Software Alternatives, Accelerators & Startups

Square VS Klient

Compare Square VS Klient and see what are their differences

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Square logo Square

Square helps millions of sellers run their business-from secure credit card processing to point of sale solutions. Get paid faster with Square. Sign up today!

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
  • Square Homepage
    Homepage //
    2024-05-06
  • 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.

Square

Pricing URL
-
$ Details
-
Platforms
-
Release Date
-
Startup details
Country
United States

Klient

Website
klient.com
$ 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

Square features and specs

  • Ease of Use
    Square's platform is known for being user-friendly and easy to set up, making it accessible for small business owners with little technical expertise.
  • Transparent Pricing
    Square offers straightforward, flat-rate pricing with no hidden fees, which helps businesses understand their costs upfront.
  • Integrated Solutions
    Square provides a comprehensive suite of tools including POS systems, online store, invoicing, payroll, and more, enabling seamless business operations.
  • No Long-Term Contracts
    Square does not require long-term contracts or commitments, allowing businesses flexibility in choosing their service provider.
  • Omnichannel Capabilities
    Square supports sales across various channels, including in-person, online, and mobile, offering versatility for different business models.
  • Next-Day Deposits
    Square offers next-day deposits, ensuring that businesses have quick access to their funds, which is critical for cash flow management.

Possible disadvantages of Square

  • Processing Fees
    While the pricing is transparent, the fees per transaction can add up, especially for businesses with high sales volumes or low margins.
  • Account Stability
    Some users have reported sudden holds or terminations of their Square accounts, which can disrupt business operations.
  • Limited Customer Support
    Square's customer support can be limited, particularly for smaller businesses or during high-demand periods, which can affect issue resolution time.
  • Additional Costs for Advanced Features
    Some advanced features and integrations may incur additional costs, making it more expensive for businesses that need these functionalities.
  • Geographic Limitations
    Square is primarily available in certain countries, which may be restrictive for businesses with international operations or customers.

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 Square

Overall verdict

  • Yes, Square is generally considered a good choice for businesses looking for an all-in-one payment and business management solution. It is particularly praised for its user-friendly interface, competitive pricing, and reliable customer support.

Why this product is good

  • Square, known for its point of sale solutions, has built a strong reputation for its ease of use, transparent pricing, and comprehensive features suited for small to medium-sized businesses. It offers seamless integration with various hardware, software, and payment processing services, which are particularly appreciated by users who want a straightforward setup. The platform also provides useful analytics, invoicing, and inventory management features that help businesses efficiently manage their operations.

Recommended for

    Square is recommended for small to medium-sized businesses, especially in the retail, food and beverage, and service industries, who need a versatile and scalable payment processing and business management solution. It is particularly beneficial for those who prefer a cloud-based service with seamless integration across multiple devices.

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

Square videos

Square vs PayPal 2020: A Side by Side Comparison

More videos:

  • Demo - Square Mobile Credit Card Reader Review | Squareup Demo | Pros & Cons
  • Review - I switched from Square to Paymentech. IMO, Squareup merchant services is garbage.
  • Review - What is Square - Square Review - Square Pricing Plans Explained
  • Review - 6 days left to dump Square merchant services before they begin screwing small businesses
  • Review - Square Eftpos Terminal Review 2023
  • Review - Square Review | Is It the BEST POS System for Online Payments & Invoicing?
  • Review - Square For Small Business: Is Square Right For You? [Square Explained]

Klient videos

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 Square and Klient)
Payments Processing
100 100%
0% 0
Project Management
0 0%
100% 100
Payment Platform
100 100%
0% 0
Task Management
0 0%
100% 100

Questions & Answers

As answered by people managing Square 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 Square and Klient. For example, how are they different and which one is better?
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Reviews

These are some of the external sources and on-site user reviews we've used to compare Square and Klient

Square Reviews

The 8 Best Payment Processing Systems
If your business needs to process payments in person, Square has handy point-of-sale features like a contactless chip reader, magstripe reader, and convertible stand. All these components let you take payments directly from your smartphone. The system connects with your online business presence as well for seamless transactions. Card payments will always be more expensive,...
Source: gocardless.com
11 Alternatives to QuickBooks in 2024
If your business mainly processes card payments in-person in a retail setting, needs a few basic business tools like inventory tracking and sales reports, and is looking for something that seamlessly integrates with an ecommerce presence, Square is for you. It’s built for small retail and ecommerce businesses that are just starting out and looking for a lost-cost, low-risk,...
Source: www.bench.co
What to Use Instead of PayPal? 10 Best PayPal Alternatives
Square is another big name in retail payments and for a good reason. The easy-to-use platform lets you accept payments online or in-store. There are also useful available features such as invoices, contactless payments, point of sale, and eCommerce. Any extra features you add will be accessed via the same dashboard, letting you stay organised. Additionally, Square is...
The 6 best online payment processing services in 2024
Most of Square's features are free to use, but if you want to unlock more for your store and checkout experience, there are two subscription plans available. The highest one, Premium ($79/month), even lowers the transaction fee to 2.6% + $0.30 (from 2.9% + $0.30), so if you end up setting up shop with Square and start selling a lot, it may make sense to upgrade.
Source: zapier.com
POS: Best Point of Sale System Software for Small businesses
It may be used on tablets, smartphones, and Apple and Android devices. It is applicable to all business types, including bakeries. The business offers Square POS support around-the-clock.
Source: qpe.co.in

Klient Reviews

We have no reviews of Klient yet.
Be the first one to post

Social recommendations and mentions

Based on our record, Square seems to be more popular. It has been mentiond 41 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Square mentions (41)

  • Advertisement - Help Finding a Global Entry Appointment
    This is an advertisement and I want to provide all the details.. I am a software developer and avid traveler. I own this website and am the sole developer who wrote the entire software! This idea came about when I signed up for Global Entry and then couldn't get an enrollment interview. I offer a 100% Money Back Guarantee (https://globalentrytextalerts.com/moneyBack) if someone doesn't feel satisfied. The website... Source: about 3 years ago
  • How common is card/contactless payment?
    And now with Square it's dirt simple to accept credit card transactions, and the software even integrates into the NFC transceiver in modern iPhones--so even street vendors and local artists accept contactless payment cards. Source: over 3 years ago
  • FREE GAME 💳💰💰
    Https://squareup.com/us/en - Better with aged account and/or verified business. Do custom amount charges on phone and type in card info manually. Source: over 3 years ago
  • Art Market Question: $$$
    I've seen this one quite a bit here: https://squareup.com/us/en. Source: almost 4 years ago
  • Squarespace Tutorial: Learn How to Build a Squarespace Website in 2022
    Squarespace supports several payment gateways, including Stripe, PayPal Business, and Square (for US point of sale transactions). - Source: dev.to / almost 4 years ago
View more

Klient mentions (0)

We have not tracked any mentions of Klient yet. Tracking of Klient recommendations started around Mar 2021.

What are some alternatives?

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

Lightspeed - Retail point-of-sale, inventory management, and omnichannel payment processing systems.

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

Toast - Built to make restaurants better. Toast gives your restaurant the technology you need to succeed in today's fast-paced environment.

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

Odoo - An all-integrated business app suite to unleash your growth potential.

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