Kantata Professional Services Automation

Kantata Professional Services Automation (formerly Mavenlink + Kimble) is a purpose-built PSA platform designed to help professional services organizations with 50 to 5,000+ employees plan, execute, and optimize every client engagement with greater precision and profitability. The platform connects the full project lifecycle — from initial scoping and resource planning through time and expense tracking, forecasting, financial management, and client collaboration — giving operations and delivery teams a unified view of everything happening across their portfolio. Key capabilities include AI-powered resource management that matches team members to projects based on skills, availability, and margin impact; real-time financial forecasting across revenue, capacity, and project health; and a centralized workspace that supports collaboration among staff, contractors, and clients alike. Kantata is particularly well suited for firms in software, IT services, management consulting, and marketing agencies that struggle with project unpredictability, resource utilization gaps, and disconnected data across systems. It offers both a Salesforce-native and an open infrastructure deployment option, along with over 1,200 prebuilt connectors to tools like NetSuite, HubSpot, Workday, Jira, and Sage Intacct, making it adaptable to a wide range of existing tech stacks. Trusted by organizations like Deloitte, Sage, and Hitachi, Kantata helps services firms replace reactive firefighting with confident, data-driven decision-making — with customers reporting an average 33% improvement in on-time project delivery.