Klient PSA is a Salesforce-native professional services automation platform with AI agents for project management, billing, and resource planning. From…
Klient PSA is a professional services automation (PSA) platform built 100% natively on Salesforce, combining project management, resource planning, time and expense tracking, and billing in a single system. It targets consulting and advisory firms, technology/SaaS implementation partners, IT services companies, and Salesforce implementation partners, with modules covering estimating and revenue forecasting, Gantt-chart project management, resource scheduling and utilization tracking, timesheets with approvals, customer collaboration portals, and invoicing with revenue recognition.
A key differentiator is a set of nine purpose-built Salesforce Agentforce AI agents (e.g. PLANNY1 for status reports, TIMEY1 for timesheet collection, STAFFY1 for resource management, CASEY1 for support) that automate recurring PSA administrative work. Klient integrates with accounting systems including QuickBooks, Xero, AccountingSeed, and Sage Intacct, and offers add-ons such as Jira Time Tracker and Jira Sync for teams that also run engineering work in Jira.
Pricing starts at $39/user/month for the base Klient PSA edition, with Enterprise ($59/user/month) adding a branded customer portal via Salesforce Experience Cloud, and Ultimate ($129/user/month) bundling all AI agents and integrations into one SKU. AI agents can also be purchased individually as a $1,000 one-time, company-wide license, with bundle discounts for multiple agents.