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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 Monk?

Finance teams selling to large companies lose most of their DSO before collections begins. An invoice has to reach an accounts payable portal, clear validation and be accepted, and none of that shows on an aging report. Across the $2B+ Monk manages, 92% of enterprise invoices go that route. Monk is an AI-native accounts receivable platform that runs the whole path from invoice to cash. It submits into more than 600 corporate AP portals with 87% filed autonomously, measures acceptance rather than only delivery, and routes rejections back with a reason instead of letting the balance quietly age. For collections, Julia, the Monk agent for Intelligent Collections, responds to what each customer replied rather than working through a fixed sequence, and 90% of invoices clear without escalation. Cash application matches 80% of payments on its own, or 95% with rules your team sets. Connects to QuickBooks, NetSuite and Dynamics 365 Business Central. SOC 2 Type II. Live in one to three days.

Media

Media

Integrations Supported

Elate
ElevenLabs
Flint
GoodShip
Microsoft Dynamics 365
Paraform
Profound
Pump
Siro
Subject
Tenor
Unify

Integrations Supported

Elate
ElevenLabs
Flint
GoodShip
Microsoft Dynamics 365
Paraform
Profound
Pump
Siro
Subject
Tenor
Unify

API Availability

Has API

API Availability

Has API

Pricing Information

$25 per user per month
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour 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

Monk

Date Founded

2024

Company Location

United States

Company Website

monk.com

Categories and Features

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

Categories and Features

Accounts Receivable

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Debt Collection

Agency Management
Auto Dialer
Automated Notices
Callback Scheduling
Client Management
Commission Management
Compliance Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction Management

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