About
Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. By connecting scoping, resourcing, and forecasting in one platform, you can always deliver amazing.
Most PS organizations struggle with unpredictable projects that erode margins, strain resources, and weaken client trust. Kantata PSA puts an end to unpredictable projects by enabling you to:
• Instantly assemble the ideal team based on skills, availability, and scope
• Easily amplify institutional knowledge by turning past experience into real-time intelligence
• Confidently forecast every outcome with an accurate view of everything from revenue and margins to capacity and sentiment
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About
Traditional strategic planning is static and doesn’t connect individuals’ efforts to your vision or mission. So, we’ve created an approach to fix the pain points. We’ll work with your team to create an agile approach to engage your team and connect them to what matters most in your organization. Build a great plan that sticks — the first time. Our team of expert practitioners will facilitate custom-built strategy sessions with proven methodologies, practical tools and hands-on exercises for designing a strategy and putting an effective management system in place. Engage your organization in the strategic planning process. We’ll develop a targeted survey to gather insight from board members, managers, and staff. Identify where the greatest opportunities for growth exist with customized research to gain strategic insights into current and emerging players in your market, industry trends, and market shifts.
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About
XLReporting is an online Reporting and Budgeting Platform to create reports, budgets, and forecasts the way you want.
As a controller or accountant, you want to automate your budget process by connecting your data sources and consolidating budget submissions by users.
You can control the workflow, manage user permissions, and see the process status and history of changes at all times.
- Design your own budget models in a built-in spreadsheet editor that is compatible with Excel. A familiar environment with the power of a database.
- Define your own business structure
- Import your data with 30+ connectors (QuickBooks, Xero, Sage, Exact, Excel).
- Analyze your numbers. Choose from over 30 different visualisations and create automated reports. Publish or share your reports in a dashboard.
Connect to your source. Consolidate automatically. Make decisions with confidence.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Professional services businesses, especially in the marketing, advertising, creative, engineering, IT services, management consulting, technology and software services.
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Audience
Strategic Planning solution for organizations
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Audience
For controllers and accountants who want insight and be in control of their numbers at all times.
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Pricing
€500/month
Free Version
Free Trial
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Reviews/
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationKantata
Founded: 2008
United States
www.kantata.com
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Company InformationOnStrategy
Founded: 2003
United States
onstrategyhq.com
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Company InformationXLReporting
Founded: 2002
Netherlands
www.xlreporting.com
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Alternatives |
Alternatives |
Alternatives |
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Categories |
Categories |
Categories |
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Strategic Planning Features
Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards
Business Intelligence Features
Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics
Collaboration Features
Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing
Financial Management Features
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management
IT Project Management Features
Bug Tracking
Issue Management
Milestone Tracking
Percent-Complete Tracking
Portfolio Management
Prioritization
Product Roadmapping
Requirements Management
Resource Management
Status Tracking
Supports Agile
Supports Scrum
Task Management
Testing / QA Management
Time & Expense Tracking
Professional Services Automation Features
Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
Project Planning Features
Agile Methodologies
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Kanban Board
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies
Project Portfolio Management Features
Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking
Resource Management Features
Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management
Time Tracking Features
Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking
Time and Expense Features
Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project
Work Management Features
Access Roles / Permissions
Calendar Management
Collaboration Tools
CRM
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management
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Strategic Planning Features
Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards
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Strategic Planning Features
Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards
Budgeting Features
"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control
Business Performance Management Features
Ad hoc Analysis
Ad Hoc Reports
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning
Financial Reporting Features
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Reporting Features
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports
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Integrations
Google Drive
Zapier
Blotout
BugHerd
Cyfe
Desktop.com
Exact voor Handel
Fivetran
HubSpot Customer Platform
Insightly
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Integrations
Google Drive
Zapier
Blotout
BugHerd
Cyfe
Desktop.com
Exact voor Handel
Fivetran
HubSpot Customer Platform
Insightly
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Integrations
Google Drive
Zapier
Blotout
BugHerd
Cyfe
Desktop.com
Exact voor Handel
Fivetran
HubSpot Customer Platform
Insightly
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