Professional Services Automation Software

Drive profitability with precision

Drive profitability with precision

At Upland PSA, we know profitability is everything for growing professional services teams. That’s why we’ve designed software to help you oversee each project with financial confidence – from planning to completion.

Enjoy a 10-minute chat and discover how Upland PSA can help you:

  • Improve project accounting for better cash flow.
  • Automate routine operations so you stay focused on your clients.
  • Manage projects smarter to boost profitability at every phase.

 

Connect with an expert

Connect with an expert

Say goodbye to manual processes and embrace the efficiency of automation

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Save $1M in operating costs

Save $1M in operating costs

Integration with ERP, financial, and other enterprise systems to shorten accounting cycles and reduce manual effort.

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5% increase in billable resources

5% increase in billable resources

Purpose-built to maximize the services revenue lifecycle and improve utilization across delivery teams.

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Stronger connection across systems

Stronger connection across systems

No need to bounce between systems. Keep information fresh across your connected systems with integrations suited for your business.

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Simplified accounting flows

Simplified accounting flows

Generate invoices with the right information so you collect payments on time and recognize revenue faster.

We’ve got chops and proof to show

PSA Award Slider Users Love Us
Enterprise High Performer Americas Fall 2023 G2 Badge
Easiest Setup Enterprise Fall 2023 PSA G2 Badge
PSA Award Slider Leader Canada Spring 2024
Highest User Adoption Small Business Fall 2024 PSA G2 Badge
PSA Award Slider Easiest Setup Enterprise Summer 2023
Leader Canada Fall 2024 PSA G2 Badge
Highest User Adoption Small Business Fall 2024 PSA G2 Badge

Why Upland PSA is the best solution for growing professional services teams

Take your business to new heights, deliver projects with certainty, and exceed client expectations every time.

built for services teams

One hub to rule them all

One hub to rule them all

Upland PSA helps busy professional services teams keep their operations fresh, so they can assign projects to employees to the right skillset, margins accurately, and ensure you’re staying within your clients’ budget.

  • Time tracking: Accelerate customer invoicing with centralized time tracking for your entire workforce
  • Resource management: Assign your best-matched resources based on their skills, cost, and availability
  • Project planner: Plan projects and delivery schedules with complete visibility into budgets, costs, and progress
  • Project financials: Keep profit margins healthy with complete details into project accounting and associated costs with unmatched detail 
  • Manage revenue: Recognize revenue based on your unique billing policies for the services you offer
  • Scale for global support: Global coverage with multi-currency and multi-tax support

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“As our strategic partner, Upland PSA has been instrumental in bringing our services to a new level of organizational efficiency, supporting our continued, rapid growth.”

Martin Coetsee
IS Executive
DRA Global

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UPLAND PSA INTEGRATIONS
INTEGRATIONS

Make your systems work for you

Make your systems work for you

Upland PSA integrates with the best enterprise software products so you can be more productive and get more value out of what you already have.

Why choose Upland PSA?

Why choose Upland PSA?

Professional Services Automation Software (PSA Software) Example #1

  • Formerly Tenrox, one of the first ever PSA solutions market. As pioneers, we’ve been at the forefront from the beginning. Use our expertise and software to drive your business forward.

  • Streamline, automate, and master project management with seamless integration, task automation, and efficient approval workflows. Work smarter, not harder.

  • Maintain strong, healthy, and sustainable profit margins with powerful insights into every stage of your projects. Fix your revenue leakage.

  • Assign resources based on your team’s skills, cost, and availability to not only deliver what your clients need on time, but also to keep your team happy. Avoid burnout.

  • Leveraging 30+ years of expertise, we deliver tailored training solutions and help customers find the best fit. We can guide you to success.

Interested in learning more?

Interested in learning more?

Talk with an expert