# The Kantata AI Expertise Engine™

## AI that understands how your business works

The first AI platform purpose-built for professional services — turning everything your firm has learned into a competitive advantage on every engagement.

## Unlock limitless expertise and autonomous execution

Equip every team member with AI that connects your entire services delivery lifecycle and guides them using an always-evolving playbook built around what "amazing" looks like in your business.

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Elevate every team member to expert-level delivery

- Eliminate unpredictability with deep, proactive intelligence
- Act on insights automatically
- Scale revenue without scaling headcount

> “For years, too much of our expertise was locked in decks or the heads of consultants. The Kantata Expertise Engine™ changes that. It makes our experience reusable — proposals practically build themselves — and that will change how we compete and grow.”  
> Simon Goldsmith  
> Board Member, FOIL

## Turn institutional knowledge into intelligent action

## The Expertise Agent

### One superagent. Endless possibilities.

The right team is already being built before you ask. That’s the Expertise Agent. Describe what you need and it taps into every corner of your business, understands your context and access, and executes in line with your processes.

**What this looks like in practice:**

- The project flagged its own risk (before the client noticed)
- The team was staffed before the request hit your inbox
- The call ended and the follow-up was already done

## Agentic Business Intelligence

### BI that thinks ahead, not just reports back

Need to know where to hire or why your forecast is slipping? Kantata’s Agentic BI delivers instant answers, root-cause insights, and predictive scenario modeling across all your business data. No separate BI tools or data teams required.

**What this looks like in practice:**

- The margin dip surfaced before month-end close
- It found the cause before utilization became a problem
- Three forecast scenarios were ready before you asked

## The Engine behind the Expertise

Other tools sit alongside your business. But the Expertise Engine is embedded in your operational core — mapping data across the entire service's lifecycle. It learns from every engagement, so your firm’s collective experience stops living in decks and people’s heads and starts working on every project.

### Trained on Your History

Learns from project outcomes, client patterns, and delivery data unique to your firm

### Connected Across Your Stack

Pulls signals from CRM, ERP, and PSA so nothing falls through the cracks

### Gets Smarter Over Time

Improves with every project outcome so every recommendation gets sharper

## Your AI-native advantage starts here.

The future belongs to firms that can scale their expertise — capturing what your best people know and replicating it across every engagement, every team, every outcome. Kantata gives you the AI-powered foundation to do exactly that, so you can:

- Increase capacity and revenue growth
- Turn your expertise into IP competitors can’t touch
- Deliver profitably at scale — every time
- Win better deals with instant margin and risk clarity
- Forecast with confidence, backed by real delivery signals