Proceed
Proceed PSA is paid project services automation software for running customer engagements from kickoff through final invoicing.
What Proceed is
Proceed PSA is paid project services automation software for running customer engagements from kickoff through final invoicing. It combines project accounting, task management, time and expense capture, and budgeting. Teams can track costs and invoicing at multiple project levels, manage task groups or individual tasks, and generate customer reports. Labor hours entered against projects flow into billing reports, while assigned expenses contribute to project cost. Revenue and expense thresholds are flagged when reached, and billable hours and expenses can become customer invoices using hourly billing. Standard and custom reports are available. Proceed lists integrations for marketplaces, ecommerce carts, applications, and Avalara tax calculations. It runs on web, Windows, Android, iOS, and API platforms. Managed cloud hosting, controlled access, encrypted connections, monitoring, backups, and support are described. Pricing is on request.
Good
- Project accounting at multiple levels
- Task and timesheet management
- Expense capture and invoicing
- Standard and custom reports
- Available across web, mobile, and Windows
Watch out
- Pricing is available on request
- Monthly license price is not posted
- Expense capture is manual
Who it suits
Proceed PSA suits services and project-driven teams managing customer work, billable hours, expenses, invoices, and profitability. It fits organizations needing web, desktop, mobile, and API access.
Verdict
Proceed PSA brings project financial tracking, tasks, time, expenses, budgets, reporting, and invoicing into one service workflow. Its broad platform coverage and managed hosting support are paired with quote-based pricing.
Plans and prices
From Proceed's own pricing page, checked 8 Oct 2001.
| Plan | Price | What it gives you |
|---|---|---|
| Proceed PSA | Priced on request | User count and selected modules determine the solution; no posted price · Monthly license; pricing based on number of users, modules, integrations, interfaces and hosting; contact Proceed for a quote. |
The facts
Each one read from Proceed's own pages, with the date it was checked.
What it does
- Availability
- The infrastructure page states a 99.9% availability target and 24/7 monitoring and support.checked 8 Oct 2001
- Budgets and invoices
- Project revenue and expense thresholds are flagged when reached, and billable hours and expenses can be turned into customer invoices.checked 8 Oct 2001
- Expenses
- Expenses can be assigned to projects so their total cost is captured.checked 8 Oct 2001
- Integrations
- Proceed describes prebuilt integrations for marketplaces, ecommerce carts and applications, plus Avalara for tax calculations.checked 8 Oct 2001
- Intended users
- Proceed PSA is presented for services teams and project-driven teams managing customer engagements, billable hours, expenses and project profitability.checked 8 Oct 2001
- Project accounting
- It tracks invoicing and costs at multiple levels of a project for accurate billing and profitability visibility.checked 8 Oct 2001
- Purpose
- Proceed PSA brings project accounting, task management, time and expense capture, and budgeting together to run services engagements from kickoff to final invoice.checked 8 Oct 2001
- Reporting
- Proceed offers standard and custom project reports through a flexible reporting tool.checked 8 Oct 2001
- Security and hosting
- Proceed describes managed cloud hosting, controlled access, encrypted connections, continuous monitoring, backups and security commitments backed by a service level agreement.checked 8 Oct 2001
- Support
- Support options include phone and email assistance, remote desktop support, on-site and web-based training, and a customer knowledge center.checked 8 Oct 2001
- Task management
- Teams can manage groups of tasks or individual tasks through completion and generate customer reports.checked 8 Oct 2001
- Timesheets
- Project participants can enter labor hours directly against projects, with hours rolling into billing reports.checked 8 Oct 2001
Where it runs
- Platforms
- Proceed lists a classic Windows app, web-based and mobile interfaces, and an API for building custom applications.checked 8 Oct 2001
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