Upland PSA

by Upland Software · Professional Services

Enterprise PSA for planning, staffing, delivery, billing and financial reporting.

Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.

Works with: Microsoft DynamicsSage IntacctQuickBooksOracleWorkdaySalesforceHubSpotSAP Concur+3 more
Deployment: Cloud
Company size: Mid-market, Enterprise
Pricing: Quote-based
Founded: 2010
Headquarters: Austin, Texas, United States

Overview

Upland PSA is a professional services automation platform from Upland Software (NASDAQ: UPLD) that helps services organizations plan, staff, deliver, bill and report on client and internal projects. The vendor markets it for global enterprises with complex delivery models, organizing the product around five areas: planning (pipeline, capacity and cost visibility before commitment), staffing (skills-based resource matching), delivery (project and time tracking), billing (a configurable engine for multiple contract types and tax jurisdictions), and reporting (live financial data and forecasting).

The platform includes native time and expense capture on iPhone and Android with multi-currency and multi-tax support, day-locking and audit trails the vendor says support DCAA and SOX-type controls, and a billing engine covering time & material, milestone percent-complete, percentage-of-completion, and ratable revenue recognition models. An embedded AI layer called PSAi, built on Anthropic's models and AWS Bedrock, lets users query project data in natural language and flags anomalies such as missing hours or margin risk.

Upland PSA connects to CRM, ERP/financial, payroll/HR and project-management systems (Salesforce, HubSpot, Microsoft Dynamics, Sage Intacct, QuickBooks, SAP Concur, Workday, Oracle, ADP, Microsoft Project, Jira) through the vendor's own configurable field-mapping integration platform rather than ERP-specific certified connectors. It does not publish a NetSuite or core SAP ERP (S/4HANA/ECC) integration.

Features & capabilities

Planning & Pipeline

Visibility into project pipeline, capacity and cost before committing resources.

Real-time visibility into project pipeline before commitment
Capacity and demand forecasting at department, role or resource level
Cost visibility ahead of staffing decisions
What-if scenario planning to protect margins

Resource & Staffing Management

Skills-based matching and capacity management across a global workforce.

Skills-based search across technical skills, languages, certifications and expertise level
Assignment by hour, day, week or month based on client needs and budget
Capacity and pipeline monitoring at department, role or resource level
Workload management to avoid burnout or under-utilization
Skills inventory kept current via HR-system integrations
Billable-hours and effort-score tracking to forecast services revenue

Time & Expense Management

Mobile time and expense capture with compliance controls.

Native iPhone and Android apps for time and expense capture
Multi-currency and multi-tax support for global teams
Configurable, automated approval workflows
Estimated-vs-actual time comparison to flag cost overruns
Day locking and mandatory note entry for modified time entries
Audit trails the vendor positions for DCAA, SOX and similar regulatory requirements
Interactive dashboards showing billable vs non-billable hours by project and client

Financial Management & Billing

Enterprise billing engine and financial forecasting for services revenue.

Revenue recognition for time & material, milestone percent-complete, percentage-of-completion and ratable contracts
Invoice generation at customer, project, task or user level
Split billing batches across single or multi-company customers
Automated financial forecasting from project cost, revenue, margin and Estimate at Completion inputs
What-if scenario modeling for profit-margin planning
Multi-currency, multi-tax-group and intercompany transaction support
Deferred revenue tracking for prepaid purchase orders
Integration with accounting systems for invoicing and payroll systems for expense reimbursement

Reporting & Financial Control

Live financial data and audit-ready forecasting.

Live financial data across projects and clients
Audit-ready forecasting
Interactive dashboards for project-profitability monitoring
Transaction locking and full audit trails
Configurable subledger accounting

PSAi (Embedded AI)

AI layer for project analysis, anomaly detection and timesheet automation.

Natural-language queries across multiple projects with drill-down supporting evidence
Suggested next actions based on analysis
Project Fields Validator flags anomalies, missing hours and effort hotspots
Timesheet autofill with multiple autofill options and a full audit trail
Inline recall and edit of AI-suggested timesheet entries
Built on Anthropic LLM and AWS Bedrock with admin-configured data scope; no customer data used for model training

Common use cases

Centralizing pipeline, capacity and cost visibility before committing to new project work
Matching consultants to projects by skill, certification, language and availability across a global workforce
Automating time and expense entry with multi-currency, multi-tax support and DCAA/SOX-style audit trails
Running enterprise billing across multiple contract types (time & materials, milestone, percent-complete, ratable) and tax jurisdictions
Producing audit-ready financial forecasts (cost, revenue, margin, Estimate at Completion) with what-if scenario planning
Accelerating month-end close for professional-services organizations
Using PSAi to flag anomalous timesheets, missing hours and margin risk across projects

Strengths & considerations