Top Workday PSA Alternatives & Competitors For 2024

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Looking for alternatives to Workday PSA? Many users crave user-friendly and feature-rich solutions for tasks like Dashboard and Reporting, Resource Management, and Time and Expense Management. Leveraging crowdsourced data from over 1,000 real PSA Software selection projects based on 400+ capabilities, we present a comparison of Workday PSA to leading industry alternatives like Certinia PSA, Upland PSA, Autotask PSA, and Klient.

Upland PSA Software Tool
Autotask PSA Software Tool
Klient Software Tool

Product Basics

Workday Professional Services Automation is a cloud-based app that delivers fully integrated solutions for project management, talent acquisition, expense tracking, timekeeping and more.

This system has an adaptive framework that streamlines human capital management and offers visual customizations of the intuitive interface. Manage teams, projects, recruiting and finances from one location. Improve productivity through suggested insights and automate workflows to increase customer engagement.
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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.
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Upland PSA is a professional service automation tool that helps businesses use remote management tools that improve the profitability and growth of service businesses. It helps users manage capacity utilization and planning strategies for profitability and workload management. Users can change how projects are delivered with expense and timesheet capture with workforce and project management, project financials and billing.

Some of its key features include knowledge management, proposal automation and customer surveys. It has a host of webinars, case studies, e-books and articles to help users navigate its various modules.
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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.

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Klient is a PSA system designed for large corporations and small businesses. The enterprise version is built on Salesforce and enables users to work side by side with clientele for ideal services from the early sales stage to service delivery. The small business version is intended for startups and entrepreneurs. Users can manage timesheets, expenses and client billing and monitor projects with one platform.

As a whole, its objectives are to extend effortless customer experience, visible communication between team members and clients for guaranteed alignment of expectations and transparent project health statuses. Project management, team collaboration and time management are some of its key features.
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Chromebook
Windows
Mac
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Chromebook
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Mac
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Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile
Cloud
On-Premise
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Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Ranking

#94

among all
PSA Software

#16

among all
PSA Software

#32

among all
PSA Software

#17

among all
PSA Software

#9

among all
PSA Software

Find out who the leaders are

Analyst Rating Summary

80
92
72
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93
77
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100
97
100
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95
67
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Dashboard and Reporting
Resource Management
Time and Expense Management
Project Collaboration
Platform Capabilities
Project Collaboration
Project Financials
Dashboard and Reporting
Mobile Capabilities
Time and Expense Management
Dashboard and Reporting
Project Collaboration
Time and Expense Management
Project Financials
Resource Management
Customer Relationship Management (CRM)
Dashboard and Reporting
Project Collaboration
Project Financials
Resource Management
Customer Relationship Management (CRM)
Dashboard and Reporting
Project Collaboration
Project Financials
Resource Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Workday PSA
Certinia PSA
Upland PSA
Autotask PSA
Klient
+ Add Product + Add Product
Customer Relationship Management (CRM) Dashboard and Reporting Mobile Capabilities Platform Capabilities Project Collaboration Project Financials Project Management Resource Management Time and Expense Management 68 100 89 92 97 86 66 100 100 93 97 95 92 100 100 93 94 95 77 100 67 75 90 86 65 85 88 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

50%
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80%
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User Sentiment Summary

Great User Sentiment 26 reviews
Great User Sentiment 536 reviews
Good User Sentiment 193 reviews
Good User Sentiment 214 reviews
Great User Sentiment 63 reviews
81%
of users recommend this product

Workday PSA has a 'great' User Satisfaction Rating of 81% when considering 26 user reviews from 2 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.

79%
of users recommend this product

Upland PSA has a 'good' User Satisfaction Rating of 79% when considering 193 user reviews from 4 recognized software review sites.

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.

88%
of users recommend this product

Klient has a 'great' User Satisfaction Rating of 88% when considering 63 user reviews from 2 recognized software review sites.

n/a
4.8 (9)
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4.8 (2)
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4.0 (21)
4.2 (438)
3.9 (98)
3.7 (135)
4.4 (62)
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4.2 (49)
4.0 (14)
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5.0 (1)
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4.7 (22)
4.3 (69)
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4.2 (5)
3.6 (18)
2.3 (12)
4.0 (77)
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Awards

Time and Expense Management Award
Mobile Capabilities Award
Project Collaboration Award
Project Management Award
we're gathering data
we're gathering data
we're gathering data

