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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    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

    OnPlan

    Score10 out of 10
    N/ASpreadsheets are widely used for planning because of their flexibility and familiarity. With OnPlan, users get access to visualization capabilities, integrations, and collaboration features, in a solution designed to give the run-of-the-mill spreadsheet model more power. OnPlan integrates with dozens of data sources, including Netsuite, Quickbooks, Salesforce, ADP, and also existing spreadsheets – allowing the user to make important business decisions leveraging a single source of…N/A
    Pricing
    Kantata PSAOnPlan
    Editions & Modules
    Premier
    Contact Sales Team
    per month per seat
    Enterprise
    Contact Sales Team
    No answers on this topic
    Offerings
    Pricing Offerings
    Kantata PSAOnPlan
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeRequiredNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    Kantata PSAOnPlan
    Considered Both Products
    Kantata (Kimble + Mavenlink)
    No answer on this topic
    OnPlan
    No answer on this topic
    Key User Insights
    Would buy again
    94%
    Would buy again
    17 Answers
    No answers on this topic
    Delivers good value for the price
    94%
    Delivers good value for the price
    15 Answers
    No answers on this topic
    Happy with the feature set
    89%
    Happy with the feature set
    16 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    92%
    Lived up to sales and marketing promises
    11 Answers
    No answers on this topic
    Implementation went as expected
    100%
    Implementation went as expected
    12 Answers
    No answers on this topic
    Features
    Kantata PSAOnPlan
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Kantata PSA and OnPlan
    Feature
    Kantata PSA
    -
    Ratings
    OnPlan
    8.7
    1 Ratings
    14% above category average
    Pixel Perfect reports00 Ratings8.01 Ratings
    Customizable dashboards00 Ratings10.01 Ratings
    Report Formatting Templates00 Ratings8.01 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Kantata PSA and OnPlan
    Feature
    Kantata PSA
    -
    Ratings
    OnPlan
    9.3
    1 Ratings
    18% above category average
    Drill-down analysis00 Ratings10.01 Ratings
    Formatting capabilities00 Ratings10.01 Ratings
    Report sharing and collaboration00 Ratings8.01 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Kantata PSA and OnPlan
    Feature
    Kantata PSA
    -
    Ratings
    OnPlan
    9.0
    1 Ratings
    13% above category average
    Publish to PDF00 Ratings10.01 Ratings
    Report Versioning00 Ratings8.01 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Kantata PSA and OnPlan
    Feature
    Kantata PSA
    -
    Ratings
    OnPlan
    8.0
    1 Ratings
    8% above category average
    Pre-built visualization formats (heatmaps, scatter plots etc.)00 Ratings8.01 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Kantata PSA and OnPlan
    Feature
    Kantata PSA
    -
    Ratings
    OnPlan
    10.0
    1 Ratings
    18% above category average
    Multi-User Support (named login)00 Ratings10.01 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Kantata PSA and OnPlan
    Feature
    Kantata PSA
    -
    Ratings
    OnPlan
    10.0
    1 Ratings
    30% above category average
    Responsive Design for Web Access00 Ratings10.01 Ratings
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of Kantata PSA and OnPlan
    Feature
    Kantata PSA
    -
    Ratings
    OnPlan
    9.2
    1 Ratings
    13% above category average
    Long-term financial planning00 Ratings10.01 Ratings
    Financial budgeting00 Ratings10.01 Ratings
    Forecasting00 Ratings10.01 Ratings
    Scenario modeling00 Ratings8.01 Ratings
    Management reporting00 Ratings8.01 Ratings
    Financial Reporting and Compliance
    Comparison of Financial Reporting and Compliance features of Kantata PSA and OnPlan
    Feature
    Kantata PSA
    -
    Ratings
    OnPlan
    8.5
    1 Ratings
    5% above category average
    Financial Statement Reporting00 Ratings10.01 Ratings
    Management Reporting00 Ratings8.01 Ratings
    Excel-based Reporting00 Ratings8.01 Ratings
    Automated board and financial reporting00 Ratings8.01 Ratings
    Analytics and Reporting
    Comparison of Analytics and Reporting features of Kantata PSA and OnPlan
    Feature
    Kantata PSA
    -
    Ratings
    OnPlan
    10.0
    1 Ratings
    28% above category average
    Personalized dashboards00 Ratings10.01 Ratings
    Cost and profitability analysis00 Ratings10.01 Ratings
    Key Performance Indicator setting00 Ratings10.01 Ratings
    Integration
    Comparison of Integration features of Kantata PSA and OnPlan
    Feature
    Kantata PSA
    -
    Ratings
    OnPlan
    10.0
    1 Ratings
    21% above category average
    Flat file integration00 Ratings10.01 Ratings
    Excel data integration00 Ratings10.01 Ratings
    Direct links to 3rd-party data sources00 Ratings10.01 Ratings
    Best Alternatives
    Kantata PSAOnPlan
    Small Businesses
    Autotask PSA
