CORE's robust dashboard. This tool enables you to keep an eye on key performance indicators (KPIs) including project efficiency, time and expenses, profitability, and other critical metrics. You can oversee the progress of each project phase and ensure that tracking is seamless. Additionally, it allows you to juxtapose actual figures with budgeted hours and costs, ensuring that no details are overlooked. Interactive Gantt charts enhance resource allocation and enable precise forecasting every time. Tailored specifically for managing new sales opportunities, activities, and performance in professional services, CORE CRM streamlines your processes. Discover how BQE CORE can help you concentrate on the most vital aspects of your practice and supervise client projects effectively. Don’t miss out on the chance to schedule your personalized demo today and see the benefits for yourself!

Media

Media

Integrations Supported

Microsoft Dynamics 365

Integrations Supported

8am CPACharge
8am ClientPay
ArchiSnapper
Box
Dropbox
Google Drive
MYOB
QuickBooks Online
QuickBooks Online Advanced
Stripe
Tax1099
Vergo
Xero

API Availability

API Availability

Pricing Information

$25 per user per month
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Unit4

Date Founded

1990

Company Location

Netherlands

Company Website

www.unit4.com/industries/professional-services-software

Company Facts

Organization Name

BQE Software

Date Founded

1995

Company Location

United States

Company Website

go.bqe.com/sourceforge-bqe-core/

Categories and Features

Invoice-to-Cash

Not specified

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 Accounting

Not specified

Categories and Features

Architecture

Not specified

Billing and Invoicing

Customer Portal
Online Payments
Project Billing

Job Costing

Budgeting & Forecasting
Cost-to-Completion Tracking
Invoice Management
Overrun Reporting
Percent-Complete Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking

Professional Services Automation

Billing & Invoicing
CRM
Document Management
Project Management
Proposal Generation
Resource Management
Time & Expense Tracking

Project Accounting

Not specified

Project Management

Budget Management
Customizable Templates
Gantt Charts
Milestone Tracking
Resource Management
Time & Expense Tracking

Time and Expense

Billing Rate Management
Invoice Processing
Multiple Billing Rates
Reimbursement Management

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