• Professional services automation for customer-centric organizations

    Upland PSA is an all-in-one solution that helps build a predictable and profitable services business

  • Upland PSA is cloud-based services automation software that helps build a predictable and profitable services business. Our customers automate and streamline project delivery while increasing collaboration between sales, services, and customer success teams, to deliver greater customer outcomes, starting from Day 1.

    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 match your business and leverage automation and templates to ensure successful project delivery and accurate customer billing and invoicing. 

    3) See important customer information in one place: Get detailed information about your customers from Upland PSA in your CRM, including project health, billing information, and survey feedback.  

    Additional benefits: 

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

    • Resource management: Strategically allocate or reallocate resources to the right project based on capacity, demand, cost, and availability.  

    • 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: Estimate project revenues, costs, EACs, and profit margins and resources. Fixed fee, time and materials, or configurable billing. 

    • Valuable business insights: See all of your important metrics and KPIs in one place with dashboards and reports for project team members and executives. 

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

    System Requirements:
    Sage Intacct Web Services

    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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