PSA Core Financials for monday.com

Financial visibility built directly into your monday PSA workflows.

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The Problem

monday.com helps you deliver. But financial clarity often lives somewhere else.

Professional services teams track projects, timelines, and resources inside monday.

Revenue forecasting, margin tracking, and cost visibility are often managed in spreadsheets or external tools.

This creates:

  • Delayed financial reporting

  • Manual reconciliation

  • Limited real-time margin insight

  • Disconnected delivery and finance teams

PSA Core Financials brings financial structure directly into your monday environment.

What PSA Core Financials Does

A focused financial layer for monday PSA

PSA Core Financials enables teams to:

  • Track project-level revenue and costs

  • Monitor financial performance in real time

  • Align delivery data with financial outcomes

  • Improve forecasting accuracy

  • Reduce reliance on external spreadsheets

Built specifically for monday users who need lightweight but structured financial visibility.

Core Features

  • Associate revenue values directly to projects and monitor performance over time.

  • Track delivery costs alongside revenue to measure project health.

  • Purpose-built financial fields that integrate cleanly with PSA workflows.

  • Built to operate reliably within monday.com’s ecosystem.

FAQs

What services do you offer?

1

We offer a range of solutions designed to meet your needs—whether you're just getting started or scaling something bigger. Everything is tailored to help you move forward with clarity and confidence.

How do I get started?

2

Getting started is simple. Reach out through our contact form or schedule a call—we’ll walk you through the next steps and answer any questions along the way.

What makes you different?

3

We combine a thoughtful, human-centered approach with clear communication and reliable results. It’s not just what we do—it’s how we do it that sets us apart.

How can I contact you?

4

You can reach us anytime via our contact page or email. We aim to respond quickly—usually within one business day.