Company lists · Data refreshed September 2026

Top 25 Professional services automation platforms based in the United States

Name: Professional services automation platforms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 390 companies tracked

RevenueBase identified 390 professional services automation platforms headquartered in the United States as of September 2026 and tracks 8,832 professional contacts across them, including 4,244 with verified work emails. New York is the largest hub.

This list covers professional services automation platforms headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review

390Companies

8,832Contacts tracked

4,244Verified emails

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The 25 largest professional services automation platforms based in the United States

Ranked by team size

Top 25 of 390 professional services automation platforms based in the United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to professional services automation platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Certinia	Strong evidence	Austin, TX, United StatesHQ checked Sep 29, 2026	1,001-5,000	879 contacts →
	Strong evidence “Certinia is the leading global provider of AI-powered Professional Services Automation (PSA), unifying sales, delivery, finance, and customer success on a single record to act…” Source: RevenueBase Database · checked Sep 29, 2026
2	Unanet	Partial evidence	Dulles, VA, United StatesHQ checked Sep 29, 2026	201-500	459 contacts →
	Partial evidence “Unanet is a leading provider of ERP and CRM solutions purpose-built for Government Contractors, AEC, and Professional Services.” Source: RevenueBase Database · checked Sep 29, 2026
3	cake.com	Indirect evidence	Palo Alto, CA, United StatesHQ checked Sep 29, 2026	201-500	444 contacts →
	Indirect evidence “We design our software to fit the needs of modern teams.” Source: RevenueBase Database · checked Sep 29, 2026
4	Kantata	Partial evidence	Irvine, CA, United StatesHQ checked Sep 29, 2026	501-1,000	405 contacts →
	Partial evidence “Kantata helps professional services organizations of 50 to employees ensure consistent excellence and profitability across every project.” Source: RevenueBase Database · checked Sep 29, 2026
5	BQE Software	Indirect evidence	West Hollywood, CA, United StatesHQ checked Sep 29, 2026	201-500	398 contacts →
	Indirect evidence “Helping architects and engineers run more profitable businesses.” Source: RevenueBase Database · checked Sep 29, 2026
6	Adobe Workfront	Indirect evidence	Lehi, UT, United StatesHQ checked Sep 29, 2026	1,001-5,000	287 contacts →
	Indirect evidence “Adobe Workfront is the leader in enterprise work management.” Source: RevenueBase Database · checked Sep 29, 2026
7	Fulcrum GT	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	501-1,000	276 contacts →
	Indirect evidence “More than a practice management system, Fulcrum Global Technologies’ Solution ecosystem-Fulcrum Snap-is the industry’s most powerful solution suite running on the world’s largest…” Source: RevenueBase Database · checked Sep 29, 2026
8	Rocketlane	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 29, 2026	201-500	259 contacts →
	Partial evidence “Rocketlane is a purpose-built customer onboarding and PSA platform that accelerates time-to-value and improves project profitability and predictability.” Source: RevenueBase Database · checked Sep 29, 2026
9	Rego Consulting	Indirect evidence	Centerville, UT, United StatesHQ checked Sep 29, 2026	201-500	242 contacts →
	Indirect evidence “Rego Consulting is a trusted partner in Project & Portfolio Management (PPM), Work Management, and Agile transformation-helping 60% of Fortune 100 and 70% of Fortune 20 companies…” Source: RevenueBase Database · checked Sep 29, 2026
10	Surepoint Technologies	Indirect evidence	Austin, TX, United StatesHQ checked Sep 29, 2026	51-200	195 contacts →
	Indirect evidence “For more than four decades, SurePoint® Technologies has empowered law firms to thrive in a constantly evolving legal landscape.” Source: RevenueBase Database · checked Sep 29, 2026
11	Profitsolv	Partial evidence	West Palm Beach, FL, United StatesHQ checked Sep 29, 2026	201-500	168 contacts →
	Partial evidence “ProfitSolv is a comprehensive suite of billing, payments, and software solutions for legal, accounting, and other professional services firms including consulting, architecture…” Source: RevenueBase Database · checked Sep 29, 2026
12	Bigtime Software, INC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	51-200	165 contacts →
	Partial evidence “Leading a successful professional service firm is an art.” Source: RevenueBase Database · checked Sep 29, 2026
13	Fieldedge By Xplor	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	201-500	152 contacts →
	Indirect evidence “Turbocharge your techs, organize your office, save time, and make more money.” Source: RevenueBase Database · checked Sep 29, 2026
14	Harvest	Indirect evidence	New York, NY, United StatesHQ checked Sep 29, 2026	51-200	152 contacts →
	Indirect evidence “Harvest is an industry-leading software company building tools that help businesses thrive.” Source: RevenueBase Database · checked Sep 29, 2026
15	Moca Systems, INC	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 29, 2026	51-200	141 contacts →
