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Professional Services Management Software

Manage projects, resources, time, costs, billing, and financial performance. Acumatica connects project delivery with the business processes behind it, helping teams improve resource utilization, control project costs, accelerate billing, and gain visibility from proposal through completion.
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Manage the Project Lifecycle in one connected system

Take control of projects from proposal through delivery with connected project, resource, time, expense, billing, and financial information. Acumatica Professional Services Edition helps firms monitor project performance, improve staff utilization, automate routine processes, and identify issues earlier with AI-driven insights and real-time reporting.

Empower your whole team

Role-based and customizable software for small and mid-sized professional services firms.

Professional Service Quadrant job site operations back office job site support construction executives

Practice Operations

Review employee availability, project demand, and utilization to plan assignments and balance workloads.

Executive Leadership

Use dashboards and financial reporting to monitor project performance, revenue, costs, and business results.

Project Delivery

Access project tasks, schedules, and current information, and record time and expenses connected to project work.

Back-Office Operations

Connect project costs, billing, revenue, payroll, and financial reporting to reduce duplicate entry and support reconciliation.

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Designed for flexibility

A modular suite of tools that grow and evolve with you

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Product highlights

Configurable applications tailored to meet the specific needs of modern professional services firms, such as engineers, architects, technology, communications, and consulting agencies.

Project accounting
Project management and resource planning
Time and Expense Management
AI insights
Project accounting

Accurate cost tracking for the project lifecycle

Gain financial visibility across the project lifecycle to monitor performance, improve billing accuracy, and support cash flow.

  • Track project financials: Monitor budgets, actual costs, commitments, work in progress, revenue, and billing.
  • Identify billing opportunities: Use Project Revenue Analysis and Unbilled Project Revenue Aging reports for time-and-materials and progress-billed tasks to monitor contract performance and improve cash flow.
  • Simplify transaction corrections: Reclassify existing transactions to a different project, task, or account in a few clicks without reversing and re-entering them.
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Project management and resource planning

Advanced and centralized planning tools

Plan project work and match resources to demand using schedules, tasks, availability, and utilization information. Employee utilization reporting helps leaders compare billable and non-billable hours, balance workloads, and make better staffing decisions.

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Time and Expense Management

Built to simplify and support your needs

Improve project costing accuracy with real-time time and expense data connected directly to project accounting.

  • Simplify time and expense capture: Use mobile time entry and flexible approval workflows for projects, services, and payroll.
  • Align time tracking with payroll: Configure timecard periods to match your payroll calendars.
  • Manage costs across branches: Post project costs to the project’s branch and retain liabilities on the employee’s branch, with configurable warnings or blocks for mismatches.
  • Reduce incomplete submissions: Require supporting attachments before expense receipts or claims can be submitted for approval.
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AI insights

Actionable intelligence at your fingertips

Empower your service-oriented firm with a unified, mobile-friendly platform that’s easy to navigate and flexible enough to grow with your business.

  • Work smarter: Use embedded AI for actionable insights and automation.
  • Optimize staffing: Compare billable and non-billable hours with employee utilization reports to guide staffing and investment decisions.
  • Simplify complex engagements: Manage parent and child projects with individual budgets and execution details, plus consolidated client billing and reporting.
  • Improve cost forecasting: Forecast monthly project costs using front-loaded, back-loaded, bell, or linear spending curves.
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Why Acumatica for professional services?

A scalable application that grows with your service operation.

Customizable and flexible service application
Automate workflows and report on service productivity
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Consumption-based licensing
Give technicians, support teams, and back-office accounting access to maximize service delivery.
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Enterprise-grade security
Manage sensitive customer data with role-based dashboards and permissions.
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Build your perfect demo

Choose the videos that matter most to your professional services business.

