NetSuite for Professional Services | Appficiency

Industries

Professional Services

Optimize how your professional services firm plans, delivers, and scales. Appficiency implements and integrates NetSuite PSA, Certinia, Kantata, and OpenAir to connect projects, people, and financials in one place.

Contact Us

Professional Services

Professional services firms run on precision, from how projects are scoped to how teams deliver. Appficiency helps organizations bring everything together within NetSuite using NetSuite’s Professional Services Automation (PSA). Built to connect your projects, people, and financials in one place, it gives your team the visibility and control needed to deliver work efficiently and profitably.

Beyond NetSuite PSA, we also support implementations of Certinia, Kantata, and OpenAir, ensuring seamless integration with your NetSuite ERP environment. Whether you’re optimizing resource management, project accounting, or billing processes, Appficiency helps you tailor the right PSA solution to your business model.

Welcome To The Next Stage Of Your Business Journey

Whether you’re managing 10 resources or 20,000, we’ve got the cloud-based solutions to keep your professional services firm running smoothly. Your teams work on the road, between meetings, and on-the-fly so we make sure your systems work that way too, with seamless online, offline, and mobile access that actually keeps up with how you operate.

+90%

Client Satisfaction Rate

Appficiency is a one-stop-shop for all your ERP needs, be it tailoring the system to your processes or connecting with best-in-breed software. Join a community of customers that will share their stories so you can write your own.

7 - 10 Days

To Close Financial Books, on Average

Close your financial books faster than your competitors with unrivaled accuracy on exchange rates, inter-company transactions, and all financial functions accounted for.

150%

Improvement in AR and AP Processing

Serve your customers with quick, accurate, and timely invoices and manage cumbersome AP processes with better-than-industry standard efficiency.

Key Solution Benefits

Adapt To Change

Tired of projects falling through the cracks? With Appficiency, you’ll always know where things stand, from the first client call to the final invoice. We tailor your systems to work how your team works, so you get total visibility, fewer errors, and faster decisions.

Drive Operational Effectiveness

No more spreadsheet chaos or end-of-month surprises. We streamline your billing, reporting, and reconciliations so you can focus on growth, not fixing broken processes. Appficiency makes it easy to handle multi-entity reporting, ensure compliance, and close the books faster.

Improve Visibility

You shouldn’t have to bend your business to fit your software. We build revenue rules that match your billing models, whether it’s subscriptions, milestones, or bundled services, so you stay compliant and consistent without lifting a finger.

Improve Project Profitability

Your billing shouldn’t slow you down. Whether you’re dealing with recurring revenue, complex contracts, or multiple service types, we create one seamless billing engine that just works. Accurate, automated, and built to grow with you.

Go Global Without the Growing Pains

Expanding across borders? We’ve got you. Appficiency configures your systems to handle multiple currencies, tax rules, languages, and reporting requirements—so you can scale globally while staying in control locally.

Related Case Studies

NVE Experience Agency

NVE, a leading brand experience agency, implemented NetSuite to streamline operations, enhance data flow, and drive smarter business decisions amid rapid growth.

Novus Media

Appficiency's NetSuite implementation for Novus Media cut financial close cycles from 25 to 5 days, sped up AR invoicing by 45%, and aligned cash flow with a "pay when paid" policy.

See All Case Studies

Industry-Specific Solutions

Appficiency Pay When Paid (PWP)

Ensures vendors are paid only after customer payments are received, linking transactions at the line level with real-time updates from A/P and A/R systems.

Appficiency Consolidated Invoicing

Consolidate invoices by line level across different Orders which are under same contract. 

Retainer Application

Streamlines the application of Pre-Payments (Eg. Retainer Deposits) to individual invoices with one click of a button.

Take Your Business to the Next Level with Proven Strategies

Unlock the full potential of your software business with Appficiency’s specialized job costing and financial management tools, seamlessly integrated with NetSuite. Optimize your financial workflows today—because in software, agility is everything.

GET STARTED NOW