• Kantata SX (Formerly Kimble PSA)

    Seamlessly integrate Kantata's Salesforce-native solution with Sage Intacct

  • 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


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

    Mavenlink & Kimble have joined forces to become Kantata

    The Kantata Cloud for Professional Services™ is a powerful collection of resource management, financial management, project management, team collaboration, business intelligence, integration, and workflow automation functionality that optimizes resources and elevates operational performance.

    In a world of fragmented software offerings, Kantata brings today’s professional services organization a comprehensive solution with best-fit flexibility built-in. This is software tailored for the unique needs of all of your teams, to meet the unique needs of your business. Whether you want to operate on the Salesforce platform or are looking for open infrastructure, you have choices with Kantata.     

    The Kantata Cloud for Professional Services leapfrogs traditional PSA solutions to boost productivity, optimize resource usage, and better support your talent network. Kantata believes in choice and invests in products that will future-proof your business and help you to unleash the power of your most valuable assets: your people.

    The Kantata Difference:

    • Cloud-based and easily scalable
    • Built on deep industry expertise 
    • A unified, end-to-end approach designed for your essential functional needs
    • Supported by the largest specialist provider of technology for professional services organizations
    • Integrates with your existing technology investments for immediate advantage
    • Proven paths to transformational value for businesses like yours

    With Kantata, you are able to:

    Field the Best Team Every Time
    With Kantata, you can make the most of every resource—across all projects, and at scale. Match staffing demand to skills and availability in an instant. Maximize margins with powerful planning and real-time adaptability.

    See the Full Picture
    Confident decision-making starts with up-to-the-minute visibility. Get a complete view of your business at your fingertips—look forward, drill down, or adjust in-flight. Contextual insights let you manage timelines, budgets, and clients more effectively. 

    Transform Outcomes
    Kantata gives you everything you need to make every job successful and profitable. It’s your command center for quote-to-cash capabilities.  Resource planning, project management, accounting, collaboration, and business intelligence are aligned with the services delivery lifecycle. With easy-to-use tools integrated with existing systems.

    Work Your Way
    The Kantata Cloud has flexibility built-in. Whether you are looking for a Salesforce-based solution or open-infrastructure products, we’ll find the right fit for your needs. With Kantata, you get the broadest set of capabilities and integrations available. 

    Website: https://www.kantata.com/
    Year Founded: 2008
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