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 Dynamics
Sage IntacctQuickBooks
Oracle
WorkdaySalesforceHubSpot
SAP 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.
Modules & capabilities
Upland PSA covers 28 of 61 capabilities we track in this category (+2 partial)
46%- Services CPQ / proposal generationNot evidenced
- Reusable estimate templates from prior actualsNot evidenced
- Quote-to-project conversionNot evidenced
- Quote & estimate approval workflowsNot evidenced
- Bid vs. actual variance analysisEstimated-vs-actual time comparison to flag cost overrunsPartial
- Sales pipeline & opportunity trackingReal-time visibility into project pipeline before commitmentCore strength
- Automated proposal / SOW / RFP generationNot evidenced
“Not evidenced” means our research found no public documentation of this capability — the vendor may still offer it. Confirm on a demo.
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
Strengths
- Enterprise-grade billing engine handling multiple contract types, tax jurisdictions and labor-compliance rules in one system
- PSAi module built on Anthropic's models and AWS Bedrock with admin-controlled data scope and no training on customer data
- Single platform spanning planning, staffing, delivery, billing and reporting for global services organizations
- Native iPhone/Android time & expense apps with day-locking and full audit trails for regulated environments
- Configurable 'Upland Integration platform' with drag-and-drop field mapping across CRM, ERP, payroll and project-management systems
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Rate itERP integrations
Upland Integration platform connector with configurable field mapping, listed under ERP and financial systems.
Upland Integration platform connector with configurable field mapping, listed under ERP and financial systems.
Listed among Upland PSA's supported enterprise systems.
Upland Integration platform connector, listed under payroll and HR integrations; keeps the skills inventory current from Workday.
Listed under both CRM and ERP/financial-systems integrations; specific Dynamics 365 product line not detailed.
Connector details independently verified against vendor marketplaces and documentation; last checked 2026-08-20.
Pricing
Full Upland PSA pricing breakdown — cost at 25/100/500 seats, competitor rates & FAQs
No pricing is published; the vendor's PSA site directs prospects to request a personalized demo rather than showing tiers or list prices. Get an independent shortlist with pricing guidance below.
What does Upland PSA cost?
Upland PSA does not publish a price. This is the going rate across the 5 professional services vendors that do — use it to sense-check the quote you get.
Technical & security
- Mobile app
- Yes
- Languages
- English, French
About the vendor
- Founded
- 2010
- Headquarters
- Austin, Texas, United States
- Employees
- 1,000+
- Ownership
- Public (NASDAQ: UPLD)
- Notable customers
- University of Michigan, Suncorp Valuations, Grass Valley, DRA, AKA Enterprise Solutions, Shift Technologies, United Wholesale Mortgage, Hagerty Consulting
Alternatives to Upland PSA in Professional Services
Upland PSA — frequently asked questions
What ERPs and financial systems does Upland PSA integrate with?
Upland PSA documents integrations with Sage Intacct, QuickBooks, SAP Concur and Microsoft Dynamics on the ERP/financial-systems side, plus Salesforce and HubSpot (CRM), Workday, Oracle and ADP (payroll/HR), and Microsoft Project and Jira (project management), all connected through the vendor's own configurable field-mapping integration platform.
Does Upland PSA integrate with NetSuite or SAP S/4HANA?
The vendor's integrations page does not list NetSuite or core SAP ERP (S/4HANA or ECC) among its documented connections. The only SAP-branded integration shown is SAP Concur, an expense-management product, not SAP's core ERP.
How is Upland PSA priced?
Upland PSA does not publish pricing. The vendor's site routes prospects to a demo request rather than showing tiers, per-user rates or a free trial.
Does Upland PSA have a mobile app?
Yes. Upland PSA offers native iPhone and Android apps for capturing time and expense entries with multi-currency and multi-tax support.
What is PSAi?
PSAi is Upland PSA's embedded AI layer, built on Anthropic's models and AWS Bedrock. It lets users query project data in natural language, flags anomalies such as missing hours or margin risk, and offers AI-assisted timesheet autofill with a full audit trail. The vendor states admin-configured data scope and no customer data used for model training.
Compare Upland PSA head-to-head
The Professional Services Buyer's Guide
Before you commit to Upland PSA, see how it sits against the 13 professional services systems we track — on capability, ERP integration depth and what each one actually charges for.
Professional Services Buyer's Guide
13 systems compared · 2026
ERP Research
- Upland PSA compared side-by-side with 12 alternatives
- ERP integration checklist — what to verify before you shortlist
- The pricing questions that change the quote
- A Upland PSA evaluation brief, included with the guide
Professional Services Buyer's Guide
Get pricing for Upland PSA
Upland PSA doesn't publish a price. Tell us your ERP, seat count and must-haves and we'll come back with an independent view of what it should cost you — and which alternatives are worth quoting alongside it.