the psa platform for professional services

PSA Software Built For How Services Firms Work

Magnetic replaces disconnected CRM, PM tools, time trackers and spreadsheets with one PSA platform. You see real project margins, you know exactly who's free next week and month-end billing takes days instead of weeks.

Free for 14 days
No-credit card required
Trusted by Hundreds of Global PSA Firms

The moment you know you need PSA Software

Scene 1

"Where are everyones hours again?"

Three hours disappear reconcilling timesheets across two tools You cross-reference, chase people & still don't have the full picture.

Timesheets. xlsx

Sarah M.

38.5h

Testimonial Avatar Logo

Alex J

Missing

a person smiling to the camera

Kira D

32.0h

taskopia-testimonials-author-v2

Mark K

Missing

Last reconciled: 7 days ago

- 2 days to a staffing decision. The deal waits.

Scene 2

"Are we even profitable on this project?"

Budgets live in spreadsheets. Actuals live somewhere else. You're always a week behind the truth.

Budget. xlsx

Project

NovaCorp Web

Owner

Kira

Budget

40,000

Actuals to date

42,540

Margin

-6,4%

- 2 days to a pricing scope decision

Scene 3

"Who actually has capacity next week?"

You need capacity in 10 minutes. You check three places and still don't know. Meanwhile, finance is chasing invoices.

Ben (Ops) 13:47

Who's free next week for helix?

Finance

Still waiting on 6 timesheets 🙏

Kira 13:47

Who's free next week for helix?

- 2 days to a pricing scope decision. Work delays

Your pipeline, delivery, resourcing and finance live in four different systems that don't talk to eachother.

It's the systems problem Magnetic was built to solve.

80%

Improvement in project profitability

From spreadsheet guesswork to 80% project visibility

Exonic solitions is a software consultancy. Before Magnetic tracking projects meant stitching together timesheets, budget spreadsheets, and client notes spread across tools that didn't talk, Now it sits in one place. Project visibility went up 80%, Admin time dropped by 45%. The team stopped building the same reports every monday.

45%

Less admin time

70%

Efficiency gain

30%

Admin cut

Numbers from published case studies

Read the full stories

The magnetic difference

Pipeline to invoice, in one system

Most firms think they have a tool problem. They don't. They have five tools, CRM, spreadsheets, time tracker, project tool, and accounting, all working separately, none sharing data.

Magnetic is the PSA platform that replaces that mess.

Disconnected tools.
Fragmented Data.

Six modules. One data model. Each module feeds the next automatically.

Duplicate data

Manual work

High risk of errors

vs

One Platform.
Everything connected

Six modules. One data model. Each module feeds the next automatically.

Single source of truth

Automated workflows

Better decisions

The magnetic difference

From five tools to one connected PSA System

Magnetic is the PSA platform that replaces that mess. It unifies sales pipeline, project management, resource planning, time tracking, billing, and financial reporting into one connected system. Project progress, team capacity, and profitability are all updated from the same data.

Connected workflow

Win a deal. It becomes a project. No setup needed.

When a deal closes, one click turns it into a live project - scope, budget and rate card all pulled from the company record. Your team logs time. Margnins update in real time. At 80% spend, a budget warning fires. Approved time turns traight into the invoice.

CRM & Pipeline
Project Delivery
Automated Invoicing
Cost Estimates
resource management

Know who's free next week without checking three places

One workload view, every person, with deals from the pipeline weighted by close probability. You can allocate resources before a deal closes. Tracked time auto-deducts from allocations.

Capacity planning
Utilisation tracking
Skills matching
Time to billing automation

Stop Chasing Timesheets and Start Billing.

Magnetic fills timesheets from calendar events and task activity. Your team just approved. Approved time flows straight into the invoice, retainer, fixed-fee or T&M - one system handles all three. Month-end drops from weeks to days.

