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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
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
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
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