Kantata SX
Kantata PSA on Salesforce
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.
Click for sound
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 that puts your best experts to work on every project.
Kantata's AI understands how your business delivers its best work, helping teams make smarter decisions, stay ahead of risk, and execute with confidence across every engagement.
Get actions, not just answers
Move from insight to execution with AI-powered recommendations that help protect margins, optimize resources, and improve delivery outcomes.
The right team before you ask
Forecast demand, identify skill gaps, and receive ranked staffing recommendations based on skills, capacity, and business needs.
Built on your best work
Generate project plans, proposals, and updates using the delivery patterns and expertise behind your most successful engagements.
AI that follows your rules
Every action respects your business processes, approval paths, and governance requirements.
Scope, staff, deliver, and grow — all from one unified platform.
ScopingResource ManagementProject ManagementTime & ExpensesFinancial ManagementPeriod Close ManagementCustomer Collaboration HubIntegration Strategy
Scoping
Estimate new work with confidence.
Bring sales, delivery, and finance together to scope projects more accurately with AI-powered insights that surface risks, resource needs, and profitability drivers before work begins. Seamless integration with Sales Cloud ensures every commitment is grounded in delivery reality and set up for success.
- Forecast demand, resource needs, and delivery readiness with AI-powered recommendations.
- Surface capacity risks and staffing gaps early to protect margins and avoid costly last-minute decisions.
- Compare delivery scenarios side by side to balance revenue, profitability, and risk.
- Model pricing, staffing, and discount strategies to maximize competitiveness without sacrificing margin.
- Generate instant financial and resource forecasts aligned to real-time business conditions and historical delivery performance.
Resource Management
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.
- Identify and rank the best-fit resources based on skills, availability, utilization, and project needs.
- Balance workloads and reduce bench time with intelligent scheduling and drag-and-drop planning.
- Forecast utilization, staffing needs, and capacity gaps in real time.
- Surface risks and opportunities early so projects stay staffed, profitable, and on schedule.
Project Management
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.
- Tap into the institutional memory of every engagement to make your next project your best.
- 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.
- Forecast revenue, manage burn rates, and align project health with profit goals.
- Approve, assign, and balance workloads directly within each project.
Time & Expenses
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.
Financial Management
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.
Period Close Management
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.
Customer Collaboration Hub
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.
Integration Strategy
Connect with confidence.
Kantata's flexible integration framework makes it easy to connect your PSA, business systems, and AI tools in one connected ecosystem. From CRM, HR, and financial platforms, Kantata delivers trusted operational context wherever work happens—streamlining data flow, automating processes, and helping teams make smarter decisions.
- 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.
Finastra Testimonial
“With Kantata SX we can see pictures of the business that we couldn’t see before, and that enables us to anticipate, to track patterns, and to find solutions.”
Frequently Asked Questions about Kantata SX Professional Services Automation Software
What is Kantata SX?
Kantata SX is an enterprise-grade Professional Services Automation (PSA) solution built on the Salesforce platform. It helps organizations manage projects, resources, time, and finances within their existing Salesforce environment.
Who uses Kantata SX?
Kantata SX is designed for professional services organizations using Salesforce who want to extend their CRM with powerful PSA capabilities for delivery, forecasting, and profitability tracking.
How does Kantata SX integrate with Salesforce?
As a native Salesforce application, Kantata SX seamlessly connects with Salesforce Sales Cloud, Service Cloud, and other Salesforce apps. This eliminates data silos and provides real-time visibility across the delivery lifecycle.
What are the key features of Kantata SX?
Core features include: project and resource management, time and expense tracking, financial management, forecasting, and AI-driven insights. Kantata SX centralizes data and gives leaders a complete picture of performance directly in the Salesforce environment.
What are the benefits of Kantata SX?
Kantata SX empowers services organizations to align sales and delivery, optimize resources across large portfolios, and make better financial decisions based on real-time performance data, all within the Salesforce ecosystem.
How does Kantata SX help improve collaboration and visibility?
Because it’s built on Salesforce, teams across sales, delivery, and finance are able to work from a single source of truth. This boosts collaboration and improves communication to enable faster, more informed decision-making.
How does Kantata SX support financial management?
Kantata SX automates time tracking and invoicing while connecting financial data directly to project and resource information, so teams stay accurate and comply.
Can Kantata SX scale with growing organizations?
Yes! Kantata SX is built to scale with enterprise needs, supporting multiple business units, currencies, and sophisticated global operations while maintaining control and visibility.
What makes Kantata SX different from other PSA tools?
Kantata SX combines the strength of Salesforce with PSA-specific functionality tailored to professional services. It provides the depth of an enterprise solution with the flexibility of the Salesforce ecosystem.
What support does Kantata provide for SX customers?
Kantata provides comprehensive support through customer onboarding, training, and a comprehensive knowledge base, along with ongoing updates and support from its Customer Success team to maximize platform adoption and ROI.