What is Priority ERP for Professional Services?

Priority ERP for Professional Services is an AI-powered, cloud-based ERP solution designed specifically for professional service firms. It enables accurate time tracking, flexible billing, and predictable project profitability, supporting the entire project lifecycle from marketing and bid management to project close and client success.

How does Priority ERP improve financial management for professional services?

Priority delivers comprehensive financial management, including flexible customer invoicing, full accounting functions, detailed financial statements with profit center breakdowns, robust budget controls, and multi-company financial management for consolidated financial intelligence.

What project management tools are available in Priority ERP?

Priority ERP offers comprehensive project planning and tracking, resource management, costing, support for task interdependencies, activity-related reporting of labor & expenses, built-in BPM for project progression, and team collaboration by linking tasks to related projects and activities.

How does Priority ERP handle CRM for professional services?

Priority's advanced CRM solution manages leads and business opportunities, provides a real-time view of the sales funnel, enables accurate forecasting, and supports quick, focused results for professional services firms.

What resource management capabilities does Priority ERP offer?

Priority ERP enhances resource planning, scheduling, and allocation, manages external resources like subcontractors and vendors, and provides thorough analyses comparing planned versus actual metrics across all project facets.

How does Priority ERP manage human resources for professional services?

Priority ERP provides integrated HR tools to manage and optimize daily HR tasks, automate time tracking, update employee directories, handle performance management, and manage the entire employee lifecycle.

How does Priority ERP synchronize data with other business tools?

Priority ERP provides bi-directional synchronization with business tools such as MS Project, Gmail, and others, enabling collaboration with teams and third-party vendors outside the organization.

What self-service apps are available in Priority ERP?

Priority ERP offers a Mobile Applications Generator for easy mobile app creation without programming expertise and a Portal Generator for building webpages for any business process, allowing users, customers, and vendors to check account information, open invoices, sales orders, and service tickets.

What multi-entity global solution does Priority ERP offer?

Priority ERP's multi-entity architecture enables tech companies to scale globally, managing complex organizational structures, unified master data, multi-currency transactions, country-specific tax requirements, and compliance regulations. Real-time consolidation eliminates manual reconciliation between entities.

What core problems does Priority ERP solve for professional services firms?

Priority ERP addresses poor quality control, lack of data flow, poor inventory management, ERP end-of-life issues, manual processes, outdated systems, limited flexibility, integration complexity, fragmented data, customer frustration, operational inefficiencies, and complex order fulfillment.

How does Priority ERP help deliver projects consistently?

Priority ERP uses built-in project templates, workflows, and approvals to help teams follow repeatable processes, improving predictability, quality, and client satisfaction.

How does Priority ERP capture time and expenses accurately?

Priority ERP offers mobile time and expense capture, automated reminders, and built-in approval flows to reduce gaps in reporting, shorten billing cycles, and strengthen profitability.

How does Priority ERP match the right skills to the right projects?

Priority ERP uses skills-based resource matching and capacity planning to assign the best people to each engagement, improving delivery quality, utilization, and client outcomes.

How does Priority ERP strengthen financial performance?

Priority ERP provides live project P&Ls, WIP alerts, cost tracking, and forecasting, enabling leaders to address scope creep, adjust staffing, and protect profitability in real time.

How does Priority ERP automate billing and revenue recognition?

Priority ERP automates billing rules, milestone billing, and revenue recognition (ASC 606 / IFRS 15), ensuring accuracy, faster invoicing, and shorter close cycles.

How does Priority ERP support growth for professional services firms?

Priority ERP supports growth with multi-entity operations, client 360° insight, unified CRM and project data, streamlined global operations, and evolving service models like subscriptions and retainers.

How does Priority ERP compare to Microsoft Navision?

Microsoft Navision has reached end of life, forcing businesses to migrate. Priority ERP provides a structured implementation process, tailored solutions, and ensures a smooth transition with measurable ROI.

How does Priority ERP compare to Acumatica?

