About Kantata

The Kantata Cloud for Professional Services is a powerful collection of operational management, resource optimization, business intelligence, integration, and workflow automation functionality that optimizes resources and elevates operational performance. A resource-first architecture, enables services businesses to field the best team, every time and see up-to-the-minute progress against timelines and budgets so projects run smoothly, predictably, and profitably. Visit www.kantata.com to learn more.

Single source of truth: Kantata centralizes project management, project accounting, and custom reporting into a solution known as Professional Services Automation (PSA). Kantata’s cloud application provides a single workspace for executives, project managers, team collaborators, and contract resources. This includes powerful features for collaboration, file sharing, time and expense tracking, resource scheduling, and more.

Move the levers that drive performance: Kantata helps organizations optimize utilization rates, improve margins, accelerate cash collection and accurately predict future work and revenue. The application’s optional enterprise-grade Business Intelligence (BI) layer, Kantata Insights, offers expert-built dashboards and custom reporting for project health and profitability. Kantata Insights enables organizations to build unlimited custom reports in only a few clicks; this includes the ability to look at key business metrics by specific drill-downs.

Create connections between business systems to unite teams and processes: Thanks to strategic integrations with leading CRM and accounting solutions (including Salesforce, Intacct, and QuickBooks), Kantata customers can build a unified platform for planning, delivering, and recognizing revenue related to services delivery across their entire business lifecycle.

Designed by services professionals, for services professionals: Kantata’s customers include consulting firms, marketing, creative agencies, tech, IT services, and other professional services providers. Typical clients are growing companies that need a software solution to successfully manage client demand with maximized profitability at scale. Kantata clients reside in more than 100 countries at both public and private companies.

Pricing starting from:

US$59.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Kantata

Resource Management:
Your resources are the heart of your business and the Kantata platform. Kantata is purpose-built to tackle the resource management realities you face every day. Kantata offers powerful resource optimization functionality that leverages operations management science, advanced algorithms, and analytics to overcome previously intractable business problems.

Operations Management:
From project management and team collaboration to all of your back-end accounting, Kantata's operations management gives you the functionality you need to operate with greater clarity and control. Provide the right views to the right people and make better decisions faster. With Kantata, you can easily manage all your project finances in the same place. We also offer flexible invoicing options where you can submit separate invoices for Fixed Fee and Time & Materials, or create a blended invoice with all the Tasks, Deliverables, and Milestones in your project.

Business Intelligence:
With Kantata, all your operational data is in one place and easy to access allowing you to work smarter and drive continuous improvement. Robust reporting, real-time monitoring, and customization put you in control. Data is the backbone for timely decisions that drive your success. With Kantata, all your operational data is in one place and easy to access. Customizable dashboards. Over 60 meaningful, services-centric reports.

Integrations and Workflows:
Connect with existing systems. Empower your teams. Extend the value of your technology investment. And infuse agility into your work with Kantata's solutions, all purpose-built for professional services. Kantata will enable your technology to work how your business works, leveraging your unique business processes. When your technology is optimized your people can focus on what they do best.

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Markets

Australia, Canada, United Kingdom, Ireland, India , New Zealand, Singapore, United States

Supported Languages

English

Pricing starting from:

US$59.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Kantata Software - Project Management
Kantata Software - Analytics and Reporting
Kantata Software - Resource Management
Kantata Software - Time Tracking
Kantata Software - Project Accounting
Kantata Software - Project Costs and Estimates
Kantata Software - Team Collaboration
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Kantata video
Kantata video
Kantata Software - Project Management
Kantata Software - Analytics and Reporting
Kantata Software - Resource Management
Kantata Software - Time Tracking
Kantata Software - Project Accounting
Kantata Software - Project Costs and Estimates
Kantata Software - Team Collaboration

