Automated and Compliant Project Financials

Sound financial management is at the heart of any successful professional services organization, as are the systems and processes to manage and promote growth. Data-driven forecasting, the ability to quickly and accurately invoice clients, and solid budgeting practices are the keys to a profitable strategy.

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Project Financials

Upland PSA provides data-driven insight into the revenue pipeline, for both upcoming and active projects. Connect front-office CRM systems to anticipate future project costs and resources. Bridge to back-office financial and accounting systems and monitor profit, and keep your business on track for growth.

Project Billing

Accelerate client billing from days to minutes with centralized invoicing and automated approvals. Easily manage fixed fee or time and materials billing, including local currencies and taxes. Configure consistent invoicing for all projects, or create unique formats for specific customers or projects. Ensure invoices are paid promptly.

Project Budgeting

Manage project budget detail at the project, task, or assignment level to control your costs and manage your profits. Get early warnings for at-risk projects and avoid cost overruns. Stay in complete control and keep your customers and other stakeholders up to date.

Additional Resources

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Case Study

Shift Technologies improves administrative efficiency by 96% in key areas

Shift Technologies accelerated their time and expense processing from days to minutes.

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White Paper

PSA Solutions: Invest a Little, Gain a Lot

A full-fledged PSA will help you grow profitability. Find out how.

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7 Benefits of Professional Services Automation

Discover why your organization will greatly benefit from a PSA system.

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