Kantata
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.
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FreshBooks
FreshBooks simplifies the invoicing and billing process for small enterprises. Renowned as a leading accounting and invoicing solution, FreshBooks caters to both self-employed individuals and small businesses alike. By streamlining invoicing and billing tasks, it enables companies to focus on their passions and core activities. Its extensive array of robust features encompasses expense tracking, time management, and payment processing capabilities. Moreover, the FreshBooks mobile application empowers users to manage their finances from any location, enhancing flexibility and productivity. This combination of features and convenience makes FreshBooks an invaluable asset for any small business.
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Hubstaff
Elevate your productivity with Hubstaff!
Hubstaff provides time-tracking applications compatible with desktop, web browsers, and mobile devices. Once you initiate time tracking for a specific task, Hubstaff seamlessly operates in the background, using minimal resources while you focus on your work. Switching between tasks or stopping the timer is a breeze and can be done in just a few clicks. Monitoring your team's performance can be daunting, but Hubstaff is packed with excellent features designed to help you assess their productivity effectively.
To maximize Hubstaff's benefits, it's essential to establish clear expectations for your team. This tool allows you to analyze each member's average productivity over time, helping you spot areas for improvement or shifts in their performance. Essentially, the more consistently you utilize Hubstaff, the more insightful your results will become.
Additionally, Hubstaff is available across multiple platforms, including Mac, Windows, Linux, iOS, and Android, ensuring you can track productivity wherever you are.
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Clockify
Engineered by CAKE.com, Clockify functions as a high-efficiency hub for logging hours and managing labor through a remarkably intuitive layout. It strips away complexity, offering a purpose-built toolset that aligns perfectly with modern professional workflows.
Actionable Intelligence & Billing
The transition from recording time to evaluating performance is seamless. By categorizing tasks as remunerable or internal, you eliminate the headache of manual bookkeeping.
Automated Invoicing: Convert tracked hours into professional bills instantly.
Fiscal Precision: Enhance your bottom line by removing human error from budget tracking and project estimates.
Orchestrating Your Workforce
Clockify doubles as a comprehensive resource management platform. Rather than juggling multiple spreadsheets, you can oversee your entire team's availability in one place.
Leave Management: Centralize PTO requests and formalize company-wide time-off policies.
Shift Planning: Designate specific duties and hours, then use the visual timeline to monitor capacity. This prevents burnout by ensuring work is distributed evenly across the board.
Strategy Optimization: Use historical data to identify "time sinks." These insights allow you to pivot your daily focus and plan future ventures with much higher accuracy.
Connectivity & Legacy
The software acts as a universal connector, linking with over 100 third-party platforms like Zapier and Jira, as well as its sister productivity tools, Plaky and Pumble.
With a pedigree dating back to 2009, the developers have spent over a decade refining the experience. To top it off, they provide 24/7 live human assistance to every single user—even those utilizing the complimentary version of the app.
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