	Indirect evidence “MOCA Systems, Inc.(MSI) was founded in as an outgrowth of MIT research in construction simulation and planning, with a mission to develop and deliver services and software…” Source: RevenueBase Database · checked Sep 29, 2026
16	Productive	Strong evidence	Claymont, United StatesHQ checked Sep 29, 2026	51-200	130 contacts →
	Strong evidence “Productive is an all-in-one platform designed for agencies, consultancies, and professional service businesses.” Source: RevenueBase Database · checked Sep 29, 2026
17	Mosaic	Indirect evidence	New York, NY, United StatesHQ checked Sep 29, 2026	11-50	130 contacts →
	Indirect evidence “Headquartered in New York City and launched in 2019, Mosaic is the first resource management software that enables real-time collaboration for planning work.” Source: RevenueBase Database · checked Sep 29, 2026
18	Sciforma, A Planview Company	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 29, 2026	201-500	129 contacts →
	Indirect evidence “Sciforma is an award-winning provider of portfolio and project management software.” Source: RevenueBase Database · checked Sep 29, 2026
19	Monograph	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 29, 2026	51-200	115 contacts →
	Partial evidence “Monograph is a firm management platform that provides A&E firms with clarity into their budgets, projects, time, and clients so their entire team can make smarter decisions.” Source: RevenueBase Database · checked Sep 29, 2026
20	D-Tools INC	Indirect evidence	Concord, CA, United StatesHQ checked Sep 29, 2026	51-200	110 contacts →
	Indirect evidence “D-Tools, Inc.” Source: RevenueBase Database · checked Sep 29, 2026
21	Insuredmine	Indirect evidence	Richardson, TX, United StatesHQ checked Sep 29, 2026	51-200	108 contacts →
	Indirect evidence “InsuredMine is the AI-powered CRM and System of Action built for independent insurance agencies.” Source: RevenueBase Database · checked Sep 29, 2026
22	Rand Group	Partial evidence	Houston, TX, United StatesHQ checked Sep 29, 2026	51-200	101 contacts →
	Partial evidence “Rand Group is a professional services firm that delivers overall business process improvement and business management software solutions to companies seeking to transform their…” Source: RevenueBase Database · checked Sep 29, 2026
23	Accelo	Strong evidence	Denver, CO, United StatesHQ checked Sep 29, 2026	51-200	98 contacts →
	Strong evidence “Accelo is an AI-powered Professional Services Automation (PSA) platform built to help professional services organizations operate with greater predictability, control, and…” Source: RevenueBase Database · checked Sep 29, 2026
24	Gmware	Indirect evidence	Austin, TX, United StatesHQ checked Sep 29, 2026	51-200	76 contacts →
	Indirect evidence “Gmware is a global management and software consultant company, providing custom software and management solutions for startups, small businesses and SMEs.” Source: RevenueBase Database · checked Sep 29, 2026
25	Syncro	Partial evidence	Fully Remote, United StatesHQ checked Sep 29, 2026	51-200	74 contacts →
	Partial evidence “Syncro is the integrated business platform for running a profitable MSP.” Source: RevenueBase Database · checked Sep 29, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: professional services automation platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names professional services automation platforms.
Partial evidence: Its own public description names part of professional services automation platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name professional services automation platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 390 professional services automation platforms based in the United States

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Professional services automation platforms based in the United States at a glance

As of Sep 29, 2026

48.1%Verified-email coverage

22.6Average contacts per company

11-50Median size (employees)

5.4%Largest-city concentration · New York

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

177

11-50

148

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 390 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among professional services automation platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “professional services automation platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names professional services automation platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among professional services automation platforms, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 4,244 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 29, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names professional services automation platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many professional services automation platforms are there based in the United States?

RevenueBase identified 390 professional services automation platforms headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Certinia, headquartered in Austin, tops this list with the largest team on record.

Which city has the most professional services automation platforms?

New York leads with 21 headquartered companies, followed by Austin (14) and San Diego (10).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 4,244 verified decision-maker contacts tracked across these 390 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.