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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Scopey
Scopey revolutionizes the quoting process for professional-service firms by streamlining how they create work estimates, define service parameters, and manage value from client modifications. With its robust platform, users can quickly produce comprehensive project outlines and professional proposals in just minutes, utilizing functionalities such as an AI-driven pricing model, suggestions for additional services to enhance sales, and real-time monitoring of changes in project scope as client demands shift. Scopey equips teams to transform their offerings into well-defined, scalable services by standardizing pricing structures and fostering client engagement through features like e-signatures and collaborative dashboards. It effectively tracks work that falls outside the agreed scope instantly, automatically records variations, and ensures that any new requests are systematically documented, priced, and sanctioned, thereby safeguarding profit margins, enhancing revenue potential, and minimizing scope expansion issues. Designed with user-friendliness in mind, this innovative tool replaces cumbersome spreadsheets and lengthy email exchanges with concise, dynamic scopes that keep both teams and clients synchronized while improving overall project management. It serves as a crucial asset for businesses aiming to enhance operational efficiency and client satisfaction simultaneously.
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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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