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Beyond Software

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www.beyondsoftware.comFindlay, OH, United States

Cloud-based software provider delivering integrated project and financial management for service-based organizations.

Overview

Beyond Software is a provider of cloud-based professional services automation software designed for project-centric businesses. As a division of Solomon Cloud Solutions, Beyond Software specializes in helping organizations manage projects and financials in a single, integrated platform. The company emphasizes increasing visibility, accountability, and cash flow to deliver projects on time and on budget, thereby maximizing profitability. Its offering targets professional services firms and other project-focused industries, supporting core capabilities such as project accounting, time and expense capture, invoicing, resource management, financials, and analytics. With a focus on web-based deployment and scalable security, Beyond Software aims to help firms optimize performance, improve decision-making, and deliver consistent project outcomes for clients. The organization serves a range of industries and partners with customers to align project delivery with financial control, reporting, and governance.

Mission statement

Maximize project profitability.

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What we offer

Professional Services Automation Software

Maximize project profitability with integrated project and financial management.

www.beyondsoftware.com/professional-services-automation

Market segments

Market size by segment

Growth potential (CAGR)

Professional services automation

14.5 Billion USD11.7% CAGR

Capabilities to plan, deliver, and monetize managed and professional IT services, including ticketing, project management, resource scheduling, and service delivery workflows.

Project financial management

2.5 Billion USD9.5% CAGR

Budgeting, cost tracking, forecasting, invoice and payment workflows, and accounting system integrations for financial control of projects.

Payments and billing automation

16.3 Billion USD11.2% CAGR

Automated invoicing, fast payment capture, and billing workflows integrated with accounting systems to accelerate cash flow and reduce billing friction.

Professional services planning

4.5 Billion USD12% CAGR

Project-based demand and capacity planning, utilization and resource scheduling with CRM/ERP integration to forecast revenue and staffing needs.

Business intelligence and analytics

37.96 Billion USD8.4% CAGR

Reporting, dashboards, and embedded analytics that surface operational and financial insights across ERP data to inform decision making.

More information about our offering

Professional Services Automation Software

Professional Services Automation Software (PSA) by Beyond Software is a cloud-based platform designed for project-centric firms. It unifies project accounting and financial management on one integrated system to increase visibility, accountability, and cash flow, helping organizations deliver projects on time and on budget and maximize profitability. The PSA suite supports a broad range of professional services industries and partners with customers to align project delivery with financial control, reporting, and governance. It is web-based, secure, and scalable, delivering real-time insights, streamlined invoicing, and consistent project outcomes.

  • Optimize Project Profitability
    Monitor project performance closely to ensure alignment with financial goals and resource allocation.
  • Gain Valuable Insights
    Utilize dynamic reporting and dashboards for informed decision-making and performance evaluation.
  • Streamline Financial Processes
    Integrate all financial aspects into one platform to increase operational efficiency and accountability.
  • Capture Work Effectively
    Facilitate timely and accurate recording of work hours and expenses to enhance project profitability.
  • Automate Vendor Payments
    Streamline payment processes and enhance cash flow management through automated workflows.
  • Automate Customer Invoicing
    Enhance collection efficiencies and reduce manual entry through automated invoicing linked with projects.
  • Customize Invoicing Solutions
    Adapt invoices to meet client requirements and improve cash flow through efficient billing practices.
  • Access Anywhere
    Enjoy the flexibility of managing projects from anywhere with an internet connection while ensuring data security.
  • Enhance Financial Control
    Track and manage cash flows effectively to optimize investment opportunities and vendor relationships.
  • Enhance Resource Utilization
    Maximize productivity by effectively allocating resources to projects based on demand and availability.

References

Methodology and sourcing behind the market figures shown above.

Professional services automation

Multiple industry reports place the professional services automation (PSA) software market at roughly USD 13–15B in 2024–2026 with projected expansion through the 2030s. I selected a 2025/2026 midpoint estimate (~USD 14.5B) and a conservative growth potential (CAGR ~11.7%), reflecting the consensus range across Persistence, Polaris and Fortune Business Insights.

Project financial management

No direct market-size datapoint for “project financial management” was present in the provided search results. I used adjacent market figures (personal finance / personal financial management software and the broader financial services market) plus domain knowledge about enterprise project-management/PSA/ERP niches to estimate. Personal finance/software PFM reports show market sizes from ~$1.35B–$3.83B with CAGRs in the ~5.6–12.5% range; project financial management is a narrower, enterprise-focused subset of project management/ERP/PSA software. Scaling a mid‑range share of the broader project-management/financial-software demand yields an estimated global market of about USD 2.5 billion and a plausible adoption-driven CAGR of ~9.5% (reflecting cloud, integrations, and AI-enabled forecasting trends).

Payments and billing automation

Estimate anchored to specialist billing-automation reports: MarketIntelo values the billing automation market at $16.3B (2025) with an 11.2% CAGR. Other sources (MRFR, BusinessResearchInsights) report software-only billing/invoicing markets around $11–12B and 6.98–10% CAGR; HTF MI shows a broader payment & billing platforms market (~$63.9B) reflecting larger payment rails. Given the segment scope (automated invoicing + payment capture integrated with accounting), MarketIntelo’s billing automation figure best matches the segment, with growth potential aligned to its 11.2% CAGR (corroborated by similar reports).

Professional services planning

Global professional services end-market is very large (~$6.37T in 2025) but planning/PSA tools are a small software spend slice. Using hierarchy in the results (professional services, IT professional services, and fast-growing cloud professional services) and typical SaaS adoption rates for planning/resource tools, I estimate the niche (project-based demand/capacity planning, utilization/resource scheduling with CRM/ERP integration) at roughly 0.07%–0.08% of the overall professional services market (~$4–5B). Growth potential is above broader IT services due to cloud/SaaS and AI enablement (cloud professional services CAGR 16.2%, IT services ~9.4%), so I estimate a ~12% CAGR for this planning/software subsegment.

Business intelligence and analytics

Primary estimate uses Fortune Business Insights' global BI market figures (USD 37.96B in 2026) and stated CAGR (8.40%). Coherent Market Insights provides a higher 2026 estimate (USD 50.4B) and a 9.6% CAGR — used as an alternate scenario. MarketResearchFuture's US-specific data (USD 11.26B in 2024, higher US CAGR) was used for regional context beneath the global estimate.

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