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Average Ratings 2,277 Ratings

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Description

KEBS.ai is an AI-powered Professional Services Automation (PSA) platform designed for consulting firms, IT services companies, and other professional services organizations. It connects the entire Quote-to-Cash lifecycle in a single intelligent platform, helping businesses manage and optimize the journey from opportunity and quoting through project delivery, financial management, billing, and revenue realization. KEBS.ai brings CRM, quoting, project management, resource and capacity planning, time tracking, project financials, billing, invoicing, and revenue forecasting together, eliminating disconnected systems and fragmented data across sales, delivery, finance, and operations. This unified approach gives leadership real-time visibility into pipeline, project performance, resource utilization, revenue, profitability, and potential risks. Built with AI at its core, KEBS.ai provides intelligent insights and proactive recommendations to help professional services organizations make better decisions. Its AI capabilities can identify utilization gaps, highlight timesheet and effort mismatches, detect potential revenue leakage, provide billing recommendations, monitor project performance, and forecast revenue risks before they impact profitability. KEBS.ai helps organizations improve project margins, increase resource utilization, accelerate billing, reduce revenue leakage, strengthen forecasting accuracy, and improve operational efficiency. By connecting pipeline, projects, people, and profit, it enables services leaders to move from reactive management to proactive, data-driven decision-making. Whether managing a growing consulting practice, IT services organization, or complex multi-project delivery environment, KEBS.ai provides the visibility, intelligence,

Description

Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing. The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team: so you can deploy resources based on the best match for scope, scheduling, skillsets, and more • Easily amplify institutional knowledge: by turning past experience into real-time intelligence so all your expertise is available to all your people • Confidently forecast every outcome: with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment Not every services firm operates the same way and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business. With over 1,200 prebuilt connectors including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform. That’s why professional services organizations across software, IT services, management consulting, and marketing agencies rely on Kantata to operate with greater precision, predictability, and profitability

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Jira
Microsoft Dynamics 365
Salesforce
BambooHR
Expensify
Fivetran
Gmail
Google Tasks
Hubstaff
Insightly
JFrog Artifactory
Jira Work Management
Microsoft 365
Retently
SAP Concur
Sage Intacct
Shift
VisitorTrack
Wufoo
Zoho CRM

Integrations

Jira
Microsoft Dynamics 365
Salesforce
BambooHR
Expensify
Fivetran
Gmail
Google Tasks
Hubstaff
Insightly
JFrog Artifactory
Jira Work Management
Microsoft 365
Retently
SAP Concur
Sage Intacct
Shift
VisitorTrack
Wufoo
Zoho CRM

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

Custom pricing available. Kantata offers multiple license types with flexible packaging to meet your unique needs. Contact Kantata for details.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

KEBS AI

Founded

2018

Country

United States

Website

kebs.ai/

Vendor Details

Company Name

Kantata

Founded

2008

Country

United States

Website

www.kantata.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

OKR

Benchmarking
Feedback Management
Goal Management
KPIs
Prioritization
Progress Tracking
Strategic Planning

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Product Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

IT Project Management

Bug Tracking
Issue Management
Milestone Tracking
Percent-Complete Tracking
Portfolio Management
Prioritization
Product Roadmapping
Requirements Management
Resource Management
Status Tracking
Supports Agile
Supports Scrum
Task Management
Testing / QA Management
Time & Expense Tracking

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Project Planning

Agile Methodologies
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Kanban Board
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

Project Portfolio Management

Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Strategic Planning

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Work Management

Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

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