Home > PSA Software > Autotask PSA > Autotask PSA vs Certinia PSA

Autotask PSA vs Certinia PSA

Last Updated: November 18th, 2024

Our analysts compared Autotask PSA vs Certinia PSA based on data from our 400+ point analysis of PSA Software, user reviews and our own crowdsourced data from our free software selection platform.

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Product Basics

Autotask PSA, developed by Datto, is a comprehensive software solution designed to streamline the management of professional services automation (PSA) tasks. It is particularly well-suited for IT service providers, MSPs, and other technology-based businesses seeking to optimize their operations, project management, and billing processes. One of the key benefits of Autotask PSA is its ability to enhance efficiency through automation, thereby reducing manual errors and saving time. Its popular features include project management tools, time tracking, billing and invoicing capabilities, and a customizable dashboard that provides real-time insights into business operations. When compared to similar products in the market, users often highlight Autotask PSA's robust integration options and user-friendly interface as distinguishing factors. Pricing for Autotask PSA typically follows a subscription model, with costs varying based on the number of users and the specific features required by the business. This flexible pricing structure allows businesses of different sizes to find a plan that suits their budget and needs.

Certinia PSA (formerly FinancialForce PSA) offers users complete clarity over their business' sales, finances and services. It enables users to manage clients, team members, projects and financial information in one PSA system. Users receive uniform data points so they can better monitor resources and make accurate estimates.

Sales engagement, project management, time and expenses and resource management are some of Certinia PSA's top capabilities.

$50/User, Monthly

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$175/User, Monthly

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Tailored to your specific needs

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Product Insights

Streamlined Operations: Autotask PSA centralizes business operations, reducing the need for multiple software solutions and enabling a smoother workflow, which can significantly cut down on administrative overhead.
Enhanced Collaboration: With its integrated communication tools, teams can easily share information and work together more effectively, regardless of their physical location, leading to faster project completion and higher quality outcomes.
Improved Time Management: The software's time tracking and project management features help ensure that resources are allocated efficiently, allowing businesses to deliver services on schedule and within budget.
Better Customer Service: Autotask PSA provides tools for managing customer inquiries and support tickets in a timely manner, leading to improved customer satisfaction and loyalty.
Increased Visibility: Real-time dashboards and reporting capabilities offer insights into business performance, enabling informed decision-making and the identification of opportunities for improvement.
Scalability: The software is designed to grow with your business, easily adapting to increased demand without the need for significant additional investment in new infrastructure.
Enhanced Security: Autotask PSA employs robust security measures to protect sensitive data, giving businesses peace of mind and helping to comply with regulatory requirements.
Automated Billing and Invoicing: The platform automates the billing process, reducing errors and freeing up time for staff to focus on more strategic tasks.
Customizable Workflows: Businesses can tailor the software to fit their unique processes and needs, ensuring that the tool complements existing workflows rather than complicating them.
Access Anywhere: Being cloud-based, Autotask PSA allows users to access the system from anywhere, at any time, ensuring that remote teams stay connected and productive.

Master Record: Users can utilize a master record of customer data with immediate transparency and seamless teamwork throughout their projects, resources and clientele.
In-depth Insights: Certinia PSA enables users to gain deep analytics and robust insights from their company to make timely and wiser business choices.
Automatic Business Practices: Users can automate all of their business practices from opportunities to pinpointing revenue.
Flexible and Cohesive: This solution is adaptable and works with small and large companies. Its cloud deployment enables users to seamlessly collaborate with every essential employee, internal and external stakeholders.
Full Transparency: Certinia PSA can showcase resource data 24/7 so users can immediately pull up needed resources or preserve them.
Accessibility: Users can access the time and expense management and upload snapshots of expense receipts with the mobile app. The app can streamline the time and expense tracking process by making it available at any time on any connected device.
Receive Accurate Predictions: Users can implement the billing and revenue recognition module to generate accurate forecasting and predictions. It includes thorough scheduling information and an analysis of revenue impact. Users also receive current and future perspectives with full transparency of their sales pipeline.
Adjustable Dashboards: Having trouble sharing the right metrics with the right people? Executives, resource and project managers, financiers and consultants can implement Certinia PSA's flexible dashboards to study and evaluate key performance metrics.

