Klient
Klient is a Salesforce-native Professional Services Automation software company serving consulting firms, IT services, and Salesforce SI partners with project, resource, time, and billing management, augmented by nine domain-specialized AI agents and MCP server connectors.
- Company typePrivate
- Founded2015
- HeadquartersLaval, Canada
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Klient does
Klient is a Salesforce-native Professional Services Automation (PSA) software company headquartered in Laval, Quebec, Canada. Founded in 2014 (operating as Klient Inc., previously known as Krow), the company has been a certified Salesforce partner since 2015 and serves professional services firms — primarily Salesforce Systems Integrators, technology and SaaS implementation practices, and consulting/IT services firms — that need to manage project delivery, resource utilization, time tracking, billing, and revenue forecasting inside their existing Salesforce org. Its platform is composed of six core modules (Estimate & Forecast, Resource Management, Task & Time, Project Management, Customer Collaboration, Billing & Financials) and is sold primarily as a $39/user/month subscription, supplemented by one-time $1,000 fees per AI agent and MCP integration bundle.
The company's core technology is built natively on Salesforce Agentforce and uses the Model Context Protocol (MCP) for integrations with third-party tools. It has launched nine specialized AI agents (PLANNY 1, TIMEY 1, SCOPEY 1, STAFFY 1, GUIDY 1, TOUCHY 1, CASEY 1, DEVY 1, KNOWWY 1) in March 2026 under a "Hybrid Project Delivery" model in which AI agents work alongside human consultants as project resources inside the same Salesforce views. In June 2026 it launched three MCP server connectors (MCP1 Data, MCP1 Admin, MCP1 Knowledge) that allow external AI assistants (Claude, Cursor, Copilot) to operate directly within customer Salesforce orgs. AI execution is metered via Flex Credits purchased through Salesforce.
Klient goes to market via direct sales for enterprise accounts, a self-serve trial for mid-market evaluation, the Salesforce AppExchange/AgentExchange marketplace, and a partner program offering 10–15% ARR commissions to Salesforce SI partners that resell and deploy the platform in client engagements. The company is privately held and bootstrapped with no disclosed external funding. Customer base spans roughly a dozen named mid-market and enterprise logos including Kaseya, Mantel Group, Redpath, InvestorFlow, APR, Bolt Data, Dunsky, Incloud, Flexia, Saasinct, and TruSummit Solutions. The company holds SOC 2 Type II certification and asserts GDPR, UK GDPR, CCPA, and ISO 27001 compliance through Salesforce's infrastructure.
Klient firmographics
Firmographics- Name
- Klient
- Legal name
- Klient Inc.
- Website
- https://klient.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Klient is a Salesforce-native Professional Services Automation software company serving consulting firms, IT services, and Salesforce SI partners with project, resource, time, and billing management, augmented by nine domain-specialized AI agents and MCP server connectors.
- Ownership category
- akta.pro rank
Klient industry classification
Industry- Product category
- Professional Services Automation Software
- NAICS
- Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Professional Services Automation (PSA) & Services ERP (HDAEAEAF)
Keywords
Where Klient is headquartered
LocationHeadquarters
- HQ city
- Laval
- HQ country
- Canada
- HQ region
- North America
Offices1 record
Markets served
Klient business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Platform Subscription: Recurring subscription revenue at $39/user/month for access to the professional services automation platform, billing cadence monthly or annual
- AI Agent Licensing: One-time license fee of $1,000 per AI agent for specialized automation agents (PLANNY 1, TIMEY 1, SCOPEY 1)
- MCP Server Bundle: One-time purchase of $1,000 for all three MCP server integrations (Jira, GitHub, Confluence), no per-query or subscription costs
- Flex Credits (AI Execution): Usage-based consumption of AI execution credits purchased through Salesforce for running agent tasks and automations
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Platform - $39/user/month |
| One time/ perpetual license | Multi-year contract | AI Agents - $1,000 per agent (one-time) |
| One time/ perpetual license | Multi-year contract | MCP Servers - $1,000 bundle (one-time) |
| Usage-based | Pay-as-you-go | Flex Credits - Usage-based |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels7 records
Klient product offering
Product offeringCore offering
Klient provides a Salesforce-native professional services automation (PSA) platform consisting of six core modules (Estimate & Forecast, Resource Management, Task & Time, Project Management, Customer Collaboration, Billing & Financials) combined with nine AI agents (PLANNY 1, TIMEY 1, SCOPEY 1, STAFFY 1, GUIDY 1, TOUCHY 1, CASEY 1, DEVY 1, KNOWWY 1) and three MCP Servers (MCP1 Data, MCP1 Admin, MCP1 Knowledge). The platform is sold at $39/user/month with $1,000 one-time licenses per AI agent and a $1,000 bundle for all three MCP Servers.
