Unit4 PSA Suite
3.3
25
The Unit4 PSA Suite is a full practice management solution for every professional services industry. With the PSA Suite you will manage your full business processes within one single out-of-the-box state-of-the-art solution, built on the powerful Dynamics 365 platform.
With the Unit4 PSA Suite you will have a 360 degree view from opportunity to your customer engagements and be on top of your company’s profitability.
Move opportunities to engagements, allocate budgets and apply assign tasks to your resources. Managing utilizing of resources all from one single solution. We will run approvals and afterwards be able to invoice directly. Managing all financial transactions in our PSA Financials and have management reporting using PSA Suite PowerBI. Besides this, time can be registered directly in the PSA Mobile app or within the role based PSA Suite portal which gives easy acces to only the components which are used on daily basis.
The PSA Suite is completely developed for 8 specific professional services industries: Accountancy, Architecture, Consultancy, Engineering, IT-Services, Legal, Marketing & Advertising and Non-Profit. All with Vertical IP and out-of-the-box templates.
Unit4's Wanda is the world’s first true enterprise Digital Assistant. Wanda automates automates routine operations across your business and learns your preferences to become even more useful over time, fully integrated in the PSA Suite.
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Unit4 PSA Suite Plan
Premium Partnership
5500
Annually
A Premium Partner is a Microsoft Partner who is reselling the PSA Suite nationally and can also use the PSA Suite internally. Premium Partners will be ranked based on their Partner Reward Points. Premium Partners will receive 40% margin on PSA Suite license sales.
55 Professional CAL's
4 Virtual Class Seats
2 Boot Camp Seats
30 Support Calls
40% Margin
Essentials
25
user/month
Time Entry
Expense Entry
My HR-Record
My Resource Planning and Utilization Sheet
My Ghantt Chart
My Sales Forecast
PSA Suite Portal
Basic
45
user/month
All functionalities of Essentials included
Advanced Opportunity Management
Project Management
Forecasting and Budgeting
Project Planning with the Gantt Chart
Resource Planning with Utilization Sheet
Project Accounting
Invoicing
Purchase Order Module
HRM Functionality
Revenue Recognition Module
Registered Partnership
3500
Annually
A Registered Partner is a Microsoft Partner who is primarily interested in using the PSA Suite for internal use. A Registered Partner cannot resell the PSA Suite and is not listed on our website. However, they will receive 15% margin on referrals.
10 PSA Professional CAL's
2 Virtual Class Seats
Fast Track
15 Support Calls
15% Margin
Advanced
65
user/month
Both Essential and Basic functionalities included
Financials Integration Platform
Financials with Full Accounting