Sage Intacct

Upland Extension

Upland’s Professional Services Automation (PSA) solution suite transforms services delivery from sales proposal to project success—the only knowledge-enabled platform that augments services automation with sales enablement and customer experience management, including proposal automation, customer reference management, voice of the customer, and insights-driven business intelligence.

Transparency & clarity at every stage.

Gain 360-degree insight into the financial health of your services organization’s project financial management. Forecast revenue pipeline, monitor cash flow, align budgets to delivery and build a predictable model for success.

Remote team work project power.

Deliver knowledge into the hands of your employees to encourage collaboration, keep projects on track, and ensure resources and projects are aligned with corporate governance requirements.

Elevate project delivery & resource utilization while achieving better project outcomes.

Timesheets & Expense Capture

Reduce revenue leakage and accelerate customer invoicing with automated timesheets and expense capture. Desktop and mobile capture ensure project costs are accurate and up to date.  Approvals are automated via a configurable workflow engine, to correct discrepancies as soon as they occur, and to ensure accurate customer billing. The Upland Integration Platform, powered by Dell Boomi, automates data transfer with Sage Intacct to streamline month-end invoicing and financials.

Project & Resource Management

Plan, track, and deliver billable projects with complete control. Automate project creation, centralize all aspects of planning and execution, and gain up-to-date timelines on project status, tasks, budgets, and forecasts to keep your projects on target for delivery and your customers in the know. Proactively manage your workforce capacity and project demand and gain visibility into project allocations and financial forecasts to ensure optimal resource utilization and project profitability.

Knowledge Management & Collaboration

Give your team access to project knowledge and documentation, from within your PSA system. Project team members can quickly locate relevant knowledge from internal and third-party sources including corporate guidelines and governance policies. Team members can collaborate to keep project documents up to date and relevant. Projects are delivered consistently and on-time, helping ensure great customer outcomes.

Customer Sentiment

Design and launch customer surveys at specific project milestones to capture customer feedback, identify problems and drive meaningful change to improve customer outcomes.

Proposal Automation

Create a shared, collaborative workspace where Sales and Services teams can work efficiently to respond faster to services proposals and RFPs. Build a central library of standardized responses. Assign contributors and reviewers with intelligent workflows. Create customized documents leveraging corporate templates.

Modernize Your Services Organization with an Innovative PSA Platform


Customer Experience

Create a feedback loop to engage, capture, process, present, and act on customer and employee sentiment to drive meaningful change. Automate the collection and development of references.


Strategic Insights

Gather insights into project and business performance with interactive dashboards that provide real-time data to monitor trends, identify gaps, and make decisions before impacts to the bottom line.

Insightful. Convenient. All-in-one.

Sage Intacct is the award-winning cloud financial management and accounting system specifically designed to help small and midsized enterprises improve organizational performance and make finance departments more productive and effective.

Thousands of companies and organizations, from startups to public corporations, use Sage Intacct to improve financial, managerial and operational reporting and analysis, improve lead to cash cycles, shorten days sales outstanding, optimize cash management, reduce operating costs and increase business value.  

Sage Intacct, when combined with PSA specialty product “Upland”, delivers professional services companies an integrated end to end business system that addresses the information needs of a profitable professional services business including timesheets and expense capture project and workforce management, project financials and automated and integrated client billing. 

The solution provides you with the ability to optimize your workforce with tools that assist with capacity planning, utilization monitoring, profitability and utilization. Native analytics deliver business insight to drive performance.

Helpful Resources

Upland Professional Services Innovation Features & Benefits

A Buyer’s Guide For Professional Services Automation Software

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