Klient PSA: Salesforce PSA + AI Agents — Project Management, Resource Management

NINE AGENTFORCE AI AGENTS, BUILT IN Klient PSA includes nine Agentforce AI agents plus an MCP that draft project briefs, post task updates, fill timesheets, and prep client follow-ups — so your consultants stay billable, not buried in admin.

PROJECT MANAGEMENT BUILT FOR BILLABLE WORK Plan scope, manage budgets, track milestones, and run Gantt and Kanban views — all linked to the billable rates, time entries, and invoices that determine project profitability.

EVERY ENGAGEMENT TYPE, ONE PSA Klient PSA runs fixed-fee, time & expense, retainer, and recurring engagements with the workflows, billing rules, and revenue recognition each model needs — so you can stop juggling separate tools and spreadsheets.

LIVE PROJECT MARGINS AND PROFITABILITY See live margin per project, consultant, and client as time and costs are logged. Track billable and cost rates and realized margin in real time, so leads catch margin erosion before it hits the P&L.

RESOURCE MANAGEMENT AND UTILIZATION Maximize utilization and predict workload peaks before they hit. Klient PSA shows capacity by role, skill, and consultant, surfaces bench risk early, and assigns the right people to the right projects with data.

GET CONSULTANTS TO LOG THEIR TIME Klient PSA captures time and expenses on any device, with automated approval routing and reminders that work. Services firms reduce missing time, shorten billing cycles, and give project managers real-time visibility.

BILLING, INVOICING, AND REVENUE RECOGNITION Generate accurate invoices from logged time, expenses, milestones, and fixed fees. Klient PSA supports every billing type, automates approvals, recognizes revenue under ASC 606, and syncs to finance.

MONTH-END CLOSE FOR SERVICES FIRMS Shorten month-end close by replacing manual invoicing and chasing project managers for missing time. Time, expenses, billing, and revenue recognition flow into numbers finance can sign off on the day the books close.

FORECAST REVENUE WITH CONFIDENCE Forecast project revenue with the same accuracy you forecast pipeline. Klient PSA combines signed engagements, resource plans, and live project status into a single forecast that finance, ops, and sales can trust.