Exactera vs Workday PSA
Side-by-side comparison of AI visibility scores, market position, and capabilities
Exactera provides AI-powered tax compliance software for transfer pricing, R&D tax credits, and tax provision; serves multinational corporations and mid-market companies; raised $100M+ in funding including from Vista Equity Partners;
About
Exactera is a Tampa, Florida-based tax technology company founded in 2017 (initially as Sureprep / rebranded as Exactera after acquisitions) that provides AI-powered software for complex corporate tax compliance. The company focuses on three high-complexity tax disciplines: transfer pricing (documenting and benchmarking intercompany transactions between related entities in different countries), R&D tax credits (identifying and quantifying qualifying research expenditures for federal and state credits), and tax provision (computing and disclosing deferred tax positions for financial statement purposes under ASC 740 / IAS 12).
NASDAQ: WDAY | Workday $7.3B total revenue FY2024; PSA module unifies project delivery with HR and finance on one platform; enterprise-grade; targets professional services firms
About
Workday PSA is an enterprise project and resource management product built on the Workday platform, designed to help professional services firms manage the full delivery lifecycle — from project pursuit and staffing through billing and revenue recognition — in the same system that runs their HR, finance, and planning. Workday built PSA to eliminate the overhead of reconciling disconnected project management, time tracking, and financial reporting tools. Its core technology is native to Workday's unified data model, meaning project financials, resource costs, and workforce data are always synchronized.\n\nWorkday PSA covers project planning, resource capacity and skills-based staffing, time and expense capture, client billing, and revenue recognition under ASC 606 and IFRS 15. Because it shares a data layer with Workday HCM, project managers have real-time visibility into employee availability, cost rates, and utilization without manual data pulls. The product targets enterprises with complex, multi-geography service delivery operations: consulting firms, technology implementation partners, and services divisions of product companies.\n\nWorkday PSA competes with Certinia, Unit4, and Microsoft Dynamics 365 Project Operations. Its differentiator is native integration with Workday HCM and financials, eliminating reconciliation across multi-vendor stacks and providing a single source of truth for services performance. For enterprises already on Workday, PSA is a natural extension that reduces total cost of ownership.
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