What Kantata does

Kantata is a US-based private software company that develops an AI-powered Professional Services Automation (PSA) platform used by professional services organizations to manage project delivery, resource allocation, forecasting, and financial performance. The company was formed from the 2021 combination of Mavenlink and Kimble Applications and now operates a dual-product architecture: Kantata OX (formerly Mavenlink) targets high-growth midmarket and enterprise organizations as an open, API-first PSA, while Kantata SX (formerly Kimble) serves sophisticated multi-entity global enterprises as a Salesforce-native PSA built directly on the Salesforce platform.

The underlying technology stack is anchored by the Kantata Expertise Engine, a proprietary AI platform purpose-built for professional services that combines PSA knowledge graphs, embedded generative business intelligence, and self-executing workflows. The engine powers the Expertise Agent, a superagent that autonomously monitors portfolio health, matches resources to skills, and executes project handoffs, as well as Agentic Business Intelligence, which delivers predictive scenario modeling and root-cause analysis. The platform includes Resource Management, Project Management, Financial Management, and Kantata Pulse sentiment analysis modules, with over 1,200 prebuilt integrations and MCP connectivity linking the system to the broader CRM, ERP, HCM, and AI tooling ecosystem. The company serves 1,500+ organizations across four primary verticals: Software & Hi-Tech, Management Consulting, Agencies, and IT Services.

Kantata generates revenue primarily through subscription-based licensing of its PSA platform with quote-based, tailored annual pricing determined by company size, goals, and team structure. Distribution combines direct enterprise field sales (targeting large multi-entity customers via SX) with inside and mid-market sales motions (targeting high-growth organizations via OX), supplemented by implementation and professional services revenue, a partner ecosystem anchored by Salesforce, and self-serve demo channels. The company is recognized as a Leader in the IDC MarketScape for Worldwide AI-Enabled PSA Applications 2025-2026 and as a Representative Vendor in the Gartner Market Guide for PSA Platforms 2025.

Name

Kantata

Legal name

Kantata

Website

https://kantata.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Kantata provides an AI-powered Professional Services Automation (PSA) platform serving 1,500+ professional services organizations across software, consulting, agencies, and IT services. Its dual-product architecture offers Kantata OX for midmarket and Kantata SX as a Salesforce-native enterprise PSA, unified by the proprietary Expertise Engine and Expertise Agent AI capabilities.

Ownership category

akta.pro rank

Product category

Professional Services Automation (PSA) Software

NAICS

Software Publishers (5132), Software Publishers (51321)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Professional Services Automation (PSA) & Services ERP (HDAEAEAF)

akta.pro secondary industries

AI Integration & Orchestration Platforms (Connectors, Workflow, iPaaS for AI) (HDAEANAI), iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG), End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management) (HDAEANAA)

Keywords

• Professional services automation
• Resource management software
• Project portfolio management
• AI expertise engine
• Professional services CRM

Headquarters

HQ city

Irvine

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. PSA Software Subscription: Kantata generates revenue primarily through subscription-based licensing of its Professional Services Automation platform. Pricing is tailored based on company size, goals, and team structure, with plans customized for each organization's needs. The platform is offered in two distinct product tiers (OX and SX) serving different market segments.
2. Implementation & Professional Services: Kantata offers consulting team support for implementation and optimization of their PSA platform, helping professional services organizations elevate their operations through expert guidance and end-to-end success support.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels7 records

Core offering

Kantata develops and sells AI-powered Professional Services Automation (PSA) software that connects project delivery, resource management, forecasting, and financials into a single unified platform for professional services organizations. The company offers two product lines — Kantata OX (open, API-first for midmarket and enterprise) and Kantata SX (Salesforce-native for multi-entity global enterprises) — both powered by the proprietary Kantata AI Expertise Engine. The platform serves 1,500+ organizations worldwide across software & hi-tech, management consulting, agencies, and IT services verticals.

Product overview

Kantata offers a dual-product PSA platform architecture with two distinct deployment options: Kantata OX (formerly Mavenlink) for open, API-first midmarket and enterprise organizations, and Kantata SX (formerly Kimble) for Salesforce-native enterprises requiring deep CRM integration. Both products share access to the Kantata Expertise Engine, the first AI platform purpose-built for professional services, which powers the Expertise Agent superagent, Agentic Business Intelligence, and all AI-powered capabilities including predictive forecasting, autonomous resource planning, and generative AI for project documentation. Core modules include Resource Management & Forecasting, Project Management, Financial Management, and Team Collaboration (Kantata Pulse). Over 1,200 prebuilt integrations and MCP connectivity extend the platform across enterprise tech stacks. The platform serves 1,500+ organizations worldwide across software & hi-tech, management consulting, agencies, and IT services.

