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Streamline Client Billing and Invoicing with A Self-driving PSA

Polaris PSA offers Sage Financials clients with configurable real-time project management, faster resource allocation, improved utilization, costing, billing and revenue recognition capabilities – all in one platform.

Sage itegration with polaris

Harness the Power of Polaris PSA and Sage Financials Integration

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Better Financial Visibility Across Projects

Manage your financials in Sage and get control over your projects and resources in Polaris PSA. Leverage SmartBeats capabilities to improve on-budget, on-time project delivery and promote resource accountability

  • SmartBeats gives visibility into work done, remaining work, estimated completion date.
  • Automated updates enables better communication between sales and services teams
  • Get instant understanding of project metrics including hours, cost, and financials.
PSA Project Management integration Sage
sage integration with PSA Resource Management

Resource Management with Smart Match

Manage resource utilization within Polaris PSA. Smart Match recommendations help you to allocate resources based on skill requirement, location and other criteria . Polaris provides detailed views into team’s overall availability and optimizes resource utilization.

  • View global resources to determine their current and future allocation levels.
  • Use SmartMatch and built-in workflows to streamline resource fulfillment.
  • Report on utilization levels.

Optimize Project Accounting and Invoicing

Plan budgets, estimates, costs, margins, WIP, billings, bookings, client invoice accurately with minimal clicks and ease. With help of Smart Budget create intelligent rate cards. Manage financial metrics for all projects with our enhanced project management platform.

  • Capture and easily transfer all invoice data
  • Flawless billing process
  • Clarity into invoice status and payments
Enhanced Invoicing using Sage
Data Synchronization using Sage

Seamlessly sync data between Polaris PSA and Sage Financials

Sage Financials serves as the master system for services business financials, with opportunity and account information mapped onto projects and clients in Polaris PSA.

  • Control over synchronization
  • No installation and quick to implement
  • Fast time-to-value

Modern & Mature Integration Platform

An Enterprise Ready PSA Solution with Security, Flexibility and Scalability

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.

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.

Extract Any Data You Need

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

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