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Upland PSA helps professional services teams grow their business. Customers around the world use Upland PSA for time and expense management so they can deliver projects on time, on budget, and keep their customers happy. 

Top 3 reasons why customers integrate Upland PSA and SAP Concur solutions:

1. Build a predictable and profitable services business: Seamlessly integrate expense reports from Concur Expense into PSA for invoicing and closely monitor project profit margins.
2. Save countless hours of manual work: Improve billing accuracy with centralized timesheet reporting and automated approvals based on your business workflow.
3. Easy access to dashboards and reports: Leverage analytics and KPIs to monitor services business profitability, project delivery, and revenue forecasting.

Upland PSA summary:

Simply pick your Upland PSA projects when you enter reports in Concur Expense. Your expenses are then imported into Upland PSA to give you a complete visibility at a project’s financial impact – with complete details for time, charges, and product entries. You can also use Upland PSA to invoice clients for entries in Concur Expense. 

Additional benefits:

The Upland PSA integration for SAP Concur solutions offers professional services organizations additional benefits, such as:

• Resource management: Assign or reassign the right resources to a project based on capacity, cost, and availability.
• Project management: Plan, launch, and monitor project estimates against actuals to keep everything on time and on budget.
• Financial management: Set up fixed fee, time and materials, or configurable billing. Estimate project revenues, costs, and profit margins.
• Valuable business insights: See all of your important metrics and KPIs in one central system with dashboards and reports for project team members and executives.
• Flexible integrations: Connect to HR, payroll, ERP, and financial management systems to get more value out of your enterprise systems.

Find out how you can monitor your business performance for profitability with Upland PSA.