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Description

KEBS.ai is an AI-powered Professional Services Automation (PSA) platform designed for consulting firms, IT services companies, and other professional services organizations. It connects the entire Quote-to-Cash lifecycle in a single intelligent platform, helping businesses manage and optimize the journey from opportunity and quoting through project delivery, financial management, billing, and revenue realization. KEBS.ai brings CRM, quoting, project management, resource and capacity planning, time tracking, project financials, billing, invoicing, and revenue forecasting together, eliminating disconnected systems and fragmented data across sales, delivery, finance, and operations. This unified approach gives leadership real-time visibility into pipeline, project performance, resource utilization, revenue, profitability, and potential risks. Built with AI at its core, KEBS.ai provides intelligent insights and proactive recommendations to help professional services organizations make better decisions. Its AI capabilities can identify utilization gaps, highlight timesheet and effort mismatches, detect potential revenue leakage, provide billing recommendations, monitor project performance, and forecast revenue risks before they impact profitability. KEBS.ai helps organizations improve project margins, increase resource utilization, accelerate billing, reduce revenue leakage, strengthen forecasting accuracy, and improve operational efficiency. By connecting pipeline, projects, people, and profit, it enables services leaders to move from reactive management to proactive, data-driven decision-making. Whether managing a growing consulting practice, IT services organization, or complex multi-project delivery environment, KEBS.ai provides the visibility, intelligence,

Description

Polaris self-driving professional services automation (PSA) employs cutting-edge technology to assess real-time data and provide insights to maintain project timelines, resource allocation, and financial health. With the inclusion of MissionControl in Polaris PSA, users gain immediate access to all essential metrics required for efficient task management. This consolidation ensures that project details, financials, and resource information are housed in a singular, easily accessible location. By utilizing an updated and live overview of the operations, you can exercise control and implement timely adjustments as necessary. Harness both historical and current data to swiftly respond to fluctuations and make informed decisions on the spot. Establish a clear framework and methodology to effectively oversee projects, resources, and finances, while seamlessly applying standardized processes and workflows throughout your organization. Achieving alignment among all team members is crucial for consistent execution and fostering growth, and this is made possible through the customizable PSA software. Additionally, this innovative approach not only enhances operational efficiency but also positions organizations to better navigate the complexities of project management in an ever-evolving landscape.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365 Yes 
Salesforce Yes 
ADP BizPro No 
BambooHR No 
Box No 
JD Edwards EnterpriseOne No 
Jira Yes 
MYOB AccountRight No 
Namely No 
Oracle Cloud Infrastructure No 
Paychex Flex No 
QuickBooks Online No 
SAP Concur No 
SAP SuccessFactors Yes 
Sage Intacct No 
ServiceNow No 
Slack No 
Workday Extend No 
Wrike No 
Xero No 

Integrations

Microsoft Dynamics 365 Yes 
Salesforce Yes 
ADP BizPro Yes 
BambooHR Yes 
Box Yes 
JD Edwards EnterpriseOne Yes 
Jira No 
MYOB AccountRight Yes 
Namely Yes 
Oracle Cloud Infrastructure Yes 
Paychex Flex Yes 
QuickBooks Online Yes 
SAP Concur Yes 
SAP SuccessFactors No 
Sage Intacct Yes 
ServiceNow Yes 
Slack Yes 
Workday Extend Yes 
Wrike Yes 
Xero Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$29 per month
Free Trial No 
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 No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
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

KEBS AI

Founded

2018

Country

United States

Website

kebs.ai/

Vendor Details

Company Name

Polaris

Founded

1996

Country

United States

Website

www.replicon.com/polaris-psa/professional-services-automation-software/

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage Yes 
Email Marketing No 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals Yes 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management No 

OKR

Benchmarking No 
Feedback Management No 
Goal Management No 
KPIs No 
Prioritization No 
Progress Tracking No 
Strategic Planning No 

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 

Project Management

Agile Methodologies No 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking Yes 
Portfolio Management No 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies No 

Product Features

Professional Services Automation

Billing & Invoicing No 
CRM No 
Client Portal No 
Collaboration Tools No 
Document Management No 
Portfolio Management No 
Project Management No 
Proposal Generation No 
Quote Management No 
Resource Management No 
Time & Expense Tracking No 

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