Kantata

The Professional Services Cloud.

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Overview

Kantata is a comprehensive professional services automation (PSA) platform that is designed to help services organizations manage their entire business, from sales to delivery to finance. It combines project management, resource management, financial management, and business intelligence in a single platform, providing a holistic view of the business and enabling data-driven decision-making. Kantata is built for the unique needs of professional services organizations, helping them improve project profitability, resource utilization, and client satisfaction.

✨ Key Features

  • Project management
  • Resource management
  • Financial management (budgeting, invoicing, revenue recognition)
  • Business intelligence and analytics
  • Team collaboration
  • Sales and opportunity management

🎯 Key Differentiators

  • Purpose-built for professional services organizations
  • Deep capabilities in resource management and project accounting
  • Strong business intelligence and forecasting tools

Unique Value: Provides a single, unified platform for professional services firms to manage their most critical assets: their people, projects, and finances.

🎯 Use Cases (5)

Professional services automation (PSA) Consulting Marketing agencies Software and IT services Architecture and engineering

✅ Best For

  • Managing the entire project lifecycle for consulting firms
  • Resource planning and optimization for marketing agencies
  • Financial management for software services companies

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Internal projects with no financial or resource management needs
  • Small teams or individuals with simple task management requirements

🏆 Alternatives

FinancialForce NetSuite OpenAir Wrike Smartsheet

Offers much deeper functionality for resource and financial management than general-purpose PM tools like Asana or Monday.com.

💻 Platforms

Web

🔌 Integrations

Salesforce NetSuite QuickBooks Jira Slack HubSpot

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (All tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 2 Type 2 ✓ ISO/IEC 27001:2013

💰 Pricing

Contact for pricing
Visit Kantata Website →