Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Organizations that operate on a project basis encounter a variety of complex accounting and financial reporting obligations, stemming from both internal dynamics and an increasingly demanding regulatory landscape. Within these organizations, project accounting often transcends various organizational structures and geographical locations, as matrix management necessitates adaptable project reporting solutions. Projects can vary greatly in duration, ranging from just a few days or weeks to several years, during which budgets are subject to numerous revisions. Furthermore, the challenges of regulatory compliance and the imperative for clear revenue recognition add additional pressure to the project accounting process. Balancing these diverse requirements through a unified accounting software system demands minimal administrative burden while maximizing flexibility, making it a formidable task for project-based organizations. Ultimately, success in this area can significantly enhance operational efficiency and financial accuracy.

Description

Klient offers a complete suite of professional services automation, including services proposals and CPQ, project and collaboration management, time & expense management, resource management, billing and revenue recognition. Klient PSA (formerly Krow), is a tool that transforms client delivery. It provides a single, unified solution for companies and services teams. It also provides the most connected and collaborative platform to customer success. Klient PSA was built 100% natively on Salesforce. It is designed with customers in mind, allowing project teams to work with customers from sales to service delivery. Klient offers a complete professional service automation suite, including services proposals and CPQ, project and collaboration management, resource management, billing and revenue recognition.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Breadwinner No 
HubSpot CRM No 
HubSpot Customer Platform No 
InboxCRM by AppEQ No 
Jira No 
NetSuite No 
Pipedrive No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Sage Intacct No 
Salesforce No 
Salesforce Agentforce 360 Platform No 
Slack No 
Xero No 
Zendesk No 
Zendesk Sell No 

Integrations

Breadwinner Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
InboxCRM by AppEQ Yes 
Jira Yes 
NetSuite Yes 
Pipedrive Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Sage Intacct Yes 
Salesforce Yes 
Salesforce Agentforce 360 Platform Yes 
Slack Yes 
Xero Yes 
Zendesk Yes 
Zendesk Sell Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$15 per user per month
Billed annually
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Epicor Software

Founded

1972

Country

United States

Website

www.epicor.com/en-us/industry-productivity-solutions/modules/planning-and-scheduling/project-accounting/

Vendor Details

Company Name

Klient PSA

Founded

2014

Country

Canada

Website

klient.com

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management No 

Product Features

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal Yes 
Collaboration Tools Yes 
Document Management Yes 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation Yes 
Quote Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 

Alternatives

Quanta Reviews

Quanta

Quanta Financial
Mission Control Reviews

Mission Control

Aprika Business Solutions
Metric.ai Reviews

Metric.ai

Measured Analytics
Inspire Planner  Reviews

Inspire Planner

Inspire Planner Inc.