Looking for Kantata alternatives that can help your professional services firm excel in project management, resource planning, and team collaboration?  

You’re in the right place. Choosing the right professional services automation (PSA) software can make or break projects. That’s a lot of pressure. Especially when you want to meet client expectations. 

This is where we come in. We’ve researched the PSA landscape, so you don’t have to. This list delves into PSA software and what makes sense for your services team.  

Who is Kantata? 

Kantata is a project management solution known for its project tracking, resource allocation, and time tracking capabilities. A veteran in the industry, some may say. However, professional services organizations can differ significantly from one organization to another.  

Since every business has unique needs, you might want a platform or software that offers more customization, better reporting capabilities, tracking features, or a more intuitive interface. You might even be looking into AI-driven insights. Kantata may not be meeting those needs. 

This comprehensive guide explores top Kantata alternatives and PSA tools that stand out. Whether you want to improve resource management, expense tracking, or financial management, these solutions have you covered. We’ll also cover everything from how you can manage projects, track progress, manage team capacity, and deliver success. 

Let’s compare their key features, pros, cons, and pricing so you can make an informed decision about which tool is right for your business. The right tool is within reach!

P.S. All prices are in USD, unless otherwise stated. 

1. Upland PSA  

Upland PSA is designed for professional services firms and organizations that want to improve project delivery, resource planning, and financial performance. It’s all-in-one PSA software that combines resource planning, resource management, financial management, time tracking, team collaboration, and workflow automation.  

It includes: 

• Complex rate cards and billing models that are helpful for service organizations with varied client agreements. 

• Capacity planning, scheduling, and utilization tools to provide visibility for staff workloads and billable work. 

• Integrations with major ERP and CRM systems like Oracle, SAP Concur, Workday, Microsoft Dynamics, and Salesforce. We’re platform-agnostic. 

• Handles the complexity of global, distributed project teams and related financial control to ensure profitability 

• Time tracking and expense management to keep budgets on track. 

• Customizable workflows that adapt to your business needs. 

Pros 

• Scalable for medium-sized teams and larger teams alike. 

• Strong integration options with accounting, ERP, and CRM systems. 

• Powerful automation features reduce manual work and prevent errors. 

• Real-time data helps project managers monitor progress and identify potential bottlenecks early. 

Cons 

• Pricing is best suited for organizations with more resources, which may be cost-prohibitive for tiny teams. 

• Advanced features may require some initial training. 

• It may require more upfront configuration than lighter PSA tools. 

Pricing 

Upland PSA offers flexible pricing based on the number of users and modules. Take Upland PSA out for a spin. We’ll tailor it to your firm’s size and requirements. 

2. Klient PSA 

Klient PSA is a Salesforce native project management solution. It’s perfect if your firm already uses Salesforce and wants seamless integration. It includes: 

• Fast setup if you’re already on Salesforce; plug-and-play for internal teams. 

• Solid performance for resource allocation and recurring billing. 

• Time and task management tools to deliver work on time. 

Pros 

• Strong Salesforce-native integrations and Gantt scheduling 

• Good for firms focused on sales and service alignment. 

Cons 

• It’s a complex setup if you’re not already a Salesforce user. 

• Some performance hiccups (slow pages, Gantt issues, reporting bugs) 

• Limited outside the Salesforce ecosystem, unlike Upland PSA.  

Pricing 

• Starter: $15/user/month (billed annually) 

• Professional: $29/user/month (billed annually) 

• Enterprise: $39/user/month (billed annually) 

• Ultimate: Customized pricing 

3. BigTime / Projector PSA 

BigTime (Projector PSA) is a versatile project management tool with strong capabilities in time tracking, expense tracking, and resource allocation. It includes:  

• Customizable workflows and task management. 

• Mobile-friendly time and expense tracking. 

• Real-time project tracking and utilization reports. 

• Integrations with QuickBooks, Sage Intacct, Salesforce, and HubSpot. 

Pros 

• User-friendly interface. 

• Flexible billing options. 

• QuickBooks integration. 

• Has a mobile app.  