Acumatica focuses on cloud ERP but lacks industry-specific features, has limited WMS, a steep learning curve, and unpredictable pricing. Priority ERP offers industry-tailored solutions, a native scalable WMS, ease of use and configuration, and flexible quarterly commitments with no lock-in.

How does Priority ERP compare to Microsoft Dynamics 365?

Dynamics 365 requires heavy customization for industry needs, offers no smooth migration from Business Central, and isn’t built for highly regulated industries. Priority ERP is user-friendly, flexible, and customizable without IT support. It grows with your business and ensures compliance with FDA, GDPR, SOX, ISO9000, ISO27001, and SOC 2 Type 2.

How does Priority ERP compare to SAP Business One?

SAP Business One is powerful but complex, expensive, and lacks multi-company capabilities. Its Version 10 will also reach end-of-support in 2026. Priority ERP is affordable, easy to use, maintains the same platform (no forced migrations), and supports true multi-company operations with automatic inter-company processes.

How does Priority ERP compare to Sage X3?

Sage focuses on accounting, not full ERP. Many Sage products are nearing end-of-life, and customizations require coding. Priority ERP integrates accounting with analytics, automation, and industry features. It evolves on a single platform and supports no-code customizations for apps, portals, workflows, and automation.

How does Priority ERP compare to NetSuite?

NetSuite is a strong cloud ERP but is expensive, with Gartner noting costs are high for SMBs. It also enforces contract lock-in. Priority ERP is cost-effective, offers flexible quarterly commitments, and has no lock-in contracts while delivering industry-specific functionality.

How does Priority ERP compare to Microsoft Business Central?

Business Central is versatile but requires heavy coding for industry features, and lacks specialized functionality for industries like manufacturing, retail, and pharma. Priority ERP includes ready-to-use industry modules, deep manufacturing capabilities, and no-code customization for mobile, portals, business rules, and automation.

How does Priority ERP compare to Odoo?

Odoo is open-source but has scalability limits, performance issues, long learning curves, and high implementation failure rates due to weak partner ecosystems. Priority ERP provides structured implementation, scalability, proven methodologies, experienced partners, and quick user adoption.

Does Priority ERP offer an open API?

Yes, Priority Software provides an Open API that enables seamless integration between Priority's software and third-party applications. This API helps developers create custom integrations tailored to specific operational needs.

What integrations are available for Priority ERP?

Priority ERP offers a wide range of integrations, including ODBC drivers, RESTful API, file integration via SFTP, and over 150 plug & play connectors from best-of-breed vendors. Unlimited connectivity is possible through APIs and embedded integrations.

Is technical documentation available for Priority ERP?

Yes, Priority Software provides technical documentation for its ERP solutions, including detailed information about features, industries, and products supported.

How long does it take to implement Priority ERP for a professional services firm?

Implementation timelines depend on firm size, number of entities, project complexity, and the modules selected. Many mid-sized professional services firms go live in 3–6 months, while smaller teams may implement even faster. Priority's methodology focuses on phased delivery, standardized templates, and rapid user adoption to ensure a smooth transition without disrupting ongoing client work.

What certifications and compliance standards does Priority ERP support?

Priority ERP supports compliance with ASC 606, GDPR, SOC 2, ISO 27001, and AICPA standards, ensuring data security and regulatory adherence for professional services firms.

What industry recognition has Priority ERP received?

Priority ERP has been recognized by leading analysts such as Gartner and IDC, and was ranked #1 by TEC in 2025. It is trusted by notable companies including Toyota, Flex, and Teva.

What feedback have customers given about Priority ERP's ease of use?

Customers consistently praise Priority ERP for its user-friendly design and intuitive interface. Reviews highlight its efficiency, ease of learning, quick customer support, and user-configurability for fields, logic, reports, and workflows. Priority ERP has a rating of approximately 4.1/5 on G2.

Can you share specific case studies or success stories of customers using Priority ERP?

