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Kantata
Irvine, California, United States
What it is
Kantata is a professional services automation platform for organizations managing forecasting, delivery, staffing, and financials. Its resource tools match people to work using project scope, schedules, skillsets, and availability. Project features cover estimation, project and portfolio health, time and expenses, project accounting, and feedback. The AI Expertise Engine learns from engagements, while the Expertise Agent and business intelligence tools provide contextual actions, answers, and predictive forecasts. Kantata lists integrations with Salesforce, Avalara, NetSuite, Slack, Sage, Microsoft 365, QuickBooks, Xero, HubSpot, Expensify, Jira, BambooHR, and Concur. It also offers more than 1,200 prebuilt connectors, secure APIs, and built-in MCP support; MCP servers connect ChatGPT, Claude, and Copilot to business data. OX serves high-growth services organizations, while SX targets large global organizations with advanced financial and multi-entity needs. The platform runs on web, iOS, Android, and API access. Pricing is available on request.
For and against
For
- Matches staff using skills and availability
- AI provides contextual answers and forecasts
- More than 1,200 prebuilt connectors
- Built-in MCP and secure APIs
- Available on web, iOS, and Android
Against
- Pricing requires a consultation
- Designed for professional services organizations
The verdict
Kantata brings staffing, project controls, financials, and AI assistance into one PSA platform. Its tailored pricing means prospective customers must discuss requirements directly.
Who it suits
Kantata is aimed at project-based professional services organizations such as consultancies and agencies, including mid-size and enterprise companies. It fits teams needing resource planning, project oversight, and financial management.
Plans and prices
Kantata PSA
Pricing tailored to company size, goals, and how the team works
Read 8 Oct 2026 · kantata.com
On the record
- AI features
- The AI Expertise Engine learns from engagements, while the Expertise Agent and business intelligence features provide contextual actions, answers, and predictive forecasts.kantata.com · read 8 Oct 2026
- Connectors and APIs
- The integrations page says Kantata offers over 1,200 prebuilt connectors, secure APIs, and built-in MCP support.kantata.com · read 8 Oct 2026
- Integrations
- Kantata lists Salesforce, Avalara, NetSuite, Slack, Sage, Microsoft 365, QuickBooks, Xero, HubSpot, Expensify, Jira, BambooHR, and Concur among its integrations.kantata.com · read 8 Oct 2026
- MCP connectivity
- Kantata says its secure MCP servers connect tools such as ChatGPT, Claude, and Copilot to business data.kantata.com · read 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.kantata.com · read 8 Oct 2026
- Product
- Kantata is an AI-powered professional services automation platform for forecasting, delivery, resourcing, and financials.kantata.com · read 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.kantata.com · read 8 Oct 2026
- Project management
- Project tools cover estimation, project and portfolio health, time and expenses, project accounting, and feedback.kantata.com · read 8 Oct 2026
- Resource management
- It matches people to work based on scope, scheduling, skillsets, and availability.kantata.com · read 8 Oct 2026
- Security
- Kantata’s Trust Center says it safeguards customer data and privacy and adheres to applicable laws, regulations, and industry standards.kantata.com · read 8 Oct 2026
- Support
- Kantata says support is available 24/7 through its Customer Resource Center or by logging in for assistance.kantata.com · read 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.kantata.com · read 8 Oct 2026
