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SPECIFICTION
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Proceed

proceedsoftware.com

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Spec sheet

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

Plans and prices

Proceed PSA Priced on request Monthly 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 price Read 8 Oct 2026 · proceedsoftware.com

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Where Specifiction places it

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