Ticketing: The ticketing apparatus has an interface that offers simple workflow prioritization and a singular location that records and stores customer notes, contracts, incidents, and emails. Its customizable dashboards showcase quintessential metrics to keep users in the know about their company.
Project Management: Automate project operations to systematically reach targets and obtain full transparency with event tracking in the project management appliance. Users may also access real-time information and connect everyone involved in their projects with email integrations.
Account Management: Track KPIs to show the most up-to-date information together with analyzing new business possibilities and sales performance. This component also extends patron satisfaction metrics so users can stay on top of how to keep their patrons satiated.
Time and Billing: Upkeep several contract types, terms and billing choices for guaranteed compliance and service quality with the time and billing appliance. This trait promptly applies time and expenses to any contract type and even allows clients to modify invoice information.
Inventory and Procurement: Enable users to install and manage inventory at numerous worksites as well as verify the availability and reserve or choose inventory items when generating a contract, project or ticket charge.
Resource Management: Review every calendar item including service calls, to-dos and appointments with the resource management feature. Users can also superintend time-off policies, initiate and trace weekly billable hour goals and administer workgroups. Users may even track skills, degrees and employee certificates.
Automation and Service Delivery: Automate backend business procedures with workflow rules and alerts. Users are able to utilize checklists in the ticket to prescribe steps, regulate operations and enforce accountability.

Streamline Resource Allocation: Certinia PSA's resource management accessory enables users to comprehend every quality of a resource schedule such as project time, PTO, non-billable time and more, to maximize staffing and dominate project management. Users can track resource skills, certifications and availability and oversee and tailor utilization measurements to achieve their resource scheduling demands.
Monitor Every Resource: Users can employ the resource management tool to review capacity, backlogs and availability throughout projects. This module can proactively display resource schedule information online 24/7. Users can find, preserve and generate needed resources right away or in the future.
Establish Practical Expectations: This solution offers a sales engagement tool for users to actively participate in the sales cycle to formulate trustworthy quotes and monitor customer expectations. Users can project requirements and prices to create realistic expectations. When users gain visibility in the brainstorming stages of sales, they can boost margins and clientele gratification.
Transparency in the Sales Channel: Users receive whole visibility in the sales channel with the sales engagement tool to plan ahead by recognizing gaps in supply and demand beforehand. Users can also forecast resource requirements before deals close so they can make informed business decisions.
Communicate with Stakeholders and Clientele: The PSA communities accessory enables users to share current data, reports and project plans with internal and external stakeholders. Users can initiate prompt discussions and share the necessary documents. This tool also allows users to convey and work together with customers by sharing project statuses, data and files.
Manage Partners and Subcontractors: Users can employ the PSA communities module to ensure partner and subcontractor stakeholders are in the know by sharing related costs, availability and project influences. This accessory can exhibit partner and subcontractor costs as they occur, automatically submit time and expenses and monitor invoices and vendor cost budgets.
Develop New Projects in One Click: The project management accessory authorizes users to create new projects with one click and all of the significant information is automatically entered. Users can benefit from advanced project templates to reduce time and guarantee cohesive delivery methods for projects to reach positive outcomes.
Launch Elaborate Procedures: Users can execute workflows and strategies with the project management tool. Managers receive configurable views of their assignments, intricate workflows are promptly activated to meet the most complex assignments and resources can be assigned to specific projects or jobs with thorough work breakdown structure (WBS) support.
Gantt Conspicuity: The project management tool also offers hands-on Gantt charts to fully see plans, dependencies and timelines. Users can search and filter project information and dive into single resource schedules. The drag-and-drop component enables users to move or place assignments and effectively respond to changes.
Facilitate Time Entries and Approvals: Users can implement the time and expense management tool to easily modify time for responsibilities and jobs in one place. Users can copy from other schedules or previous weeks. This module allows users to approve procedures through emails, social channel feeds and mobile devices. Bulk approvals come in handy for large quantities of timecards or expenses.
Mobile-Friendly: The time and expense management module is available on the Certinia app so users can input or validate timecards and expenses. Users can also load snapshots of expense receipts.
Oversee Project Profits: Users can leverage the project financials accessory to study the financial progress of a project. They receive authorization to revenue, bookings, backlog, billing, budgets and rate realization any time anywhere. This module enables users to effortlessly filter data by region, practice or group breakdowns. Users can also monitor the project's revenue costs and margins with the project or portfolio-mode views.
Seamless Billing: The project financials module can be utilized to automate the bid to bill process that can be shared with a user's sales, services and finance departments. Users can also bill by time and expense, flat fee and retainer and combine several billing types for one project. This accessory also produces invoices or mixed billing events for the financial backend of a user's choosing.
Set Budget and Watch Progress: Certinia PSA's project financials component has a revenue recognition extension that permits users to create revenue recognition standards to match your business needs or procedures. Users can upload revenue transactions into their financial system and receive complete transparency over what's ready to bill, what's already been billed and what's been invoiced. This tool can monitor actuals against budgets immediately as it occurs. Users can employ access and workflow restrictions to control budget approvals and requested modifications.
Swift Billing and Easy-to-Find Revenue: The billing and revenue recognition accessory permit users to pass along bills to their preferred financial system. This tool offers instant assembly of billing data as their projects are finished and submitted for flexible approval. Users can implement a protected audit trail for guaranteed compliance and effortlessly input revenue transactions into your financial application.
Real-Time Data and Insights: Users can employ the dashboard and reporting accessory to promptly display performance and essential KPIs. This feature has vigorous, adaptable dashboards and reports and significant data so users can make crucial and punctual administrative decisions. Users can also develop a library of status reports for their archives and adjust automation options to email customizable reports and files.
Role-Based Dashboards: The dashboard and reporting feature is equipped with personalized management dashboards. These dashboards are flexible for executives, resource managers, project managers, financiers and consultants. Users can also create data access rights that align with a particular role and divide metrics to review extra practical metrics.

