Infor Professional Services Automation review
A broad PSA suite for firms managing project finances, resources, and portfolios.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Infor Professional Services Automation is a project portfolio management suite for professional services organizations coordinating projects, people, and finances. It brings project scheduling, resource allocation, time and expense capture, budgeting, forecasting, billing, revenue recognition, work-in-progress tracking, and financial performance into one product. Its audience is firms that need visibility beyond individual project delivery, including portfolio-level analysis of status, resource utilization, margins, profitability, and finances from proposal through payment.
The product’s strongest fit is its financial breadth. Teams can track project budgets, forecasts, work in progress, client billing, revenue recognition, margins, and profitability while connecting project financial data with accounting systems. Portfolio performance analysis extends that view across multiple engagements, which suits organizations managing a collection of client projects rather than isolated jobs. Microsoft Project integration also supports scheduling workflows alongside project finance and resource management.
Pricing is handled through a sales conversation, so buyers should expect a tailored evaluation rather than a simple published plan comparison. The product is available on the web, and its listed integrations include Microsoft Project and accounting systems. That makes it a focused choice for professional services firms prioritizing project-finance control and accounting synchronization. Organizations seeking portfolio budgeting, forecasting, billing, and profitability visibility should consider it; smaller teams looking for a narrowly focused project tracker or a self-serve purchase may prefer a simpler alternative.
Infor Professional Services Automation pros and cons
- Where it wins
- Covers budgeting, forecasting, billing, and revenue recognition
- Combines project, resource, time, expense, and WIP tracking
- Adds portfolio performance, margin, and profitability analysis
- Where it doesn't
- Pricing requires a sales conversation
- Available as a web platform
- Listed integrations center on Microsoft Project and accounting systems
Infor Professional Services Automation fact sheet, pricing and score →
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