Financial Management Software

Increase accuracy and maximize profitability

Kantata fills the gaps traditional solutions ignore. Purpose-built to meet the needs of your business, empower your people and delight your clients like never before. Get started today.

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Financial Management Software

Great companies trust Kantata

RSM
RSM
Huge
Huge
Genpact
Genpact
Salesforce
Salesforce
Sage
Sage
Esri
Esri
Qualtrics
Qualtrics
Hitachi
Hitachi
Capabilities designed specifically for your realities

Capabilities designed specifically for your realities

Improve bottom-line results with in-the-moment financial insights. Simplify financial management and strengthen margins from your pipeline to ongoing projects.

Get better control

Maximize project profitability, make informed decisions and improve the bottom-line with financial insights and granular control:

  • Get real-time visibility into current forecast and revenue recognition
  • Plan, estimate and propose with precision
  • Accurately measure KPIs with standard reports and dashboards
  • Connect your projects with your financial systems, including support for ASC 606 and IFRS 15 revenue recognition standards
Get better control

Prevent errors and revenue leakage

Stay ahead of financial management issues on a project and monthly basis:

  • Develop realistic budgets and achievable margins
  • Get the visibility needed to run projects on budget
  • Guide users to priority actions with intelligent insights
  • Better understand pipeline forecasts with dashboards
Prevent errors and revenue leakage

Optimize billing and payments

Invoice at the earliest possible opportunity to maximize cash flow and reduce debt while you minimize billing disputes:

  • Flag invoiceable items ready to be billed
  • Generate and dispatch invoices with ease
  • Configure invoices to fit your business and your brand
Optimize billing and payments

Streamline month-end

Get a clear picture of revenue to minimize headaches and make closing easier and less stressful:

  • Take fast action on delays or errors
  • Update forecasts automatically as revenue is recognized
  • Close the month with ease and report directly to the finance system
Streamline month-end

Simplify time and expense submissions

Give your users options to make time and expense tasks easier from wherever they are:

  • Track time, expenses and costs across clients and projects
  • Use the mobile app to set work timers, generate expense claims and work on-the-go
  • Define project-based time and expense parameters to reduce errors and rejections
  • Automate dynamic approval routing by project
Simplify time and expense submissions

INTEGRATIONS

Kantata integrates with the way you work

G Suite
Intuit Quickbooks
Jira Software
Xero
Oracle Netsuite
Sage
Salesforce
Slack

"Kantata improved our sales forecasting, dramatically reduced debtor days and created instant GM reporting which drove profitability throughout the business."

Gilian Sheeran

CFO, Rule Financial (acquired)

Client Testimonial

Get started today

Sign up for a demo and let us walk you through the Kantata capabilities designed to meet the needs of your business.

  • G2 Ranked #1 in Resource Management
  • G2 Leader in Professional Services Automation
  • G2 Top 10 in Project Management
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