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Kantata vs Certinia PSA

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Our analysts compared Kantata vs Certinia PSA based on data from our 400+ point analysis of PSA Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots
Kantata Software Tool
SelectHub Award Winner
Certinia PSA Software Tool
SelectHub Award Winner
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Product Basics

Analyst Rating

88 Detailed Analysis

User Sentiment

Great User Sentiment (383 Reviews)

Analyst Rating

92 Detailed Analysis

User Sentiment

Great User Sentiment (536 Reviews)
Kantata (formerly Kimble PSA) is a sophisticated software solution designed primarily for professional services automation (PSA), adept at managing tasks, resources, and projects efficiently. It is particularly well-suited for agencies, consulting firms, and service organizations seeking to streamline operations and enhance project delivery. One of the key benefits of Kantata is its ability to provide real-time insights into project performance, profitability, and resource utilization, enabling businesses to make informed decisions quickly. Among its popular features are project management, time tracking, invoicing, and financial management, all integrated into a user-friendly interface. When compared to similar products, users often highlight Kantata's comprehensive feature set and its flexibility in adapting to various business processes as significant advantages. Pricing for Kantata typically follows a subscription model, with costs varying based on the number of users and the specific features required, making it adaptable to both small and large organizations looking for scalable solutions.
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Certinia PSA (formerly FinancialForce PSA) offers users complete clarity over their business' sales, finances and services. It enables users to manage clients, team members, projects and financial information in one PSA system. Users receive uniform data points so they can better monitor resources and make accurate estimates.

Sales engagement, project management, time and expenses and resource management are some of Certinia PSA's top capabilities.
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$45/User, Monthly
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$175/User, Monthly
Free Trial is available →
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Tailored to your specific needs
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Product Assistance

Documentation
In Person
Live Online
Videos
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Documentation
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Videos
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Email
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FAQ
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Knowledge Base
24/7 Live Support
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Product Insights

