Beyond Software

A cloud-based professional services automation (PSA) software that combines financials with project management.

Product Overview

Beyond Software is a professional services automation (PSA) software designed for project-centric businesses. It offers a range of features for financial management, project accounting, invoicing, and resource management, along with time and expense tracking and business intelligence capabilities. Beyond Software integrates project and financial accounting into one solution, enhancing visibility and accountability in projects and improving cash flow through faster and more accurate invoicing and expense management.


  • Mobile app for time and expense tracking
  • Customizable reporting and dashboards
  • Offers a full suite of modules to make it more robust


  • Requires consult call for pricing

Target Market

Small to mid-sized project-focused businesses in industries like architecture, engineering, consulting, and software development, where project management and financial tracking are crucial.

About Beyond Software

Beyond Software offers a web-based project accounting and management suite tailored for project-centric organizations. This software enhances profitability through better project visibility, accountability, and efficient invoicing and expense handling.

Beyond Software Key Features:

  • Project Accounting/Management: Manage unlimited projects and resources, and track cost vs. revenue for project profitability analysis.
  • Business Intelligence: Self-service analytics with reporting and dashboards for insights into projects and financials, with export options to Excel or Power BI.
  • Financial Management: Automates bank reconciliation, payables, and receivables, and manages cash and financial data.
  • Time and Expense Tracking: Simplifies employee time and expense recording, enhancing cash flow and billing cycles, with mobile capabilities for on-the-go submissions.
  • Document Management: Integrates with Microsoft Office for attaching documents and URLs to records.

These modules ensure seamless project and financial accounting integration, delivering projects on time and within budget, and maximizing project profitability.

Accounts Payable

Efficiently record and manage payment obligations, with features like regular and recurring vouchers, vendor history, check printing, cash forecasting, and 1099 reporting.

Accounts Receivable

Manage customer obligations with tools for invoicing, cash receipt forecasting, customer history, and financial charge processing.

Cash Management

Oversee cash receipts, including bank account reconciliation, petty cash management, and handling multiple bank accounts.

Expense Reporting

Facilitate employee expense recording by project and task, with integrated workflow for approvals and billing.

Financial Reporting

Access up-to-date business views with customizable reports and analytics tools, including budget analysis and cash flow management.

General Ledger

Handle entries across the system with predefined accounts, journal entries, budgeting options, and export functionalities.

Project Invoicing

Streamline invoicing with automatic project detail integration, on-screen modifications, and tracking features.

Project Management

Electronically manage project dimensions in real-time, supporting various contract types, customizable tasks, and integrated billing.

Project Reporting

Stay informed with standard and customizable project reports, including profitability analysis and staff utilization.

Project Revenue Accrual

Accurately record earned revenue with automated integration to the General Ledger, enhancing financial performance insights.

Time Keeping

Simplify employee time recording by project and task, with customizable timesheets and integrated project billing.

Price Range Learn More
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Product Overview

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