--- title: Klient PSA Reviews meta\_title: 'Klient PSA Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 84 reviews by the users' company size, role or industry to find out how Klient PSA works for a business like yours. aggregate\_rating: rating\_value: 4.5 review\_count: 84 scale: '5' date\_modified: '2026-08-09' parent\_category: name: ERP url: https://www.g2.com/categories/erp --- # Klient PSA Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by Klient PSA but has limited features. Are you part of the Klient PSA team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile! Klient is the AI-powered Professional Services Automation (PSA) platform built 100% natively on Salesforce. Designed for consulting firms, SaaS companies, and global services teams, Klient PSA structures your work, optimizes resource utilization, improves collaboration, and accelerates revenue — all from a single source of truth on the Salesforce platform. Unlike bolt-on tools, Klient runs entirely inside Salesforce, so your delivery, finance, and customer data live in one place — now with a catalog of built-in AI agents that automate the busywork across the project lifecycle. Key Capabilities: AI Agents: Klient's native AI agents work directly inside your PSA. Planny handles project and resource planning, Timey streamlines time capture and timesheet accuracy, and Touchy keeps customers engaged with proactive status updates. Klient also supports MCP (Model Context Protocol), so your AI assistants can securely work with live PSA data. Project Management: Deliver projects on time and on budget with customizable templates, Kanban boards, Gantt charts, and task grids. Resource Management: Allocate resources by skills, availability, and priority to maximize team productivity and billable utilization. Time & Expense Tracking: Let teams log time and expenses in seconds while ensuring accurate billing and forecasting. Billing & Financials: Automate pre-invoicing, invoice generation, and revenue recognition to accelerate cash flow. Customer Collaboration: Keep clients aligned with real-time updates, shared documents, and approval workflows through the customer portal. Why teams choose Klient PSA Single source of truth: Centralized data on Salesforce reduces manual work, miscommunication, and delays. AI-enabled delivery: Built-in AI agents automate repetitive tasks and free up billable hours across professional services teams. Aligned teams: Delivery, finance, and customer teams stay in sync from proposal to final invoice. Scalability: Whether you're onboarding 20 consultants or expanding to new markets, Klient PSA grows with you. Built by consultants, for consultants, Klient PSA centralizes every step of the project lifecycle — estimation, planning, delivery, time tracking, billing, and reporting — and now layers AI agents on top to accelerate each one. Operations teams move from disconnected tools and manual processes to a single, cohesive, Salesforce-native platform. By running natively on Salesforce, Klient eliminates data silos, streamlines workflows, and improves visibility across every department. * * * Seller [Klient Software](https://www.g2.com/sellers/klient-software) Discussions [Klient PSA Community](https://www.g2.com/products/klient-psa/discuss) Languages Supported English Solution Type All-in-One Overview by Yanick Abraham (Founder & CEO) Show More ## Pricing Pricing provided by Klient PSA. ### Professional $39.00 1 User Per Month ### Enterprise $59.00 1 User Per Month [ View More Pricing Information ](https://www.g2.com/products/klient-psa/pricing) ## Top-Rated Alternatives [ ![Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kantata Professional Services Automation (formerly Mavenlink+ Kimble)") Kantata Professional Services Automation (formerly Mavenlink+ Kimble) 4.2/5(1,572) ](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews) [ ![Certinia PS Cloud](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Certinia PS Cloud") Certinia PS Cloud 4.3/5(674) ](https://www.g2.com/products/certinia-ps-cloud/reviews) [ ![BigTime](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "BigTime") BigTime 4.5/5(1,762) ](https://www.g2.com/products/bigtime/reviews) [ View All Alternatives ](https://www.g2.com/products/klient-psa/competitors/alternatives) ## User Insights Average based on 84 real user reviews. Implementation Time 2 months Perceived Cost $$$$$ Typical contract price $0k - $0k [Sign in to view](/login) Per Month [Log in to unlock pricing and user insights](/login) ## Klient PSA Integrations (10) What do users say about integrations? Integration information sourced from real user reviews. [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Accounting Seed ](https://www.g2.com/products/accounting-seed/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Agentforce Sales (formerly Salesforce Sales Cloud) ](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Agentforce