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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

As an agency grows, information can get lost in the heads of people or spread across multiple systems. This can lead to lost control, wasted time, and even loss of profits. Agency management software combines all the information you need to manage your clients, projects, and finances in one place. You can save time and let everyone see the information they need. This software also gives you real-time data that will help you make informed decisions to improve your agency's performance. Intelligent agency management software gives you a clear view of your agency's performance, profitability, and capacity utilization. You can easily see the profitability of each client and project, and pinpoint areas where you need to focus your efforts. Accurate quotes can reduce under-quoting or over-delivering, and billing plans can ensure regular payments.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

GROW with SAP Yes 
Jira Yes 
MYOB No 
Microsoft Dynamics 365 Yes 
Microsoft Teams Yes 
QuickBooks Enterprise Yes 
QuickBooks Online No 
SAP SuccessFactors Yes 
Sage 50 No 
Salesforce Yes 
Tally Yes 
Xero No 
Zoho CRM Yes 

Integrations

GROW with SAP No 
Jira No 
MYOB Yes 
Microsoft Dynamics 365 No 
Microsoft Teams No 
QuickBooks Enterprise No 
QuickBooks Online Yes 
SAP SuccessFactors No 
Sage 50 Yes 
Salesforce No 
Tally No 
Xero Yes 
Zoho CRM No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$19 per user per month
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 Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
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) 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

KEBS AI

Founded

2018

Country

United States

Website

kebs.ai/

Vendor Details

Company Name

Synergist Express

Founded

2003

Country

United Kingdom

Website

www.synergist.co.uk

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

Job Costing

Bills of Material No 
Budgeting & Forecasting Yes 
Change Orders No 
Cost-to-Completion Tracking Yes 
Invoice Management Yes 
Overrun Reporting Yes 
Percent-Complete Tracking Yes 
Production Cost Tracking Yes 
Purchase Order Management Yes 
Quotes / Estimates Yes 
Time Tracking Yes 
Work Order Management Yes 

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 Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

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