• Professional services automation for customer-centric organizations

    Upland PSA gives professional service teams everything they need to grow their business. ​

  • Upland PSA is cloud-based services automation software designed for strategic services delivery. From the front lines to the C-Suite, we help customers get the most out of their talent, achieve predictable growth, and deliver brilliant results – for every service they deliver.
    A rich feature set includes timesheet and expense capture, project and workforce management, and project financials. The solution offers efficient data exchange to and from Sage Intacct, to automate customer billing.

    Simply pick your Upland PSA projects when you enter reports in Sage Intacct. Your timesheets and expenses are then imported into Upland PSA to give you more visibility at a project’s financial impact – with complete details for time, charge, and other detailed entries. You can also use the integration between Upland PSA and Sage Intacct to accelerate the billing and invoicing process for clients.

    Upland PSA gives you more with proposal automation, knowledge management, and customer sentiment, helping you put the spotlight on the customer starting from your first interaction, to ongoing customer success.

    Key Benefits:

    The Upland PSA and Sage Intacct integration offers three main benefits:

    1) Build a predictable and profitable services business: Centralize timesheets and project financials to accurately forecast opportunity revenue and closely monitor your profit margins.  

    2) Save countless hours of manual work: Design any workflow to seamlessly import project details and export approved timesheet data to Sage Intacct for payroll, invoicing, and financial reporting.

    3) Put customers at the heart of your services delivery: Wow customers from the first interaction with access to insights and optimized reporting every step of the journey to successful project delivery, financial reporting, customer billing, and invoicing.

    Additional benefits: 

    The Upland PSA and Sage Intacct integration provides additional benefits, such as: 

    • Resource management: Strategically assign billable and non-billable resources based on their skills and availability to deliver exactly what your clients need. 

    • Project management: Get full visibility on everything from project status, tasks, budgets, and forecasts to keep your projects on target for delivery and your customers in the know.  

    • Financial management: Maintain strong profit margins from bid to close with powerful insights into everything that impacts the financial success of your services operations.

    • Valuable business insights: See all of your important metrics and KPIs in one place with dashboards and reports for everyone from the front lines to the C-Suite.

    Contact us to learn how you can grow your services business with Upland PSA and Sage Intacct. 

    System Requirements:
    To enable the integration, Sage Intacct users are NOT required to purchase: Sage Intacct Web Services - Developer License

    Upon request

    Integration Approved Countries:
    United States;

    Upland helps global businesses accelerate digital transformation with a powerful cloud software library that provides choice, flexibility, and value. Our growing library of products delivers the "last mile" plug-in processes, reporting, and job specific workflows that major cloud platforms and homegrown systems don’t provide. We focus on specific business challenges and support every corner of the organization, operating at scale and delivering quick time to value for our 1,700+ enterprise customers. To learn more, visit www.uplandsoftware.com.

    Phone: (833) 875-2631
    Website: https://uplandsoftware.com/psa
    Year Founded: 2010
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