Product Ranking

#17

among all
PSA Software

#16

among all
PSA Software

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Analyst Rating Summary

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User Sentiment Summary

76%

of users recommend this product

Autotask PSA has a 'good' User Satisfaction Rating of 76% when considering 214 user reviews from 3 recognized software review sites.

84%

of users recommend this product

Certinia PSA has a 'great' User Satisfaction Rating of 84% when considering 536 user reviews from 5 recognized software review sites.

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Awards

Synopsis of User Ratings and Reviews

Performance: Precisely 60% of users that discussed performance said the system meets company needs and it is easy to fix mistakes.

Accessories: Approximately 63% of users that mentioned functionality stated the solution has straightforward features.

Friendly Interface: Precisely 62% of users stated that the program has an easy implementation process and an intuitive user interface.

Strong Performance: Certinia PSA is a single source of information that streamlines procedures and manages projects, teams, patrons and financial tasks, as stated by 65% of users.

Oodles of Features: This solution is equipped with a wide range of features including time tracking, resource planning and allocation, reporting, forecasting, bank reconciliation and more, according to 67% of users.

Smooth Integrations: Roughly 94% of users say the software can merge with other solutions such as Salesforce, Excel, NetSuite, Certinia Accounting, other CRM programs and more.

Interface: Approximately 78% of users that discussed the look of the platform said this solution has a cluttered and clunky interface as well as a lengthy implementation process.

Performance: Of the users who discussed this program's overall performance, 40% said it required unnecessary steps to carry out a task and had too many pop-up windows.

Customization Limitations: Certinia PSA's customization options may not be as extensive as some users require, potentially leading to workarounds or compromises in tailoring the platform to specific workflows.

Usability Challenges: The user interface and overall user experience of Certinia PSA can be complex and require a significant learning curve, particularly for new users or those transitioning from other PSA solutions.

Reporting Flexibility: Generating customized reports or accessing specific data points within Certinia PSA may require advanced knowledge or technical expertise, potentially hindering efficient data analysis and decision-making.

Autotask PSA is a vigorous PSA and project management solution that is customizable to fit all business requirements. It's simple to fix errors and has an abundance of simple modules such as reporting, time tracking, invoicing, adjustable dashboards, billing, CRM and more. Although some users find that this application has a toilsome setup, the interface is clunky and it takes unnecessary clicks to execute tasks, the majority find that it's a manageable solution with the right amount of tools and is well worth the price tag.

Certinia PSA is an effective PSA application that extends a full variety of features to its users. Its interface is user friendly and the implementation process is straightforward, avoiding confusion. It also integrates with other programs such as NetSuite, Salesforce, Salescloud, Certinia Accounting, other financial management solutions and more. Certinia PSA's overall performance expedites routine operations and governs projects, teams, customers and financial duties with ease, making it a robust and handy software.

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FAQ

How can I do a in-depth comparison of Autotask PSA and Certinia PSA? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

What are the top-rated propducts for PSA Software? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Which PSA Software is rated the highest by users? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Is there a requirement template for PSA Software? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

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