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FinancialForce PSA VS Klient

Compare FinancialForce PSA VS Klient and see what are their differences

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FinancialForce PSA logo FinancialForce PSA

FinancialForce.com provides cloud back-office applications for Salesforce CRM.

Klient logo Klient

Klient is the Salesforce-native PSA — project management, resourcing, time tracking, and billing built right inside Salesforce, now with 9 AI agents. Rated 4.96/5 on the Salesforce AppExchange (73 reviews) and 4.5/5 on G2 (83 reviews). $39/user/month
  • FinancialForce PSA Landing page
    Landing page //
    2023-06-15
  • Klient Full life cycle of your projects
    Full life cycle of your projects //
    2026-01-05
  • Klient Project Management
    Project Management //
    2026-01-05
  • Klient Resource Management
    Resource Management //
    2026-01-05
  • Klient Klient PSA features
    Klient PSA features //
    2026-01-05

Klient PSA is a comprehensive Professional Services Automation (PSA) solution built 100% natively on Salesforce. Primarily designed for consulting firms and SaaS businesses, it helps teams structure their work, optimize resource utilization, improve collaboration, and accelerate revenue, all from a single source of truth. Key capabilities include: * Project Management: Deliver projects on time and on budget with customizable templates, Kanban boards, Gantt charts, and task grids. * Resource Planning: Allocate resources based on skills, availability, and priority. Maximizing team productivity. * Time & Expense Tracking: Enable your team to easily log time and expenses while ensuring accurate billing and forecasting. * Billing & Financials: Automate pre-invoicing, invoice generation, and revenue recognition to accelerate cash flow. * Customer Collaboration: Keep customers engaged and aligned with real-time updates, shared documents, and approval workflows through the customer portal. *AI Agents: Humans lead. Agents deliver the scope, the brief, and the hours. *MCP: Connect your AI to Klient PSA - safely.

Built by consultants, for consultants, Klient PSA centralizes every step of the project lifecycle: estimation, planning, delivery, time tracking, billing, and reporting. It enables operations teams to shift from disconnected tools and manual processes to a single, cohesive platform, designed to grow with your business. Trusted by Salesforce partners, fast-scaling SaaS firms, and global consultancies, Klient PSA is more than software, it’s a modern operational backbone designed to help your team deliver value, every time.

FinancialForce PSA

Website
certinia.com
Pricing URL
-
$ Details
-
Platforms
-
Release Date
-
Edit details

Klient

Website
klient.com
Pricing URL
Official Klient Pricing
$ Details
paid Free Trial $15 / Monthly (Per user, paid annually)
Platforms
Salesforce
Release Date
2015 January
Startup details
Country
Canada
State
Quebec
City
Laval
Founder(s)
Yanick Abraham
Employees
20 - 49
Edit details

FinancialForce PSA features and specs

  • Seamless Salesforce Integration
    FinancialForce PSA is built on the Salesforce platform, enabling seamless integration with Salesforce CRM. This provides a unified data environment, enhancing visibility and collaboration across sales and services teams.
  • Comprehensive Resource Management
    The platform offers robust resource management features, including resource planning, scheduling, and utilization tracking, helping organizations optimize their workforce and project assignments.
  • Advanced Analytics and Reporting
    FinancialForce PSA provides advanced analytics and customizable reporting tools, which empower businesses to derive actionable insights from their data, thereby facilitating informed decision-making.
  • Scalability
    As a cloud-based solution, FinancialForce PSA can scale with your business. This makes it suitable for companies of different sizes, from small businesses to large enterprises.
  • Automated Billing and Invoicing
    The solution automates billing and invoicing processes, reducing manual errors and ensuring timely and accurate client billing.

Possible disadvantages of FinancialForce PSA

  • Cost
    FinancialForce PSA can be expensive, especially for small businesses or startups with limited budgets. The total cost includes subscription fees, implementation, and any customization required.
  • Complexity
    The platform's extensive features and customization options can be overwhelming and require a steep learning curve for new users. Comprehensive training and possibly a dedicated admin may be necessary.
  • Dependency on Salesforce
    Since it is built on the Salesforce platform, users who are not already within the Salesforce ecosystem may find it less appealing. Dependencies may also limit flexibility if a business decides to switch CRM systems.
  • Customization Time
    While highly customizable, the time required to tailor the system to specific business needs can be considerable. This may delay the time-to-value.
  • Implementation and Upgrades
    Initial implementation and periodic upgrades require careful planning and can disrupt operations. Professional services may be needed to ensure smooth transitions.

