SALESFORCE PSA SOFTWARE WITH AI ASSISTED PLANNING
Revecast exists to help organizations unlock the full value of Salesforce by unifying projects, people, and data. Our Salesforce-native product suite eliminates silos, automates workflows, and frees people to focus on the work that only humans can do. Founded by Salesforce practitioners and powered by AI-first thinking, Revecast delivers enterprise capabilities at mid-market speed and affordability.
SMARTER PSA, POWERED BY AI
Revolutionizing PSA with Generative & Predictive AI
Revecast PSA uses Agentforce and AI to automate the repetitive tasks that slow teams down. From forecasting schedules based on contract terms to surfacing utilization insights in real-time, our AI agents work alongside your team. The agents handle data-heavy workflows so your people can focus on client delivery and strategic decisions.
What this means for you:
Automate Forecast Schedules from Contract Terms
Stop manually translating sales forecasts into delivery schedules. Revecast PSA automatically generates project schedules and resource allocations directly from opportunities, products, or other Salesforce objects. When opportunity details change, schedules update dynamically—eliminating manual work, reducing errors, and ensuring your forecasts and delivery plans stay aligned.
Key capabilities:
Real-Time Visibility Into Every Metric That Matters
Build detailed revenue forecasts, monitor utilization in real time, and track performance against targets, all from customizable dashboards inside Salesforce. Revecast PSA gives you a unified view of booked revenue, projected pipeline, resource allocation, and project health so you can make confident decisions backed by live data.
What you get:
Project Setup & Planning for Success
Our Salesforce PSA software helps you define project scope, allocate resources, and establish clear milestones before work begins. Built-in templates, task libraries, and workflow automation ensure every project starts with a solid foundation, reducing rework, improving on-time delivery, and increasing profitability.
Built for how you work:
Efficient Team Scheduling for Revenue Success
Assign resources by person, workstream, or time period with flexible scheduling options that adapt to project needs. Test different scenarios to see how scheduling choices impact timelines and revenue forecasts, then adjust allocations in real time to optimize delivery efficiency and ensure every project supports accurate revenue recognition.
Scheduling capabilities:
Streamline Projects with Task Templates
Standardize delivery with reusable task templates that ensure consistent project execution. Define task sequences, assign estimated hours, and set dependencies once; then reuse them across similar projects to reduce planning time, improve accuracy, and maintain quality standards.
Benefits:
Christian Care Ministry: Real-Time Visibility Drives Services Excellence
Christian Care Ministry uses Revecast PSA to manage IT project delivery, track utilization, and forecast capacity within Salesforce. By replacing manual reporting with real-time operational visibility, their IT team gained clearer insight into workloads, delivery progress, and resource planning—supporting more efficient and predictable operations.
EFFORTLESS INTEGRATION FOR PSA & BEYOND
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Automated Invoicing:Simplify billing with seamless Revecast Connect integration that syncs time entries, project costs, and client data directly to your ERP or accounting system.
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Low-Code Integration:
Connect with any ERP, accounting, or business system using an intuitive no-code editor—no developers required.
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Extensive Connector Library:
Tap into 200+ pre-built connectors for fast, reliable setup with systems like NetSuite, QuickBooks, Sage Intacct, ADP, Workday, and more.
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Real-Time Data Sync:
Keep Salesforce and external systems perfectly aligned with bi-directional, event-driven integration.
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Scalable & Flexible:
Customize integrations to fit your evolving business needs without costly professional services or long implementation cycles.
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Automated Invoicing:
Simplify billing with seamless Revecast Connect integration that syncs time entries, project costs, and client data directly to your ERP or accounting system.
-
Low-Code Integration:
Connect with any ERP, accounting, or business system using an intuitive no-code editor—no developers required.
-
Extensive Connector Library:
Tap into 200+ pre-built connectors for fast, reliable setup with systems like NetSuite, QuickBooks, Sage Intacct, ADP, Workday, and more.
-
Real-Time Data Sync:
Keep Salesforce and external systems perfectly aligned with bi-directional, event-driven integration.
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Scalable & Flexible:
Customize integrations to fit your evolving business needs without costly professional services or long implementation cycles.
SALESFORCE PSA SOFTWARE FAQs
How quickly can we implement Revecast PSA?
Most teams are live in a few weeks, with immediate access to core PSA functionality. Timelines vary based on data migration, integrations, and training needs, but Revecast is designed to deliver value quickly. Our team provides onboarding and adoption support to ensure a smooth rollout and early success.
Does Revecast PSA integrate with our existing accounting system?
Yes. Revecast Connect provides 200+ pre-built connectors including NetSuite, QuickBooks, Sage Intacct, and most major ERP and accounting platforms. Custom connectors are also available.
Can we customize Revecast PSA for our specific workflows?
Absolutely. Because Revecast PSA runs 100% inside Salesforce, you can customize workflows, objects, and automations using standard Salesforce tools your team already knows.
How does Revecast PSA compare to FinancialForce or Precursive?
Revecast PSA delivers enterprise Salesforce PSA software capabilities at mid-market pricing with faster time-to-value. We offer transparent pricing with no hidden fees, AI-powered forecasting, and seamless integration, all inside Salesforce.
What's included with Revecast PSA?
Revecast PSA includes project management, resource planning and forecasting, time tracking and timesheets, utilization reporting, invoicing preparation, and revenue recognition, all with real-time dashboards and AI-powered insights.
Do you support multi-currency and international operations?
Yes. Revecast PSA leverages Salesforce’s native multi-currency support and can handle global operations with multiple entities, currencies, and languages.
AppExchange
REAL RESULTS FROM REAL ORGANIZATIONS
“The automated schedules are exactly what we were looking for to make this easier and less time-consuming. Your team was fantastice to work with and has been very responsive to questions.”
John Mactaggart
“I couldn’t imagine trying to do this without your help to make it easier and organized. Thank you!”
Joe Andrew
READY TO REDUCE COSTS AND
ACCELERATE REVENUE?
Whether you’re struggling with revenue leakage, manual recruiting workflows, disconnected systems, or document-heavy processes, Revecast can help. Schedule a demo to see how our platform delivers measurable results in weeks, not months.
