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KantataKantata 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.
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BreatheIf your employee details are spread across spreadsheets, emails and disconnected apps, Breathe brings them together. It's a UK HR platform launched in 2012 for small and medium-sized businesses. More than 17,000 of them use it, along with over 1,000 UK HR consultancies. Three everyday HR problems Breathe fixes Information everywhere: one central, accurate record for every employee. Endless chasing: staff book leave, sign documents electronically and follow shared workflows. A small HR team: start with the essentials and add more as you grow. The essentials: Core HR Store records and documents securely, manage holiday and leave, track sickness and absence, and let staff update their own details. Collect e-signatures, set goals, run one-to-ones and reviews, and spot trends with built-in reports. Optional extras Rota, Time and Attendance: plan shifts and track hours Expenses: claims, receipts and manager sign-off Recruitment: advertise roles and follow each candidate Health and Safety: risk assessments, incidents and compliance evidence e-Learning: assign UK-specific courses and see who's completed what Breathe is also building an AI Assistant to answer HR and policy questions, and plans to launch payroll in late 2026. Who gets the most from it UK organisations with up to 200 people, particularly charities, schools, healthcare, retail, start-ups and professional services firms with lean HR. If you need multinational payroll, global compliance or enterprise workforce planning, weigh it up first. Pricing, support and security Plans start from £24 a month for your whole organisation, with no long-term contracts or hidden fees. Try it free for 14 days, with UK-based support from setup onwards. Breathe holds ISO 27001 and ISO 42001 accreditation and keeps your data in UK data centres, protected by encryption and access controls.
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Project InsightProject Insight is strategic project, program, and portfolio management software designed to give growing organizations a complete picture of work across departments, teams, and systems. It connects the data behind projects so leaders can make confident decisions about priorities, investments, resources, and delivery. Project Insight provides the connected project data backbone organizations need for accurate executive reporting, financial forecasting, strategic planning, and AI analysis. Leaders can see whether they have enough capacity, understand project costs, and determine whether teams can deliver on their commitments. The platform combines project intake and prioritization, resource planning, scheduling, time tracking, budgeting, approvals, and portfolio reporting. Configurable workflows and multiple project views give teams flexibility while maintaining consistent information for leadership. Native integrations with Jira and Azure DevOps, along with connections to Microsoft, Salesforce, ServiceNow, and HubSpot, help organizations bring information together without replacing the tools their teams already use. Built-in AI capabilities support resource recommendations, capacity forecasting, project template generation, meeting action items, and what-if simulations. Whether building a PMO or scaling an established one, Project Insight offers customizable processes, dedicated onboarding support, and free view-only seats to help organizations grow without losing visibility into their work.
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DeskTimeDeskTime is a 100% automated time tracking and workforce management solution that helps businesses transition from manual guesswork to data-driven growth. Designed for remote, hybrid, and office-based teams, it eliminates the administrative burden of timekeeping while boosting team productivity by up to 30%. 🚀 ⚡Automation That Works in the Background The core advantage of DeskTime is its "set-it-and-forget-it" approach. The software launches the moment a computer starts, providing an accurate record of arrival and departure times without requiring employees to toggle manual timers. This ensures 100% accurate data for payroll and eliminates the risk of human error. ⏱️ 📊Performance & Productivity Insights DeskTime doesn’t just track hours—it analyzes performance. It automatically categorizes applications and URLs into "Productive" and "Unproductive" groups, enabling managers to view real-time efficiency scores and identify potential burnout before it occurs. 📈 📅Full-Cycle Workforce Management Simplify your HR operations with integrated tools: ✅ Shift Scheduling: Plan and assign work shifts directly in the app to ensure coverage and avoid overstaffing. ✅ Absence Calendar: Centralize leave management. Track vacations, sick days, and business trips in a single view. ✅ Project Tracking: Assign time to specific projects and tasks for transparent client billing and precise project costing. ✅ In-Depth Reporting: Generate customizable reports and exports for payroll, audits, or executive summaries. 🔒 Security and Privacy by Design DeskTime is built with enterprise-grade security, including ISO 27001 certification and GDPR compliance. Features like "Private Time" mode and optional blurred screenshots ensure that employee privacy is respected while maintaining high standards of accountability. 🛡️ Transform your team's workflow and regain control over your most valuable resource with DeskTime.
