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.
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.
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.
“PSA gives us the flexibility to accommodate a variety of client preferences, from weekly time-and-expense billing to milestone billing for fixed-price projects—all without adding complexity for our project managers.”
– Alex Carlock, IT Manager, AKA Enterprise Solutions
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