Upland PSA Information

One platform to manage people, projects, and financials across any region, contract type, or compliance requirement. Upland PSA helps enterprises deliver projects profitably, with no surprises. We partner with PMOs and professional services organizations inside large, global enterprises managing complex portfolios, strict governance, and profitability at scale. One platform. Every stage of delivery: • Plan - See your pipeline before you commit. Real-time visibility into capacity, demand, and costs so every estimate protects margin. • Staff - Match resources by skills, availability, and cost across your global workforce, reducing bench time before it affects delivery. • Deliver - Real-time visibility into tasks, milestones, time, and costs lets teams manage proactively, not reactively. • Bill - A billing engine built for enterprise complexity, adapting to any contract type, tax jurisdiction, or compliance rule. • Report - Live data means fewer surprises, cleaner close, and audit-ready numbers every time. Built for the complexity enterprises actually face: • Financial control: Transaction locking, audit trails, and subledger accounting; numbers that hold up under review. • Any project type: Billable, non-billable, managed services, R&D, or internal, all without custom development. • Skills-based staffing: Real-time skills, availability, and cost data to staff with precision across every region. • Global compliance: Business rules applied consistently across regions, functions, and contract types. Works with your entire tech stack; not locked to one platform. Upland PSA connects to Salesforce, Microsoft Dynamics 365, SAP Concur, ADP, Oracle, Netsuite, Jira, and more. No rip-and-replace required. Proven in the real world: • 70% faster month-end close • 75% fewer admin resources • 80% reduction in time entry • 30 years of enterprise expertise Deliver with clarity. Forecast with precision. Grow with confidence.