• A full Accounting solution with PSA Suite | Financials

PSA Suite FinancialsPSA Suite | Financials

PSA Suite | Financials is a full accountancy module which provides you with an end-to-end PSA solution. The Financials solution for PSA Suite makes use of the standard features of your CRM module of the Microsoft Dynamics 365™ Platform, like Dashboards, Filters, Personal Views, Microsoft Office integration, Mobility, Workflow & Alerts. Embedded business processes are designed for your industry and configurable to your needs. PSA Suite | Financials can also be used as an integration platform for other accounting or ERP platforms. PSA Suite | Financials is free for PSA Suite users with a Professional license.

The possibilities for Finances with PSA Suite

The module offers the following core financial accounting modules:

  • General Ledger: Input Journal Entries; Create Financial Statements (P&L and Balance Sheets) and maintain and report against Financial Budgets.
  • Accounts Payable: Voucher & Void payment; Void Payment Entry; Select Documents for Payment; Prepayment Application; Vendor Detail & Aging Report and a 1099 Form
  • Accounts Receivable: Invoice Entry; Payment Application; Aging Report and Collection Management.
  • Cash Management: Bank Account Transactions & Reconciliation; Clear Payments & Deposits and Bank File Import.
  • E-Banking

PSA Suite | Financials supports the following functional areas:


PSA Suite Financials - Supporting functional areas

Project Accounting within PSA Suite | Financials

PSA Suite | Financials has an Revenue Recognition module where you can recognize your revenue at the project level per item and item type, based on the calculated percentage completed and actual completion.


PSA Suite Financials


PSA Suite Financials - Video

Downloads en Webinar

Financials The Manual

Watch the webinar

CEO Martijn van der Hoeden explains the workings of PSA Suite | Financials, the full Accounting solution for the CRM module of Microsoft Dynamics 365™. This video on is a part of the Assistance PSA Suite Summer Webinar. To view the whole Summer Webinar click here.

Licenses & Pricing

The Assistance PSA Suite is designed for all sizes of businesses; Small, Medium and Enterprise. A License starts at 15 euro/dollar per user per month. Find the optimal mix of Licenses that best suits your business needs.

Click here to view our License Matrix

Watch the Videos

Assistance Software has created a series of videos to help you discover and understand what our software solutions can do for you and your company They give a clear picture of the capabilities and user-friendliness of our solutions.

Click here to watch the videos

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