▶️ Acumatica Overview
▶️ Professional Services
▶️ Project Accounting
▶️ Project Planning and Resource Management
▶️ Time and Expense Management
▶️ Safety Management Group Success Story
Screenshot of the Acumatica Professional Services Management
View all professional services demos

From our customers

  • "Acumatica makes our team happy because they can do their jobs more effectively, quicker, and easier, and it reduces their time spent on administration. This allows them to focus on things they enjoy more, which creates more value for our customers."

    Chris Drake
    Chief Operating Officer    , Smartnumbers

  • "Since our implementation of Acumatica, we have acquired two businesses. We brought them on very quickly into our accounting structure, allowing us to visualize reporting, which was a massive benefit for us."

    Sean Reuben
    Group Chief Financial Officer    , Incubeta

  • "It’s all about how Acumatica listens to you and how quickly they respond. They really do want to hear from users to understand our business processes so they can incorporate new features and enhancements to make things even easier. It’s just amazing!"

    Kelly Burns
    ERP Developer & former Chief Operating Officer     , M3 Technology Group

Professional services knowledge center

Your ultimate toolkit for modernizing professional service operations.

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What’s new in 2026 R2 for professional services?

Sharpen revenue visibility, simplify multi-branch operations, and manage more complex engagements with expanded reporting, streamlined transaction corrections, and flexible project structures.

  • Generate revenue and unbilled aging reports across more billing types, including projects billed by progress, not just time-and-materials.
  • Review employee utilization — logged, available, and billable hours — directly from the Employees list, no separate report required.
  • Keep time cards and time activities aligned to the right project and employee branch automatically across multiple branches.
  • Manage complex engagements as parent and child projects, each with its own budget, rolling up to consolidated billing and reporting.
Marketplace solutions for professional services

Marketplace solutions for professional services

Acumatica’s open APIs support integrations with a wide range of solutions to support your firm’s specific needs.
Marketplace solutions for professional services
Acumatica marketplace

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Resources for professional services

Learn more with these Professional Services resources.

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ERP ROI Calculator

ERP ROI calculator

Calculate the impact of ERP on your professional services success.

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FAQ

What is Professional Services Management Software?

Professional Services Management Software helps firms manage projects, resources, time, expenses, billing, and financial performance. It gives teams a connected way to plan work, track project activity, monitor costs and revenue, and improve visibility from proposal through delivery.

How can Acumatica help us manage project costs and profitability?

Acumatica connects project budgets with actual costs, time, expenses, billing, revenue, and financial information. Project accounting and reporting help firms monitor performance throughout the project lifecycle and identify changes that could affect margins or cash flow.

How does Acumatica help with resource planning and utilization?

Acumatica helps firms evaluate workloads, project requirements, employee availability, and billable versus non-billable time. Resource planning and utilization reporting give managers better information for assigning people to projects and balancing capacity across the organization.

Can employees track time and expenses in Acumatica?

Yes. Employees can record project time and expenses using connected self-service and mobile tools. That information can flow into project costing, billing, payroll, and financial processes, reducing duplicate entry and helping teams keep project information current.

How does Acumatica support project billing and revenue management?

Acumatica connects project activity with billing and financial processes so firms can manage billable work, work in progress, unbilled revenue, and project revenue. Automated workflows and reporting help finance teams identify billing opportunities and monitor project financial performance.

How do project management and project accounting work together in Acumatica?

Acumatica is designed for small and midsized project- and service-oriented firms, including architects and engineers, consulting organizations, technology services companies, communications and media firms, and other businesses that manage people, projects, time, and client delivery.

Acumatica is top rated on SourceForge
Acumatica is top rated on TrustRadius
Best ERP Software Products 2026
Acumatica Cloud ERP - Acumatica is ERP Category winner for Construction Executive's Top Construction Technology Products
Acumatica Cloud ERP - Acumatica Leader in Small Business
Acumatica Cloud ERP - Acumatica Leader in Small Business

Building the future of business, together.

Acumatica's future-ready professional services management solution can make your life easier and help your business grow faster.