Beyond Software

Beyond Software is professional services automation software that connects project work with financial accounting. It includes general ledger, accounts payable, accounts receivable, and cash management, along with project budgets, cost and revenue tracking, task management, and support for an unlimited number of projects. Employees can submit time and expenses at the project-task level, attach receipts, and route entries for review. Project invoices can use configurable billing options and formats, including AIA invoices. Resource scheduling covers employees and subcontractors, showing weekly availability and workloads. Reporting tools support project analysis, filtering, grouping, and optional Excel export. The web-based service is available on Android, iOS, web, and Windows; its mobile time-and-expense app integrates with Microsoft Dynamics SL 2011, 2015, and 2018 with the latest cumulative updates. The maker describes redundant data-center instances, automatic backups, and maintenance and upgrades managed without interrupting operations. Pricing is available on request.

Beyond Software combines project accounting, financial management, billing, and resource scheduling for project-centric organizations. Prospective customers need to contact the company for pricing details.

It suits small and mid-sized project-focused businesses, particularly professional services firms that need project accounting, resource scheduling, and time and expense entry. The mobile app may suit teams using Microsoft Dynamics SL.

Overview

Beyond Software is a professional services automation platform that ties project work to financial accounting. It is best suited to small and mid-sized, project-centric businesses that need to manage budgets, delivery, billing, and resources together. Its strongest case is the breadth of project and finance functions in one system; businesses seeking a published price should look elsewhere.

Key features

Project and financial accounting

Teams can create unlimited projects, budget them, track costs and revenue, and manage tasks. The financial modules cover general ledger, accounts payable, accounts receivable, and cash management. This combination is useful when project leaders need to connect delivery activity with financial results, rather than maintain project and accounting records in separate workflows.

Time, expenses, and billing

Employees can enter time and expenses against project tasks, route entries for review, and attach receipts to expense reports. Project invoicing supports configurable billing options and multiple formats, including AIA invoices. That makes the product relevant to firms with task-level time capture and varied invoicing needs, though no specific billing rules or approval controls beyond these are described.

Resource scheduling and reporting

Resources can be employees or subcontractors. Scheduling assigns them to projects by week and shows availability and scheduled workloads, giving managers a way to compare planned demand with capacity. Built-in SSRS reports and Business Intelligence Consoles support project analysis, filtering, and grouping, with optional Excel export. These tools favor organizations that want project and utilization reporting within the system.

Mobile access, hosting, and upkeep

Employees can enter time and expenses on Android, iOS, or Windows devices. The Dynamics SL integration page specifically describes native iOS and Android apps and support for Microsoft Dynamics SL 2011, SL 2015, and SL 2018 with the latest cumulative updates. The maker describes the core service as web-based, hosted across redundant instances in secure data centers in multiple geographies, with automatic backups. It also manages maintenance and upgrades without interrupting business operations, and says subscriptions can be adjusted as a business grows.

Pricing

Beyond Software is paid software with custom pricing; prospective customers must contact the company for pricing plans. The Beyond Software subscription can be adjusted to accommodate growth, but no published price, seat count, trial, or other plan cap is available to compare. This suits organizations prepared to discuss their requirements directly, but makes budgeting and straightforward price comparison harder.

Platforms

Beyond Software supports Android, iOS, web, and Windows. Mobile time and expense entry is available on Android, iOS, and Windows devices, while the Dynamics SL integration specifically identifies native apps for Android and iOS.

Who it's for

Beyond Software is a strong fit for project-centric businesses, particularly professional services firms, that need project accounting, financial management, client billing, and resource planning together. Its unlimited project capacity and employee-or-subcontractor scheduling address core needs of project-focused teams. It is less compelling for buyers who require transparent pricing before engaging a vendor or who do not need project and financial accounting connected.

Pros and cons

• Pros: Unlimited projects, project budgets, and cost and revenue tracking make it suitable for portfolios with many concurrent engagements.
• Pros: General ledger, payables, receivables, and cash management sit alongside project accounting, while configurable invoices include AIA formats.
• Pros: Weekly resource scheduling shows availability and workloads, and reporting supports filtering, grouping, and optional Excel export.
• Pros: Mobile time and expense entry, automatic backups, and managed upgrades reduce the need for customers to handle those operational tasks themselves.
• Cons: Pricing requires direct contact, so buyers cannot readily assess cost against their budget before a sales conversation.
• Cons: The stated Dynamics SL integration applies to specific SL versions and latest cumulative updates, which may not fit organizations on other configurations.

Alternatives

For a broader shortlist, see Professional Services Accounting Software.

• Acumatica Professional Services Edition is worth considering when deployment preferences and expected usage should shape custom pricing, with an unlimited plan.
• SAP Business One is another paid option with pricing by quote based on business requirements.
• Unanet ERP AE is a paid alternative whose pricing requires scheduling a demo.
• Deltek Maconomy is an enterprise ERP option for professional services firms, with pricing by demo request.
• Kantata offers tailored pricing based on company size, goals, and how the team works.
• Scoro is a paid alternative with a free trial; its Time-billing plan is $17 a month.
• Total Synergy is another paid alternative with a free trial.
• Accelo offers a custom quote based on team size and growth goals, with access to its full platform and implementation guidance.

Verdict

Choose Beyond Software if your professional services or other project-centric business needs project accounting, financial management, billing, and resource scheduling in one system. Its broad connection between project records and finance is the main reason to choose it; custom pricing is the main reason to look elsewhere if you need costs clear before contacting a vendor.