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PlanfixThe Planfix platform empowers organizations to oversee their complete business operations online. No matter the size or sector of the company, Planfix serves as an exceptional tool for project and work management. This platform provides your organization with a highly customizable management system, allowing for tailored process designs and visual elements to suit your needs. Combining features such as task and project management, CRM, sales, marketing, production, logistics, support services, accounting, and human resources, Planfix offers a comprehensive solution that integrates various aspects of business operations. Data flows smoothly between teams, ensuring that a transaction at the implementation phase can seamlessly evolve into a project and then be handed over to support. Planfix is ideal for a diverse range of entities, including businesses, non-profit organizations, public associations, and any collective striving towards a mutual goal. With the trust of 7,724 companies, it streamlines business workflows for over 68,000 users, enhancing efficiency and collaboration across the board. The versatility and robustness of the Planfix platform make it a valuable asset for any organization aiming to improve its operational effectiveness.
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ConnecteamConnecteam is a comprehensive mobile application tailored for employees who work outside of traditional desk environments. It offers essential tools for overseeing and coordinating field staff, featuring options for communication, workflow management, scheduling, and time tracking. With just a few simple clicks, you can unify your mobile workforce. The desktop Launchpad enables seamless collaboration, operational management, skill development, and employee engagement monitoring. In no time, you can design a fully-branded mobile app for your organization, incorporating elements like safety checklists, orientation programs, product catalogs, and shift management features. Additionally, you have the flexibility to personalize the app's functionalities to meet your specific requirements. You can also analyze team interactions with company resources, allowing you to identify areas for improvement and enhance efficiency. Connecteam empowers both managers and employees to streamline their processes, enabling a greater focus on growth. The platform supports various integrations, including Google Calendar, Gusto, QuickBooks Payroll, Xero, and more, ensuring a seamless experience for users. Ultimately, this all-in-one solution is designed to enhance productivity and engagement among non-desk employees.
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ZaharaZahara's cloud-based solution streamlines budget management and supplier interactions while facilitating multi-tier purchase and delivery approvals, as well as invoice reconciliation. The platform integrates flawlessly with leading accounting software like QuickBooks Online and Xero, offering growing SMEs enhanced visibility and centralized oversight of their procurement activities. Zahara is designed to regulate spending within a business by automating the entire purchasing process, from the initial request through to vendor purchase order issuance. Additionally, it manages the receipt of deliveries and ensures that vendor invoices are accurately matched and processed before being forwarded to the finance department. With Zahara, organizations can achieve greater control over their expenditures while significantly accelerating their processing times, ultimately leading to more efficient operations. This comprehensive approach to purchase management not only simplifies the workflow but also empowers teams to make informed financial decisions.
What is ZEP?
ZEP — The new standard for projects.
ZEP is the software for Management Consulting, IT Consulting and Engineering: book hours against clients and projects, steer utilization and margins, from the proposal to the invoice. Four product lines cover the path from the first booked project hour to organization-wide control — you start with the line your business needs today and move up as it grows, keeping your data.
ZEP Track — Project Time Tracking: your team books hours against clients and projects, budgets and absences sit in one place, and the payroll export is included.
ZEP Control — Project Management: plan tasks and capacity and see what a project earns. Revenue, costs and utilization come out of the hours your team has booked.
ZEP Operations — Professional Services Automation: the entire project lifecycle in one system — proposal, booked hours, travel expenses, suppliers, invoicing and the export to project-specific financial accounting.
ZEP Business — ERP for Professional Services: run the project business across several entities, with internal cost allocation, document management, HR and resource planning included.
The AI chat (ZEP Assistant) is included in all four lines at no extra cost, as are all interfaces: ZEP's own REST and SOAP APIs, single sign-on and an unlimited number of third-party integrations.
Get to know ZEP in an online presentation or test it free of charge for 30 days.
For teams without a project business, ZEP Clock covers working hours, overtime and absences including the payroll export, with travel expense management and HR available as optional add-ons. It is a line of its own — a switch into the project-based lines is not planned.
ZEP GmbH, based in Ditzingen near Stuttgart, has been developing software for project-based companies for more than 25 years. Around 3,000 companies run their project business with ZEP. ZEP is developed and hosted in Germany and certified to ISO 27001.
What is Bonsai?
