BigTime vs Upland PSA
professional services head-to-head for ERP teams: evidenced capabilities, published pricing, and which ERPs each actually integrates with.
| Starting price | Tiered subscription (Essentials / Advanced / Premier) plus quote-based Enterprise tier | Quote-based |
| Deployment | Cloud | Cloud |
| Company size | SMB, Mid-market, Enterprise | Mid-market, Enterprise |
| Stated ERP integrations | QuickBooks, Sage Intacct, NetSuite, Xero, Microsoft Dynamics 365 | Sage Intacct, QuickBooks, Oracle Fusion Cloud, Workday, Microsoft Dynamics 365 |
| Vendor | BigTime Software, Inc. | Upland Software |
Our take
Where BigTime leads
- Stronger evidenced coverage on 8 of the 25 capabilities where they differ (led by services cpq / proposal generation and pre-built report library).
- Stated NetSuite, Xero integration the alternative doesn't list.
Where Upland PSA leads
- Stronger evidenced coverage on 17 of the 25 capabilities where they differ (led by sales pipeline & opportunity tracking and expense approval workflows).
- Stated Oracle Fusion Cloud, Workday integration the alternative doesn't list.
Where they differ
The 25 capabilities (of 61 in the professional services taxonomy) where the evidence separates them, biggest gaps first. “Not evidenced” means our research found no public documentation of this capability — the vendor may still offer it. Confirm on a demo.
| Capability | ||
|---|---|---|
| Services CPQ / proposal generationSales, Scoping & Quoting | Core strength Services CPQ (configure-price-quote) for proposal generation | Not evidenced |
| Sales pipeline & opportunity trackingSales, Scoping & Quoting | Not evidenced | Core strength Real-time visibility into project pipeline before commitment |
| Expense approval workflowsTime & Expense Tracking | Not evidenced | Core strength Configurable, automated approval workflows |
| Revenue recognition (ASC 606 / IFRS 15)Billing & Revenue Management | Not evidenced | Core strength Revenue recognition for time & material, milestone percent-complete and ratable contracts |
| Deferred revenue / WIP trackingBilling & Revenue Management | Not evidenced | Core strength Deferred revenue tracking for prepaid purchase orders |
| Financial forecasting & what-if scenariosProject Financials & Profitability | Not evidenced | Core strength What-if scenario planning to protect margins; what-if scenario modeling for profit-margin planning |
| Period / month-end close supportProject Financials & Profitability | Not evidenced | Core strength Day locking and mandatory note entry; transaction locking and full audit trails |
| Pre-built report libraryReporting, Analytics & AI | Core strength Ready-to-use report templates for time, billing, utilization and project health | Not evidenced |
| Predictive risk / margin-erosion flaggingReporting, Analytics & AI | Not evidenced | Core strength Project Fields Validator flags anomalies, missing hours and effort hotspots |
| Immutable audit trails & transaction lockingGovernment Contracting & Compliance | Not evidenced | Core strength Audit trails positioned for DCAA/SOX; transaction locking and full audit trails |
| Quote-to-project conversionSales, Scoping & Quoting | Supported Auto-conversion of accepted quotes into project plans | Not evidenced |
| Automated proposal / SOW / RFP generationSales, Scoping & Quoting | Supported Services CPQ module doubles as proposal generation | Not evidenced |
| Skills-based resource matchingResource Management | Partial AI demand-matching via Resourcing Agent; explicit skills criteria not detailed | Core strength Skills-based search across technical skills, languages, certifications and expertise level |
| Reusable project templatesProject Management & Delivery | Supported Advanced tier and above | Not evidenced |
| Project health & risk dashboardsProject Management & Delivery | Not evidenced | Supported Interactive dashboards for project-profitability monitoring |
| Multi-level timesheet approval workflowsTime & Expense Tracking | Partial Multi-level approval workflows at Premier tier and above; timesheet-specific scope not detailed | Core strength Configurable, automated approval workflows |
| Configurable rate cardsProject Financials & Profitability | Supported Project budgeting and cost/rate management, Premier tier and above | Not evidenced |
| Power BI / Tableau integrationReporting, Analytics & AI | Supported BigTime Data Hub feeding Power BI and Tableau | Not evidenced |
| DCAA-compliant timekeepingGovernment Contracting & Compliance | Not evidenced | Supported Audit trails the vendor positions for DCAA, SOX and similar regulatory requirements |
| Bid vs. actual variance analysisSales, Scoping & Quoting | Not evidenced | Partial Estimated-vs-actual time comparison to flag cost overruns |
| Visual resource schedulingResource Management | Supported Drag-and-drop scheduling calendar | Core strength Assignment by hour, day, week or month based on client needs and budget |
| Skill-gap & capacity-gap identificationResource Management | Supported Demand coverage reporting for capacity gaps | Partial Skills inventory kept current via HR-system integrations; explicit gap analysis not detailed |
| Multi-currency invoicing & tax handlingBilling & Revenue Management | Supported Multi-currency invoicing, Premier tier and above | Core strength Multi-currency, multi-tax-group and intercompany transaction support |
| Custom, role-based dashboardsReporting, Analytics & AI | Supported Custom role-based dashboards | Core strength Live financial data across projects and clients |
| AI assistant for natural-language queriesReporting, Analytics & AI | Supported Insights Agent for natural-language reporting queries | Core strength PSAi natural-language queries across multiple projects with drill-down supporting evidence |
Both grade identically on the other 36 capabilities — see each product's full profile: BigTime, Upland PSA.
BigTime vs Upland PSA — FAQs
Is BigTime or Upland PSA better for ERP integration?
Both state integrations with QuickBooks, Sage Intacct, Microsoft Dynamics 365. BigTime additionally lists NetSuite, Xero. Upland PSA additionally lists Oracle Fusion Cloud, Workday. Always verify the connector against your ERP version with a reference customer.
Which is cheaper, BigTime or Upland PSA?
Neither publishes a list price — both quote. Ask each for the all-in first-year cost at your seat count, as one number, and compare those.
Get pricing for both
Tell us your ERP, seat count and must-haves and we'll come back with an independent view of what BigTime and Upland PSA should each cost you — and whether a third option belongs on your shortlist.