Yes. Examples include Solara Adjustable Patio Covers, which accelerated workflows and improved project turnaround; Dejavoo, which grew without increasing headcount; Nautilus Designs, which saw 30% growth in order volume; and Dunlop Systems and Components, which improved data accuracy and operations. See more at Priority's case studies page.

When was this page last updated?

This page wast last updated on 12/12/2025 .

ERP For Professional Services | Priority Software

Priority supports the entire project lifecycle

Marketing & BizDev

Opportunity & bid management

Proposal & contracting

Resource planning & capacity management

Project planning & execution

Time & expense tracking

Billing

Project close & analytics

Client success

How Priority ERP solves core challenges for professional services firms

Improve utilization with real-time operational visibility

Deliver projects consistently with standardized workflows

Capture time & expenses accurately to protect revenue

Match the right skills to the right projects

Strengthen financial performance with real-time profitability insights

Automate billing & revenue recognition to reduce risk

Support growth with multi-entity operations & client 360° insight

Firms often struggle to understand who's busy, who's under-allocated, and where projects are drifting. Real-time dashboards surface staffing levels, billable efficiency, WIP status, and bottlenecks so managers can rebalance workloads before issues escalate.

Inconsistent delivery impacts margins and client trust. Built-in project templates, workflows, and approvals help teams follow repeatable processes—from scoping through invoicing, improving predictability, quality, and client satisfaction.

Slow, inaccurate, or delayed time entry leads to revenue leakage and billing disputes. Mobile time and expense capture, automated reminders, and built-in approval flows reduce gaps in reporting, shorten billing cycles, and strengthen profitability.

Finding available talent with the right expertise is a constant challenge. Skills-based resource matching and capacity planning make it easier to assign the best people to each engagement, improving delivery quality, utilization, and client outcomes.

Project margins are hard to manage when data lives in spreadsheets or arrives too late. ERP provides live project P&Ls, WIP alerts, cost tracking, and forecasting so leaders can address scope creep, adjust staffing, and protect profitability in the moment, not after month-end.

Manual billing, complex rate cards, and spreadsheet-based revenue recognition slow cash flow and introduce compliance risk. Automated billing rules, milestone billing, and built-in ASC 606 / IFRS 15 revenue recognition ensure accuracy, faster invoicing, and shorter close cycles.

Growing firms face challenges scaling across geographies, rolling up financials, and maintaining consistent client experiences. Multi-entity, multi-currency capabilities combined with unified CRM + project data give firms a complete view of client health, streamline global operations, and support evolving service models like subscriptions and retainers.

Robust ERP features that help make every hour count

Embedded AI with aiERP

Priority's aiERP helps your teams work faster, make better decisions, and automate routine work without disrupting existing processes.
AI is embedded directly into the ERP, giving users answers, insights, and automation exactly where they work, reducing manual effort, accelerating decisions, and turning operational data into real, day-to-day business value.

With aiERP, users can interact with the system using natural language to query data, create business rules, and automate workflows; improve planning with AI-driven demand forecasting; optimize deliveries through intelligent route planning; generate smarter communications with AI-assisted content creation; and gain clearer visibility through AI-powered analytics, helping organizations respond faster, operate more efficiently, and stay in control as they scale.

Financial management

Priority delivers comprehensive financial management capabilities that provide the visibility and control needed to drive profitability across operations. The system streamlines revenue recognition through flexible customer invoicing options while supporting complete accounting functions. Gain critical insights through detailed financial statements with profit center breakdowns, enabling targeted performance improvement where it matters most. With robust budget controls and multi-company financial management, Priority provides consolidated financial intelligence for confident strategic decisions.

Project management

Comprehensive project planning and tracking, resource management, and costing, including support of task interdependencies within or between projects. A wide range of project management tools, Priority ERP offers activity-related reporting of labor & expenses and a built-in BPM to track and maintain project progression, while team collaboration is facilitated by linking each task to its related project and activity.

