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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    CaseWare IDEA

    Score4.8 out of 10
    N/ACaseWare IDEA is a data analysis and data extraction tool supporting audit processes. IDEA integrates with various solutions to make obtaining and exporting data easy, such as SAP solutions, accounting packages, CRM systems and other enterprise solutions for a single version of the truth.N/A

    Kantata PSA

    Score9 out of 10
    Mid-Size Companies (51-1,000 employees)
    Kantata Cloud (formerly Mavenlink + Kimble) provides project management and collaboration software for small to mid-sized professional services companies. Features include resource management, project dependencies, time and expense tracking, file sharing, versatile user permissions, private messaging, planning and reporting.N/A
    Pricing
    CaseWare IDEAKantata PSA
    Editions & Modules
    No answers on this topic
    Premier
    Contact Sales Team
    per month per seat
    Enterprise
    Contact Sales Team
    Offerings
    Pricing Offerings
    CaseWare IDEAKantata PSA
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeRequired
    Additional Details——
    More Pricing Information
    Community Pulse
    CaseWare IDEAKantata PSA
    Considered Both Products
    Caseware International Inc.
    No answer on this topic
    Kantata (Kimble + Mavenlink)
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    94%
    Would buy again
    17 Answers
    Delivers good value for the price
    No answers on this topic
    94%
    Delivers good value for the price
    15 Answers
    Happy with the feature set
    No answers on this topic
    89%
    Happy with the feature set
    16 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    92%
    Lived up to sales and marketing promises
    11 Answers
    Implementation went as expected
    No answers on this topic
    100%
    Implementation went as expected
    12 Answers
    Best Alternatives
    CaseWare IDEAKantata PSA
    Small Businesses
    No answers on this topic
    Autotask PSA
    Score7.7 out of 10
    Medium-sized Companies
    No answers on this topic
    Workday Professional Services Automation
    Score8.2 out of 10
    Enterprises
    No answers on this topic
    Planview AdaptiveWork
    Score8.8 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    CaseWare IDEAKantata PSA
    Likelihood to Recommend
    8.3
    (2 ratings)
    9.1
    (50 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    9.0
    (6 ratings)
    Usability
    -
    (0 ratings)
    8.0
    (8 ratings)
    Availability
    -
    (0 ratings)
    9.0
    (2 ratings)
    Performance
    -
    (0 ratings)
    7.0
    (3 ratings)
    Support Rating
    9.0
    (1 ratings)
    9.0
    (8 ratings)
    In-Person Training
    -
    (0 ratings)
    9.0
    (2 ratings)
    Online Training
    -
    (0 ratings)
    9.0
    (2 ratings)
    Implementation Rating
    -
    (0 ratings)
    9.0
    (5 ratings)
    Configurability
    -
    (0 ratings)
    8.2
    (1 ratings)
    Ease of integration
    -
    (0 ratings)
    8.2
    (1 ratings)
    Product Scalability
    -
    (0 ratings)
    9.0
    (2 ratings)
    Vendor post-sale
    -
    (0 ratings)
    9.0
    (2 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    9.0
    (2 ratings)
    User Testimonials
    CaseWare IDEAKantata PSA
    Likelihood to Recommend
    Caseware International Inc.
    One example of specific scenario in [CaseWare] IDEA is the ability to run samples separately and then based off of the results, compare and contrast the values recorded and easily discern if there are any variables or discrepancies within the data itself. Also, we can test journal entries with certain parameters to check the audit for any issues that may arise pertaining to the criteria. By testing, we are able to make sure the data is accurate and sufficient.
    Incentivized
    Read full review
    Kantata (Kimble + Mavenlink)
    It is appropriate and even exceeds expectations 90% of the time. It makes project tracking very easy and visually accessible for most cases. The only occasion where Mavenlink came slightly short was for a special project that required more interaction options among project members. I am certain there are ways to work around that issue, but we did not find them.
    Incentivized
    Read full review
    Pros
    Caseware International Inc.
    • Easy to understand and easy to use.
    • Can use on large quantities of data and quickly analyze them.
    • Uses logic that can be followed if one is an auditor. I, for example, could understand the logic in a number of samples, i.e how the number of samples thrown changes when risk changes from low to moderate in proportion taking in consideration the materiality.
    • Other audit firms are using 2 software for the process that IDEA alone can do. So IDEA has a definite advantage here.
    • Customizable by the company.
    Read full review
    Kantata (Kimble + Mavenlink)
    • With Mavenlink when starting to assign tasks to people, set deadlines and milestones, and add files to our projects we can look at it all from a variety of perspectives, including a task tracker view and a Gantt chart view
    • Through Mavenlink each project also includes an activity stream where we can view all project details as they come up, as well as an activity feed for all the projects it is linked to.
    Incentivized
    Read full review
    Cons
    Caseware International Inc.
    • Bit of a learning curve for the advanced features as a beginner.
    Incentivized
    Read full review
    Kantata (Kimble + Mavenlink)
    • The Gantt chart does not allow for baselines to be stored
    • There is no means to upload an excel task tracker and build a plan using an upload
    • The schedule does not allow for planning of holidays
    • The status report functionality needs to be improved
    Incentivized
    Read full review
    Likelihood to Renew
    Caseware International Inc.
    No answers on this topic