    Score7.7 out of 10
    No answers on this topic
    Medium-sized Companies
    Workday Professional Services Automation
    Score8.2 out of 10
    IBM Planning Analytics
    Score8.5 out of 10
    Enterprises
    Planview AdaptiveWork
    Score8.8 out of 10
    Oracle Fusion Cloud Enterprise Performance Management
    Score7.2 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Kantata PSAOnPlan
    Likelihood to Recommend
    9.1
    (50 ratings)
    10.0
    (1 ratings)
    Likelihood to Renew
    9.0
    (6 ratings)
    -
    (0 ratings)
    Usability
    8.0
    (8 ratings)
    -
    (0 ratings)
    Availability
    9.0
    (2 ratings)
    -
    (0 ratings)
    Performance
    7.0
    (3 ratings)
    -
    (0 ratings)
    Support Rating
    9.0
    (8 ratings)
    -
    (0 ratings)
    In-Person Training
    9.0
    (2 ratings)
    -
    (0 ratings)
    Online Training
    9.0
    (2 ratings)
    -
    (0 ratings)
    Implementation Rating
    9.0
    (5 ratings)
    -
    (0 ratings)
    Configurability
    8.2
    (1 ratings)
    -
    (0 ratings)
    Ease of integration
    8.2
    (1 ratings)
    -
    (0 ratings)
    Product Scalability
    9.0
    (2 ratings)
    -
    (0 ratings)
    Vendor post-sale
    9.0
    (2 ratings)
    -
    (0 ratings)
    Vendor pre-sale
    9.0
    (2 ratings)
    -
    (0 ratings)
    User Testimonials
    Kantata PSAOnPlan
    Likelihood to Recommend
    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
    OnPlan
    OnPlan is well suited for finance teams looking to maintain control of their corporate/financial models. Every model can be exported to Excel. In particular, for early-stage to mid-stage companies, OnPlan provides a powerful and inexpensive solution that allows for automation and customization. Another strong argument for OnPlan is their experienced CSM/IM team that helps to build the first model and acts as a sounding board with insights to improve the models. OnPlan might be less powerful for large organizations operating across multiple divisions, countries, and entities as this requires sophisticated consolidation processes and standardization, which might be difficult to maintain with OnPlan. Implementations depending on complexity can take longer due to the customization options and plethora of options to make models more accurate.
    Incentivized
    Read full review
    Pros
    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
    OnPlan
    • Integration with QBO and SFDC
    • Integration with Google sheets and presentations
    • User friendly and polished UE
    • Easy Excel like syntax for modelling
    • Flexibility to create custom formulas
    • User roles and permissions
    • Handling of fiscal year vs. calendar as well as switching between monthly/quarterly views
    Incentivized
    Read full review
    Cons
    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
    OnPlan
    • Chart library or templates to quickly create polished Google charts
    • More collaboration features for comments and questions to team members
    Incentivized
    Read full review
    Likelihood to Renew
    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
    OnPlan
    No answers on this topic
    Usability
    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
    OnPlan
    No answers on this topic
    Reliability and Availability
    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
    OnPlan
    No answers on this topic
    Performance
    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
    OnPlan
    No answers on this topic
    Support Rating
    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
    OnPlan
    No answers on this topic
    In-Person Training
    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
    OnPlan
    No answers on this topic
    Online Training
    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
    OnPlan
    No answers on this topic
    Implementation Rating
    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
    OnPlan
    No answers on this topic
    Alternatives Considered
    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
    OnPlan
    OnPlan provided the best tradeoff for customization, integrations, affordability, user controls, and maintenance/control of the financial model.
    Incentivized
    Read full review
    Scalability
    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
    OnPlan
    No answers on this topic
    Return on Investment
    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
    OnPlan
    • More cost control
    • More accurate forecasts / reducing of forecasting errors
    • More accurate accounting close / detection of erroneous GL entries
    • Time savings to update financial model / forecasts
    • Time savings to create BvA reports
    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.

    OnPlan Screenshots

    Screenshot of Get started fast – import your Excel or Google Sheets financial model.Screenshot of No need to learn a new system — OnPlan uses the Excel formulas and syntax you love.Screenshot of Generate scenarios and drill into variances. Create new what-if scenarios in seconds, and visualize variances with one click.