Kantata PSA

Giving high-growth firms the agility and muscle to scale.

An open, API-first PSA platform that combines enterprise performance, AI-driven adaptability, and real-time insights — so you're ready for whatever comes next.

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Muscle up your services, without breaking a sweat.

Spreadsheets? Too flimsy. Point solutions? Too clunky. You need real muscle to scale, but without the heavy lifting. Kantata OX is the AI-powered PSA that gives high-growth firms the strength to streamline delivery, stay agile, and keep moving — powered by clarity, not burnout.

Visibility & governance

Optimize capacity planning and manage your workforce with confidence.

Easy of use

Intuitive UI and best-practice workflows keep teams moving fast.

Seamless implementation

Out-of-the-box integrations that just work.

Fast to value

Get up and running quickly with an intuitive, easy-to-use experience.

See the power of Kantata OX in action.

Kantata is leading the next wave of transformation in professional services. Today, we'll give you an overview of Kantata Assistant, our AI driven solution designed to optimize performance and empower employees. Kantata AI Optimization is not just a feature it drives insights that find you. It's designed to fill gaps traditional professional services automation solutions often ignore, giving you the clarity, control, and confidence you need to succeed. So how does Kantata AI achieve this? It leverages cutting edge advanced algorithms, predictive analytics, and generative AI to provide insights that significantly improve forecast confidence and profitability. Kantata fills the gaps that traditional PSA solutions ignore, giving you the power to efficiently manage your business. It's like having a highly intelligent co pilot for your entire professional services operation, constantly analyzing the terrain ahead and guiding you to optimal paths you might never have seen on your own. Ready to redefine what's possible in your organization? Kantata Assistant is built to transform data into actionable insights, reducing the manual effort required for complex tasks such as drafting reports, creating proposals, and identifying project risks. By surfacing the most relevant information, Kantata helps you to stay ahead of potential challenges, offering more agility and smarter decision making. For resource managers, Kantata AI offers AI powered resource optimization that evaluates permutations far beyond human capability. This means you can detect skill gaps, resourcing conflicts, and underutilized capacity well in advance. Leverage AI based optimizations to reduce scheduling conflicts and find the best resource fit. For even the most complex scenarios, create portfolio wide evaluations to optimize resource allocation, prioritizing key metrics like margin, utilization, and client impact. Project managers will find Kantata's generative AI project assistant invaluable. This powerful technology transforms data chaos into pure genius, helping you to mitigate risks before they become roadblocks by effortlessly producing project case studies, lessons learned, status reports, and executive updates. Generate professional audience specific communications and transform data from projects, pulse checks, and meetings into meaningful insights. This allows you to stay on top of project health by catching early warning signs and spend significantly less time writing status reports. For operations and finance teams, Predictive Insights offer advanced AI trend analysis for unparalleled forecasting accuracy and smarter decision making. You can leverage generative AI predictions to uncover trends and opportunities, analyze forecast accuracy, and seamlessly compare performance across periods and assess prior forecasts to ensure targets for open periods remain realistic and actionable. This empowers you to accurately predict financial results and uncover powerful trends without breaking a sweat, letting AI guide your decisions for smarter, faster choices. And for executives, the combined power of Kantata AI means you can boost margins, elevate client satisfaction, engage your teams, and stay ahead of the competition with insights that truly find you. It helps you manage your business effectively while supporting your clients, team, and margins using the metrics of tomorrow. Kantata, the only PSA combining operational excellence, employee and client experience.

AI built for your Business

Empower every team member with AI that understands how your business delivers its best work — and applies that knowledge across every engagement.

• AI that thinks ahead

Get proactive recommendations and next-best actions before issues impact delivery.

• The right team, instantly

Use AI-powered forecasting and resource intelligence to match skills, capacity, and demand in real time.

• Start with your best work

Generate plans, proposals, and project updates using proven delivery patterns from across your business.

• Every project improves the next

Turn operational data into continuously improving forecasts, decisions, and outcomes.

• Know what's coming

Surface risks, opportunities, and performance drivers before they appear in a report.

Everything you need to scope, staff, deliver, and scale — all in one place.

Estimating New Work Resource Management Project Management Time & Expenses Financial Management Customer & Employee Sentiment Integrations, Automation & AI Connectivity

Estimating New Work

Scope smarter. Sell with confidence.

Streamline the entire sales-to-services handoff — helping teams build accurate estimates, forecast demand, and deliver on client expectations with confidence. By connecting scoping, resourcing, and financial data, firms can move seamlessly from proposal to project kickoff.

• Generate accurate estimates in minutes using your project history, staffing data, and financial performance.
• Integrate directly with Salesforce, HubSpot, or other CRM tools to launch projects instantly.
• See how new deals impact capacity and staffing in real time.
• Surface insights on cost, margin, and duration as you scope.
• Ensure projects start on time, with the right resources and clear expectations.

Resource Management

Build the right team, every time.

Give your resource managers the clarity and control to balance workloads, staff projects faster, and reduce bench time. With intelligent insights and easy-to-use tools, you can make confident staffing decisions that keep projects on track and teams fully utilized.

• See your entire resource landscape in one place, with AI surfacing risks, gaps, and next-best staffing actions.
• Get ranked staffing recommendations based on skills, capacity, location, and predicted project success.
• Soft book or hard book resources to explore scenarios and lock in the right team when ready.
• Track utilization, capacity, and pipeline health with predictive alerts that flag potential gaps before they impact delivery.
• Compare forecasted and actual utilization to continuously improve efficiency and reduce idle time.

