AI is quickly becoming a competitive necessity for professional services organizations. But most teams are not short on data: the challenge is that issues surface too late and too much time is lost to manual analysis and reporting. PSAi addresses this directly by bringing intelligent insights into the workflows your team already uses every day.

In this Ask the Experts session, we’ll introduce PSAi and demonstrate how embedded AI inside Upland PSA helps teams act earlier, reduce manual effort, and make faster decisions – without introducing another tool, workflow, or system.

Through practical examples, you’ll see how PSAi helps teams review work across projects in one pass, detect delivery risk earlier, and reduce time lost to timesheet and validation tasks, all inside Upland PSA.

We’ll also walk through the out-of-the-box agents available today and how PSAi shows up across the project view, timesheets, and portfolio workflows your team already relies on.

PSAi is built for enterprise adoption, designed to support IT and security review, included with Upland PSA, and delivered with AI capacity that scales with the way your organization works.

Key learning outcomes:

1. Understand where services teams still lose time, margin, and visibility and how embedded AI addresses these gaps.
2. See how PSAi enables faster portfolio visibility, earlier risk detection, and reduced administrative effort.
3. Explore how AI agents support analysis, validation, and automation across project workflows.
4. Learn how PSAi fits directly into project, timesheet, and portfolio views within Upland PSA.
5. Understand what makes Upland PSA’s approach different: embedded, enterprise-ready, and available today.