Built for

PSA for Financial Advisory is aimed at teams that need a working professional services automation model.

The workspace combines Clients, Engagement Team, Expense Entries, and Fee Schedule with My Work, Mandate Console, and Stakeholder Overview, so teams can understand the operating model before they sign up.

  • Project and engagement managers

    Run client work, deliverables, staffing, tasks, time, and billing signals in PSA for Financial Advisory.

  • Finance and operations teams

    Track commercial milestones, utilization, expenses, and delivery progress without disconnected spreadsheets.

  • Consultants and delivery staff

    Give contributors a focused workspace for assigned work, notes, status, and time capture.

Built for scale

Structured enough to grow with the team.

Start quickly without blocking the path to production operations.

  • Editable after install

    Teams can rename fields, adjust forms, add views, change pages, and extend the app after it is installed.

  • Role-aware rollout

    Review the installed app with process owners first, then invite broader teams once access and naming are validated.

  • Structured records

    The app starts from Clients, Engagement Team, Expense Entries, and Fee Schedule, with references, forms, and views already modeled.

  • Editable operating model

    Start with connected tables, pages, forms, and views for PSA for Financial Advisory, then tailor the workspace before rollout.

Compared

Replace disconnected trackers with one editable app.

Start with a useful operating model, then shape the installed workspace around the team implementation.

ConsiderationBeforePublished app
Starting pointBeforeBlank workspace and manual table setup.Published appInstall PSA for Financial Advisory with business tables, forms, views, and pages already organized.
Daily workBeforeTeams coordinate through separate sheets, inboxes, and status notes.Published appUse My Work, Mandate Console, and Stakeholder Overview and saved views around the same records.
IterationBeforeChanging process means rebuilding the tracker.Published appEdit the installed app as the business learns what fields, roles, and pages it needs.
RolloutBeforeProspects cannot see a clear operating model before signup.Published appTeams can review the actual psa for financial advisory operating model before they sign up.
Rollout

Install, review, pilot, and expand.

Install the workspace, validate roles and pages, then expand rollout once the team is aligned.

  1. Step 1Install the workspace

    Create an editable copy of PSA for Financial Advisory in the workspace.

  2. Step 2Review included pages

    Open My Work, Mandate Console, and Stakeholder Overview and verify the experience with the people who will own the process.

  3. Step 3Adapt records and forms

    Tune Clients, Engagement Team, Expense Entries, and Fee Schedule, forms, and views to the team's terminology and controls.

  4. Step 4Invite users

    Bring in the wider team after roles, permissions, and workflow assumptions are tested.

FAQ

Fit, ownership, and rollout.

Who is PSA for Financial Advisory for?

PSA for Financial Advisory is for project and engagement managers and finance and operations teams evaluating a faster way to start professional services automation work in ERP.AI.

Can we change the app after installing it?

Yes. The installed app is editable, so teams can change tables, fields, forms, pages, views, roles, and workflow behavior after reviewing the starting model.

What should we verify before rollout?

Verify roles, page routes, forms, permissions, and any process-specific fields in the installed copy before inviting the full team.

PSA for Financial Advisory

Install the published starting point. Adapt it to your operating model.

Professional services automation for financial advisory firms, covering clients, mandates, engagement teams, work plans, milestones, time, fees, expenses, delivery costs, and mandate margins.

Install app See live preview

The installed workspace is a separate, editable app copy.

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