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Kantata

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Purpose-built PSA for professional services

Kantata Professional Services Automation platform combines project management, resource management, financial management, and business intelligence, purpose-built for modern professional services organizations with 95% forecast accuracy.

Professional Services Automation
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Product Overview

Kantata Professional Services Automation

Purpose-built professional services automation (PSA) platform that combines project management, resource management, financial management, and business intelligence. Created from the merger of Mavenlink and Kimble Applications to power the future of professional services.

Unique Value Proposition

Pure-play PSA provider purpose-built for modern professional services organizations with 95% forecast accuracy. Offers both Salesforce-based (Kantata SX) and open infrastructure (Kantata OX) options, providing granular resource planning and AI-powered scenario forecasting for margin expansion.

Categories

Professional Services Automation
Project Management
Resource Management
Financial Management
Business Intelligence

Target Market

Industries

Consulting
Professional Services
Marketing Agencies
IT Services
Engineering Services
Architecture
Accounting

Company Size

50 - 5000 employees

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Pricing Information

Pricing Model

per_user

Free Trial Available

14-day trial period

Typical Contract Length

12 months

Key Features

Project Management and Planning
Resource Management and Optimization
Financial Management
Business Intelligence and Analytics
Real-Time Budget Tracking
Time and Expense Tracking
Custom Task Statuses
AI-Powered Scenario Forecasting
Skill-Based Resource Allocation
Project Profitability Analysis
Client Portal
Workflow Automation
Gantt Charts and Timeline Views
Revenue Recognition
Invoicing and Billing
Capacity Planning
Project Templates
Collaboration Tools
Mobile Access
Custom Reporting Dashboards

Integrations

Salesforce
Microsoft Office 365
Google Workspace
Slack
QuickBooks
Xero
NetSuite
Jira
HubSpot
Expensify
Concur
Zapier
Power BI
Tableau
Open API
API Available
View Docs

Security Features

SOC 2 Type II Compliant
Role-Based Access Control
Single Sign-On (SSO)
Data Encryption
Regular Security Audits
GDPR Compliant
Two-Factor Authentication
IP Restrictions
Audit Trails

Security & Compliance

SOC 2 Type II
GDPR
ISO 27001

Implementation & Support

Implementation Time

7 weeks (45 days)

Deployment Options

Cloud

Support Hours

Business Hours

Implementation Support Included
Training Resources Available