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.

Moxo is an AI workflow automation platform for business operations.

Moxo runs complex, multi-step business processes with humans and AI agents in the same flow. AI agents handle the operational work: preparing documents, validating submissions, extracting data, routing work, and chasing what's overdue. People make the decisions that need judgment — approvals, exceptions, sign-offs — and stay accountable for every one, with a full record of who decided what and when.

Teams build workflows by describing them in plain language, and build self-learning AI agents in Agent Foundry or bring their own. Flows handle whatever the process throws at them: branches, exceptions, escalations. Internal teams, clients, vendors, and partners take their steps through branded portals with no accounts to create, so processes like client onboarding, vendor compliance, and deal approvals run end to end instead of stalling.

Moxo is used wherever recurring, multi-party work crosses departments or company walls — to cut cycle time on the operations that run the business, with SOC 2 Type II, GDPR compliance, SSO, and audit trails built in.