# Kantata The Leading Professional Services Automation Platform

## Why Customers Choose Kantata Over Certinia

Professional services firms across industries are making the switch to Kantata so they can finally put an end to unpredictable projects, and **always deliver amazing.**

- Instantly assemble the ideal team
- Amplify institutional knowledge
- Confidently forecast outcomes

[Request Demo](/content/lp/kantata-vs-certinia#/index.html)

## Trusted by agencies and professional services firms like yours

[View Box Success Story](/content/success-story/box/index.html)

[View RSM Success Story](/content/success-story/rsm/index.html)

[View Huge Success Story](/content/success-story/huge/index.html)

[View Sage Success Story](/content/success-story/sage/index.html)

[View Esri Success Story](/content/success-story/esri/index.html)

[View Qualtrics Success Story](/content/success-stories/index.html)

[View Hitachi Success Story](/content/success-stories/index.html)

## Connect everything from scoping to resourcing to forecasting with Kantata’s Professional Services Automation Platform.

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**Resource Management & Forecasting** \
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Support your resource scheduling needs in real-time, from forecasting demand and managing your talent network to identifying skill gaps and maximizing billable utilization.\
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Learn More](/content/psa/resource-management-software/index.html)

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**Project Management** \
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Bring all of a project's moving parts together in one place, giving you complete control to stay on schedule, on budget, and on track to deliver exceptional client experiences.\
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Learn More](/content/psa/project-management-software/index.html)

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**Collaboration & Feedback** \
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Communicate in one place and collect client and employee sentiment in real-time alongside key operational metrics to improve project success rates and drive satisfaction.\
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Learn More](/content/psa/team-collaboration-software/index.html)

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**Financial Management** \
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Maximize profitability, make smarter data-driven decisions, and improve your bottom line with accurate invoicing, deeper financial insights, and greater control.\
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Learn More](/content/psa/financial-management-software/index.html)

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**Business Intelligence** \
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Work confidently with full visibility across your organization, enabling robust reporting, real-time monitoring, and customization at your fingertips.\
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Learn More](/content/psa/business-intelligence-software/index.html)

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**Integrations & Workflows** \
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Make the most of existing systems with seamless, out-of-the-box integrations to curate the perfect platform for your organization’s unique requirements.\
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Learn More](/content/psa/integrations/index.html)

## The right PSA platform for your services organization.

Not every services firm operates the same way — and your PSA software shouldn’t either. Kantata is the only enterprise PSA solution with both Salesforce-native and open infrastructure options — giving you the freedom to choose the ecosystem that fits your business best.

[Kantata OX](/content/psa/kantata-ox/index.html)

### Built to scale fast. Ready to deliver value in weeks.

Kantata OX is ideal for high-growth services organizations that have outgrown spreadsheets and point tools and need enterprise-grade functionality to scale delivery operations — without enterprise-level overhead.

- Easy to implement with out-of-the-box integrations
- Prioritizes fast time-to-value and ease-of-use
- Streamlines resource, project, billing, and time-tracking workflows in one unified platform

[Explore Kantata OX](/content/psa/kantata-ox/index.html)

[Kantata SX](/content/psa/kantata-sx/index.html)

### The leading enterprise-grade PSA solution built natively on Salesforce.

Kantata SX is specifically designed for the needs of large, sophisticated services organizations managing global teams, advanced financials, and multi-entity operations while maintaining complete control.

- Scales across multiple entities with global resources management and consolidated financials
- Native to Salesforce — deeply integrated with CRM and CPQ for seamless workflows
- Enables complex billing workflows and accurate revenue recognition across entities
- Designed for matrixed permissions, regulatory compliance, and advanced security requirements

[Explore Kantata SX](/content/psa/kantata-sx/index.html)

## Kantata delivers results that Certinia can’t

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15%\
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boost in service margins\
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Achieved margin improvement through operational efficiencies and improved project management\
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Learn More about iA success story\
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36%\
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less cost leakage\
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Significant improvements in efficiency and reduced margin leakage at Finastra\
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Learn More about Finastra success story\
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10%\
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increase in resource utilization\
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Improved margin across its global business with Kantata\
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Learn More about Accedo success story\
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20%\
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improvement in revenue forecasting\
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Improvement in services revenue forecasting accuracy at Cornerstone\
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Learn More about Cornerstone success story\
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## Integrations & MCP Connectivity

Work seamlessly across the tools your teams already use. Unify your business data, automate workflows, and get trusted, real-time context with over 1,200 prebuilt connectors, secure APIs, and built-in MCP support.

## Get started today.

Kantata is purpose-built to focus on the outcomes that matter to your professional services business and effortlessly elevate performance.

### Awards and Recognitions

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