PROFESSIONAL SERVICES AUTOMATION PSA software,
built around the client.

Professional services automation software that runs the work clients see and the admin they don’t: proposals, time, invoices and expenses, next to reviewed updates and approvals.

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What PSA software does

Professional services automation (PSA) software brings the operational side of client work into one system: winning the work, tracking time against it, billing for it and keeping the client informed. Agencies, consultancies and accounting and law firms use PSA software so proposals, timesheets and invoices don’t live in separate tools that never quite agree.

Most PSA tools are built for the inside of the firm. Angelwood starts from the outside: the client portal where clients read reviewed updates, approve work and pay invoices. The back office sits behind it.

What’s included

Area	What you can do in Angelwood
Proposals and estimates	Build proposals from templates, send them by link, see when they’re viewed and collect e-signatures. Send estimates clients can accept, decline or comment on.
Time tracking	Run a timer or add entries, mark time billable, submit and approve timesheets, and report on billable hours and utilisation.
Invoices and payments	Create invoices with line items, tax and discounts. Clients view and pay them in their portal through Stripe.
Expenses and budgets	Log expenses against a project and track spending and hours against the project’s budgets.
Calendars	Connect Google Calendar or Outlook so meetings can become suggested time entries.
Client portal	Reviewed updates with source links, client approvals and recorded decisions, onboarding plans and document requests.

PSA software vs separate tools

Many small firms run a proposal tool, a time tracker, an invoicing app and a client portal side by side. That works until the numbers disagree: hours in one place, the invoice in another, and the client’s approval buried in email.

One record of the engagement. Proposal, time, expenses and invoices sit with the project they belong to.
One place for the client. Clients sign, approve, read updates and pay in the same portal.
Keep your project tool, or don’t. Run projects and tasks in Angelwood, or connect Asana, ClickUp or another supported project tool and keep delivery there.

When Angelwood isn’t the right PSA

Angelwood doesn’t include accounting, payroll, tax or a full sales CRM. If you need a general ledger or detailed resource scheduling across hundreds of staff, pair it with your accounting system or choose a dedicated PSA suite. Compare the options with our Scoro, Accelo and Bonsai comparisons.

THE DETAILS THAT MATTER

One platform.
From proposal to paid.

Win the work.

Send proposals and estimates from templates, follow who has viewed them and collect signatures without a separate e-signature tool.

Track it and bill it.

Record billable and non-billable time, approve timesheets, log project expenses and send invoices clients can pay online.

Keep the client informed.

Share reviewed updates, collect approvals and see who needs a follow-up, all in the same client portal as the proposal and the invoice.

GOOD QUESTIONS

A little more clarity.

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What is PSA software?

Professional services automation software manages the operations of client-service firms: proposals, projects, time tracking, billing and client communication in one system.

Is Angelwood a full PSA suite?

It covers proposals, estimates, time tracking, timesheets, expenses, invoices, calendars and a client portal. It doesn’t include accounting, payroll or a full sales CRM.

Are these features on every plan?

Yes. Proposals, estimates, time tracking, invoices, expenses and calendar connections are available on Starter, Growth and Agency. Plans differ by seats, client portals and portal features.

KEEP THE WORK MOVING

The next useful step.

Time Tracking Software for Agencies Invoicing Software for Agencies & Consultants Proposal Software with E-Signatures

THE CLIENT EXPERIENCE, IN ORDER

Run the engagement in one place.

Bring the work you share with clients into one place.

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