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Upland PSA (formerly NetSuite OpenAir)

Paid

A comprehensive cloud‑based PSA platform that streamlines project, resource, and financial management for professional services firms.

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4.6 Editor Rating
Vetted Score
4.6 / 5.0

Earns a strong score for its deep PSA functionality, robust integrations, and scalable cloud architecture, though pricing can be a barrier for small firms.

Key Features
Project & Portfolio Management

Create, plan, and track projects with real‑time visibility into timelines, budgets, and deliverables.

Resource & Capacity Planning

Allocate staff based on skills, availability, and utilization targets to maximize billable efficiency.

Time, Expense & Billing Automation

Capture time and expenses, generate invoices, and automate revenue recognition across multiple billing models.

Financial & Revenue Management

Integrate with ERP/CRM systems for seamless cost tracking, forecasting, and profitability analysis.

Analytics & Reporting

Built‑in dashboards and customizable reports provide actionable insights for strategic decision‑making.

Frequently Asked Questions

Upland PSA starts at $30 per user per month; larger teams can receive volume‑based discounts.

Yes, it offers native connectors for NetSuite, Salesforce, Microsoft Dynamics, and other leading platforms.

A 30‑day free trial is provided, allowing organizations to evaluate features before committing to a paid subscription.
Specifications
Pricing Model Subscription‑based pricing starting at $30 per user per month, with volume discounts and enterprise plans for larger organizations.
Supported Platforms
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