Differentiator

Problem solved

Functional benefit

Products and services

• Kantata PSA Platform

Quantifiable outcome

• 33% increase in on-time project delivery
• +9 more outcomes

Named customers27 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration16 records

AI capability11 records

Feature8 records

Partnerships

Four partnerships are on record, tiered core.

• AvalaracoreTechnology or Integration · 9 December 2025Kantata partnered with Avalara, an agentic tax and compliance technology company, to deliver an integrated e-invoicing solution for professional services organizations. The collaboration enables organizations to address global e-invoicing mandates (now existing in over 60 countries, projected to more than double by 2030), reduce costs, and improve compliance through Kantata's platform connected with Avalara's global API. Kantata SX customers gain access to Avalara's global API to fulfill e-invoicing mandates including digital signatures, QR codes, and tax authority clearances and approvals through networks like Peppol.
• ProvuscoreStrategic or Co-development Partner · 17 November 2025Provus and Kantata announced a strategic partnership to address margin erosion in professional services by integrating AI-powered quoting with professional services automation software. The integration automatically transfers approved quotes into project structures within Kantata, eliminating manual handoffs between CRM, CPQ, and PSA systems. The partnership targets high-growth professional service organizations and aims to streamline project execution from sales estimates while improving pricing accuracy, margin control, resource utilization, and accelerating cash flow.
• SalesforcecoreTechnology or IntegrationKantata is a Salesforce Partner with Kantata SX built natively on Salesforce. The partnership enables deep integration with Sales Cloud, Service Cloud, Revenue Cloud, and Experience Clouds. Provides seamless data synchronization between CRM and PSA, eliminating data silos and providing real-time visibility across the delivery lifecycle. The synergy powers seamless integrations and unmatched success in professional services delivery.
• Jesse Weber - VP Partner AlliancescoreOthersKantata appointed Jesse Weber as Vice President of Partner Alliances to lead its strategic alliances program. Weber brings over 14 years of experience in technology partner ecosystems from previous roles at Sage and SAP, where he most recently served as Global Head of Private Equity Alliances. The appointment aims to expand Kantata's partner network to include Private Equity and Consulting firms.

Scale indicators14 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Certinia: Salesforce-native PSA and services ERP platform serving professional services organizations; directly competes with Kantata SX through deep Salesforce integration and overlapping resource/project/financial management capabilities.
• Projector PSA: PSA platform purpose-built for professional services organizations covering resource management, project accounting, and forecasting; competes head-to-head with Kantata OX in the mid-market segment.
• BigTime Software: PSA platform targeting professional services firms with time tracking, billing, project management, and resource scheduling; primary mid-market competitor to Kantata OX.

Broad incumbents

• NetSuite OpenAir: Oracle-owned PSA offering tightly integrated with NetSuite ERP; competes with Kantata through bundled ERP+PSA value proposition for finance-led PS organizations.
• Microsoft Dynamics 365 Project Operations: Microsoft's PSA-adjacent solution connecting sales, project delivery, and finance within the Dynamics 365 suite; broader incumbent competing with Kantata in Microsoft-centric enterprises.
• Planview: Enterprise project and portfolio management platform with PSA capabilities serving large services organizations; broader incumbent with overlapping resource and project management functionality.
• Salesforce Industries / Einstein: Salesforce's own AI and industry cloud offerings that could encroach on Kantata SX's PSA territory; represents both the deepest partner and the most significant long-term competitive threat.

Emerging players

• Precursive: PSA platform built on Salesforce targeting technology and consulting services firms; emerging player with similar Salesforce-native positioning to Kantata SX but smaller scale.
• ConnectWise PSA: PSA solution focused on managed services providers and IT services firms; overlaps with Kantata's IT Services vertical but specializes in MSP service delivery.

Others

• SPI Research: PS industry benchmarking and research firm now partnered with Kantata (SPI Inside API); adjacent ecosystem participant rather than direct competitor, providing industry data that informs PS vendor strategy.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/gokantata
• YouTubeyoutube.com/c/Kantata
• Facebookfacebook.com/GoKantata
• LinkedInlinkedin.com/company/gokantata
• Instagraminstagram.com/teamkantata

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds5 records

Investors3 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Kantata