Smart time-tracking
Multi-model billing
Xero & Sage sync
Invoicing
Real-time reporting

Your Margins already exist. Stop rebuilding them in Excel

Profitability updates live, pulled from the same data your team enters as they work. When a project starts losing margin, you see it while there's still time to fix it. Forecasts pull from pipeline probability and active projects.

Profitability dashboards
Over-servicing alerts
Revenue forecasting
WIP Tracking
Explore reporting & finance

Magnetic works for firms like yours

PSA software helps you execute individual projects and manage your entire professional services operation -connecting sales, delivery, resourcing and finance into one intelligent platform. If you bill clients for time and expertise, you need PSA Software.

Integrate with the tools you already use

Connect all your favourite  tools in one place for a smoother, more cohesive experience.  Need more? Use Zapier to plug into hundreds of other tools, fast.
Zapier
Gmail Icon
Link sync
Outlook
PowerBI
Timeboost
Ziflow Icon
Ziflow
Xero
Sage logo
Xero
Zapier
Zoho Mail Icon
Zoho
Campaign Monitor
Outlook
Ziflow Icon
Ziflow
Zapier
Gmail Icon
gmail
Ziflow Icon
Ziflow
Xero
PowerBI
implementation

From kick-off to fully live - In 3 weeks

2-3

weeks implementation time

Enterprise PSA rollouts drag on for 6-12 months. Our customer success team does most of the work. You review, approve, go live.

how that compares

Enterprise Platforms

6-12 months

Magnetic

2-3 weeks

Chapu, a 60-person accounting firm, was operational in one week.

See the full story
⭐ ⭐ ⭐ ⭐ 4.5 stars on G2 and Capterra

Run your firm on a system built for professional services  

Every week on disconnected tools is another week of leaked margins and decisions made on last weeks data. See for yourself
Free for 14 days | No credit card required
PSA vs project management software

Why a project management tool isnt enough

Professional services automation unifies project management, resource management, time tracking and billing into one intelligent platform. Discover what PSA software is, how it works and how to choose the right solution.

PsA software · magnetic

Built to run a service firm

Tasks & workflow tracking

Resource planning & utilisation

Time tracking (billing-integrated)

Financial Management & Project P&L

Automated invoicing

Revenue forecasting (Pipeline weighted)

CRM Integration

Project management software

Built to deliver tasks

Tasks & workflow tracking

Resource planning & utilisation

Time tracking (billing-integrated)

Financial Management & Project P&L

Automated invoicing

Revenue forecasting (Pipeline weighted)

CRM Integration

PSA Software helps you run your firm.

PM Software helps you deliver projects.

FAQs

Switching To PSA. What You Need To Know

What is PSA Software?
PSA stands for professional services automation - software that helps professional services firms manage projects, resources, finances and client relationships. Unlike project management tools PSA connect delivery operations to financial performance.
What is the best PSA Software?
The best PSA software depends on your firms size and needs. Magnetic is ideal for Mid-size firms (20-200 employees) needing enterprise features with intuitive UX.
How much does PSA software cost?
PSA software typically ranges from $13-$75 per user per month, depending on features and firms size. Magnetic starts at $13 /user/month for the Essentials plan. Enterprise solutions can cost significantly more.
What is the difference between PSA and Project management software?
PSA Software includes project management, plus resource planning, time tracking, billing, financial management and CRM. Project managnent tools focus only on tasks and timelines without financial or resourcing components. Use PSA when you bill clients by the hour and need to track profitability
How long does implementation take?
Most  PSA implementations take 8-12 weeks including data migration, configuration, training and pilot testing. Enterprise deployments can take anywhere from 6-12 months.
Can PSA sotfware integrate with our existing tools?
Yes, modern PSA platforms integrate with accounting software (Xero, Sage), CRM systems and collaboration tools (slack, google). Magnetic offers native integrations + API access.
Get Started

Ready to stop losing revenue to disconnected tools?

Replace disconnected tools with one intelligent platform that connects your entire operation - from pipeline to profit
Free for 14 days | No credit card required