We are really starting to utilize the custom dashboard views through the Insights tool. The ability to create a custom view for a dashboard is valuable, increasing visiblity of performance for our team and also simplifying ongoing tasks like revenue recognition. We don't have a direct integration with our ERP to drive revenue recognition, so we used Insights to create a custom dashboard that pulls out all completed milestones that tie to revenue recognition and use that output to simplify our month end process. Review collected by and hosted on G2.com.

Integration with Hubspot continues to be a challenge. Due to the use of custom objects in Hubspot, the base Kantata connector tool does not work well. There is a new Kantata connector with increased capabilities available, but it comes with an increased subscription cost and not something we have budgeted at this time, so stuck with an inferior integration for the near future. Review collected by and hosted on G2.com.

Everything we need in one place with total visibility across all of our projects, personnel and finances. With the simple to use public API, we were able to create any integration we needed to pull in data from various internal sources. Review collected by and hosted on G2.com.

While Insights are quite extensive out of the box, I am eagerly awaiting some new tooling to help address some of the reporting UI restrictions and having data be more near real-time. Review collected by and hosted on G2.com.

What I like most about Kantata Professional Services Automation (formerly Mavenlink + Kimble) is its ability to bring project delivery, resource management, financials, and forecasting together in a single platform. It provides a clear view of utilisation, demand versus capacity, project performance, and revenue, helping teams make better decisions and stay ahead of potential issues. The combination of operational insight and reporting capabilities makes it easier to manage services businesses efficiently while improving visibility for both delivery teams and leadership. Review collected by and hosted on G2.com.

I have not come across anything that I dislike from the Team always supportive and welcoming with any additional requests to make teh product better Review collected by and hosted on G2.com.

The most helpful aspect is having everything in one place—project management, resource management, and time management. All the features are easy to navigate, with user-friendly menu names that make it simple to find what I need. I also really like the new update, which allows us to configure dashboards, along with the new views that feel cozy and user-friendly. Review collected by and hosted on G2.com.

Sometimes pages load slowly, and there’s a steep learning curve for new users. I also sometimes feel there’s limited flexibility when customizing reports and dashboards. Merging doesn’t seem to make them more useful, since the relationships aren’t much easier to work with. Review collected by and hosted on G2.com.

We have been using Kantata PSA to manage our professional services and project lifecycles, and it has been a game-changer for our organization. Here is a breakdown of where the platform truly shines:

Intuitive UI / UX: The user interface is incredibly clean and modern. Despite handling complex project management, resource allocation, and financial tracking, the platform remains easy to navigate. The learning curve for new users is minimal because the design is so intuitive.

Seamless Integrations: Kantata connects flawlessly with our core enterprise ecosystem. Its integrations (especially with CRMs like Salesforce and various financial tools) ensure that our data flows smoothly from the initial opportunity right through to invoicing.

Reliable Performance: The platform is highly responsive and stable. Even when running heavy queries, generating complex reports, or managing massive resource pools, Kantata handles the workload without lagging or crashing.

Outstanding Support / Onboarding: The implementation process was highly structured and painless. The onboarding team understood our specific business needs and helped us configure workflows that made sense for us. Since launch, their customer support has been consistently responsive and knowledgeable.

Clear Pricing / ROI: While it is a premium enterprise tool, the return on investment has been undeniable. By improving our resource utilization, streamlining our financial period close processes, and giving us better visibility into project margins, Kantata essentially pays for itself.

Forward-Thinking AI / Intelligence: Kantata isn't just a static tracking tool; its built-in intelligence actively helps us run better. Review collected by and hosted on G2.com.

Product Gap: Foreign Currency & Exchange Rate Visibility on Milestones

When managing global projects in Kantata, handling multi-currency contracts and foreign exchange (FX) rates on milestones presents an operational bottleneck. Below is a detailed breakdown of the negative aspects, limitations, and downstream business impacts of how Kantata handles foreign currency exchange rates on milestones.

The Core Issue: Missing Visibility and Editability

The "Black Box" FX Rate: When a milestone is set up in a foreign currency (different from your organization's base currency), Kantata calculates the local base currency equivalent behind the scenes. However, users cannot see the exact exchange rate applied directly on the milestone screen.

Locked Rates: There is no native, intuitive way to manually edit, lock, or override the exchange rate on a specific milestone to match a locked contract rate. The system forces you to rely on its automated (and often opaque) currency conversion table. Review collected by and hosted on G2.com.

There are a lot of customizable features so you can make it work for multiple different things/projects. I know we use it differently across multiple sites, so it's good you can do so much with it. Being able to pull reports from across multiple studies is really useful too. I like that you can assign yourself different tasks/projects so you know exactly what's relevant to you. Review collected by and hosted on G2.com.

As Kantata can hold so much information, it can sometimes feel a bit long-winded to get to the specific section or detail you need. It can also be quite manual at times, with a lot of clicking through multiple screens or options. On top of that, it’s not always clear what information you actually need to be looking at in the first place. When searching for projects, there are so many filter options and choices for what information you want displayed in the project preview that it can be hard to know what to select. Review collected by and hosted on G2.com.

The user interface along with the flexibility of the system. Our users are able to easily use it and as an admin, I can easily manage and make changes throughout the system as needed. Time entry for employees is a breeze. We have consolidated all of our communication around tasks and clients to be within Kantata. Our workflow has pretty much been automated (with a custom developed feature). Client service is amazing! Review collected by and hosted on G2.com.

The Insights reporting is amazing and unbelievably versatile. However, it would be nice to have a little more ongoing assistance in creating the reports. Also, we love the dependency feature that allows task workflow to be automated. However, we needed to purchase custom developments that made it usable at the individual task level and also to make templates repeater automatically. Works great though with those implemented, but I think those should be added to the default system. Review collected by and hosted on G2.com.

Kantata OX has become an essential part of how we manage our nationwide team of consultants. The reporting module gives us the visibility we need to improve efficiency across every project, and the invoicing features allow us to streamline our collections process with confidence. The Insights dashboards tie everything together, giving us clarity and control in one place. What truly sets Kantata apart is their commitment to continuous improvement and the transparency they bring to their product enhancements. It’s clear they’re invested in helping their customers succeed. Review collected by and hosted on G2.com.

There are some areas that we would like to see expanded that are not currently aligning with their direction, however, we are able to manage with the current state of the application. To see the application expanded in order to accommodate a consulting business model would be very helpful to us. Review collected by and hosted on G2.com.

I like Mavenlink’s ability to unify resource management and project management, along with the flexibility to create custom reports and access real-time insights, all in one platform. Review collected by and hosted on G2.com.

I don't like the way files are managed on the project board. The Project Activity Board lacks useful filtering options, the search functionality is limited, and there is no option to collapse long email threads attached to activity items, making it difficult to navigate and find relevant information efficiently. Review collected by and hosted on G2.com.

I have used Kantata OX for roughly four years now. The software is intuitive and consistently being improved on. I was part of the Pulse Beta Test which I did not get to use in my previous role, however, it may become a new tool used at my new role. There is so much the software can do which I am still discovering today. Review collected by and hosted on G2.com.

I believe that one of the challenges I have had with Kantata is managing the Resource Center. I do wish there would be some automation built into that as it becomes cumbersome to manage for 20 plus consultants. Review collected by and hosted on G2.com.