Kantata
Kantata is an AI-powered professional services automation platform for forecasting, delivery, resourcing, and financials.
What Kantata is
Kantata is an AI-powered professional services automation platform for forecasting, delivery, resourcing, and financials. Its resource tools match people to work according to project scope, schedules, skillsets, and availability. Project management covers estimation, project and portfolio health, time and expenses, project accounting, and feedback; the listed planning tools also include time blocking, workload planning, timeline views, and review reports. The AI Expertise Engine learns from engagements, while the Expertise Agent and business intelligence features provide contextual actions and answers, plus predictive forecasts. Kantata lists integrations including Salesforce, Avalara, NetSuite, Slack, Sage, Microsoft 365, QuickBooks, Xero, HubSpot, Expensify, Jira, BambooHR, and Concur. It also offers over 1,200 prebuilt connectors, secure APIs, and built-in MCP support; its secure MCP servers connect tools such as ChatGPT, Claude, and Copilot to business data. Kantata offers OX for high-growth services organizations and SX for large global services organizations with advanced financial and multi-entity needs. It supports web, iOS, Android, and API access. Pricing is tailored to company size, goals, and working practices, and is discussed with a PSA Advisor.
Good
- Matches people to work by scope, schedule, skills, and availability.
- Includes project health, time, expenses, and accounting tools.
- Offers over 1,200 prebuilt connectors and secure APIs.
- Available on web, iOS, Android, and through an API.
Watch out
- Pricing is tailored and discussed with a PSA Advisor.
Who it suits
It suits project-based professional services organizations, including consultancies and agencies, as well as mid-size and enterprise companies managing delivery, staffing, and finances.
Verdict
Kantata brings resourcing, project delivery, and financial management together for professional services teams. Its product options and integration range are worth weighing against the organization’s needs; pricing requires a discussion with a PSA Advisor.
Plans and prices
From Kantata's own pricing page, checked 8 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Kantata PSA | Priced on request | Pricing tailored to company size, goals, and how the team works |
The facts
Each one read from Kantata's own pages, with the date it was checked.
What it does
- AI features
- The AI Expertise Engine learns from engagements, while the Expertise Agent and business intelligence features provide contextual actions, answers, and predictive forecasts.checked 8 Oct 2026
- Connectors and APIs
- The integrations page says Kantata offers over 1,200 prebuilt connectors, secure APIs, and built-in MCP support.checked 8 Oct 2026
- Integrations
- Kantata lists Salesforce, Avalara, NetSuite, Slack, Sage, Microsoft 365, QuickBooks, Xero, HubSpot, Expensify, Jira, BambooHR, and Concur among its integrations.checked 8 Oct 2026
- MCP connectivity
- Kantata says its secure MCP servers connect tools such as ChatGPT, Claude, and Copilot to business data.checked 8 Oct 2026
- 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.checked 8 Oct 2026
- Product
- Kantata is an AI-powered professional services automation platform for forecasting, delivery, resourcing, and financials.checked 8 Oct 2026
- Product options
- Kantata offers OX for high-growth services organizations and SX for large, global services organizations with advanced financial and multi-entity needs.checked 8 Oct 2026
- Project management
- Project tools cover estimation, project and portfolio health, time and expenses, project accounting, and feedback.checked 8 Oct 2026
- Resource management
- It matches people to work based on scope, scheduling, skillsets, and availability.checked 8 Oct 2026
- Security
- Kantata’s Trust Center says it safeguards customer data and privacy and adheres to applicable laws, regulations, and industry standards.checked 8 Oct 2026
- Support
- Kantata says support is available 24/7 through its Customer Resource Center or by logging in for assistance.checked 8 Oct 2026
- 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.checked 8 Oct 2026
The company
- Headquarters
- Irvine, California, United Stateschecked 28 Sep 2026
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