Kantata alternatives: 11 professional services automation tools compared
Kantata is a professional services automation product whose pricing page is a request form, so firms cannot compare cost before a sales conversation. The vendor sells a standard edition and one built natively on Salesforce, and leans heavily on AI and connectors in its marketing. People look elsewhere when they want a published price, a free or trial start, a smaller vendor, or a scope narrower than a mid-market suite. The tools below differ mostly in who they are built for and how much they show before you talk to sales.
Short answer: Avaza, Birdview and Productive head the list of Kantata alternatives drawn from our professional services automation software ranking. Places 1 to 3 go to challengers, vendors outside the best-known brands in a category, wherever the category has them; the established names follow from place 4 in their ranked order. Avaza is the one to try if you are a small firm and want to see prices and test a free plan before talking to anyone. The 11 entries that follow are all ranked in Best Professional Services Automation Software in 2026; each one explains what sets it apart from Kantata.
Vendors can pay for more visibility on this website, for example a higher place in a ranking or more room on a page. Commercial relationships can also affect which products we feature and how prominently. Every vendor link is marked the same, whatever the arrangement behind it. How that works.
Built for: Consultancies of a few hundred people joining delivery and finance
Not for: Small firms that only need scheduling and timesheets
01
Why buyers look past Kantata
01
The price is behind a form
Kantata's pricing page shows no plan names or figures. It says every services business is unique, so pricing should be too, and sends visitors to a form to speak with a PSA Advisor. Plans are tailored to company size, goals and team workflows. A firm comparing three vendors on a spreadsheet therefore cannot place Kantata until it has spent time in a sales process.
02
Two editions, one aimed at large firms
The product page splits into Kantata OX for high-growth firms and Kantata SX for large enterprises, with SX native to Salesforce and carrying multi-entity operations, consolidated financials and complex billing. A small consultancy reading the page sees much of the scope described at enterprise level, and has to ask which edition and which parts it would actually be quoted for.
03
Marketing talks agents, details stay thin
The product page leads with agentic business intelligence, an Expertise Agent and an AI Expertise Engine, and lists sentiment analysis in the navigation without describing it. Security gets a Trust Center link but no stated certifications or controls on the page we read. Buyers who want concrete limits, set-up time and compliance facts must request them.
your work is recurring managed services with tickets and SLAs rather than fixed projects
#12
03
What each one does differently
1
Avaza
Isle of Man · Published
Avaza Limited is incorporated in the Isle of Man and puts projects, timesheets, quotes, retainer invoices and resource scheduling into one cloud product with prices on the page. A free plan is capped at five projects and five invoices a month, above it sit three paid tiers. Scheduling is a separate user type with one seat included, so staffing by calendar adds cost per head.
Switch from Kantata if you are a small firm and want to see prices and test a free plan before talking to anyone.
Birdview comes from Logic Software Inc., which describes itself as Canadian. Its Professional Services Team edition is billed per user per month for five to a hundred users, in US dollars, and Enterprise is quoted. The FAQ lists an on-premise deployment and says a hosted database can be transferred to the customer on request, which gives the exit a practical shape.
Switch from Kantata if you want a published per-user price and a data hand-back option.
The Productive Company Inc. is a Delaware company that calls itself self-funded and profitable. Essential covers budgets, resource planning and time tracking, rate cards, billable-time approvals and skills begin at Professional, and revenue forecasting sits on the quoted Ultimate tier. A 14-day trial is offered, and wire transfer requires ten seats on an annual plan.
Switch from Kantata if you run an agency or consultancy that bills from rate cards and wants a trial first.
Rocketlane Corp lists a Wilmington, Delaware address and builds around customer implementation work. A branded client portal, client approvals and milestone satisfaction scores come with the entry tier, while resource planning, invoicing, rate cards and revenue recognition start at Premier. Both published tiers need five members and Enterprise is quoted. It reads as onboarding software with finance added above it.
Switch from Kantata if your projects are customer onboarding or implementations and clients should see progress in a portal.
Creative Manager Inc. sells Workamajig, whose privacy policy gives a New Jersey address, to advertising agencies and in-house creative teams. Project management, resourcing and a native general ledger are priced together per user per month, with tiers starting at ten users and a self-hosted option listed. Implementation is stated at two to three months, and the pages offer a demo rather than a trial.
Switch from Kantata if you are an agency and want ledger and projects in one system, accepting a longer rollout.
Scoro Software OÜ of Tallinn sells eight apps that can be combined, and the per-user price climbs from time billing alone to the end-to-end set. Five seats is the minimum order and a 14-day trial is offered. Onboarding is tiered by company size, with guided data migration shown only in the Professional and Premier tiers for firms of 26 to 49 people.
Switch from Kantata if you want to buy only the quote-to-cash apps you use and have at least five users.
BigTime Software describes itself as private equity funded, with Chicago headquarters and a founding year of 2002. Essentials has a per-user price on the page, whereas multi-currency invoicing and project budgeting arrive at Premier, and quoting and resource management are add-on modules. The service agreement renews automatically and asks for written notice sixty days before term end.
Switch from Kantata if time capture and billing matter first and you can accept add-on modules for the rest.
Accelo, Inc. lists offices in Denver, Altrincham and Wollongong and prices by team size and growth goals through a custom quote. Retainers and fixed-fee projects run side by side, and onboarding support and implementation guidance are described as part of the starting price. The pricing page shows no figure and mentions no trial, so comparison starts after a sales call.
Switch from Kantata if you sell retainers alongside fixed-fee work and are prepared to negotiate a quote.