Bonsai serves as a comprehensive management tool designed specifically for small enterprises and solo professionals. Among its most utilized features is financial management, which encompasses all essential aspects for owners to effectively oversee their finances and reach their profitability targets, including invoicing and payments, accounting, taxation, and banking solutions. The platform boasts a user-friendly and streamlined dashboard that facilitates ease of use.
With Bonsai, small and medium-sized businesses can effortlessly monitor their revenue and automate the classification of expenditures to optimize tax deductions. It allows entrepreneurs to expedite payment processing by generating professional invoices in mere seconds, complete with global payment options and automatic payment reminders.
Beyond financial capabilities, Bonsai also delivers an integrated client and project management system. This system features contracts with e-signatures, proposal creation, customer relationship management (CRM), client forms, scheduling tools, time tracking, and additional functionalities essential for effectively managing and expanding a business. Users can also craft personalized contracts and proposals using a library of over 1,000 templates provided by Bonsai.
All of Bonsai’s functionalities are interconnected and automated, establishing it as a holistic business process management solution that conserves both time and resources. By adopting Bonsai, business owners can focus on growth while the platform manages the operational details seamlessly. Ultimately, Bonsai empowers users to streamline various aspects of their business, fostering efficiency and success.
Integrations Supported
HubSpot CRM
HubSpot Customer Platform
DATEV
HRworks
Integrations Supported
HubSpot CRM
HubSpot Customer Platform
AI Agent Builder
Calendly
ClickUp
Google Calendar
Google Drive
Google Sheets
API Availability
API Availability
Pricing Information
4,50€/user/month
ZEP starts at 4,50€ per user per month.
Free Trial Offered?
Pricing Information
$17 per month
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Supported Platforms
SaaS
Android
iPhone
iPad
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
Training Options
Documentation Hub
Online Training
Company Facts
Organization Name
ZEP GmbH
Date Founded
2000
Company Location
Germany
Company Website
www.zep.de/en/
Company Facts
Organization Name
Bonsai
Date Founded
2016
Company Location
United States
Company Website
www.hellobonsai.com/
Categories and Features
Absence Management
Analytics/Reporting
Attendance Tracking
Overtime Management
Time Off Management
Timesheet Management
Billing and Invoicing
Billing Portal
Customer Portal
Customizable Invoices
Invoice History
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
Legal Time Tracking
Not specified
Project Management
Budget Management
Client Portal
Cost-to-Completion Tracking
Milestone Tracking
Resource Management
Time & Expense Tracking
Project Planning
Due Date Tracking
Prioritization
Progress Tracking
Resource Management
Task Management
Time Tracking
Billing & Invoicing
Employee Database
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Travel Management
Expense Reporting
Mobile Access
Policy Management
Profile Management
Reminders
Travel Planning
Categories and Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Expense Tracking
Multi-Currency
Project Accounting
Tax Management
AI Contract Generators
Not specified
Billing and Invoicing
Billing Portal
Customer Portal
Customizable Invoices
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Tax Calculator
Bookkeeping
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Expense Tracking
Revenue Recognition
Spend Management
Tax Management
Business Bank Accounts
Billing & Invoicing
Business Credit Cards
Checking Account
Expense Management
No Fee Payments
Spend Management
Business Management
Billing & Invoicing
CRM
Financial Management
Project Management
Scheduling
Time & Expense Tracking
Contract Management
Contract Lifecycle Management
Electronic Signature
Pre-built Templates
Workflow Management
CRM
Calendar/Reminder System
Quotes / Proposals
Task Management
Expense Report
Invoice Management
Multi-Currency
Receipt Management
Time Tracking
Workflow Management
Forms Automation
Collaboration
Drag & Drop
Remote Document Access
Rules-Based Workflow
Text Editing
Law Firm Accounting
Not specified
Legal Time Tracking
Not specified
Project Accounting
Not specified
Proposal Management
Automatic Formatting
Collaboration
Contact Management
Document Management
Electronic Signature
Task Management
Templates
Real Estate Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Contract Management
Reporting / Analytics
Task Management
Collaboration
Gantt Charts
Progress Tracking
Recurring Tasks
Task Planning
Task Scheduling
Task Tracking
Time Tracking
Tax Planning
Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
State & Local Planning
Tax Return Diagnostics
Tax Preparation
Not specified
Time Tracking
Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Workflow Management
Business Process Automation
Document Management
Forms Management
No-Code
Task Management
Workflow Configuration