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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Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
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Fivani
Fivani gives you instant clarity on what your contracts really mean by analyzing key clauses, deadlines, deliverables, and payment structures. Instead of guessing, you get a prioritized list of risks and recommendations that help you negotiate smarter and protect your work. The system converts vague or complex agreements into a structured project plan with milestones, tasks, and responsibilities. Fivani also identifies loopholes, missing protections, and terms that could lead to scope creep or delayed payments. Because it works in seconds, you can review multiple contracts without the typical bottlenecks of legal review. Whether you're managing clients, freelancers, or internal teams, Fivani ensures everyone stays aligned from draft to delivery. Its clear dashboards and simple explanations make contracts accessible to anyone—not just lawyers. With Fivani, you gain control, transparency, and confidence before a project even begins.
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ScopeMaster
ScopeMaster automates the analysis of software requirements and user stories. ScopeMaster uses natural language processing (a branch AI) to perform requirements analysis work in seconds. This includes comprehensive defect detection, functional testing creation and functional sizing.
Q.A. User story ScopeMaster can identify up to 9 types of potential defects in requirements.
Sizing user stories. ScopeMaster automatically sizes user story in COSMIC function point and IFPUG function point.
ScopeMaster creates functional tests. ScopeMaster generates positive and negative test scenarios that can be traced back to the functional intent of the requirements.
There is native synchronisation with Jira Cloud and Azure devOps.
Included is a REST API for integration with other tools.
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