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

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 have been using KANTATA since 3 years and the Resource Forecasting is greatly designed in KANTATA based on the deal stage. As the deal progress this level of details gives you efficient way of resource planning. It has lot of features for updating the status of deal and track the resource needs. Plotting resource needs is lot easier. The timesheet tracking ability gives us the exact utilisation of the resources on billable vs non billable which we can make better decisions and resdesign our strategy.

The Revenue and cost calc methods are very crisp as per industry standards.

The Implementation of integration with other platforms makes it outstanding in certain aspects. Review collected by and hosted on G2.com.

1. The data limits when integrated with other BI tools like PowerBI, KANTATA Reports doesn't allow to load more than 2000 rows.

2. UI is a bit laggy some times which makes us to spend more time for any activity.

3. Dashboards are not that powerful to showcase the insights when compared to other BI tools. This is one area which KANTATA has to hit hard.

4. Customer support could have been better. The cases system is taking lot of time to log a simple issue to replicate the steps and explain it again to support team. Review collected by and hosted on G2.com.

The thing I like the most about Kantata is how helpful a tool it is in so many areas in our business bringing together projects, analysis and reporting into our Financial Systems so effortlessly and with great automation. Being the System Administrator at Credera and picking up this tool it has been a joy to learn so far, and it links together so many functionalities so well and has added so much value to Credera and my personal learning journey. I use the system and administer the system on a daily basis and in my Finance Systems journey up until now it is a great cloud based solution in Professional Services. We have a great relationship with our Kantata representative Josh Steele who regularly arranges catch ups, invites us to seminars and to new Kantata innovations that are coming in future releases. Review collected by and hosted on G2.com.

Sometimes it can be a bit frutrating when I'm building reports some of the data joins or lookups I require there's a limitation on things I can't do in Kantata front end which I'd need Microsoft SQL access or Power BI for, but this is rare and as this is only thing I can think of it shows how vast, powerful and user friendly as a system administrator Kantata is. Review collected by and hosted on G2.com.

Kantata continues to be a key resource for our business in ensuring we manage the allocations for our company. Over the past 4 years of using the system, it has become an integral part of how we do business and understanding what projects our resources are allocated to and where they are spending their actual time. The data within the system helps us make trade-offs as priorities shift and ensure we have the right people, on the right project, at the right time! Review collected by and hosted on G2.com.

There have been several recent updates in Kantata; however, with the focus on AI, I would like to continue to see Kantata expand these capabilities within the system in a way that will make our jobs easier. Review collected by and hosted on G2.com.

The most helpful aspect of Kantata Professional Services Cloud is its comprehensive project and resource management capabilities. This feature allows senior project managers to have full control over resource allocation, project tracking, and financial management within a single integrated platform. This integration simplifies complex processes, reduces the risk of errors, and enhances overall efficiency, making it easier to deliver projects on time and within budget. The visibility and control it provides are crucial for making informed decisions and ensuring project success. Review collected by and hosted on G2.com.

The least helpful aspect of Kantata Professional Services Cloud might be its complexity and learning curve. Given its comprehensive features and capabilities, the platform can be overwhelming, especially for teams that are new to it or for smaller organizations with less complex needs. The time and effort required to fully understand and utilize all the features could be seen as a drawback, potentially slowing down adoption and leading to initial inefficiencies. This complexity might make it less suitable for teams needing simpler, more straightforward solutions. Review collected by and hosted on G2.com.