
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
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PBRS brings automated report production and distribution to organizations using Microsoft Power BI and SSRS. Developed by ChristianSteven Software, it runs in your Windows environment and coordinates reporting tasks that would otherwise involve manual exports or multiple automation flows.
Build workflows for Power BI Service, Power BI Report Server, Power BI Paginated Reports and Microsoft SSRS. Launch them at regular intervals, on custom calendars, after a dataset refresh completes, or in response to supported database, file, email and system events.
For personalized (Dynamic) reporting, PBRS reads SQL or JSON instructions to apply each recipient's filters, parameters, output format and delivery details. Report bursting allows a shared report to become separate outputs for customers, branches, departments or individual users.
Produce PDF documents, Excel workbooks and CSV files where supported. Use Excel templates and formatting, merge suitable exports into workbook tabs, or collect several reports into a single email, ZIP archive or bookmarked PDF. Passwords and encryption help protect PDF documents.
Route finished files to email addresses, Teams, SharePoint, OneDrive, Google Drive, Dropbox, FTP or SFTP servers, network folders, Slack and printers. Deliver exported documents to external audiences without requiring them to access Power BI.
Execution records, notifications, retry settings and blank-report handling support unattended operation. A REST API lets developers connect supported scheduling and execution functions to their own applications.
PBRS suits reporting operations that need consistent output, recipient-specific content and coordinated delivery across multiple reporting sources.
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OfficeReports
OfficeReports is a powerful suite of Microsoft Office add-ins that enables market researchers and data professionals to analyze survey data and generate fully automated reports—directly within Excel and PowerPoint. By embedding advanced analytics and reporting capabilities inside the tools users already rely on, OfficeReports eliminates the need for manual copy-paste, external scripting, and disconnected workflows.
The suite includes three tightly integrated tools:
Calculo: Perform advanced cross-tabulations, apply filters, weighting, and run statistical significance tests (Z-tests, T-tests) from raw survey data (.sav, .csv, or Excel). Built for Excel, Calculo gives researchers full analytical power within a familiar interface.
Presento: Automatically generate branded PowerPoint slides from structured crosstab data. Presento supports dynamic resizing of tables and charts, uses icons to visualize significance, and can replace text labels with brand logos—ensuring cleaner, more intuitive presentations.
Intelligo: Combines Calculo and Presento into one seamless solution for recurring and high-volume survey reporting. Build your reports using preliminary data, then update all charts and tables with one click when final data becomes available—ideal for tracking studies and syndicated research.
OfficeReports supports integration with SPSS, SurveyMonkey, Qualtrics, Alchemer, and more, making it a scalable, accurate, and efficient reporting platform for insights-driven teams in over 30 countries. It’s designed to reduce effort, eliminate human error, and increase time-to-insight—without ever leaving Office.
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Macabacus
Macabacus is the best productivity and brand compliance tools available to help you create better presentations and models faster in Microsoft Office. These tools are essential for consultants and power finance users. Power users can use these tools to address common problems and make it easier to build financial models. Visually identify inconsistencies and errors in your models that could lead to costly mistakes. You can quickly create complex charts, check brand compliance, add components, and much more. To improve Excel's stability and performance, declutter and reduce spreadsheet file sizes. Synchronize the table of contents and section slides/shapes to allow you to focus on the content. You can quickly align, resize, or otherwise manipulate shapes without the need for tedious manual adjustments.
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