Kantata Professional Services Automation (formerly Mavenlink+ Kimble) Reviews & Product Details

I like the user interface; I think it is very easy to navigate. Having everything in one place is a huge advantage versus disconnected spreadsheets and various systems. I also like the integration to Salesforce, as maintaining and connecting with the data in Kantata is very important. Review collected by and hosted on G2.com.

I think a lot of work needs to be done around the templates and the Gantt chart. The Gantt chart is subpar, and a lot of our clients are used to leveraging Microsoft Project, so it really isn't up to the level of their expectations. The templates have issues too; we can't put custom fields in there. Creating a template from a project requires a lot of manual intervention, which is really tricky and not supportive of how they’re presented during sales demos. Also, it would be great to have the ability to create a project from a project, as our projects have many line items, making them too long to create a template from. I guess there are limitations around the current templates, and if there's no plan to improve them, presenting them as a foundational core for the product going forward doesn't seem right. Review collected by and hosted on G2.com.

I like that I can manage different sets of data in one place, making my work more efficient. I'm able to see all projects' financial components in one place, which is very convenient. Kantata Professional Services Automation allows me to connect revenue recognition with resource planning for both closed-won projects and those in the pipeline. Project managers can collaborate with delivery managers to plan projects efficiently, and I can see in real-time which months' resources are under- or over-planned, which helps in making necessary project assignment corrections. This integration also allows assignments and milestones to create a revenue forecast controlled by both delivery and project managers. I'm ready for scaling since Kantata allows us to manage more resources, revenue, pipeline, and projects in one system. Review collected by and hosted on G2.com.

I heard feedback that we have too many clicks in Kantata to get things in. This issue was shared by both project managers and solutioners. It would be great to make sure that the data input is done once and automatically populated in all Kantata sections where needed. Review collected by and hosted on G2.com.

It’s purpose-built for professional services firms. We’ve built a strong, active partnership with the Kantata team—from onboarding through ongoing support—and they’ve consistently helped us stay focused on driving long-term value. Review collected by and hosted on G2.com.

The platform doesn’t feel particularly flexible or customizable, and the integrations that are available seem fairly limited. On top of that, it’s priced quite high. That said, they have active strategic development plans that are likely to keep it ahead of the competition. Review collected by and hosted on G2.com.

I appreciate that Kantata Professional Services Automation is able to accurately track and record time and resources. Review collected by and hosted on G2.com.

I'm quite frustrated by Kantata. The interface is slow and unintuitive, which makes it unpleasant to deal with. It often crashes, especially in Gantt view, and tasks don't load well. Notifications are 'all or nothing,' which is not helpful. The field input is very limited, and the UX is slow and clunky. The UI feels plain and not user-friendly. The Gantt view is not very helpful since it's often too zoomed in and searching doesn't display child tasks, making it useless. The description fields on tasks are extremely limited in character limit and functionality. Additionally, it's very slow to update, and things mess up when two people edit simultaneously because syncing doesn't happen properly. I feel like we're still in the 'initial setup' phase even after 3 years. Review collected by and hosted on G2.com.

The overall system is great to use once you get the hang of it, bit of learning curve if you are the system admin and use it frequently. Plenty of useful features but could use some refinement and a faster release cycle. Constantly releasing easy to implement features and updates. When in a fix the customer service team is highly responsive. I am an admin at my organisation and use it every day so I find it very useful to manage projects. Not using a lot of integrations, but the ones we do work very well. Review collected by and hosted on G2.com.

Some of the features lack refinement, for example the tasks should not be time trackable once they have been marked as completed. Estimations should allow for multiple scenarios. There's integration with Google but our organisation uses Microsoft instead and it would be great if this was offered. Review collected by and hosted on G2.com.

I use Kantata Professional Services Automation for Resource management, project tracking, and financial reviews. I appreciate the Expertise agent and the Revenue forecast reporting that we can have. The workflow studio is a new concept for us but is one of those exciting upgrades I would like to explore. It's really helpful having the agents because I just ask the questions and get answers to many complex questions related to staffing. Review collected by and hosted on G2.com.

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Kantata Professional Services Automation provides strong end-to-end visibility across project delivery, resource management, and financial performance. I particularly value the integrated approach that connects project planning, time and expense tracking, resource allocation, and revenue forecasting in a single platform. The reporting and analytics capabilities are helpful for understanding project health, utilization, and margins, and the system supports structured governance and scalability for professional services organizations. Overall, it helps improve transparency, decision-making, and operational discipline across projects. Review collected by and hosted on G2.com.

While powerful, Kantata can feel complex and less intuitive for new or occasional users, especially when navigating advanced features or configurations. Some processes require multiple steps or workarounds, which can impact efficiency and user adoption. Customization and reporting flexibility, while strong, often require significant setup effort or technical expertise. Additionally, integrations with other enterprise systems may require careful configuration and ongoing maintenance to ensure data consistency. Review collected by and hosted on G2.com.

I like Kantata Professional Services Automation because the platform is user-friendly, making it easy to learn and use. I appreciate how it allows me to know what tasks I'm assigned to, find past work, manage time efficiently, and determine the profitability of tasks. It's simple to locate the details I need at a glance. I enjoy the customization aspect, as I've updated task statuses to match our agency's unique project stages, which enhances clarity. The integration with Google, where we keep our project files, also works well for me. Lastly, the initial setup was easy. Review collected by and hosted on G2.com.

I wish that tasks were rolling, instead of launching on set dates. We work on a monthly schedule with clients, and it'd be nice to 'work ahead' when possible instead of waiting for the first for the month's tasks to roll out. When a task is marked as complete, a new task populates for the next month (same date range) instead of launching on a specific day of the month (we use the 1st). Review collected by and hosted on G2.com.

We like the user interface of Kantata Professional Services Automation. I also find the insights module quite valuable because I can build bespoke reports that really give me the data in the format that I need. It's really great to visualize things the way we think about it as a business. Additionally, the initial setup was easy, and the integration with Xero really helped. Review collected by and hosted on G2.com.

We find it problematic that it operates on an hourly basis and an hourly day rate, whereas we as a business are built on day rates. We constantly have to translate it into hourly rates, which is a bit painful. Review collected by and hosted on G2.com.

After getting familiar with its main features and logic, it's quite easy to use;

Every piece of data is easily editable;

Great features fo reporting; Review collected by and hosted on G2.com.

Reports are powerful and sometimes are the main way to get a view on given data, however, sometimes we have to wait for 30 minutes to see the changes we have just applied;

Support team SLA is way too long;

Its current built-in AI solution is far from mature; Review collected by and hosted on G2.com.