PSA+
Professional services delivery—without another PSA island
~89% Rocketlane parity on one AI-native OS.
Templates from deal-won, customer & partner portals, proofing, CSAT, rate cards, and revenue recognition—wired to CRM+, Project+, Workforce+, and Finance+.
~89%
Rocketlane parity
Portals
Customer & partner magic links
Time→$
Approved time to invoice
AI
SOW → project plan agent
Capabilities
Project templates
Instantiate onboarding & delivery templates from deal-won—tasks, milestones, and portal visibility in one flow.
Customer portal
Magic-link plan view, structured updates, CSAT, approvals, proofing comments, and branding—no VPN for clients.
Partner portal
Partner magic links, task visibility, and submissions for subcontractor delivery.
Time & billing
Task-linked timesheets, calendar→timesheet suggestions, rate cards, budget variance, multi-currency FX.
Financials
Approved time→invoice, profitability dashboards, revenue recognition, billing schedules, recurring managed services.
Delivery AI
SOW→project plan, resource suggestions, portfolio query, delivery signal monitor, Interval IQ time-to-value.
CRM deal → delivery → cash
When PSA+ shares the CRM+ deal ID, won-deal closed loops spawn projects, time posts to Finance+, and NeoMind briefs execs on margin risk.
CRM+
Project+
Workforce+
Finance+
Email+
NeoMind AI
FAQ
Does PSA+ replace my PSA entirely?
Can clients approve deliverables in the portal?
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