Make your life simpler and save both time AND money with faster invoicing!
Does your business have trouble keeping up with invoices? With Klient, you can easily generate and quickly send invoices – so you can stop leaving money on the table! Whether your projects are billed hourly or fixed fee, Klient can handle it. You’ll be able to scale your operations faster than ever, while avoiding revenue leakage. Try it today for a stress-free billing experience!
Watch our complete life of a project demo in Klient PSA
The results from having and integrated PSA Software are impressive, as described by SPI Research, 2022 Professional Services Maturity™Benchmark. The sales and delivery process benchmark has been seamlessly improved, leading to better growth in all areas!
+
13%
Project Margin
+
13%
Annual Revenue per Employee
+
11%
Employee Billable Utilization
+
12%
Projects delivered on time
Curious to see what Klient PSA has to offer?
NO MORE MANUAL LABOR
Create and send invoices quickly, so you can focus on what's important.
Spend your time delivering value to your customers and making them happy, not getting caught up with project billing! Whenever you’re ready to send invoices, get it done with just a few clicks! With invoices delivered on time, it's easy to keep the cash flow running smoothly. Ensure your clients never miss another deadline with tracking billables, expenses or fixed fee milestones. Also, track project budgets, add expense receipts, and provide one-time discounts or adjustments – all in one platform so you can get comfortable knowing remittance information is ready when needed.
- Manage the billing type that you need.
- Include all expenses and hours that you want.
- Easily approve and remove billables.
- Generate invoices with project milestones.
- Fill the invoice with rich notes and details.
- Track the payment within the application.
Want to Test Klient PSA? Set up your Free Trial in 3 easy steps:
BILLING & INVOICING
Here are all the features that you can get from Klient PSA for Billing & Invoicing
With Klient PSA, you can trust that your projects are being looked after—without needing any extra sets of eyes. Our user-friendly dashboards make it a breeze to stay up to date and provide powerful behind-the-scenes reporting for staying on schedule and budget. Save yourself (and your team) valuable time by simplifying the tracking process!
- Revenue Recognition
- Prepayment
- Invoice Documents
- Billing Type
- Approval Management
- Cost & BIll Rate Card
- Communication Management
- Time & Expenses
- Audit Trails
- Past Due Invoices
- Non-Billable Hours
- Collaboratives Notes
- Internal Notes
- Tasks % Billing
- QuickBooks Integration
- Sage Intact Integration
- Xero Integration
- Accounting Seed Integration
- Custom Integration
- Salesforce Secure Rest API
- Financial Dashboard
FLEXIBLE AND EASY-TO-USE-TOOL
Start invoicing in the way that works for you with flexible and easy-to-use tools.
Streamline the entire invoicing process with easy project billings! Quickly calculate and distribute expected or milestone billings, based on fixed amounts or percentages — or easily track and bill complex retainer type contracts, all in one place! Create vendor invoices for amounts due based on work completed and invoiced to customers. Track all customer communications around invoices and collection together, for greater transparency and collaboration!
Never worry about calculating incorrectly; create one single invoice for multiple contract types, so you can rest assured that everything matches up perfectly in the end!
900%
Growth in 5 Years
Robin Leonard
“Using Klient to build a single customer and project view in Salesforce has been a key factor for our growth. Since implementing Klient, our business has grown in revenue 500%, and we've come from nothing to now managing our project P&L very carefully.”
SALESFORCE CONSULTANT
A Klient Growth Success Story
AFDigital is a Salesforce Consulting partner which use Klient PSA to manage their business. In the 12 months following Klient implementation, they have doubled their customer retention rate and increased their opportunity conversion rate from 28% to 52%.
MAXIMIZING PROFITS
Turbocharge your business growth with the perfect blend of accounting and project management!
Accounting and project management go hand-in-hand. Visualize key financial metrics to improve the bottom line! Take account of which projects have the worst profit margins. Train your underperforming resources with the best skills in project management to better control spending - save time and those unwanted overruns!
Strengthen your margins and boost success — it's a no-brainer.
- Track your team's work hours and ensure they are accounted for.
- Let's dive into non-billable hours and iron out any kinks in the system.
- Speed up your cash flow by quickly creating invoices and collecting payments!
- Analyze resources' billable rates and project margins to discover potential areas of improvement!
Talk to a Professional Services Advisor
EXPENSE MANAGEMENT
Keep your accounting on track with absolutely zero effort!
Ditch the endless paper trail of receipts and travel expenses. You can quickly link them to their corresponding projects with our easy-to-use digital expense record that even tallies tax—all without breaking a sweat! Snap pictures of those pesky little slips, and let us take care of all your tracking needs in one neat package.
- Enjoy your day-to-day with intuitive interfaces.
- A tailored experience that streamlines your work.
- Timesheets & Expense reports that you won’t mind doing.
Cross Department Visibility
Unify Every Department in your Professional Services Business
No more fruitless searching - with all your company info in the same place, everyone can find what they need quickly! Easily access historical insights and contact information to drive up performance across teams. And get ready for some news that's sure to make customers smile: lightning-fast results are just around the corner!
Why Pick Salesforce as your Unified Platform?
- World’s #1 CRM: Integrated platform, AI, app development, best-in-class apps
- Single Source of Truth: Connect sales, service, marketing, commerce, and IT, personalize experiences
- Fast Time to Value: Ease of design and implementation at speed with high ROI
- Scalable and Flexible: Solutions for any size company or industry
- Trailblazer Success and Community: 96% of customers say they met or exceeded ROI expectation
Curious about Klient PSA Platform?
Klient PSA has more to offer!
Investing in your team's well-being is a no-brainer. Make sure you're maximizing their effort, and brighten up tedious management with top-of-the-line resource software! No more guesswork - now it'll be easy to track who's doing what when...and where?
Estimate & Forcecast
Enhance upcoming projects visibility.
Learn More ›
Project Management
Use proven recipes to deliver unmatched quality!
Learn More ›
Resource Management
Let your Team Express their “ Zone of Genius”.
Learn More ›
Delivery & Execution
Enable your team to achieve more in less time!
Learn More ›
Customer Experience
Make their heart beat for your business.
Learn More ›
Expand your knowledge with our Professional Services blog
New Task Management Tools Now Available in Klient PSA
Experience seamless data alignment with enhanced Project and Task Assignments, intuitive task deletion and improved visibility on task status!
Rosalie Chassat and Sean Nazaria Join the Ranks of Klient
Meet Rosalie Chassat (Customer Success Manager) and Sean Nazarian (Senior Account Executive), the dynamic additions to our team!
Powerful CRM Analytics Solution in Development at Klient
Klient’s new CRM Analytics product in development is a powerful business intelligence solution for driving growth in the Professional Services and SaaS sectors.