Kantata SX Professional Services Cloud

Highlights

• Kantata SX, Kantata's Salesforce-native solution, takes professional services automation to a new level, giving people-powered businesses the clarity, control, and confidence they need to optimize resource planning and elevate operational performance.
• Kantata SX keeps people across the business, from sales to project management to finance, engaged and clear on what to prioritize in order to increase customer satisfaction and optimize resource utilization, profitability, and business scalability.
• Companies using Kantata SX have seen the following business benefits according to a commissioned Forrester study – increased overall project margin by 8%, improved utilization of billable resources by 10%, and achieved 489% return on investment (ROI).

What Kantata SX Professional Services Cloud does

Kantata SX is the Salesforce native PSA, built for the needs of mature multi-entity enterprises juggling advanced financials, global operations, and the toughest compliance standards. It delivers category-leading capabilities, with exceptional ease of use, across resource management, project management, revenue forecasting and recognition, margin control, billing, and more.

Financial Control at Scale

Handles sophisticated billing workflows and complex revenue recognition across entities, giving finance leaders the visibility and control required to protect margin and ensure accuracy

• Advanced, multi-entity billing

• Revenue recognition aligned to global standards

• Real-time margin and performance insight

Built for Global Complexity

Enterprise-ready by design, with matrixed permissions, multi-entity structures, and global regulatory compliance built into the core architecture.

• Granular role-based access

• Cross-entity visibility

• Compliance without compromise

Forecast with Precision

Advanced trend analysis and real-time operational data power unparalleled forecasting accuracy — so you can anticipate risk, model scenarios, and act early.

• Forward-looking revenue visibility

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