PERIOD CLOSE
Close your books on time, every time
The first step to better financial management is closing your books in a timely manner. Kantata helps you streamline your monthly financial close so you can bill more accurately, and get paid faster.
TRUSTED BY AGENCIES AND PROFESSIONAL SERVICES FIRMS LIKE YOURS
Kantata displays everything that should have happened in the billing period but didn’t, enabling you to take action quickly ensuring accurate and timely financial reporting.
FEATURES
Period Management
Streamline month-end processes and stop wasting time chasing down and aggregating data from various teams, departments, and business units:
- Update real-time financial performance data automatically
- Know what revenue needs to be analyzed before closing the books
- See what approvals, updates, and other tasks need to be done
- Cascade reminders en masse so you can close the books faster
FEATURES
Operational Management Dashboard
Empower project managers to keep projects accurate and up-to-date, improving resource management and ensuring timely billing and reporting:
- Manage forecasted and actual time and expenses in one place
- Approve or reject time submissions and remove draft time
- Take control of expense claims with easy review and follow up
- See whether approved time and expenses have been invoiced
FEATURES
Timesheet Compliance and Accuracy
Make it easier to manage the month end by ensuring all of your employee and resources are submitting their hours and expenses accurately and on time:
- Simplify timesheet submission to make compliance easy
- Remove usage variance between forecast and actual hours
- Streamline workflows to accelerate reviews and approvals
- Keep track of time, expenses, and milestones in one place
FEATURES
Pre-Built Connectors
Streamline financial management with seamless integration to the top systems:
- Connect to Quickbooks, NetSuite and Intacct
- Provide finance teams with better visibility into billable activities
- Synchronize the data needed for accurate billing
- Accelerate billing to reduce DSO and optimize cash flow
Integrations
Kantata integrates with the way you work
"In the past our projects and finance were run on complex spreadsheets that didn’t reflect the reality of the business… Now there is only one version of the truth. Kantata is the one source of data across finance, sales, delivery, and resourcing."
Tony Irving
Chief Operating Officer, Brillio
Get started today
Sign up for a demo and let us walk you through the Kantata capabilities designed to meet the needs of your business.