  • Team-Centric: Adjust around crucial processes to guarantee recurring and thriving project execution. The software offers project collaboration ensuing enhanced agility and customer satisfaction. 
  • Offers Guidance: Users are guided to make informed decisions that defend profitability and streamline resource usage from the data Kantata collects. 
  • Flexibility: Scale with business growth and adapt to the market. The cloud-based software is wholly configurable and the open API layer allows integration for a wide range of applications. 
  • Training Services: Users are offered training services as part of the integration process. Training sessions are utilized as the basis of end-user material that's tailored specifically to a user's organization. 
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  • Master Record: Users can utilize a master record of customer data with immediate transparency and seamless teamwork throughout their projects, resources and clientele. 
  • In-depth Insights: Certinia PSA enables users to gain deep analytics and robust insights from their company to make timely and wiser business choices. 
  • Automatic Business Practices: Users can automate all of their business practices from opportunities to pinpointing revenue.  
  • Flexible and Cohesive: This solution is adaptable and works with small and large companies. Its cloud deployment enables users to seamlessly collaborate with every essential employee, internal and external stakeholders. 
  • Full Transparency: Certinia PSA can showcase resource data 24/7 so users can immediately pull up needed resources or preserve them. 
  • Accessibility: Users can access the time and expense management and upload snapshots of expense receipts with the mobile app. The app can streamline the time and expense tracking process by making it available at any time on any connected device.  
  • Receive Accurate Predictions: Users can implement the billing and revenue recognition module to generate accurate forecasting and predictions. It includes thorough scheduling information and an analysis of revenue impact. Users also receive current and future perspectives with full transparency of their sales pipeline.  
  • Adjustable Dashboards: Having trouble sharing the right metrics with the right people? Executives, resource and project managers, financiers and consultants can implement Certinia PSA's flexible dashboards to study and evaluate key performance metrics. 
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  • Plan Accordingly: The foresight analytics accessory allows teams to plot future business performances. It also aids operational teams in managing routine resourcing and project management. 
  • Model Projects: Users can employ the proposal modeler tool on future projects to evaluate profitability with precision. Extensive project plans gauge components such as resource efforts, margins and expenses. 
  • Maintain Resources: The resource planning feature allows users to pinpoint the required skills and available resources for projects. It also offers accurate scenarios to maximize resources. 
  • Varying Modes of Delivery: Users can utilize various delivery methods, such as waterfall, agile and more, to give up-to-date expected efforts, costs and margins. The intelligent insights component detects risks and issues early so users can promptly take action. 
  • Generate Accurate Invoices: The billing engine element assures users that all revenues are invoiced in real-time to magnify cash flow and deplete debt. Invoices can be drafted with either step-by-step or batch processing. 
  • Build Customer Relationships: Users can use the CRM module to improve outcomes and forge stronger relationships with their clientele by connecting and partnering with them during project deliveries.  
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  • Streamline Resource Allocation: Certinia PSA's resource management accessory enables users to comprehend every quality of a resource schedule such as project time, PTO, non-billable time and more, to maximize staffing and dominate project management. Users can track resource skills, certifications and availability and oversee and tailor utilization measurements to achieve their resource scheduling demands. 
  • Monitor Every Resource: Users can employ the resource management tool to review capacity, backlogs and availability throughout projects. This module can proactively display resource schedule information online 24/7. Users can find, preserve and generate needed resources right away or in the future. 
  • Establish Practical Expectations: This solution offers a sales engagement tool for users to actively participate in the sales cycle to formulate trustworthy quotes and monitor customer expectations. Users can project requirements and prices to create realistic expectations. When users gain visibility in the brainstorming stages of sales, they can boost margins and clientele gratification.    
  • Transparency in the Sales Channel: Users receive whole visibility in the sales channel with the sales engagement tool to plan ahead by recognizing gaps in supply and demand beforehand. Users can also forecast resource requirements before deals close so they can make informed business decisions. 
  • Communicate with Stakeholders and Clientele: The PSA communities accessory enables users to share current data, reports and project plans with internal and external stakeholders. Users can initiate prompt discussions and share the necessary documents. This tool also allows users to convey and work together with customers by sharing project statuses, data and files.  
  • Manage Partners and Subcontractors: Users can employ the PSA communities module to ensure partner and subcontractor stakeholders are in the know by sharing related costs, availability and project influences. This accessory can exhibit partner and subcontractor costs as they occur, automatically submit time and expenses and monitor invoices and vendor cost budgets. 
  • Develop New Projects in One Click: The project management accessory authorizes users to create new projects with one click and all of the significant information is automatically entered. Users can benefit from advanced project templates to reduce time and guarantee cohesive delivery methods for projects to reach positive outcomes.  
  • Launch Elaborate Procedures: Users can execute workflows and strategies with the project management tool. Managers receive configurable views of their assignments, intricate workflows are promptly activated to meet the most complex assignments and resources can be assigned to specific projects or jobs with thorough work breakdown structure (WBS) support. 
  • Gantt Conspicuity: The project management tool also offers hands-on Gantt charts to fully see plans, dependencies and timelines. Users can search and filter project information and dive into single resource schedules. The drag-and-drop component enables users to move or place assignments and effectively respond to changes.  
  • Facilitate Time Entries and Approvals: Users can implement the time and expense management tool to easily modify time for responsibilities and jobs in one place. Users can copy from other schedules or previous weeks. This module allows users to approve procedures through emails, social channel feeds and mobile devices. Bulk approvals come in handy for large quantities of timecards or expenses.  
  • Mobile-Friendly: The time and expense management module is available on the Certinia app so users can input or validate timecards and expenses. Users can also load snapshots of expense receipts. 
  • Oversee Project Profits: Users can leverage the project financials accessory to study the financial progress of a project. They receive authorization to revenue, bookings, backlog, billing, budgets and rate realization any time anywhere. This module enables users to effortlessly filter data by region, practice or group breakdowns. Users can also monitor the project's revenue costs and margins with the project or portfolio-mode views. 
  • Seamless Billing: The project financials module can be utilized to automate the bid to bill process that can be shared with a user's sales, services and finance departments. Users can also bill by time and expense, flat fee and retainer and combine several billing types for one project. This accessory also produces invoices or mixed billing events for the financial backend of a user's choosing.  
  • Set Budget and Watch Progress: Certinia PSA's project financials component has a revenue recognition extension that permits users to create revenue recognition standards to match your business needs or procedures. Users can upload revenue transactions into their financial system and receive complete transparency over what's ready to bill, what's already been billed and what's been invoiced. This tool can monitor actuals against budgets immediately as it occurs. Users can employ access and workflow restrictions to control budget approvals and requested modifications.  
  • Swift Billing and Easy-to-Find Revenue:  The billing and revenue recognition accessory permit users to pass along bills to their preferred financial system. This tool offers instant assembly of billing data as their projects are finished and submitted for flexible approval. Users can implement a protected audit trail for guaranteed compliance and effortlessly input revenue transactions into your financial application. 
  • Real-Time Data and Insights: Users can employ the dashboard and reporting accessory to promptly display performance and essential KPIs. This feature has vigorous, adaptable dashboards and reports and significant data so users can make crucial and punctual administrative decisions. Users can also develop a library of status reports for their archives and adjust automation options to email customizable reports and files. 
  • Role-Based Dashboards: The dashboard and reporting feature is equipped with personalized management dashboards. These dashboards are flexible for executives, resource managers, project managers, financiers and consultants. Users can also create data access rights that align with a particular role and divide metrics to review extra practical metrics.  
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Product Ranking

