Best Automation Software for Service Firms
Hey G2 community,
For service-based firms, efficiency is everything—whether it's automating time tracking, billing, project workflows, or client communications. The right PSA (Professional Services Automation) software can transform how your team operates and scales.
We took a look at platforms that are highly rated by service firms for their automation capabilities. Here are a few that stand out:
Built for professional service teams, BigTime simplifies time and expense tracking, automates invoicing, and offers robust reporting—making it easier to keep projects on time and under budget.
Accelo streamlines your entire client lifecycle—automating everything from project planning and task assignments to billing and client communication. A great pick for firms looking to reduce manual work.
Previously known as Mavenlink and Kimble, Kantata is designed to help firms scale their operations. It’s especially strong in automating resource planning, forecasting, and margin tracking.
Scoro combines CRM, billing, and project management in one platform—with built-in automation that cuts out redundant steps. It’s a powerful option for service firms aiming for end-to-end control.
Rocketlane is focused on automating client onboarding and delivery workflows. Its collaborative interface makes it easier for teams to manage timelines and improve customer experience—without relying on spreadsheets.
If you’re evaluating tools, check out more top-rated PSA platforms on G2—backed by real feedback from service professionals.
What automation tools have made the biggest difference in your firm’s operations? Let’s hear your recommendations!
