Kantata SX
The best Salesforce-native PSA for multi-entity enterprises.
Unify everything that matters: projects, people, and financials in a Salesforce-native, AI-powered PSA built for scale, compliance, and faster time to value.
Built to manage scale. Designed to deliver clarity.
As business organizations mature, so do their operational requirements. Kantata SX is the Salesforce native PSA, built for the needs of mature multi-entity enterprises juggling advanced financials, global operations, and the toughest compliance standards.
Salesforce-native
Deeply integrated with Sales Cloud CRM and CPQ
Platform agnostic
Provides the same PSA value on any CRM solution
Financial strength
Handles sophisticated billing workflows and revenue recognition across entities
Enterprise-ready
Designed for matrixed permissions and global regulatory compliance
Predictive insights
Advanced trend analysis for unparalleled forecasting accuracy
See how the most advanced PSA works for you.
AI Optimization
Let AI do the heavy lifting.
Kantata's AI capabilities transform how people-powered businesses operate. What once took hours of manual coordination across delivery, finance, and resourcing now happens instantly, so your teams can stay focused on what matters most: delivering great client outcomes.
Get a DemoManage everything with a single prompt
Simply start a conversation with AgentForce to handle critical project updates, resource shifts, and forecast changes.
Go from insight to action
Receive proactive guidance to reassign resources, protect margins, and reduce bench time.
AI that plays by your rules
Validation logic ensures every AI action follows your business rules and approval paths.
Scope, staff, deliver, and grow — all from one unified platform.
Estimate new work with confidence.
Empower bid teams to collaborate cross-functionally to scope projects accurately, uncover risks early, and make smarter financial decisions before work begins. Seamless integration with Sales Cloud connects sales and delivery from the start to ensure every project is set up for success.
- Forecast demand and resourcing needs using real-time insights that find you.
- Identify capacity risks early to avoid last-minute contractor costs and margin loss.
- Compare delivery models side by side to balance revenue, margin, and commercial risk.
- Model pricing and discounts to stay competitive without sacrificing profitability.
- Generate instant financial and resource forecasts that align sales commitments with delivery readiness.
Turn resourcing into a strategic advantage.
Give resource managers full visibility into demand and capacity across regions and business units — linking sales pipeline data directly to delivery planning so teams can staff smarter, reduce bench time, and forecast with confidence.
- Visualize demand and supply through fully configurable resource planners.
- Automatically assign the right people to the right projects using skills, capacity, and availability data.
- Balance workloads and minimize bench time with easy drag-and-drop scheduling.
- Forecast utilization and staffing needs in real time with Salesforce-powered reports.
- Act early on insights to keep projects staffed, profitable, and on schedule.
Deliver with confidence.
Give project managers the control, clarity, and governance to keep mature organizations running consistently. By uniting data, insights, and action in one place, they can focus on outcomes — not admin. From portfolio performance to task execution, every metric, milestone, and pulse check is connected and actionable.
- Track revenue, cost, and margin across every project and project portfolio in real time.
- Surface next - best actions automatically — from approvals to invoicing to risk alerts.
- Standardize reporting and manage risks, assumptions, issues, and dependencies with ease.
- Capture client and team sentiment alongside delivery data for a complete project view.
- Forecast revenue, manage burn rates, and align project health with profit goals.
- Approve, assign, and balance workloads directly within each project.
Empower every team member to work smarter.
Empower individual contributors with a clear, connected workspace — making it simple to track time, manage expenses, and grow their careers. With guided actions and intuitive workflows, every employee stays aligned, productive, and focused on what matters most.
- Personalized dashboard shows time tracked, utilization, messages, and next best actions.
- Submit, review, and approve entries quickly — in bulk or on the go with mobile access.
- Streamlined submissions mean finance can recognize revenue sooner.
- Express interest in upcoming projects that match your skills and goals.
- Real-time visibility into progress and approvals keeps everyone informed and accountable.
Turn financial insight into faster revenue.
Unite finance and project management teams around a single source of truth — improving visibility, reducing manual effort, and accelerating revenue recognition. With connected data and guided actions, you can manage margins, forecasts, and billing with confidence and speed.
- Track revenue, cost, and margin trends across every project in real time.
- Approve time and milestones quickly with built-in alerts and next best actions.
- Automate billing rules, batch invoicing across projects, e-invoicing compliance, and reduce time to cash.
- Identify outliers early with clear insights into baselines, forecasts, and actuals.
- Empower project and finance leaders to collaborate on margin management and revenue growth.
Close the books faster. Forecast with confidence.
Kantata’s Period Management brings structure and discipline to your operational close process, giving services leaders reliable data they can trust. By aligning weekly and monthly cycles of time entry, forecasting, and month-end close, you can maintain accuracy, reduce rework, and make faster, more confident decisions.
- Lock historic data and eliminate constant adjustments that skew projections.
- Weekly time and forecast updates paired with monthly period close keep teams accountable.
- Regular reviews surface off-track projects before they impact performance.
- Drive timely timesheet submissions and approvals across all teams.
- Dashboards highlight blockers, pending transactions, and revenue milestones to keep your data complete and actionable.
A shared space for seamless collaboration.
The collaboration hub in Kantata SX connects your teams and clients in one secure, branded workspace — giving everyone real-time visibility into project progress, approvals, and communications. By streamlining how information is shared, Kantata strengthens relationships and creates a smoother customer experience from start to finish.
- Share live updates, key metrics, and milestones so clients always see accurate information.
- Centralize timesheets, invoices, and deliverables with built-in chat, notifications, requests and approvals.
- Keep all shared documents organized and accessible — no more digging through inboxes.
- Enable faster decisions, clearer communication, and stronger client trust through transparency.
Connect with confidence.
Kantata’s flexible integration framework makes it easy to connect your PSA with the rest of your tech stack — from CRM to HR, and financial systems. Built to adapt as your business evolves, Kantata streamlines data flow, reduces manual effort, and ensures your teams always have the insights they need.
- Natively built on Salesforce and compatible with Sales, Service, Revenue, and Experience Clouds.
- Agnostic package to integrate with any CRM platform
- Easily integrate with, ERP, HR, and ticketing systems — or update existing integrations as needs change.
- Accelerate setup with ready-to-use APIs for common use cases like general ledger syncs and expense management.
- Trigger updates automatically across systems when key projects or financial changes occur.
- Improve data accuracy and operational efficiency through automated workflows and asynchronous processing.
Scoping
Estimate new work with confidence.
Empower bid teams to collaborate cross-functionally to scope projects accurately, uncover risks early, and make smarter financial decisions before work begins. Seamless integration with Sales Cloud connects sales and delivery from the start to ensure every project is set up for success.
- Forecast demand and resourcing needs using real-time insights that find you.
- Identify capacity risks early to avoid last-minute contractor costs and margin loss.
- Compare delivery models side by side to balance revenue, margin, and commercial risk.
- Model pricing and discounts to stay competitive without sacrificing profitability.
- Generate instant financial and resource forecasts that align sales commitments with delivery readiness.