#6

among all
PSA Software

#16

among all
PSA Software

Find out who the leaders are

Analyst Rating Summary

88
92
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93
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97
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95
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Customer Relationship Management (CRM)
Dashboard and Reporting
Project Financials
Resource Management
Project Management
Project Collaboration
Project Financials
Dashboard and Reporting
Mobile Capabilities
Time and Expense Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Kantata
Certinia PSA
+ Add Product + Add Product
Customer Relationship Management (CRM) Dashboard And Reporting Mobile Capabilities Platform Capabilities Project Collaboration Project Financials Project Management Resource Management Time And Expense Management 100 100 89 82 80 100 93 100 88 93 97 95 92 100 100 93 94 95 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

75%
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User Sentiment Summary

Great User Sentiment 383 reviews
Great User Sentiment 536 reviews
85%
of users recommend this product

Kantata has a 'great' User Satisfaction Rating of 85% when considering 383 user reviews from 3 recognized software review sites.

84%
of users recommend this product

Certinia PSA has a 'great' User Satisfaction Rating of 84% when considering 536 user reviews from 5 recognized software review sites.

n/a
4.8 (9)
4.3 (346)
4.2 (438)
4.28 (21)
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3.7 (16)
4.2 (49)
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4.7 (22)
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3.6 (18)

Awards

SelectHub research analysts have evaluated Kantata and concluded it earns best-in-class honors for Customer Relationship Management (CRM) and Project Management.

Customer Relationship Management (CRM) Award
Project Management Award

SelectHub research analysts have evaluated Certinia PSA and concluded it earns best-in-class honors for Mobile Capabilities, Project Collaboration and Project Management.

Mobile Capabilities Award
Project Collaboration Award
Project Management Award

Synopsis of User Ratings and Reviews

On-Par Customer Support: Approximately 94% of users say Kantata's customer support and/or designated software expert is efficient in providing resources and troubleshooting issues.
Effective Performance: The platform's speed and quality of performance is excellent, as stated by 66% of users.
Flexible: Nearly 80% of users reported Kantata as a flexible solution that is configurable to their business needs.
Features Aplenty: Kantata has an assortment of various accessories to streamline productivity and display the overall health of a project including data and analytics, project overview, time and expense tracking, quote management and more, according to 68% of users.
Useful Mobile App: Precisely 71% of users say the mobile app is proficient with timesheets and the ability to take photos of receipts.
Integratable: Kantata integrates with several programs including Peoplesoft Financials, Sage Intacct and resource management tools, as stated by 73% of users.
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Friendly Interface: Precisely 62% of users stated that the program has an easy implementation process and an intuitive user interface.
Strong Performance: Certinia PSA is a single source of information that streamlines procedures and manages projects, teams, patrons and financial tasks, as stated by 65% of users.
Oodles of Features: This solution is equipped with a wide range of features including time tracking, resource planning and allocation, reporting, forecasting, bank reconciliation and more, according to 67% of users.
Smooth Integrations: Roughly 94% of users say the software can merge with other solutions such as Salesforce, Excel, NetSuite, Certinia Accounting, other CRM programs and more.
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Steep Learning Curve: Kantata's extensive customization options and complex interface can be overwhelming for new users, leading to a prolonged onboarding process and potential frustration.
Resource Management Challenges: Some users find it difficult to effectively manage resources and allocate tasks due to limitations in resource forecasting and scheduling tools.
Reporting Limitations: Generating customized reports or accessing real-time data insights can be cumbersome, requiring manual effort or workarounds.
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Customization Limitations: Certinia PSA's customization options may not be as extensive as some users require, potentially leading to workarounds or compromises in tailoring the platform to specific workflows.
Usability Challenges: The user interface and overall user experience of Certinia PSA can be complex and require a significant learning curve, particularly for new users or those transitioning from other PSA solutions.
Reporting Flexibility: Generating customized reports or accessing specific data points within Certinia PSA may require advanced knowledge or technical expertise, potentially hindering efficient data analysis and decision-making.
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Overall, users find Kantata a robust PSA program with an extensive amount of features such as quote management, capital management, time and expense tracking, reporting, invoicing, project overview and more. It's configurable, so users may adjust it to fit their business practices. It's built on Salesforce and integrates with Peoplesoft Financials, Sage Intacct and separate resource management applications. Customer support and designated software experts offer helpful troubleshooting techniques and resources. Although the user interface is a bit difficult to master and the implementation process is long, most users believe Kantata is well worth it.

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Certinia PSA is an effective PSA application that extends a full variety of features to its users. Its interface is user friendly and the implementation process is straightforward, avoiding confusion. It also integrates with other programs such as NetSuite, Salesforce, Salescloud, Certinia Accounting, other financial management solutions and more. Certinia PSA's overall performance expedites routine operations and governs projects, teams, customers and financial duties with ease, making it a robust and handy software.

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Screenshots

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