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Kantata Alternatives (2026): 9 PSA Tools for Services Firms

Choose a replacement by scope before features. Professional services firms usually need one of three things: a full PSA platform that joins delivery and finance, a suite built for agencies or consultancies, or a lighter tool that covers resourcing or time and invoicing next to software they already run.

The vendor's own Mavenlink page says Mavenlink has merged with Kimble Applications to become Kantata, which is why so many people looking for alternatives still remember one of the older names. Whether you're moving on or want something lighter, the nine tools below are in no particular order, grouped by scope and described from each vendor's own website.

Old names, current quotes

A merger like that changes what's on the order form. Teams who knew either earlier product should check which feature set a current quote covers, especially if a renewal is coming up. Features you relied on under one name may sit in a different edition now, or work differently.

It's also a good moment to ask a plainer question: do you need one platform at all? Some tools below cover a single layer, such as scheduling people or tracking time and invoices. Decide whether you want one system or two joined together before you shortlist, because that choice rules out half the list either way.

Full PSA platforms

Scoro is a PSA platform for projects, resources and finances across teams and offices, and the vendor says it's purpose-built for consultancies, agencies, IT, architecture and engineering firms. Accelo now leads with AI on its own site, connecting projects, resources, financials and forecasting.

Birdview PSA brings projects, resources, time and project finance together. Teamwork.com manages projects, resources and capacity forecasting, and the vendor's pitch is live margin at every step of a project. Rocketlane is the odd one out here: its PSA is built around customer onboarding as well as services delivery, which suits software companies with implementation teams. My list of Teamwork alternatives covers more of this group.

Suites for agencies and consultancies

Productive runs resources, projects and finances for agencies and consultancies, and the vendor describes it as purpose-built for professional services businesses. Projectworks brings deals, proposals, time tracking, resourcing, invoicing and forecasting together, with the vendor calling it one AI-powered platform for consulting firms.

Both sit between a full enterprise PSA and a single-job tool, which makes them worth a look for firms of a few dozen people who've outgrown spreadsheets but don't want a long rollout.

Lighter tools that do one job

Float is resource scheduling, nothing more: who's working on what, with real-time availability and AI-assisted staffing. Paymo covers projects, billable hours and invoices in what the vendor calls a single connected system. Either can sit beside your accounting software instead of replacing everything at once. For more on the planning side, see my guide to project portfolio management software.

Nine PSA options in a table

ToolCategoryGood for
AcceloPSA platformAn AI-powered PSA across the whole firm
Birdview PSAServices automation softwareProject finance alongside time and resources
FloatResource schedulingReal-time availability across the team
PaymoTime, tasks and invoicesBillable hours and invoices in one system
ProductiveAgency PSAAgencies and consultancies running the whole shop
ProjectworksConsultancy PSAConsulting firms from deal to forecast
RocketlaneAgentic PSACustomer onboarding and services delivery
ScoroPSA platformFirms working across several teams and offices
Teamwork.comAgentic PSALive margin while a project runs

The tools, alphabetically

A to Z, one line each.

Accelo

Best for: Firms looking for an AI-powered PSA that connects projects, resources, financials and forecasting in one place.

Birdview PSA

Best for: Services teams wanting projects, resources, time and project finance brought together, as the vendor describes it.

Float

Best for: Resource managers who need real-time availability across the team, with AI-assisted staffing to match people to work.

Paymo

Best for: Smaller firms that want projects, billable hours and invoices in a single connected system, in the vendor's words.

Productive

Best for: Agencies and consultancies running resources, projects and finances from one platform the vendor says is purpose-built for them.

Projectworks

Best for: Consulting firms wanting deals, proposals, time tracking, resourcing, invoicing and forecasting together in one PSA.

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Rocketlane

Best for: Teams that run customer onboarding and professional services delivery, with an agentic PSA the vendor says automates work and resourcing.

Scoro

Best for: Consultancies, agencies, IT, architecture and engineering firms managing projects, resources and finances across teams and offices.

Teamwork.com

Best for: Delivery leads who want projects, resources and capacity forecasting managed together, with live margin shown at every step, as the vendor puts it.

My advice for services firms weighing a move

Start with the renewal date, not the feature list. If you're mid-contract, use the time to run a pilot of one or two options on a real project, so you're comparing evidence rather than demos when the date arrives.

Be honest about what you use today. Many firms pay for resourcing, forecasting and finance modules and live mostly in timesheets. If that's you, a lighter tool may serve you better than a like-for-like swap.

Before you sign: moving the data across

  • Projects in flight. Decide whether live projects move now or finish in the old system.
  • Time history. Ask what timesheet history can come across, and in what shape.
  • Rates and roles. Check how each tool handles people's roles and billable hours before you rebuild them.
  • Reports. List the three reports your leadership reads every month and ask each vendor to rebuild them in the trial.
  • Integrations. Confirm the connection to your accounting and CRM tools works with your real data, not a sample.

Get those five answered in writing and the switch is far less likely to stall halfway.

Do you make professional services automation software? Tool makers can ask to be considered for a featured place on this list.

Want your tool on this list? Featured spots and reviews here are paid partnerships. Here's how to partner with me.

Frequently asked questions

What happened to Mavenlink?

The vendor's own Mavenlink page says Mavenlink merged with Kimble Applications under the current company name. If you're comparing quotes, check which features the current edition includes rather than relying on the older product name.

What should a professional services firm look for in a PSA?

Look at how the tool handles resourcing, time, project finance and forecasting together, and whether it works with your accounting software. The best test is one live project run end to end in a trial.

Can a smaller firm use a lighter tool instead of a full PSA?

Yes, often. A resourcing tool or a time and invoicing tool joined to your accounting software can cover what a smaller firm needs without a long rollout.

When is the right time to switch PSA software?

Usually ahead of a renewal, with enough time to pilot an alternative on a real project. Switching mid-project adds risk, so plan the cutover between busy periods.

Are these PSA tools ranked?

No. They're in no particular order and grouped by scope, because the right fit depends on how much of the firm you want in one system.

What data should I move when switching PSA tools?

Live projects, people and roles, time history you report on and the connection to your accounts. Old closed projects can often stay in an export rather than being rebuilt.

Published and maintained by the Lilach Bullock team, covering marketing, AI and business growth.
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