Synopsis of User Ratings and Reviews

Streamlined Project Management: Users praise Workday PSA for its intuitive interface and robust project management features, enabling efficient planning, tracking, and execution of projects.
Enhanced Resource Management: Workday PSA excels in resource management, allowing organizations to optimize resource allocation, track availability, and ensure projects are adequately staffed.
Improved Financial Control: Users appreciate Workday PSA's financial management capabilities, which provide real-time visibility into project costs, budgets, and profitability.
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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.
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User Friendly: The system is easy to use and intuitive, as noted by approximately 86% of users who mention the system’s usability.
Functionality: Asana offers a robust suite of successful project management tools, as reported by 76% of the users who mention the product’s functionality.
Support: Support for the system is prompt, as reported by 88% of users who mention support.
Integrations: Available integrations help add value to the base product, as reported by 80% of reviewers who mention integrations.
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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.
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Simple User Interface: Precisely 71% of users reported that Klient has a user-friendly interface and a simple implementation process.
Responsive Support Team: The customer support team has a rapid turnaround time, according to approximately 100% of users.
High-Quality Performance: Roughly 44% of users say the overall performance of Klient is fantastic and reduces downtime.
Configurable: Nearly 75% of users claim Klient is pliable to their business needs.
Abundant Accessories: Klient has a grand package of features including approval workflow, project management, project layout, retainer billing, revenue recognition and more, as stated by 55% of users.
Integratable: Precisely 100% of users said Klient integrates with Slack, Sage Intacct, Chatter and other applications.
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Reporting Limitations: Users express frustration with the inflexibility and limitations of Workday's reporting features, particularly when trying to create custom reports or extract specific data sets for analysis.
Complex User Interface: The system is often described as being difficult to navigate, with a steep learning curve for new users and even experienced users struggling to find specific functions or complete tasks efficiently.
Integration Challenges: Integrating Workday PSA with other systems can be a significant hurdle, often requiring extensive customization and support from Workday or third-party consultants.
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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.
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Integrations: Nearly 90% of reviewers found Upland PSA’s interface to be dated and not intuitive.
Learning Curve: Nearly 100% of users who mentioned its learning curve reported that Upland PSA has a steep learning curve.
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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.
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Lagging System: Of the users who responded to Klient's overall performance, 55% of users said it has a slow loading time and the occasional unexpected error messages.
Limited Reporting: Nearly 42% of users say the reporting feature has limited capabilities and templates.
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Is Workday PSA the workhorse of PSA solutions? User reviews from the past year suggest that Workday PSA is a strong contender in the PSA market, particularly for larger organizations with complex needs. Users praise its robust feature set, highlighting its comprehensive financial management capabilities, seamless integration with other Workday products (like HCM and Financials), and powerful reporting tools that provide granular insights into project performance. For example, users mention the ability to track project profitability in real-time and proactively identify potential budget overruns as a major advantage. However, this robust functionality comes at a price. Users frequently cite Workday PSA's complexity and steep learning curve as drawbacks, suggesting that it may not be the best fit for smaller businesses or those with limited IT resources. Some users also express frustration with the platform's user interface, finding it less intuitive than competitors like FinancialForce PSA or Projector PSA. Despite these criticisms, many users maintain that Workday PSA's strengths outweigh its weaknesses, particularly for organizations already invested in the Workday ecosystem. Its ability to unify financial, HR, and project data into a single source of truth is a powerful differentiator that enables data-driven decision-making and streamlines operations. In conclusion, Workday PSA is a powerful but complex solution best suited for large, enterprise-level organizations with the resources and technical expertise to maximize its potential.

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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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Upland PSA is a user-friendly PPM system, and users praise its time-sheet feature. Many users don’t have any complaints and say that Upland PSA has increased their efficiency. It ranks very high in usability and functionality. Its support team is helpful and quick to respond. Users find that Upland PSA helps organize tasks that their team members should work on. Its integration feature increases productivity. However, the interface is not intuitive and has a learning curve.

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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.

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Klient is a vigorous PSA program that has an array of appliances such as project management, resource management, workflow approval, retainer billing, revenue recognition and more. It's built on Salesforce and integrates with Chatter, Slack, Sage Intacct and other platforms. The interface is user-friendly, the implementation process is simple and the customer support team has swift problem-solving skills. Although the speed of the system is slow and the reporting tool lacks some templates, clients believe Klient is a potent project management resource.

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