Project Management

Focus on outcomes — not admin.

Make your best project delivery the starting point for every engagement with AI that applies proven plans, insights, and recommendations across your portfolio.

• Get automatic visibility into project health, risks, and next steps with AI-powered insights that turn data into action.
• Customize dashboards and reports around the metrics that matter most — from burn rate to client sentiment.
• Share updates, notes, and progress in real time, with clients included at no extra cost.
• Easily adjust plans with drag-and-drop Gantt and board views, and compare baselines to track progress over time.
• Real-time financial insights help project managers make proactive decisions that protect margins and improve delivery performance.

Time & Expenses

Track less. Achieve more.

Make time and expense tracking simple, accurate, and fast — empowering team members to stay on top of their work while helping finance close periods with confidence. With intuitive workflows and built-in automation, compliance and accuracy become effortless.

• A personal dashboard highlights upcoming tasks, logged hours, and utilization at a glance.
• Prefill repeat tasks, compare actuals to forecasts, and submit for approval in just a few clicks.
• Log expenses with receipts, categories, and billable flags — all in one place.
• Built-in reports and reminders keep teams compliant and leaders informed.
• Accurate, timely time entry accelerates revenue recognition and reduces manual cleanup.

Financial Management

Powering profitable performance.

Unite finance and project management in one connected platform — streamlining invoicing, accelerating revenue recognition, and protecting margins. With real-time visibility and AI-driven insights, your teams can close periods faster and manage profitability with confidence.

• Align delivery, resourcing, and billing to drive accuracy from project setup to revenue recognition.
• Automate approvals, streamline submissions, and forecast with real-time precision.
• Build flexible billing schedules, track outstanding invoices, and stay ahead of reconciliation.
• Monitor margins, burn rates, and forecasts with AI-powered analysis to spot trends early.
• Simplify financial close processes with clear visibility into approved, pending, and forecasted revenue.

Customer & Employee Sentiment

Measure what matters most — in real time.

Kantata Pulse combines real-time client and employee feedback with operational data to give firms a complete view of project health. Built into Kantata OX, it helps teams spot risks early, strengthen relationships, and improve delivery.

• Capture client and team sentiment at key milestones, not just at project end.
• Combine real-time feedback with metrics like cost, timelines, and utilization.
• Identify satisfaction issues early and take action before they impact delivery.
• Track happiness, confidence, and collaboration across each project phase.
• Celebrate top-performing teams and uncover best practices from every engagement.

Integrations, Automation & AI Connectivity

Connect your systems. Activate your AI.

Kantata OX unifies your systems, automates repetitive work, and brings trusted business context into your AI ecosystem. Through integrations, workflows, and MCP-enabled connectivity, teams can automate processes, and take action from anywhere they work.

• Build workflows that trigger actions, send notifications, and keep every process running smoothly.
• Enable ready-to-use automations for project setup, user onboarding, resourcing, and billing.
• Connect CRM, ERP, HR, and financial systems including Salesforce, SAP, BambooHR, and more.
• Bring trusted Kantata data into AI tools like ChatGPT, Claude, and Copilot through secure MCP connectivity.
• Monitor integrations, workflows, and automation performance from a single control center.

Estimating New Work

Scope smarter. Sell with confidence.

Frequently Asked Questions about Kantata OX Professional Services Automation Software

• What is Kantata OX?

Kantata OX is a powerful Professional Services Automation (PSA) platform designed to help organizations manage projects, resources, and financials in one integrated solution. Purpose-built for the needs of the services industry, it enables real-time visibility into performance and profitability.

• Who uses Kantata OX?

Kantata OX is perfect for professional services organizations like consulting firms, agencies, technology companies, and others that need to streamline operations, improve forecasting accuracy, and deliver projects more efficiently.

• What are the key features of Kantata OX?

Core features include: project and resource management, time and expense tracking, financial management, forecasting, and AI-driven insights. Kantata OX centralizes data across teams and systems, giving leaders a complete picture of performance.

• How does Kantata OX differ from traditional project management tools?

Unlike basic project management tools, Kantata OX provides an end-to-end operational view, combining project delivery, resource allocation, and financial insight in one platform. It helps teams make data-driven decisions and scale with confidence.

• Does Kantata OX integrate with other business systems?

Yes! Kantata OX integrates seamlessly with leading CRM, ERP, and collaboration tools to create a connected ecosystem for services delivery and reporting.

• How does Kantata OX support resource management?

With advanced resource planning and forecasting tools, Kantata OX helps organizations optimize utilization, match skills to demand, and anticipate hiring needs, so you always have the right people on the right projects.

• How can Kantata OX improve profitability?

By providing visibility into costs, margins, and project performance, Kantata OX gives organizations the power to easily identify and correct bottlenecks, manage utilization, and make strategic adjustments that drive profitability and growth.

• Is Kantata OX customizable?

Yes. Kantata OX offers flexible configuration options to adapt to different workflows, approval processes, and reporting needs, making it scalable for organizations of all sizes.

• What industries use Kantata OX?

Industries such as IT consulting, marketing and advertising, architecture and engineering, software services, and more rely on Kantata OX to accurately and efficiently manage complex, project-based work.

• What support does Kantata provide for OX customers?

Kantata offers comprehensive support through its Knowledge Base, in-product help center, and dedicated customer success teams to help clients receive ongoing value from the platform.