Frequently Asked Questions
Most frequently asked questions can be found below. If there is something else you would like to know that is not listed, feel free to reach out and someone from our team will get right back with you.
Does it integration with a financial platform like Quickbooks, NetSuite, or Others?
CapitalPSA offers flexible financial features that can compliment your existing accounting system. All financial data is easily accessible and exportable in minutes—making it simple for your accounting team to pull the information they need for official reporting, including P&Ls.
You decide how much of the financial functionality to use: CapitalPSA can support both Accounts Payable and Accounts Receivable workflows, or you can choose to use it solely for AR. If your business requires tighter or automated integration with QuickBooks or another financial platform, our team is ready to work with you to implement a customized solution quickly and effectively.
Is this a SAAS product?
CapitalPSA is not a multi-tenant solution. Each customer has a dedicated, independently hosted instance—meaning your environment is fully isolated, your data is completely private, and the platform is entirely yours. You maintain full control over your instance, including database access, configuration, and customization.
Built on a modern Java backend with a robust HTML/JavaScript frontend, CapitalPSA leverages current, enterprise-grade technologies to ensure performance, security, and long-term scalability. Your data is stored in a secure, modern SQL database and is always accessible to you. Unlike traditional SaaS platforms, CapitalPSA is designed to adapt to your unique workflows and integrations—giving you the power to turn it into your competitive advantage or your behind-the-scenes workhorse.
Does CapitalPSA support revenue recognition?
Not at this time. CapitalPSA does not include built-in revenue recognition functionality; however, we understand that every business has unique requirements. If revenue recognition is a critical need, we’re happy to work with you to explore custom solutions that align with your policies and accounting practices.
How much does it cost?
Our pricing is tailored to each customer based on your specific needs, team size, and level of customization. While there is a minimum monthly cost to cover platform usage and ongoing development, we strive to keep it affordable and aligned with the value we deliver. Custom features and integrations can be discussed collaboratively and implemented cost-effectively.
In some cases, if you’re also using our capital services through FactorPSA, your CapitalPSA platform fees may be fully offset—making the software effectively free. Many PSA systems cost between $10,000 and $50,000 per year. With CapitalPSA, you not only get a solution tailored to your business, but also the opportunity to recover that cost through our integrated offerings. It’s a win-win.
Are there termination fees if I want to stop using the software?
No. There are no long term commitments required. If needed, we can provide exports of your data and help you disconnect within your paid term.
Industries we serve
Professional Services
This is obviously a sweet spot and our area of expertise. We understand contracts, consultants, purchase orders, one off invoicing or recurring invoicing, timesheets and all the other things that go with running a professional services organization.
Staffing
A staffing company relies heavily on timesheets, contracts and contractor invoices. This is a particular strong suit of our software. Tailored to ensure there are no leaks.
Software Resellers/VARS
In our tenure as a professional services firm, we also resold licenses and maintenance and support contracts. While the system is limited it can easily handle these concepts of recurring revenue and automated invoicing. It also has the commission concepts for your sales team.
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