Klient PSA: Salesforce PSA + AI Agents — Project Management, Resource Management

Highlights

• NINE AGENTFORCE AI AGENTS, BUILT IN
  Klient PSA includes nine Agentforce AI agents plus an MCP that draft project briefs, post task updates, fill timesheets, and prep client follow-ups — so your consultants stay billable, not buried in admin.
• KLIENT INSIGHTS: YOUR MONDAY REVIEW ON ONE SCREEN
  Margin, capacity, unbilled time and client health, live on your Klient PSA data inside Salesforce. Start from a ready-made template, click any number to open its records, press Play to run the meeting.
• PROJECT MANAGEMENT BUILT FOR BILLABLE WORK
  Plan scope, manage budgets, track milestones, and run Gantt and Kanban views — all linked to the billable rates, time entries, and invoices that determine project profitability.
• EVERY ENGAGEMENT TYPE, ONE PSA
  Klient PSA runs fixed-fee, time & expense, retainer, and recurring engagements with the workflows, billing rules, and revenue recognition each model needs — so you can stop juggling separate tools and spreadsheets.
• LIVE PROJECT MARGINS AND PROFITABILITY
  See live margin per project, consultant, and client as time and costs are logged. Track billable and cost rates and realized margin in real time, so leads catch margin erosion before it hits the P&L.
• RESOURCE MANAGEMENT AND UTILIZATION
  Maximize utilization and predict workload peaks before they hit. Klient PSA shows capacity by role, skill, and consultant, surfaces bench risk early, and assigns the right people to the right projects with data.
• GET CONSULTANTS TO LOG THEIR TIME
  Klient PSA captures time and expenses on any device, with automated approval routing and reminders that work. Services firms reduce missing time, shorten billing cycles, and give project managers real-time visibility.
• BILLING, INVOICING, AND REVENUE RECOGNITION
  Generate accurate invoices from logged time, expenses, milestones, and fixed fees. Klient PSA supports every billing type, automates approvals, recognizes revenue under ASC 606, and syncs to finance.
• MONTH-END CLOSE FOR SERVICES FIRMS
  Shorten month-end close by replacing manual invoicing and chasing project managers for missing time. Time, expenses, billing, and revenue recognition flow into numbers finance can sign off on the day the books close.

What Klient PSA: Salesforce PSA + AI Agents — Project Management, Resource Management does

Klient PSA is the Salesforce-native PSA with AI agents built in — run project management, resource management, time tracking, and billing on the platform your team already lives in. No sync. No second system.

Built for professional services firms of 50–1,000 people done running delivery on spreadsheets and disconnected tools — where utilization slips, margin leaks, and finance chases timesheets at month-end.

Klient PSA changes that:

QUOTE-TO-CASH, FASTER — opportunities become staffed, scoped projects; SOWs generate from templates; signed deals reach first invoice sooner.

RESOURCE PLANNING THAT SEES AHEAD — forecast capacity by skill, availability, and cost rate; catch workload peaks and bench risk before they hit.

MARGIN YOU CAN DEFEND — live profitability by project, consultant, and client; planned vs. actual hours, costs, and revenue, so you catch erosion before month-end.

NINE AI AGENTS ON THE JOB — Agentforce agents plus an MCP draft project briefs, post task updates, fill timesheets, and prep client follow-ups, keeping your people billable.

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