Beyond Software

Overview

Beyond Software is professional services automation software for businesses that need project work and accounting to inform one another. It is best suited to small and mid-sized, project-focused firms that want project budgets, time, expenses, resource planning, and client billing connected to financial management. Its breadth is appealing, but prospective customers must request custom pricing for the core subscription.

Key features

Project and financial accounting

Teams can create unlimited projects, budget them, track costs and revenue, and manage tasks. General ledger, accounts payable, accounts receivable, and cash management provide a financial counterpart to that project activity. This combination is useful for firms assessing project profitability alongside their wider finances; it is less compelling for buyers seeking a standalone time tracker or general-purpose accounting tool.

Time, expenses, and billing

Employees can enter time and expenses against project tasks, route submissions for review, and attach receipts to expense reports. Configurable invoicing and multiple invoice formats, including AIA, give firms options for billing different kinds of project work. The task-level entry and review path are particularly relevant where teams need project costs to flow into billing rather than remain in separate records.

Resource planning and reporting

Resources can be employees or subcontractors. Weekly scheduling assigns them to projects and shows availability and scheduled workloads, while utilization management supports planning across engagements. Built-in SSRS reports and Business Intelligence Consoles allow project analysis with filtering and grouping, plus optional Excel export. These tools suit firms that need to examine project performance and capacity, though the stated capabilities do not establish how much customization each business can make.

Mobile, hosting, and administration

Employees can record time and expenses on Android, iOS, or Windows devices. The mobile app is described as integrating with Microsoft Dynamics SL, with support for SL 2011, SL 2015, and SL 2018 with the latest cumulative updates; that specific integration matters to Dynamics SL customers, not necessarily to businesses on other systems. The web-based service uses redundant instances in secure data centers across multiple geographies and automatically backs up data, according to the maker. Beyond Software also handles maintenance and upgrades without interrupting business operations, and says subscriptions can be adjusted as a business grows.

Pricing

Beyond Software subscription: custom pricing. Contact Beyond Software for pricing plans. The subscription can be adjusted to accommodate growth, but buyers should request a quote to understand the cost and terms for their organization. No lower-priced tier or free plan is part of the stated offer, so buyers comparing entry-level options should account for the lack of a published starting price.

Platforms

The product is available on the web, Windows, Android, and iOS. Mobile time and expense entry is supported on Android, iOS, and Windows devices.

Who it's for

Beyond Software is aimed at project-centric businesses, particularly professional services firms, and is positioned for small and mid-sized organizations. It is a strong fit when project accounting, financial management, time and expense review, client billing, and resource utilization need to work together. Businesses that only need one of those functions, or that require a known subscription price before engaging a vendor, may prefer to look elsewhere.

Pros and cons

• Pro: Unlimited projects, budgeting, and cost and revenue tracking support firms managing multiple engagements without a stated project-count cap.
• Pro: Task-level time and expense entry, review routing, and receipt attachments connect employee submissions with project administration.
• Pro: Configurable billing and AIA invoice support address varied project invoicing needs.
• Pro: Weekly resource scheduling shows availability and workload, making capacity planning part of the project workflow.
• Con: Core subscription pricing is custom, so buyers cannot compare a published starting price without contacting the company.
• Con: The mobile integration is specifically described for Microsoft Dynamics SL versions 2011, 2015, and 2018, which narrows its relevance for organizations using other systems.

Alternatives

Professional Services Accounting Software is a useful starting point for comparing tools in this category.

• Acumatica Professional Services Edition is worth considering for buyers seeking a paid professional-services option with custom pricing based on applications, usage, resource requirements, and deployment preferences.
• Unanet ERP AE may suit buyers who prefer to schedule a demo to get started and want Android, iOS, and web platforms.
• Accounting Seed is an option for buyers seeking a paid, web-based product with pricing available by request.
• BST11 ERP may fit buyers who want a paid ERP option with web, API, or self-hosted platforms and pricing by demo request.
• Certinia Professional Services Cloud is another paid option whose plan covers resources, projects, and financials.
• Deltek Maconomy is an enterprise ERP option for professional services firms, with pricing by demo request.
• Unit4 FP&A is an alternative with a web platform.
• Datto Endpoint Backup for Windows is another paid option.

Verdict

Choose Beyond Software if your project-focused firm wants accounting, project profitability, time and expense entry, client billing, and resource planning in one system. The combination is its clearest strength, particularly for professional services businesses managing work at the project-task level. Look elsewhere if a published price is essential to your shortlist, or if you need a mobile integration beyond the stated Microsoft Dynamics SL support.