Klient features and specs

  • Project Management
    Manage complex projects with confidence using Klient PSA, a 100% Salesforce™ native Professional Services Automation (PSA) platform. Keep your projects on track and deliver exceptional results for your customers.
  • Resource Management
    Optimize your resources, streamline scheduling, and ensure efficient project delivery with Klient’s resource management tools.
  • Time Tracking
    Boost your productivity, stay on top of tasks, track time effortlessly, and be the hero with Klient’s task and time management tools.
  • Customer collaboration
    Exceed client expectations, boost engagement, and elevate service quality with Klient’s customer collaboration tools.
  • Billing and Financials
    Close your months faster, prevent revenue leakage, and increase your cash flow with Klient’s foolproof Billing and Financial tools.
  • Estimate and Forecast
    Streamline your sales cycle, enhance project planning, and improve collaboration with Klient’s Estimate & Forecast tools.

Analysis of Klient

Overall verdict

  • Klient (now part of Certinia, formerly known as Klient PSA) is a solid professional services automation solution built natively on the Salesforce platform, offering strong project management, resource planning, and billing capabilities for services organizations.

Why this product is good

  • Native Salesforce integration allows seamless data flow between CRM and project delivery teams
  • Comprehensive PSA features including project management, time tracking, resource management, and billing in one platform
  • Strong reporting and analytics leveraging Salesforce's reporting engine
  • Automation of professional services workflows reduces manual administrative work
  • Scalable for growing services organizations with complex project needs
  • Backed by Certinia (formerly FinancialForce), providing continued investment and support

Recommended for

  • Salesforce-centric organizations looking for integrated PSA tools
  • Professional services firms managing complex, multi-phase projects
  • Companies needing unified resource management and billing tied to CRM data
  • Mid-market to enterprise businesses with dedicated services delivery teams
  • Organizations seeking to improve project profitability visibility and forecasting

FinancialForce PSA videos

+ Add

Product video: FinancialForce PSA in Action - A Day in the Life of a ProfServ Executive

Klient videos

+ Add

Connect Your AI to Klient PSA with MCP

More videos:

  • Demo - Product update webinar
  • Demo - Klient PSA 90 sec overview

Category Popularity

0-100% (relative to FinancialForce PSA and Klient)

FinancialForce PSA

Klient

Project Management
90 90%
Project Management
10% 10
Task Management
93 93%
Task Management
7% 7
Professional Services Automation
100 100%
Professional Services Automation
0% 0
Resource Scheduling
0 0%
Resource Scheduling
100% 100

Questions & Answers

As answered by people managing FinancialForce PSA and Klient.

Which are the primary technologies used for building your product?

Klient's answer:

Klient PSA is 100% Salesforce Native

User comments

Share your experience with using FinancialForce PSA and Klient. For example, how are they different and which one is better?
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What are some alternatives?

When comparing FinancialForce PSA and Klient, you can also consider the following products

BigTime.net - BigTime is a leading Professional Services Automation software that helps you scale your firm by giving you the ability to track & act on your operational metrics. Even with remote work, easily manage time, expenses, & billing for multiple projects.

Service Provider Pro - Client Portal Software. Productize your services and turn your agency into a profitable and scalable system.

Kantata - Kantata (formerly Mavelink) is a tool for resource planning, time tracking, project financials, collaborative project management, and performance analytics all wrapped up in one intuitive solution.

Function Point - Function Point is project management software tailored to the unique and specific demands of creative professionals.

Kimble PSA - Kimble PSA provides professional service organizations with real-time diagnostics of their customer engagements.

Cloud Coach - PSA - Cloud Coach provides PSA software to help increase the efficiency of how projects are planned, budgeted, created, scheduled and implemented.

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