Product overview
Klient PSA is a unified Salesforce-native professional services automation platform consisting of six core modules (Estimate & Forecast, Resource Management, Task & Time, Project Management, Customer Collaboration, Billing & Financials) plus nine specialized AI agents (PLANNY 1, TIMEY 1, SCOPEY 1, STAFFY 1, GUIDY 1, TOUCHY 1, CASEY 1, DEVY 1, KNOWWY 1) powered by Salesforce Agentforce. The platform also includes MCP Servers (MCP1 Data, MCP1 Admin, MCP1 Knowledge) for connecting external AI assistants like Claude, Cursor, and Copilot. The AI agents work as project resources alongside human consultants, with every output reviewed and approved by humans before anything ships. Pricing is $39/user/month for the platform plus $1,000 one-time per agent, with Flex Credits for AI execution consumed from Salesforce.
Differentiator
Problem solved
Functional benefit
Brands
- PLANNY 1: AI project management agent for status reports, risk flags, and milestone updates
- TIMEY 1
- SCOPEY 1
- STAFFY 1
- GUIDY 1
- TOUCHY 1
- CASEY 1
- DEVY 1
- KNOWWY 1
- MCP1 Data
- MCP1 Admin
- MCP1 Knowledge
Products and services
- Klient PSA Platform Salesforce-native professional services automation platform enabling AI agents to work alongside human consultants on the same projects within the same Salesforce org. Six core modules cover resource management, time tracking, project management, billing, customer collaboration, and revenue forecasting.
- PLANNY 1 AI project management agent for status reports, risk flags, and milestone updates that keeps project plans current and surfaces bottlenecks before they cause delays.
- TIMEY 1 AI timesheet collection agent that automatically collects hours and closes the billing gap without manual chasing or reminders.
- SCOPEY 1 AI scope and delivery agent that tracks deliverables against original scope in real time and surfaces scope creep early.
- STAFFY 1 AI resource management agent that surfaces capacity and proposes the right resource for each task.
- GUIDY 1 AI customer onboarding agent that guides clients through go-live tasks and onboarding milestones.
- TOUCHY 1 AI customer touchpoint agent that preps meetings, sends recaps, and updates projects automatically; handles full meeting cycle from pre-meeting brief to post-meeting recap.
- CASEY 1 AI customer support agent that triages cases, answers product questions, creates support projects, routes cases by topic and urgency, and surfaces relevant KB articles with confidence scores.
- DEVY 1 AI software development agent that connects Klient PSA to Claude Code to read implementation plans, dispatch development, generate Apex/LWC/config specs, monitor progress, and deliver code for human review.
- KNOWWY 1 AI knowledge and documentation agent that drafts SOWs, runbooks, and handoff documents using Salesforce Knowledge.
- MCP1 Data MCP server connector enabling AI assistants (Claude, Cursor, Copilot) to access and act on Klient PSA data within a company's Salesforce org via the Model Context Protocol.
- MCP1 Admin MCP server connector enabling AI assistants to perform administrative actions within a company's Salesforce org.
- MCP1 Knowledge MCP server connector enabling AI assistants to manage and retrieve Salesforce Knowledge content within a company's Salesforce org.
Companies that use Klient
Customer profileNamed customers5 records
Segments6 records
Ideal customer profiles4 records
Klient technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
AI capability9 records
Feature5 records
Klient partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- SalesforceflagshipSalesforce is both the underlying technology platform and a formal partnership relationship. Klient is built natively on Salesforce Agentforce and has been a certified Salesforce partner since 2015. The partnership provides distribution through AppExchange and AgentExchange marketplaces, technical platform access, and credibility within the Salesforce ecosystem.
Scale indicators2 records
Recent moves6 records
Expansion highlights6 records
Klient competitors and assessment
Company assessmentDirect peers
- Scoro: Scoro combines PSA with broader work management and ERP capabilities for consultancies and professional services firms. It overlaps with Klient on resource scheduling, project profitability, billing, and time tracking.
