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Description

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. That’s why professional services organizations across software, IT services, management consulting, and marketing agencies rely on Kantata to operate with greater precision, predictability, and profitability

Description

We offer a customized agile software solution designed to effectively plan, execute, and manage your projects. By attentively considering both your business and IT challenges, we seek out logical solutions that prioritize simplicity and efficiency, even if that means opting for alternatives to Rationalk. We place a strong emphasis on the security of our software and the confidentiality of your sensitive data. Additionally, we strive to minimize our environmental footprint through practices such as remote work, video conferencing, and partnering with local and eco-friendly suppliers. You can share your primary project management challenges with us, and we will promptly assess whether Rationalk can address them. Our data exchange is secured with encryption (TLS/SSL) and operates under the HTTPS protocol, ensuring that communications between your browser and server remain protected from interception. Furthermore, any attempts at password hacking are swiftly detected, prompting immediate safeguards for user accounts. We are committed to providing a reliable and secure project management experience that meets your needs while considering the greater good.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

APIANT Yes 
Expensify Yes 
Forcemanager Yes 
Gentics Yes 
Google Calendar Yes 
Google Drive Yes 
HubSpot Customer Platform Yes 
JFrog Artifactory Yes 
Jira Work Management Yes 
Meltano Yes 
PayPal Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Rippling Yes 
Shift Yes 
Slack Yes 
Track.ly Yes 
Zapier Yes 
Zoho Flow Yes 
Zoho RPA Yes 

Integrations

APIANT No 
Expensify No 
Forcemanager No 
Gentics No 
Google Calendar No 
Google Drive No 
HubSpot Customer Platform No 
JFrog Artifactory No 
Jira Work Management No 
Meltano No 
PayPal No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Rippling No 
Shift No 
Slack No 
Track.ly No 
Zapier No 
Zoho Flow No 
Zoho RPA No 

Pricing Details

Custom pricing available. Kantata offers multiple license types with flexible packaging to meet your unique needs. Contact Kantata for details.
Free Trial No 
Free Version No 

Pricing Details

$2000.00/year
Free Trial Yes 
Free Version Yes 

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) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

Kantata

Founded

2008

Country

United States

Website

www.kantata.com

Vendor Details

Company Name

Rationalk

Founded

2017

Country

Switzerland

Website

rationalk.ch/en

Product Features

Business Intelligence

Ad Hoc Reports No 
Benchmarking No 
Budgeting & Forecasting Yes 
Dashboard No 
Data Analysis No 
Key Performance Indicators No 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics No 
Profitability Analysis Yes 
Strategic Planning Yes 
Trend / Problem Indicators No 
Visual Analytics Yes 

Collaboration

Brainstorming Yes 
Calendar Management No 
Chat / Messaging Yes 
Contact Management No 
Content Management Yes 
Document Management Yes 
Project Management Yes 
Real Time Editing No 
Task Management Yes 
Version Control Yes 
Video Conferencing No 

Financial Management

Budgeting & Forecasting Yes 
Cash Management No 
Consolidation / Roll-Up Yes 
Currency Management No 
Financial Reporting Yes 
Investment Management No 
Project Management Yes 
Revenue Recognition Yes 
Risk Management No 
Tax Management No 

IT Project Management

Bug Tracking Yes 
Issue Management Yes 
Milestone Tracking Yes 
Percent-Complete Tracking Yes 
Portfolio Management Yes 
Prioritization Yes 
Product Roadmapping No 
Requirements Management No 
Resource Management Yes 
Status Tracking Yes 
Supports Agile Yes 
Supports Scrum Yes 
Task Management Yes 
Testing / QA Management Yes 
Time & Expense Tracking Yes 

Professional Services Automation

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

Project Planning

Agile Methodologies Yes 
Budget Management Yes 
Collaboration Tools Yes 
Due Date Tracking Yes 
Gantt Charts Yes 
Kanban Board Yes 
Prioritization Yes 
Progress Tracking Yes 
Resource Management Yes 
Task Management Yes 
Template Management Yes 
Traditional Methodologies Yes 

Project Portfolio Management

Budget Management Yes 
Collaboration Yes 
Dashboard Yes 
Issue Management Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Project Planning Yes 
Requirements Management No 
Resource Management Yes 
Status Tracking Yes 
Task Management Yes 
Time & Expense Tracking Yes 

Resource Management

Capacity Management Yes 
Data Visualization Yes 
Demand Forecasting Yes 
Drag & Drop Yes 
Employee Scheduling Yes 
Filtered Search Yes 
Resource Allocation Yes 
Skills Tracking Yes 
Utilization Management Yes 

Strategic Planning

Budgeting & Forecasting Yes 
Dashboard Yes 
Goal Setting / Tracking Yes 
Idea Management Yes 
KPIs Yes 
Modeling & Simulation Yes 
Roadmapping No 
Scenario Planning Yes 
Scorecards Yes 

Time and Expense

Activity Tracking Yes 
Billable Hours Tracking Yes 
Billing Rate Management Yes 
Expense Tracking Yes 
Invoice Processing Yes 
Multiple Billing Rates Yes 
Project Tracking Yes 
Reimbursement Management Yes 
Time Tracking by Client Yes 
Time Tracking by Project Yes 

Time Tracking

Automatic Time Capture Yes 
Billable & Non-Billable Hours Yes 
Billing & Invoicing Yes 
Employee Database No 
Expense Tracking Yes 
Mobile Time Tracking Yes 
Multiple Billing Rates Yes 
Offline Time Tracking No 
Online Time Tracking Yes 
Overtime Calculation No 
Time per Project Reporting Yes 
Timesheet Management Yes 
Vacation / Leave Tracking Yes 

Work Management

Access Roles / Permissions Yes 
CRM No 
Calendar Management No 
Collaboration Tools Yes 
File Storage / File Sharing Yes 
Kanban Yes 
Messaging / Discussion Yes 
Performance Metrics Yes 
Project Management Yes 
Reporting / Analytics Yes 
Resource Management Yes 
Strategic Planning Yes 
Task Management Yes 
Time Tracking Yes 
Version Control No 
Workflow Management Yes 

Product Features

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools Yes 
Compliance Tracking No 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management No 
File Recovery Yes 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

Project Management

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

Project Portfolio Management

Budget Management No 
Collaboration No 
Dashboard No 
Issue Management No 
Milestone Tracking No 
Portfolio Management No 
Project Planning No 
Requirements Management No 
Resource Management No 
Status Tracking No 
Task Management No 
Time & Expense Tracking No 

Project Tracking

Collaboration Tools No 
Cost-to-Completion Tracking No 
Gantt Charts No 
Kanban Board No 
Milestone Tracking No 
Percent-Complete Tracking No 
Prioritization No 
Status Tracking No 
Time & Expense Tracking No 

Strategic Planning

Budgeting & Forecasting No 
Dashboard No 
Goal Setting / Tracking No 
Idea Management No 
KPIs No 
Modeling & Simulation No 
Roadmapping No 
Scenario Planning No 
Scorecards No 

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