Service (formerly Salesforce Service Cloud) ](https://www.g2.com/products/agentforce-service-formerly-salesforce-service-cloud/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Intuit QuickBooks ](https://www.g2.com/products/intuit-quickbooks/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") NetSuite ](https://www.g2.com/products/oracle-netsuite/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") QuickBooks Online ](https://www.g2.com/products/quickbooks-online/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Sage Intacct ](https://www.g2.com/products/sage-intacct/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Salesforce B2B Commerce ](https://www.g2.com/products/salesforce-b2b-commerce/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Xero ](https://www.g2.com/products/xero/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Zoom Rooms ](https://www.g2.com/products/zoom-rooms/reviews) Show More ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") EI Verified User in Information Technology and Services Mid-Market (51-1000 emp.) 3/21/2020 "Billing and reporting" 1.5/5 What do you like best about Klient PSA? Approval workflow for timesheets, invoices,automatic for statutory holiday Review collected by and hosted on G2.com. What do you dislike about Klient PSA? reports with foreign currency better managed. now the values are included USA, CAD, or else in the value so required manual manipulation in Excel that is not scalable No custom views or report build for classic control use cases Review collected by and hosted on G2.com. What problems is Klient PSA solving and how is that benefiting you? invoice generation in PSA, visibility to Professional Services on project balances including when a pre-billed balance is decreased by billable hours Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ## Questions about Klient PSA? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Klient PSA ](https://www.g2.com/products/klient-psa/discussions/new) SB Steve Beshuk • Last activity over 6 years ago How do you get support? 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/25548-how-do-you-get-support) GU Guest User What is Klient PSA used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-klient-psa-used-for) [ View all Discussions ](https://www.g2.com/products/klient-psa/discuss) ## Pricing Options Pricing provided by Klient PSA. ### Professional $39.00 1 User Per Month ### Enterprise $59.00 1 User Per Month ### Ultimate $129.00 1 User Per Month [ View More Pricing Information ](https://www.g2.com/products/klient-psa/pricing) Klient PSA Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_238598d7c4a8c5924a0601c7ed740c8f/certinia-ps-cloud.png "Product Avatar Image") Certinia PS Cloud 4.3/5(674) [ Compare Now ](https://www.g2.com/compare/certinia-ps-cloud-vs-klient-psa) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_e10379688b9627fab5d4f638b4867ccf/kantata-professional-services-automation-formerly-mavenlink-kimble.png "Product Avatar Image") Kantata Professional... 4.2/5(1,572) [ Compare Now ](https://www.g2.com/compare/kantata-professional-services-automation-formerly-mavenlink-kimble-vs-klient-psa) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_4d53e4b7f3e04a9956085d9ac0f5aafb/bigtime.png "Product Avatar Image") BigTime 4.5/5(1,762) [ Compare Now ](https://www.g2.com/compare/bigtime-vs-klient-psa) ##### ##### Klient PSA Features Planning Capacity Scheduling Optimization Forecasting Project Management Project Tracking Accounting Invoice Management [ View More Features ](https://www.g2.com/products/klient-psa/features) ##### Categories on G2 [Professional Services Automation](https://www.g2.com/categories/professional-services-automation)[Resource Management](https://www.g2.com/categories/resource-management)[Project Management Tools](https://www.g2.com/categories/project-management-tools) ##### Explore More [Most reliable RMM tool for network management](https://www.g2.com/discussions/most-reliable-rmm-tool-for-network-management)[What is the top MFA platform for securing enterprise applications?](https://www.g2.com/discussions/what-is-the-top-mfa-platform-for-securing-enterprise-applications)[Which location intelligence software provides predictive modeling features?](https://www.g2.com/discussions/which-location-intelligence-software-provides-predictive-modeling-features) [Top ASM platforms for cloud environment security](https://www.g2.com/discussions/top-asm-platforms-for-cloud-environment-security)[What PR analytics tools track when competitors are getting press coverage so your team knows when to push harder or when to sit tight?](https://www.g2.com/discussions/what-pr-analytics-tools-track-when-competitors-are-getting-press-coverage-so-your-team-knows-when-to-push-harder-or-when-to-sit-tight)[Pros and Cons Details](https://www.g2.com/products/klient-psa/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)