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

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.

The ability to map out a long term project with milestones, assign tasks, forecast workloads and collaborate all in a single integrated system has worked very well has exceeded our expectations. Review collected by and hosted on G2.com.

The issue I have found in the recent past is communication of product updates and the latest product enhancements. Having this more reality available and for all users to be notified would be very beneficial. Review collected by and hosted on G2.com.

Kantata has become my preferred project management software. Over the past eight years, I have used it at three different companies, and it consistently meets all my project management needs. What I appreciate most about Kantata is that it serves as a comprehensive solution, allowing me to build projects, manage budgets, forecast allocations, and schedule team members all in one place. I have yet to find another platform that handles all these tasks as effectively. The scheduling feature, which integrates seamlessly with planned work, stands out as one of its most valuable aspects. Additionally, the reporting capabilities are truly exceptional.

I also find their customer service to be pretty helpful when trying to figure something out, finding a bug or making feature requests. Review collected by and hosted on G2.com.

Reporting can be somewhat challenging if you lack a solid understanding of how to construct the specific reports you require. I also find that communication within tasks could be clearer and more straightforward; we've actually had to create some guidelines to ensure that important messages aren't overlooked. Review collected by and hosted on G2.com.

I really appreciate the visibility that Kantata Professional Services Automation provides across projects, resources, and financials. The real-time dashboards and reporting are incredibly useful, as they allow me to understand utilization, project health, and forecasted revenue without the need to pull data from multiple tools. The resource planning capabilities stand out, enabling me to see capacity, skills, and future demand all in one place, which helps in making informed staffing decisions. The resource scheduling tools are also very intuitive, making it easy to assess availability, skills, and workload, which facilitates quick and accurate assignment of the right people to projects. I find the forecasting and scenario planning features to be highly effective, allowing me to model different staffing or budget scenarios and understand potential impacts before making changes. Additionally, the time and expense tracking function is straightforward and reduces administrative work, ensuring project financials remain accurate. I value the seamless integrations with CRM and finance systems that keep data consistent across the business. Review collected by and hosted on G2.com.

A few things could be improved in Kantata PSA: 1. The interface can feel a bit complex for new users. 2. Some reports are hard to customize. 3. Resource planners can be slow with large data. Review collected by and hosted on G2.com.

The best thing about Kantata is that I can see budgets and time entries in real-time. I struggled with our old project management software because it didn't include time tracking. I spent so much time trying to see where we were at on budgets before Kantata. Now, I can know in real-time. Kantata finally gave us the ability to add custom task statuses so that has been a huge help as well. Review collected by and hosted on G2.com.

Thankfully, after many years of using Kantata, I've seen great improvements with some of the little things that used to bother me. The only dislike I have now is the fact that checklist items don't have to be checked off to mark a task complete. You can now create workflows where you can get reminder notifications/emails to remind members when a due date is coming up. Finally, the mobile platform/site has improved tremendously. Review collected by and hosted on G2.com.

The system serves as a foundational tool for reporting our company’s revenue performance across multiple regions, providing reliable, real-time visibility into financial outcomes. It is instrumental in setting and tracking revenue targets, enabling leadership to monitor progress with accuracy and respond proactively to any variances.

Monthly support and guidance on the product to get the best out of the system. Review collected by and hosted on G2.com.

Encouraging user adoption of the system can be challenging, particularly given the extensive range of functionalities offered by Kimble. While the platform provides powerful tools to support end-to-end business processes, the sheer breadth of features can be overwhelming for new and existing users alike.

Takes a big learning curve and users struggle to find their way around the system and use it to the best of it's ability. Review collected by and hosted on G2.com.

At Jitasa, having the right tools to manage the intersection of accounting and project operations is essential—and Kantata PSA has proven to be exactly that. Since adopting the platform, our financial workflows tied to projects, budgets, and resource planning have become more streamlined and efficient.

One of the biggest advantages of using Kantata is the real-time insight it offers into financial performance across multiple projects. The ability to monitor budgets, revenue projections, and resource usage in one place has greatly enhanced our team’s ability to stay proactive and aligned with financial goals. Its flexible reporting and dynamic dashboards make it easy to drill into key metrics without spending hours compiling data manually.

Kantata also stands out in how it connects time tracking, billing, and resource management. This integration significantly reduces the need for manual processes, resulting in fewer errors and faster, more accurate invoicing. It’s had a direct impact on improving how we manage client accounts and make financial decisions.

Despite being a feature-rich platform, Kantata remains surprisingly intuitive. Its user-friendly interface allows both new and experienced team members to navigate the system with ease, which helps maintain consistency in how financial data is handled across teams.

In short, Kantata PSA has elevated the way we handle financial operations within our service delivery model. It brings clarity, automation, and control to areas that are often fragmented in professional services firms. I confidently recommend it to finance or operations professionals seeking a comprehensive, integrated solution to manage project-based financials. Review collected by and hosted on G2.com.

Kantata offers a solid range of features overall, but there’s room for growth when it comes to report customization. In my role as an accountant, I often need to generate detailed and tailored financial reports. Although the platform includes various templates and standard metrics, the customization tools can feel a bit restrictive or not as intuitive as needed for more complex use cases.

At times, building specialized reports requires extra steps outside the platform or creative workarounds, which can reduce efficiency. Enhancing the flexibility of the reporting engine—or offering deeper integrations with advanced business intelligence tools—would significantly elevate its value for financial professionals who depend on granular, customized analysis. Review collected by and hosted on G2.com.

The project planning, task tracking and reporting which also incorporates time logging, budget tracking and financials. This is a very good tool for consulting and software implementation/development business.

Previously we had 3 separate apps/tools. Now it is all in here.

We have also integrated HubSpot and Zendesk successfully making this our go to enterprise planning tool.

Kantata help and support is very responsive and willing to listen to new ideas and improvements.

Every month there are changes, updates and fixes released showing continuous investment in the software improvement. Review collected by and hosted on G2.com.

Some of the areas are not easy to customise and reporting needs to be modified alot to match business requirements.

new PULSE functionality lacks options to make it fit for purpose but this is still in development. Review collected by and hosted on G2.com.

I like the simplicity of adding tasks when a new item needs to be added to a project. It's intuitive to simply add the name, due date and assignee, but then it's easy to add more detail like budget, files and instructions. Review collected by and hosted on G2.com.

Some of the UI is frustrating.

The new task tracker (beta) has bad styling, making every line run together visually.

Then there's no dark mode. I do wish ML had a dark mode. Review collected by and hosted on G2.com.