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Proceed

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Proceed's own site

What Proceed is

Proceed PSA brings project accounting, task management, time and expense capture, and budgeting into a workflow for services engagements, from kickoff through final invoicing. It tracks costs and invoicing at multiple project levels and flags revenue or expense thresholds when reached. Teams can manage task groups or individual tasks through completion and generate customer reports. Project participants enter labor hours against projects, which then feed billing reports; expenses can also be assigned to projects. Billable hours and expenses can be turned into customer invoices, with hourly billing supported. Proceed offers standard and custom project reports through a flexible reporting tool, plus prebuilt integrations for marketplaces, ecommerce carts and applications, and Avalara tax calculations. The product is available on the web, Windows, Android, iOS, and through an API. Proceed describes managed cloud hosting, controlled access, encrypted connections, continuous monitoring, backups, and security commitments backed by a service level agreement. Pricing is on request and depends on users, modules, integrations, interfaces, and hosting.

Who it suits

Proceed PSA suits services and project-driven teams that manage customer engagements, billable hours, expenses, and project profitability. It may fit teams that need hourly billing, project reports, or customer invoicing.

What it does well

  • Tracks costs and invoicing at multiple project levels
  • Labor hours feed into billing reports
  • Converts billable hours and expenses into invoices
  • Offers standard and custom project reports
  • Available across web and listed device platforms

What to know first

  • No free plan
  • Pricing is on request
  • Expense capture is manual

Limits

Proceed has no free plan, and pricing is provided on request. The monthly license is based on user count, selected modules, integrations, interfaces, and hosting.

Plans

PlanBilled and limitsPrice
Proceed PSAMonthly license; pricing based on number of users, modules, integrations, interfaces and hosting; contact Proceed for a quote. · User count and selected modules determine the solution; no posted priceOn request

As proceedsoftware.com lists them, read 8 Oct 2026. The maker's own page has the final word.

Getting started

  1. Visit the Proceed PSA website
  2. Contact Proceed for a quote based on users, modules, integrations, interfaces, and hosting
  3. Select the required Proceed PSA modules and user count
  4. Choose web, Windows, Android, iOS, or API access
  5. Connect available marketplace, ecommerce, application, or Avalara integrations
  6. Configure projects, tasks, timesheets, expenses, budgets, and invoices

Verdict

Proceed PSA brings project accounting, time, expenses, budgets, and invoicing into a single services workflow. The price is not posted and depends on the selected users, modules, integrations, interfaces, and hosting.

Questions

How is Proceed priced?

Proceed PSA is a paid monthly license with pricing on request. The quote depends on users, modules, integrations, interfaces, and hosting.

Is there a free plan?

No. Proceed does not offer a free plan.

Which platforms are supported?

Proceed is available on Android, iOS, web, Windows, and through an API.

Can Proceed create invoices?

Yes. Billable hours and expenses can be turned into customer invoices, with hourly billing supported.

Does it integrate with other services?

Proceed describes prebuilt integrations for marketplaces, ecommerce carts, applications, and Avalara tax calculations.

Who is Proceed for?

It is presented for services teams and project-driven teams managing customer engagements, billable hours, expenses, and project profitability.

Facts from Proceed's own pages

Availability
The infrastructure page states a 99.9% availability target and 24/7 monitoring and support. · proceedsoftware.com, 8 Oct 2026
Budgets and invoices
Project revenue and expense thresholds are flagged when reached, and billable hours and expenses can be turned into customer invoices. · proceedsoftware.com, 8 Oct 2026
Expenses
Expenses can be assigned to projects so their total cost is captured. · proceedsoftware.com, 8 Oct 2026
Integrations
Proceed describes prebuilt integrations for marketplaces, ecommerce carts and applications, plus Avalara for tax calculations. · proceedsoftware.com, 8 Oct 2026
Intended users
Proceed PSA is presented for services teams and project-driven teams managing customer engagements, billable hours, expenses and project profitability. · proceedsoftware.com, 8 Oct 2026
Platforms
Proceed lists a classic Windows app, web-based and mobile interfaces, and an API for building custom applications. · proceedsoftware.com, 8 Oct 2026
Project accounting
It tracks invoicing and costs at multiple levels of a project for accurate billing and profitability visibility. · proceedsoftware.com, 8 Oct 2026
Purpose
Proceed PSA brings project accounting, task management, time and expense capture, and budgeting together to run services engagements from kickoff to final invoice. · proceedsoftware.com, 8 Oct 2026
Reporting
Proceed offers standard and custom project reports through a flexible reporting tool. · proceedsoftware.com, 8 Oct 2026
Security and hosting
Proceed describes managed cloud hosting, controlled access, encrypted connections, continuous monitoring, backups and security commitments backed by a service level agreement. · proceedsoftware.com, 8 Oct 2026
Support
Support options include phone and email assistance, remote desktop support, on-site and web-based training, and a customer knowledge center. · proceedsoftware.com, 8 Oct 2026
Task management
Teams can manage groups of tasks or individual tasks through completion and generate customer reports. · proceedsoftware.com, 8 Oct 2026
Timesheets
Project participants can enter labor hours directly against projects, with hours rolling into billing reports. · proceedsoftware.com, 8 Oct 2026

Where Proceed stands on Freedom251

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