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Connecting PSA and Accounting on Salesforce

Professional services organizations often manage projects and accounting in separate systems. This webinar explains how unifying PSA (Professional Services Automation) and accounting on Salesforce improves financial visibility and operational alignment. Designed for Salesforce System Integrators, professional services firms, and finance leaders, this session explores how disconnected tools create inefficiencies across project delivery and financial reporting. Topics covered: • Challenges of managing projects and accounting in separate systems • How disconnected data impacts billing and revenue visibility • Aligning time tracking, resource allocation, and financial reporting • Benefits of operating PSA and accounting within Salesforce • Expanding Salesforce beyond CRM into financial operations Project-based businesses require real-time visibility from project execution through revenue recognition. This webinar outlines how a unified Salesforce-native environment supports that goal. 00:00 Introduction 03:10 The Problem with Disconnected Tools 08:45 PSA and Accounting in Separate Systems 14:20 Managing Projects Natively on Salesforce 20:50 Connecting Time, Billing, and Revenue 27:30 Improving Profitability Visibility 34:15 Expanding Salesforce Beyond CRM 41:00 Audience Q&A