    Kantata (Kimble + Mavenlink)
    Although the company I currently work for does not use the product I have recommended that we do switch to Mavenlink. We will be opening some new sites internationally this year and I can see that Mavenlink would be a great product for us to use
    Read full review
    Usability
    Caseware International Inc.
    No answers on this topic
    Kantata (Kimble + Mavenlink)
    I think Kantata is one of the most robust and best project management tools out there for an organization like ours. However, some of our staff feel like it isn't as user-friendly as it could be. From a Director point of view or a Project Manager point of view, Kantata is exceptional. From the point of view of a task-doer, it could be more visually appealing. Also, the mobile version isn't great.
    Incentivized
    Read full review
    Reliability and Availability
    Caseware International Inc.
    No answers on this topic
    Kantata (Kimble + Mavenlink)
    Mavenlink gives advance notice for system upgrades, and they're not during our business day. Mavenlink has always been available when we needed it.
    Read full review
    Performance
    Caseware International Inc.
    No answers on this topic
    Kantata (Kimble + Mavenlink)
    Very good integration with Google apps. Some complexity is called however in the synchronization between Google Tasks and Maven links tasks. This can sometimes lead to duplicate records in Google Tasks. It has been dissolvable that becomes cumbersome if not properly curated.
    Read full review
    Support Rating
    Caseware International Inc.
    I would rate it a 9 because I never really needed support on this but if I did, there was the necessary support given promptly.
    Read full review
    Kantata (Kimble + Mavenlink)
    Kantata support is fantastic! Any issues that arise are always handled quickly and efficiently. Granted, we haven't had many issues to report. Typically, my team tends to only reach out to support if they need assistance remembering how to do something or asking about an improvement. We had Kantata build an integration when we first started using the software, and the support team worked hard to listen and improve the integration.
    Incentivized
    Read full review
    In-Person Training
    Caseware International Inc.
    No answers on this topic
    Kantata (Kimble + Mavenlink)
    We prepared questions in advance, and our trainer was an expert in what Mavenlink was and wasn't able to do. We were able to have multiple people trained at once.
    Read full review
    Online Training
    Caseware International Inc.
    No answers on this topic
    Kantata (Kimble + Mavenlink)
    The training was very well-organized. We were able to send questions in advance so the instructor knew what to cover, and the brought up related topics to maximize the usefulness of what they were teaching us.
    Read full review
    Implementation Rating
    Caseware International Inc.
    No answers on this topic
    Kantata (Kimble + Mavenlink)
    Dedicate as much internal time to the implementation effort as possible, even if you're using a 3rd party or Mavenlink services. Your team knows your processes the best
    Read full review
    Alternatives Considered
    Caseware International Inc.
    I have used Microstart and would definitely vote for IDEA because IDEA combines what Microstart does with the help of one/more softwares. Where Microstart just gives a number of samples, IDEA selects the number of samples based on materiality, risk, and other factors. It selects those samples from the population leaving out line items that are invalid/ zero. I would prefer using IDEA any day.
    Read full review
    Kantata (Kimble + Mavenlink)
    We have since switched over to JIRA and let me tell you, it was probably the best decision we have made as a company. We chose Mavenlink based on promises from the sales team about future roadmap work that really never happened. We thought Mavenlink would easily integrate with our billing software but we couldn't have been more wrong. We ended up never utilizing Mavenlink invoices as they don't even allow you to fully customize your invoices that go out to clients!
    Incentivized
    Read full review
    Scalability
    Caseware International Inc.
    No answers on this topic
    Kantata (Kimble + Mavenlink)
    It's very easy to add users and contractors into Mavenlink. There's also an option that let's you manage access for teams in multiple locations.
    Read full review
    Return on Investment
    Caseware International Inc.
    • We were able to save time by over 200 billable hours over our last busy season cycle
    • We saved roughly 12% on costs compared to the last program we used.
    Incentivized
    Read full review
    Kantata (Kimble + Mavenlink)
    • Manvenlink is perfect for showing expenses and income over time and across people.
    • Manvenlink is adaptable for the integration and automation of the processes of each of our projects in order to optimize resources and improve operational performance.
    • Mavenlink allows us to determine if our projects are profitable or not, as well as save significant time by automating components such as recurring tasks and having templates, among other things.
    • Manvenlink is advantageous for our operations due to its simple portfolio management of our projects: manage several projects at once and receive a complete perspective of the development of each one at a glance.
    • Manvenlink kindly provides us with robust discussion threads, access restrictions, and built-in document management, allowing us to contextualize communications.
    Incentivized
    Read full review
    ScreenShots

    Kantata PSA Screenshots

    Screenshot of real-time project status tracking.Screenshot of visualizations that help track resources with confidence.Screenshot of at a glance capacity and staffing monitoring.Screenshot of financials and project margin monitoring.Screenshot of revenue tracking, to scale a business with confidence.