PSA Software for Finance Agency
Overview
A custom-built Professional Services Automation (PSA) platform tailored for a finance agency to manage clients, projects, billing, tracking and team productivity efficiently. The system aligns with their internal workflows and compliance requirements, enabling accurate billing, better resource allocation, and improved financial visibility.
Problem Statement
Existing PSA tools were too generic and failed to support the agency’s complex billing structures and approval workflows, leading to manual adjustments, inefficiencies, and revenue leakage.
Solution Provided
Developed a scalable system that integrates with accounting tools, automates billing workflows, and enforces structured approval processes.
Key Features
- Project Tracking with Approval Workflows
- Role Based Access Control (Admin, Fee Collector, Fee Settler, Normal Employee)
- Client-wise Billing and receipt generation
- Financial reporting and Revenue Insights
- Proper tracking of employee performance and productivity
- Centralized Admin Dashboard
- Proper filters, search, report generation and export to excel feature
Tech Stack & Impact
Technologies Used
Business Impact
"Saved 20 hours per week in manual invoicing and reclaimed 5% of billable hours previously lost to administration."