Features

Total features of Kantata: 139

  • @mentions
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Agile Methodologies
  • Alerts/Notifications
  • Approval Process Control
  • Assignment Management
  • Audit Trail
  • Bar Chart
  • Billable & Non-Billable Hours
  • Billable Items Tracking
  • Billing & Invoicing
  • Budget Management
  • Budgeting/Forecasting
  • Business Process Automation
  • Calendar Management
  • Campaign Management
  • Capacity Management
  • Change Management
  • Charting
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Color Codes/Icons
  • Commenting/Notes
  • Communication Management
  • Cost-to-Completion Tracking
  • Customizable Branding
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Visualization
  • Deadline Management
  • Dependency Tracking
  • Document Management
  • Document Storage
  • Drag & Drop
  • Due Date Tracking
  • Employee Activity Monitoring
  • Estimating
  • Event Triggered Actions
  • Expense Tracking
  • File Management
  • File Sharing
  • File Transfer
  • Forecasting
  • Gantt/Timeline View
  • Graphical Workflow Editor
  • Idea Management
  • Integrations Management
  • Invoice Management
  • Issue Management
  • Issue Tracking
  • Kanban Board
  • Leave Tracking
  • Milestone Tracking
  • Mobile Access
  • Mobile Time Tracking
  • Monitoring
  • Multi-Campaign
  • Multi-Currency
  • Multiple Billing Rates
  • Multiple Projects
  • Online Time Tracking Software
  • Overtime Calculation
  • Percent-Complete Tracking
  • Performance Metrics
  • Planning Tools
  • Portfolio Management
  • Prioritization
  • Progress Reports
  • Progress Tracking
  • Project Accounting
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Scheduling
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reimbursement Management
  • Reminders
  • Remote Access/Control
  • Remote Support Software
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Requirements Management
  • Resource Allocation & Planning
  • Resource Management
  • Resource Request
  • Resource Scheduling
  • Risk Management
  • Role-Based Permissions
  • Search/Filter
  • Skills Tracking
  • Status Tracking
  • Summary Reports
  • Tagging
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Templates
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
  • Time Zone Tracking
  • Timer
  • Timesheet Management
  • To-Do List
  • Traditional Methodologies
  • Utilization Reporting
  • Vacation/Leave Tracking
  • Version Control
  • Visual Analytics
  • Visualization
  • Workflow Configuration
  • Workflow Management

Alternatives

Trello

4.5
#1 Alternative to Kantata
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WorkflowMax

4.3
#2 Alternative to Kantata
WorkflowMax lets you manage all your job management & project management needs in a single, seamlessly integrated...

Adobe Workfront

4.3
#3 Alternative to Kantata
Plan, execute, and deliver great work with a single source of project truth across the enterprise. Adobe Workfront...

NetSuite OpenAir

4
#4 Alternative to Kantata
NetSuite OpenAir is the world’s #1 cloud solution for Professional Services Automation. Maximize your services business...

Reviews

Overall rating

4.2 /5
(577)
Value for Money
4.0/5
Features
4.0/5
Ease of Use
3.9/5
Customer Support
4.2/5

Already have Kantata?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 577
Mike
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 51-200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Awesome platform that's only getting better

Reviewed on 31/10/2019

Overall, using Mavenlink has been great - it has made a very positive impact on day-to-day...

Overall, using Mavenlink has been great - it has made a very positive impact on day-to-day functions as a business. I would recommend it highly to agencies for its flexibility and extensive functionality to manage resources and projects.

Pros

The reporting functionality Mavenlink offers is extensive and has enabled us to get much better visibility to our project, program, portfolio and resourcing data.

Which in turn has allowed us to set/adjust our KPI/KRIs and better inform business decisions with the data we have available.

In using Mavenlink how it's meant to be used, not only have we improved our business practices but our PMO has gained valuable insight into important aspects of the business that were previously siloed.

The fact that Mavenlink actually continues to improve its platform based on user feedback is a massive plus, as new functionality becomes available to better utilize the platform.

Cons

There are some small (very small in most cases) problems we have with some functionality i.e. the naming/categorization of metrics in the reporting suite could be clearer, when approving/rejecting timesheets, adding a comment to a specific entry would be preferable, rather than the comment being published to all entries.

Alternatives Considered

WorkflowMax and Adobe Workfront

Reasons for Choosing Kantata

Budgetary reasons mainly but we also needed a platform that would allow us to manage resources more efficiently as well.

Switched From

Adobe Workfront

Reasons for Switching to Kantata

Fitted to our budget and offered functionality we saw as essential to resource management.
Denise
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 201-500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

It's a fantastic time and task management system

Reviewed on 14/06/2022

Mavenlink sits directly on our Salesforce platform, and it has been great for our business to have...

Mavenlink sits directly on our Salesforce platform, and it has been great for our business to have a more comprehensive perspective from Pre-Sales through project close-out ever since we implemented the product about three years ago with the help of Mavenlink's amazing support. From the perspective of Resource Management, I find everything about Mavenlink to be extremely well executed.