CRM

Priority's advanced CRM solution promotes your sales growth and upgrades business efficiency with smart management of leads and business opportunities. With a full real-time view of your sales funnel, you can enjoy accurate forecasting of potential sales and achieve quick, focused results.

Resource management

Enhance and fine-tune resource planning, scheduling, and allocation processes to boost efficiency while adeptly managing external resources like subcontractors and third-party vendors. Conduct thorough analyses comparing planned versus actual metrics across all project facets, including work hours and associated expenses.

Human resources management

A comprehensive range of integrated HR tools to manage and optimize your daily human resources tasks and manage the entire employee lifecycle. Priority's HR module helps streamline operational efficiency and productivity in your organization, and automate HR tasks, including time tracking, updating employee directories, performance management, and more.

Time & attendance

Incorporate built-in connectivity to the Time and Attendance module for a complete solution to track real-time attendance, sick leave, and vacation reporting. With time clock management and a secure mobile app, employees can easily report hours worked in real time in a database that updates the payroll system.

Synchronization

Priority provides bi-directional synchronization that effectively mirrors your data between business tools, including MS Project, Gmail, and other essential tools, to enable collaboration with teams and third-party vendors outside of your organization.

Self-service apps: Mobile and portal generator

Mobile Applications Generator revolutionizes mobile app creation, allowing non-developers to easily generate their own mobile applications within minutes, without programming expertise. The Portal Generator allows you to easily make a webpage for any business process in Priority, with no code and with no hassle, the perfect way to build your website and allow your user, customer and vendor contacts to easily check their account information, open invoices or sales orders, open service tickets, and more.

Reporting and analytics

Use Priority Analytics to build advanced reports and visualizations using a self-service experience customized to your needs.

Multi-entity global solution

Purpose-built for the borderless nature of software and technology businesses, our multi-entity architecture enables tech companies to scale globally without the traditional operational friction. The platform seamlessly manages complex organizational structures with unified master data across subsidiaries, development centers, and international offices while automatically handling multi-currency transactions, country-specific tax requirements, and compliance regulations. With real-time consolidation that eliminates manual reconciliation between entities, technology executives gain an immediate holistic view of global operations, allowing for strategic resource deployment and faster market expansion—all while maintaining the agility that software-driven businesses demand.

FAQs

What is Priority Professional Services?

Priority Professional Services is a global team of technical experts specializing in the implementation and enhancement of Priority ERP software. They assist in successful deployment, compliance with new regulations, and custom enhancements.

What are the key features of Priority ERP for Professional Services?

Priority includes everything service firms need to manage their full lifecycle—proposal to project closeout. Core features include project and task management, skills-based resource scheduling, mobile time & expense entry, automated billing and revenue recognition (ASC 606 / IFRS 15), project P&Ls and WIP dashboards, CRM integration for client visibility, and multi-entity/multi-currency support for global operations.

Does Priority ERP support mobile access for professional services teams?

Yes. Priority offers full mobile access so consultants, field teams, and project managers can log time and expenses, update tasks, review approvals, and access project information from anywhere. Mobile capture reduces billing delays, improves accuracy, and keeps projects moving even when teams are offsite.

What types of professional services firms can benefit from Priority ERP?

Priority serves a wide range of project-based organizations, including consulting firms, engineering and architecture practices, IT & software services providers, marketing agencies, research firms, and managed services organizations.
Globally, the professional services market is valued at more than $8 trillion, with strong growth driven by digital transformation, subscription-based service models, and multi-entity global expansion—making an integrated ERP essential for scaling operations efficiently.

How does Priority for Professional Services integrate with the tools we already use?

Priority provides open APIs, an SDK, and a marketplace of pre-built connectors to integrate with commonly used tools—CRM systems, productivity apps, HR platforms, financial applications, data warehouses, and more. This ensures smooth data flow across systems, reduces duplicate entry, and preserves existing workflows while centralizing project and financial data in ERP.

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