Kantata takes professional services automation to a new level, giving people-powered businesses the clarity, control, and confidence they need to optimize resource planning and elevate operational performance. Our purpose-built cloud software is helping over 2,500 professional services organizations in more than 100 countries focus and optimize their most important asset: their people. By leveraging Kantata SX, Kantata’s Salesforce-native solution, professionals gain access to the information and tools they need to win more business, ensure the right people are always available at the right time, and delight clients with project delivery and outcomes.

Key Benefits:

Kantata SX (formerly Kimble PSA) integrates seamlessly with Sage Intacct, synchronizing all data relating to projects, accounts receivable, accounts payable, and revenue. Kantata’s Sage Intacct Connector connects two best of breed solutions, uniting your business’s projects, resources, and financials within a single, easy-to-setup workflow that sees Kantata SX's up-to-the-minute project data pulled into Sage Intacct and Sage Intacct’s payment and purchase order information pushed into Kantata SX.

Using the Sage Intacct Connector, finance users get visibility of operational data such as billing

data, credit notes, projects status, time and expenses, and assignments; while Kantata SX users get up-to-date information on receipted payments.

The Connector also automates the creation of reference data, including new accounts, employees, expense types and service offerings.

• Run a proactive business, using Kantata SX’s diagnostics to drill into factors that are affecting business performance
• Keep forecasts for possible, probable, and firm work up-to-date, allowing you to run your business through the windshield rather than the rearview mirror
• View resource supply and demand in interactive views that allow drag-and-drop fulfillment of demand
• Setup projects during the sales cycle with one click using templates for each type of product you sell
• Ensure you sell deliverable margins using Kantata SX’s Proposal Modeler, which lets you see the implications of resourcing changes on project cost and revenue in real-time
• Devolve accountability for project success and profitability to project managers, with Kantata SX’s Intelligent Insights acting as a guiding hand coaching PMs to make the right decisions
• Ensure accurate billing the first time with invoicing that incorporates approved project data
• Collaborate with your clients in the Kantata SX Client Community
• Unlock unprecedented speed to value with an easy-to-implement cloud solution and one-click integration to Sage Intacct

System Requirements:
To enable the integration, Sage Intacct users are NOT required to purchase: Sage Intacct Web Services - Developer License;
Salesforce subscription

Price:
POA

Integration Approved Countries:
Australia; United Kingdom; South Africa; United States; South Africa;