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What is PSA Lite?

PSA Lite is a sleek and simplified version of Unit4’s practice management solution for Microsoft Dynamics 365, designed with the people experience at its core to enable you to keep on top and up-to-date on every project. In turn, reducing non-essential billable hours caused by superfluous procedures and processes. With PSA lite you will no longer misplace essential project data. Instead, it provides you with a full view of your organisation’s workflow from a single application. With this additional freedom of time and budget, not only will you make your projects more profitable, but you will also reduce time to invoicing since the chain of processes will no longer be being dispersed across multiple platforms.

Dig down into detail

Gain superior knowledge and insight with Unit4’s PSA Lite, with instant access to the most up-to-date information that you can access remotely from your mobile. This enhanced perspective of your organisation’s every process enables you to get ahead of the curve and prevent any potential disruptions, enabling your organisation to provide an elevated service by focusing on what really matters. Furthermore, you can also access these insights as soon as new information becomes available remotely, making you a more reliable source of advice, allowing you to take control of your organisation and its progress.

You could be missing out on some big savings

Did you know?

Tackle these common issues with PSA Lite

Over 5 hours is lost every week repeating tasks 15%
60% of the workday is spent performing low-value tasks. 60%
27% of UK office workers’ time is spent doing the job they were hired to do 27%
68% of workers are asked to do something that doesn’t feel valuable to their business objectives 68%
A third of UK workers often or always work late 33%
PSA lite in a nutshell

Who would use PSA lite?

Unit4 PSA Lite is designed for accountancy, architecture, consultancy, engineering, IT services, and legal. Delivered with pre-defined project templates, legislation support, and industry best practices. 

Watch the video below to see Unit4’s overview of what PSA is 

Is it worth it?

Benefits

Remote access

Instant access to the most up-to-date information is now accessible remotely from your mobile.

Quicker invoicing

PSA Lite reduces time to invoicing as all necessary data is kept in one solution, preventing confusion and loss of information from slowing you down.

Prevent delays with heightened foresight

With access to information as soon as it becomes available from wherever you are, you will be able to spot trend and potential issues before the arise.

Grows with you

PSA Lite will grow with your business as it is compatible with many other business software solutions.

Single application

Control your business from one application to prevent loss of efficiency through disjointed solutions that do not integrate fluently with one another.

An offer you cant refuse

Want something free?

In addition to all of these business benefits, Unit4 are giving you a 4-month free trial with no strings attached!

Once the trial ends, you will then have the option to upgrade to Pro Lite or Team Lite

Lite
Lite

Free

4 months free/no limitations

  • Dynamics365 for sales
  • Full CRM & Practice Managment
  • Timesheets & Apps
  • Manage Projects & Sent Invoices
  • Connect with your 0365
Choose Plan
Team Lite
Team Lite

£ 10.00

Monthly Package

  • Dynamics365 for sales team member
  • Limited CRM
  • Book time & expenses using Outlook
  • Book time & expenses using apps
  • Connects with your 0365
Choose Plan
Pro Lite
Pro Lite

£ 50.00

Monthly Package

  • Dynamics365 for sales
  • Full CRM
  • Book time & expenses using apps
  • Full Outlook intergration
  • Manage projects & sent invoices
Choose Plan

Is PSA lite for me?

Accountancy
Accountancy

Manage your risk and compliance with the integration with WWFT/BSA/ASM, register your hours directly on the right engagement with the Mobile App with timer and Recognize all revenue and Work-In-Progress in one single solution.

Consultancy
Consultancy

Get rid of the time-consuming hour and expenses with the PSA Mobile App with timer and plan your outsourced resources efficiently within the Gantt chart with availability and utilization overview.

Engineers
Engineers

Keep control of the budget and planning of your projects and plan your equipment and personnel directly in the same overview. Integrate with your BIM software to have all in one single solution.

IT Services
IT Services

Manage your cases with the service module and keep track of your outsourced IT professionals in the same solution. Assign the right resource – based on skills – directly to the project, with one single mouse click.

Architects
Architects

Integrate your BIM Software into the project module with pre-defined templates and budgets to keep control on all your designs and the scope of your projects. Automate your proposals and invoices to significantly reduce your admin time and focus on what counts most: your designs.

Legal
Legal

Decrease your admin time by registering your minutes directly on the right case with the timesheets and Mobile App. Store your files within the right case and be transparent for your organization and your clients.

like what you see

Contact us to find out more information

Learning time

Learn PSA

View more training Videos on Our YouTube channel