Streamline Client Billing and Invoicing with A Self-driving PSA
Polaris PSA offers Sage Financials clients with configurable real-time project management, faster resource allocation, improved utilization, costing, billing and revenue recognition capabilities – all in one platform.
Harness the Power of Polaris PSA and Sage Financials Integration
Better Financial Visibility Across Projects
Manage your financials in Sage and get control over your projects and resources in Polaris PSA. Leverage SmartBeats capabilities to improve on-budget, on-time project delivery and promote resource accountability
- SmartBeats gives visibility into work done, remaining work, estimated completion date.
- Automated updates enables better communication between sales and services teams
- Get instant understanding of project metrics including hours, cost, and financials.
Resource Management with Smart Match
Manage resource utilization within Polaris PSA. Smart Match recommendations help you to allocate resources based on skill requirement, location and other criteria . Polaris provides detailed views into team’s overall availability and optimizes resource utilization.
- View global resources to determine their current and future allocation levels.
- Use SmartMatch and built-in workflows to streamline resource fulfillment.
- Report on utilization levels.
Optimize Project Accounting and Invoicing
Plan budgets, estimates, costs, margins, WIP, billings, bookings, client invoice accurately with minimal clicks and ease. With help of Smart Budget create intelligent rate cards. Manage financial metrics for all projects with our enhanced project management platform.
- Capture and easily transfer all invoice data
- Flawless billing process
- Clarity into invoice status and payments
Seamlessly sync data between Polaris PSA and Sage Financials
Sage Financials serves as the master system for services business financials, with opportunity and account information mapped onto projects and clients in Polaris PSA.
- Control over synchronization
- No installation and quick to implement
- Fast time-to-value
Modern & Mature Integration Platform
An Enterprise Ready PSA Solution with Security, Flexibility and Scalability
Robust Pre-built Connectors
Get highly secure ecosystem connections in a matter of minutes – not months, using our 50+ pre-built connectors – QuickBooks, SalesForce, Concur, Xero, Namely, ServiceNow, BambooHR, Jira, and more.
Fast and Seamless Integrations
Plug and play with our out-of-the-box integrations and change on-the-fly with our swap-in and swap-out connectors as your ecosystem evolves.
Extract Any Data You Need
Open APIs library available to extract any data you want from any system.
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