What is Klient PSA?
Klient PSA is a comprehensive professional services automation platform designed specifically for consulting firms and SaaS businesses. Built entirely on the Salesforce platform, it provides a unified solution for managing all aspects of project delivery, resource allocation, and financial operations.
The platform leverages AI-powered agents to automate repetitive tasks and provide predictive insights, helping teams focus on strategic work while maintaining efficiency. With features including project management, time tracking, billing, customer collaboration, and real-time reporting, Klient PSA centralizes business operations to improve visibility and decision-making across organizations.
Features
- AI-Powered Project Insights: Utilize AI prompts and skills for smarter project management and predictive analytics
- Native Salesforce Integration: Manage all project tasks directly within Salesforce without switching platforms
- Comprehensive Resource Management: Schedule resources, manage time-off, and optimize allocation with AI-driven insights
- Automated Billing & Financials: Handle invoicing, revenue recognition, and financial reporting with accounting integrations
- Customer Collaboration Tools: Provide self-service portals and real-time project status updates for enhanced transparency
Use Cases
- Managing multiple consulting projects with different billing models (fixed-fee, time & expense, retainer)
- Optimizing resource allocation across teams and projects to maximize utilization
- Streamlining time tracking and expense reporting for accurate client billing
- Providing customers with real-time project visibility and collaboration tools
- Automating repetitive project management tasks using AI-powered agents
FAQs
-
What types of projects can be managed with Klient PSA?
Klient PSA supports various project types including Fixed-Fee, Time & Expense, Retainer, Recurring, Recruiting Process, Sales to Operations transition, and SOC2 Control Matrix projects, bringing structure to internal procedures. -
How does Klient PSA integrate with accounting systems?
Klient PSA offers out-of-the-box connectors to major accounting systems including Sage Intacct, QuickBooks, Xero, and AccountingSeed for seamless financial operations. -
What support options are available with Klient PSA?
All editions include Unlimited Daily Advisory Office Hours. Additional support options include Implementation and Managed Services with administrative assistance, complete configuration support, and 24/7 customer support availability for an extra fee. -
Can customers access their project information directly?
Yes, the Enterprise and Ultimate editions include customer portals through Salesforce Experience Cloud, allowing customers to view real-time updates, milestones, progress, and invoices through self-service monitoring.
Related Queries
Helpful for people in the following professions
Klient PSA Uptime Monitor
Average Uptime
100%
Average Response Time
104.67 ms