Certinia Inc. of Austin, Texas builds on the Salesforce platform, reusing its records and interface, so the product is tied to that platform. Professional Services Cloud sits beside separate Financial Management and Customer Success clouds, and the legal page lists FinancialForce among its trademarks. Prices are absent and the pricing route ends at a demo form.
Switch from Kantata if your firm already runs its customer records on Salesforce and wants finance on the same platform.
Polaris belongs to Deltek, Inc. of Herndon, Virginia, founded in 1983, and targets IT services and consulting firms. It captures time from over 100 work apps and supports revenue recognition aligned to ASC 606 and IFRS 15. Pricing goes through a demo request, and the vendor presents it as lighter than a full ERP, so ask what is left to Deltek's ERP products.
Switch from Kantata if you are an IT or consulting firm that wants time captured automatically and revenue rules built in.
ConnectWise, LLC aims this PSA at managed service providers. Essentials carries tickets, SLAs, projects and time, and Pro adds sales, finance, procurement and RPA automation. Pricing is a request form and the site terms are governed by Florida law. A consultancy that bills projects rather than managed contracts would be paying for a service desk it does not use.
Switch from Kantata if your work is recurring managed services with tickets and SLAs rather than fixed projects.
Avaza: It publishes three paid tiers and a free plan capped at five projects and five invoices a month.
02
You may want your data handed back or hosted yourself
Birdview: The FAQ lists an on-premise deployment and says a hosted database can be transferred on request.
03
You bill clients from rate cards and want a trial
Productive: Rate cards and billable-time approvals start at Professional, and a 14-day trial is offered.
04
Your firm already runs customer data on Salesforce
Certinia: It is built on the Salesforce platform and shares its records and interface, with pricing through a demo form.
05
You run an advertising or creative agency and want a built-in ledger
Workamajig: It prices projects, resourcing and a native general ledger together, with tiers from ten users.
04
When Kantata is still the right choice
Kantata remains a sound choice for a mid-sized or large services business that wants resourcing, project delivery and financials in one system. The page lists demand forecasting, utilisation tracking, invoicing and revenue visibility, connectors to QuickBooks, NetSuite, Xero, Slack and Teams, and a Salesforce-native edition for firms whose customer data lives there. If you have the budget and a dedicated operations team, a quoted enterprise tool can be the right fit.
05
What moving off Kantata involves
01
Rebuild the resource plan before you cut over
Kantata holds demand forecasts, skills and utilisation, which a new tool will model differently. Export active projects, assignments and rate information, then decide which skills and roles you really staff by. Run one month of timesheets in both systems before the old one is switched off.
02
Check the Salesforce and accounting links
If you use the Salesforce edition, project and billing records live on that platform, and a move means re-pointing opportunities and invoices. Likewise, list which of QuickBooks, NetSuite or Xero feeds invoices today, and confirm the new tool connects to the same ledger. Ask Kantata what export formats and contract notice terms apply.
06
Questions about replacing Kantata
6 answers
Does Kantata publish its prices?
The pricing page we read shows no plan names or figures. It describes pricing as tailored to company size, goals and working style and offers a form to speak with an advisor. Ask for a written quote including implementation.
Which Kantata alternatives show a price on their website?
Avaza, Birdview, Productive, Rocketlane, Scoro and Workamajig publish per-user or per-tier prices in our records, and BigTime publishes its entry tier. Avaza adds a free plan with limits. Check each live page, as tiers change.
Is there a free or trial option among the alternatives?
Avaza has a free plan capped at five projects and five invoices a month. Productive and Scoro list 14-day trials, and Birdview and Rocketlane offer trials. Accelo, Workamajig, Certinia and Deltek Polaris start with a demo instead.
Which alternative suits Salesforce users?
Certinia is built on the Salesforce platform and shares its records and interface. Kantata itself also sells a native Salesforce edition, so a firm that wants to stay on Salesforce compares those two first and reads what each includes.
Is a PSA the same as a managed-services tool?
Not quite. ConnectWise PSA is aimed at managed service providers with tickets and SLAs in Essentials, and a project consultancy would pay for desk features it does not use. Project-led firms look at the others first.
What does Kantata connect to?
Its pricing page cites over 1,200 prebuilt connectors, secure APIs and MCP support. The product page names Salesforce, QuickBooks, NetSuite, Xero, Slack and Microsoft Teams. Confirm that your exact ledger and CRM are on the list for the edition you would buy.
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Sources
Checked 7 November 2026
Kantata pricing: No published prices, tailored plans, form to speak with a PSA Advisor, over 1,200 connectors, APIs, MCP support.
Kantata product: OX and SX editions, resourcing, financials, AI features, named integrations, Trust Center link, Salesforce-native SX.
Avaza: Isle of Man company, free plan capped at five projects and five invoices, three paid tiers, scheduling user type.
Birdview: Logic Software Inc., Team edition per user for 5 to 100 users, on-premise option, database transfer.
Productive: Essential, Professional and Ultimate tiers, rate cards, 14-day trial, ten-seat wire transfer.
Rocketlane: Client portal, five-member tiers, Premier for resource planning and invoicing, Enterprise quoted.
Workamajig: Agency focus, native ledger, tiers from ten users, self-hosted option, demo request.
Founder of The Knowledge Engineers and of 2 Steps Ahead, an AI search visibility agency. Editorially responsible for every page on this site; research and drafting are AI-assisted.
Author and fact-checker: Sebastiaan Smits. This page was last reviewed on 7 November 2026; our review process is public.