• Has customizable invoice templates. 

• Gantt charts are available.  

• Strong for firms needing detailed project schedules and budget tracking. 

Cons 

• Pricing can be steep for small businesses. 

• Some advanced features have a learning curve. 

• Long adoption and implementation cycles for enterprise PSAs. 

Pricing 

Starts at $20/user/month. A free trial is available. 

• Essentials: $20/user/month 

• Advanced: $35/user/month 

• Premier: $45/user/month 

• Foresight Connect: Customized pricing 

4. Deltek / Replicon 

Deltek Vision ERP and Replicon are heavyweights in professional services and government contracting. It offers extensive project management software capabilities. It includes:  

• Comprehensive ERP and PSA functions. 

• Strong compliance and expense management. 

• Multi-language, multi-currency support. 

• Detailed financial reporting. 

Pros 

• Enterprise-grade features. 

• Customizable. 

• Powerful real-time reporting. 

• Scalable for global and government operations. 

Cons 

• Complex and costly to implement. 

• Replicon focuses more on time tracking than full PSA. 

• Inconsistent UI for SMBs. 

Pricing 

Customized pricing. 

5. Planview 

Planview is an enterprise-grade project management platform focused on portfolio and resource planning. It includes: 

• Advanced portfolio management. 

• Real-time resource allocation. 

• Enterprise scalability. 

Pros 

• Excellent for large organizations. 

• Strong analytics and business intelligence. 

• Greater focus on customer success.  

Cons 

• Higher price points for small to mid-sized firms. 

• Very comprehensive enterprise project management capabilities but might be daunting for new users. 

• Weak third-party integrations and mobile UX. 

Pricing 

Custom pricing based on needs. 

6. Birdview PSA 

Birdview PSA offers a streamlined project management solution focusing on visibility and collaboration. It includes: 

• Single-screen dashboards for project progress. 

• Simplified forecasting and capacity planning. 

• Centralized communication and approvals. 

Pros 

• Easy to scale functionality. 

• Good for firms wanting clear project updates and project tracking. 

Cons 

• Fewer integrations. 

• May need customization. 

• Reports are basic; they lack advanced analytics. 

Pricing 

• Lite: 1-10 users, $9/user/month (billed yearly) 

• Team: 5-100 users, $24/user/month (billed yearly) 

• Enterprise: 5 – unlimited users, customized pricing 

7. Harvest 

Harvest is a simple, affordable tool focused on time and expense tracking for small teams. It includes: 

• Easy time and expense entry. 

• Invoicing and reporting. 

• Integrates with popular accounting software. 

Pros 

• Simple, dependable time capture.
• Excellent reporting and invoicing. 

• Affordable. 

Cons 

• Limited full PSA features. 

• It is not ideal for complex project management. 

Pricing 

• Free 

• Pro: $11/seat/month 

• Premium: $14/seat/month 

8. Rocketlane 

Rocketlane is a newer PSA platform focused on project delivery and customer collaboration. It includes: 

• Workflow automation. 

• Client collaboration tools. 

• Project onboarding. 

Pros 

• Designed to accelerate project success. 

• Strong communication features. 

• Next-gen PSA focused on client onboarding. 

• Salesforce integration options. 

Cons 

• Limited integrations. 

• Less mature product. 

Pricing 

• Essential: $19/team member/month (billed annually) 

• Standard: $49/team member/month (billed annually) 

• Premium: $69/team member/month (billed annually) 

Why Upland PSA Is Your Best Kantata Alternative  

Among Kantata alternatives, Upland PSA stands out as the best choice for professional services organizations that want comprehensive project management, resource planning, and financial management capabilities. Upland PSA stands out for its customizable workflows, end-to-end service delivery and capabilities to manage large and complex projects with unique cost and billing rules. 

Upland PSA offers an all-in-one platform that’s easy to adopt and tailored to your needs. Our integration and automation features reduce manual work and free your team to focus on what matters most: delivering exceptional service. Plus, with robust reporting and integration capabilities, you get the insights and automation needed to stay competitive and profitable. Try Upland PSA.