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Faster, Accurate Billing & Revenue with A Self-driving PPM

Polaris PPM leverages AI/ML to better manage projects, resources, and financials better with seamless integration to QuickBooks for faster billing and invoicing.

PSA integration with Quickbooks

Harness the Power of Polaris PPM and Quickbooks Integration

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QuickBooks

Real-Time Project Management

Pick Polaris PPM as your master system and then synchronize project information with Quickbooks client data. Because the connection is pre-built and has nothing to install, you can get started immediately.

  • Control over synchronization
  • No installation and quick to implement
  • Fast time-to-value
PSA Project Management with Quickbooks
PSA Resource Management with Quickbooks

Maximize Resource Utilization

Track the resource allocation level for current and future projects and get access to resource recommendations instantly for quick allocation. Leverage collaboration workflows for project resource fulfillment, track skills and make hiring/training decisions proactively.

  • Find the right resource and skills for a project
  • Optimize utilization and productivity of global resources
  • Plan capacity for better utilization
  • Track resource utilization

Seamless Sync Between Polaris PPM and Quickbooks

Finalize an invoice and send it straight to QuickBooks for billing your client. Once payment is received, Polaris updates the status for real-time visibility into paid and outstanding invoices.

  • Easy transfer of invoice data
  • Flawless billing process
  • Clarity into invoice status and payments
Enhanced Invoicing using Quickbooks

Modern & Mature Integration Platform

An Enterprise Ready PPM Solution with Security, Flexibility and Scalability

Integrations
Robust Pre-built Connectors

Get highly secure ecosystem connections in a matter of minutes – not months, using our 50+ pre-built connectors – QuickBooks, SalesForce, Concur, Xero, Namely, ServiceNow, BambooHR, Jira, and more.

Integrations
Fast and Seamless Integrations

Plug and play with our out-of-the-box integrations and change on-the-fly with our swap-in and swap-out connectors as your ecosystem evolves

Integrations
Extract Any Data You Need

Open APIs library available to extract any data you want from any system.

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Salesforce
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Salesforce

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