Pros

My preferred time management application is extremely feature-rich, allowing for extensive customization of how time and money are spent. Mavenlink is a great addition to our corporate finance tools since it provides us with a new way to examine data and monitor progress on several fronts simultaneously. For me, it's a plus that Mavenlink is always working to enhance its platform and provide new educational resources for its users.

Cons

I haven't utilized many goods or features, but it would be helpful to have a consolidated dashboard where I can observe how everything is interacting with one another.

Bhargav
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

All in One Solution for your Organization Need

Reviewed on 04/10/2022

Kantata is very powerful tool for all your organizations who provides professional service to thier...

Kantata is very powerful tool for all your organizations who provides professional service to thier clients. It saves lots of time and efforts to provide best results in short time. We are using this software to manage multiple projects of our clients and noticed improvements in our work.

Pros

We are using this tool for managing multiple marketing projects. It offers many features like project management, task scheduling and progress reports, etc. It's easy to use and great UI for users.

Cons

Generally I faced issue related to alert notifications. Overall i didn't get any difficulties with this tool.

Brendan
Overall rating
  • Industry: Management Consulting
  • Company size: 51-200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Good system but some frustrating issues

Reviewed on 22/09/2020

Useful overall, but the more time I spend with it the more I realize it is missing some key...

Useful overall, but the more time I spend with it the more I realize it is missing some key functionality that would save a lot of time. It's much more difficult to update a project in Mavenlink than past systems I've used, and I think there are some beneficial tweaks that could be made

Pros

From an ease of use standpoint, time entry and project creation is fairly straightforward. It's also nice to have access to so many reporting features, although I imagine that's even more valued by the leadership team rather than staff.

Cons

Three major issues stand out to me and my colleagues:

1- the software is very slow at times, and the more time I spend making edits to a project the longer it takes. In some cases, the lag is so bad that a task that should take 10 minutes ends up taking 30 since I wait so long for the system respond. The more tasks and individuals assigned to a project, the worse it is. Customer service suggested I delete my cache, but this was a temporary and fairly ineffective solution

2- It'd be great to have a simple place where I can see exactly how many hours a team member has on a project. Right now, we can only see time assigned to individual tasks, and then need to calculate the total manually

3- When tasks get extended or shortened, it'd be great to have a way to have Mavenlink automatically distribute time accordingly. For example, if I have 1 hour assigned for a 1-week long task, it'd be nice if I could automatically change this to 30min/week if that task were extended to being 2 weeks long. I know time can move automatically if the gantt is updated, but that only works if the task stays the same duration and hasn't started yet. Other systems offer this feature

Rachel
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Needs Improvements But Works Well for Viewing Burn Rates

Reviewed on 13/09/2022

In the beginning, Kantata really helped us have a better view of project health, but as we have...

In the beginning, Kantata really helped us have a better view of project health, but as we have grown and clearly defined processes, etc. Kantata has not grown with us. It looks and feels dated.

Pros

The best thing about Kantata is the ability to see project burn rates at a glance. The time-tracking system is a huge part of that being accurate as well. There are multiple options for our team to track their time so that we can see project burn rates.

Cons

There are several things that haven't been improved at all in the 6+ years that we've used this software. For example, basic things like not being able to customize your task statuses (or at least new options being added), being able to mark a task as complete even when none of the checklist items have been checked off, and not getting a notification when a due date is coming up to remind a team member of a deadline before it is missed, etc. The mobile version is pretty much useless which is sad now that the working world is mostly remote.

Showing 5 reviews of 577 Read all reviews

Kantata FAQs

Below are some frequently asked questions for Kantata.

Kantata offers the following pricing plans:

  • Starting from: US$59.00/month
  • Pricing model: Subscription
  • Free Trial: Available

Mavenlink offers plans to meet your needs. Choose from resource management to complete PSA with advanced BI. Try a plan today! Mavenlink Premier / Enterprise: Resource Management and Professional Services Automation custom pricing based on request To receive accurate pricing information, contact Mavenlink directly.

Kantata has the following typical customers:

51-200, 201-500, 501-1,000, 1,001-5,000

Kantata supports the following languages:

English

Kantata supports the following devices:

Kantata integrates with the following applications:

Dynamics 365, Expensify, FinancialForce ERP, Gmail, Google Calendar, Google Drive, Google Workspace, HubSpot CRM, Jira, Microsoft 365, NetSuite, PayPal, QuickBooks Online Advanced, Quickbooks Online, SAP Concur, Sage Intacct, Salesforce Sales Cloud, Slack, Workday HCM, Xero, Zapier

Kantata offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

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