- Productive: Productive is an end-to-end PSA platform for agencies, consultancies, and software firms offering project management, time tracking, resource planning, and financial management. Comparable in target customer and workflow coverage to Klient PSA.
- BigTime Software: BigTime is a PSA platform for professional services firms with time tracking, billing, project management, and resource scheduling. It competes with Klient for the same mid-market and enterprise consulting/IT services customer base.
- Kantata: Kantata is one of the named competitors in Klient's comparison page. It is a leading PSA platform targeting consulting and IT services firms with project management, resource planning, time tracking, and analytics — closely overlapping Klient's core PSA module suite.
- Certinia: Direct PSA competitor that Klient explicitly benchmarks against on its own compare page. Certinia (formerly FinancialForce) is Salesforce-native and serves professional services firms with resource management, project accounting, and billing — the same core use cases as Klient PSA.
- Precursive: Precursive is another Salesforce-native PSA vendor explicitly listed in Klient's competitive comparison. It serves Salesforce SI partners and professional services firms with project, resource, and PSA capabilities — a near-identical ICP and platform approach.
- Projector PSA: Projector PSA targets professional services organizations with resource management, project accounting, time tracking, and forecasting — a direct functional overlap with Klient PSA's six core modules.
Broad incumbents
- Salesforce (native Agentforce PSA features): Salesforce itself is the underlying platform partner and a latent competitor — Agentforce roadmap decisions could introduce native PSA capabilities that overlap with Klient's modules. Klient's value proposition depends on staying ahead of Salesforce's native PSA feature roadmap.
- Microsoft Dynamics 365 Project Operations: Microsoft's PSA-adjacent offering inside Dynamics 365 provides project planning, resource management, time tracking, and financials. It is a broad incumbent that competes for enterprise customers evaluating PSA platforms alongside Salesforce-native solutions like Klient.
- Oracle NetSuite OpenAir: OpenAir is Oracle's PSA offering for professional services firms with project management, resource planning, timesheet, and billing modules. As an enterprise-incumbent PSA inside the broader Oracle Cloud, it competes with Klient for larger services organizations.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks5 records
Key highlights7 records
Customer concentration
Klient social profiles
Digital presenceKlient compliance and trust
Trust signalCompliance4 records
Klient financial estimates
Financial estimateRevenue estimate
Valuation estimate
Klient leadership team
Management profileNumber of profiles
Klient funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Klient M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Klient
What does Klient do?
Klient provides a Salesforce-native professional services automation (PSA) platform consisting of six core modules (Estimate & Forecast, Resource Management, Task & Time, Project Management, Customer Collaboration, Billing & Financials) combined with nine AI agents (PLANNY 1, TIMEY 1, SCOPEY 1, STAFFY 1, GUIDY 1, TOUCHY 1, CASEY 1, DEVY 1, KNOWWY 1) and three MCP Servers (MCP1 Data, MCP1 Admin, MCP1 Knowledge). The platform is sold at $39/user/month with $1,000 one-time licenses per AI agent and a $1,000 bundle for all three MCP Servers.
Is Klient a public or private company?
Klient is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Klient founded?
Klient was founded in 2015. It employs 11 to 50 people.
Where is Klient based?
Klient is headquartered in Laval, Canada, in the North America region.
How does Klient make money?
Four revenue lines are on record. Platform Subscription is the primary driver. The others are AI Agent Licensing, MCP Server Bundle and flex Credits (AI Execution).
Who are Klient's main competitors?
Direct peers on record are Scoro, Productive, BigTime Software, Kantata, Certinia, Precursive and Projector PSA. Broad incumbents are Salesforce (native Agentforce PSA features), Microsoft Dynamics 365 Project Operations and Oracle NetSuite OpenAir.
Does Klient have an API?
Yes. Klient MCP Servers are three connectors (MCP1 Data, MCP1 Admin, MCP1 Knowledge) built on the open Model Context Protocol that allow AI assistants including Claude, Cursor, and Copilot to directly create and update projects, log time, onboard consultants, and manage Salesforce Knowledge within a company's Salesforce org. The servers run locally against a customer's own Salesforce org under the user's own login permissions, enabling AI to execute work rather than just draft plans.
What industry is Klient in?
Klient's product category is Professional Services Automation Software. Its primary akta.pro industry code is HDAEAEAF, Professional Services Automation (PSA) & Services ERP. Its NAICS code is 513210 and its SIC code is 7372.