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Kantata

kantata.com

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Spec score 7.3 #11 of 20 in Resource Scheduling

What it is

Kantata is a professional services automation platform for project-based organizations, including consultancies and agencies. It supports forecasting, delivery, resourcing, and financial management on the web, iOS, Android, and through an API. Resource management matches people to work using scope, schedules, skillsets, and availability. Project tools cover estimation, project and portfolio health, time and expenses, project accounting, and feedback. Time blocking, workload planning, timeline task views, and review reports are listed. The AI Expertise Engine learns from engagements, while the Expertise Agent and business intelligence features provide contextual actions, answers, and predictive forecasts. Kantata lists integrations such as Salesforce, NetSuite, Slack, Microsoft 365, QuickBooks, Jira, BambooHR, and Concur, plus more than 1,200 prebuilt connectors, secure APIs, and built-in MCP support. OX targets high-growth services organizations; SX is for large global organizations with advanced financial and multi-entity needs. Pricing is tailored and available on request.

Spec sheet

Product
Kantata is an AI-powered professional services automation platform for forecasting, delivery, resourcing, and financials.Read 8 Oct 2026 · kantata.com
Integrations
Kantata lists Salesforce, Avalara, NetSuite, Slack, Sage, Microsoft 365, QuickBooks, Xero, HubSpot, Expensify, Jira, BambooHR, and Concur among its integrations.Read 8 Oct 2026 · kantata.com
Security
Kantata’s Trust Center says it safeguards customer data and privacy and adheres to applicable laws, regulations, and industry standards.Read 8 Oct 2026 · kantata.com
Support
Kantata says support is available 24/7 through its Customer Resource Center or by logging in for assistance.Read 8 Oct 2026 · kantata.com
Headquarters
Irvine, California, United StatesRead 28 Sep 2026 · kantata.com
AI features
The AI Expertise Engine learns from engagements, while the Expertise Agent and business intelligence features provide contextual actions, answers, and predictive forecasts.Read 8 Oct 2026 · kantata.com
Connectors and APIs
The integrations page says Kantata offers over 1,200 prebuilt connectors, secure APIs, and built-in MCP support.Read 8 Oct 2026 · kantata.com
MCP connectivity
Kantata says its secure MCP servers connect tools such as ChatGPT, Claude, and Copilot to business data.Read 8 Oct 2026 · kantata.com
Pricing
The company says plans are tailored to each customer's company size, goals, and way of working, with pricing discussed through a PSA Advisor.Read 8 Oct 2026 · kantata.com
Product options
Kantata offers OX for high-growth services organizations and SX for large, global services organizations with advanced financial and multi-entity needs.Read 8 Oct 2026 · kantata.com
Project management
Project tools cover estimation, project and portfolio health, time and expenses, project accounting, and feedback.Read 8 Oct 2026 · kantata.com
Resource management
It matches people to work based on scope, scheduling, skillsets, and availability.Read 8 Oct 2026 · kantata.com
Target users
Kantata describes its PSA as built for project-based professional services organizations, including consultancies and agencies, and for mid-size and enterprise companies.Read 8 Oct 2026 · kantata.com

Plans and prices

Kantata PSA Priced on request Pricing tailored to company size, goals, and how the team works Read 8 Oct 2026 · kantata.com

Every Kantata plan and price →

Strong points and limits

Strong points

  • Resource matching uses scope, schedules, skills, and availability
  • Project and portfolio health tools are included
  • More than 1,200 prebuilt connectors are listed
  • Web, iOS, Android, and API support
  • 24/7 support is available

Limits

  • Pricing is available only on request
  • Plans are tailored to each customer

Who it suits

Kantata suits mid-size and enterprise project-based services organizations, including consultancies and agencies. It fits teams needing resource planning, project oversight, and financial management across supported platforms.

Verdict

Kantata combines resource allocation, project controls, financial features, and AI assistance for professional services teams. Its broad integration and platform coverage comes with tailored, request-based pricing.

Where Specifiction places it

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