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Professional Services Automation (PSA)

Proceed brings project accounting, task management, time and expense capture and budgeting together so your services team can run every engagement from kickoff to final invoice in one place. Deliver work for your customers quickly, keep tasks on track and turn billable hours into accurate invoices — all while watching profitability in real time.

One Solution for Every Client Engagement

Proceed connects the full lifecycle of a services project — project accounting, task management, timesheets and expenses — so nothing slips between disconnected tools and spreadsheets. Labor, costs and billing roll up to each project automatically, giving your managers a clear view of where time is going and whether the work is profitable. It’s the control of an enterprise system in software your project teams will actually use.

Project Accounting

Track invoicing and costs at multiple levels of each project for accurate billing and a clear read on profitability.

Project Management

Manage a group of tasks or a single task through to completion and generate clear reports for your customers.

Timesheet Management

Participants enter labor hours straight into their projects, then roll those hours up into accurate billing reports.

Expense Management

Assign every expense to the right project so total project cost is always captured and never leaks from your margin.

Real-Time Project Visibility

Stop chasing status across spreadsheets and inboxes. Because time, expenses and billing post directly against each project in Proceed, you always know exactly how much work has been logged, what it has cost and how much is ready to invoice. Drill from a project summary down to an individual timesheet entry in a single click, spot engagements drifting off track early, and give your managers the numbers they need to protect margin on every job.

Automate Billing and Budgets

Rekeying hours into invoices and reconciling budgets by hand slows your team down and invites costly mistakes. Proceed rolls captured time and expenses straight into customer invoices and flags budget thresholds the moment they’re reached — so your project managers spend their time delivering work, not assembling billing runs or hunting for overruns.

Project Budgeting

Set revenue and expense thresholds that are automatically flagged when they’re met.

Project Reporting

Run standard or fully custom reports through a robust, flexible reporting tool.

Invoice Generation

Turn billable hours and expenses into accurate customer invoices in a few clicks.

Proven Success Stories

From day one, our team helps you set up your projects, map your billing rates and train your staff so your services run smoothly on Proceed. If you’re successful using Proceed, we’re successful too — which is why we stay with each Customer well beyond go-live to make sure your project teams have everything they need to deliver on time and on budget.

30% Faster Time to Invoice

Captured hours and expenses roll straight into billing, so invoices go out days sooner.

100% Billable Hours Captured

Time entered directly against projects means fewer lost hours and less revenue left on the table.

45% Less Admin Overhead

Automated budgets and reporting free your project managers to focus on the work, not the paperwork.

What is the Cost of Proceed Software?

Companies subscribe to a monthly Proceed license for the core software based on the number of users you need. From there we tailor-fit a solution built on modules, integrations, interfaces and hosting. As your company grows, you can easily add more resources to gain more efficiencies.

  1. Discover Your Needs

    We understand your business completely and provide precise guidance.

  2. Choose

    Pick the modules suited to your business needs and scale easily.

  3. Affordable & Transparent

    Pricing based on modules and business size - no hidden costs.

  4. Scale & Adapt with Ease

    Start small and expand anytime as your business grows.

Let’s Get Started!

We’re happy to provide an online presentation and explain how Proceed Software can help your company run better.

Contact Us