Workday Professional Services Automation vs. Planhat

Workday Professional Services Automation (PSA) automates the entire Opportunity to Cash process in one intuitive tool, linked directly to HCM and financials data like skills, resource availability, project margins, billing and staff utilization, all designed to match the right talent to the right project at the right time. This eliminates siloed systems, reducing manual, error-prone work, and preventing revenue leakage.

Planhat is an agentic customer platform, built to give humans and AI agents the full context they need to drive exceptional customer outcomes. Commercial teams at B2B enterprises use Planhat to automate workflows across the entire customer lifecycle, from onboarding and expansion to renewals and scaled customer success, turning better outcomes into revenue growth and enduring profitability. The platform spans three solutions; a category-leading Customer Success Platform (CSP), a comprehensive CRM system, and most recently, an AI-native Professional Services Automation (PSA) offering.