Klient PSA pricing

Salesforce PSA pricing — one platform, one agent catalog

Pricing for the Klient PSA family. From $39 / user / month.

See pricing →
Klient PSA

The Salesforce-native PSA for services teams that need projects, time, expenses, billing, and resources in one place.

$ 39 / user / month
Billed annually · Salesforce Platform license included · 3-week go-live
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What’s included
  • Projects, tasks, milestones & resources
  • Time & expense with approvals
  • Invoicing & revenue recognition
  • Accounting connectors (QuickBooks, Xero, AccountingSeed)
  • Snap Workspace — SPI, CPI, EVM tracking
  • Real-time dashboards & reports
  • Salesforce Platform license included
  • + AI agents as add-on
Everything in one
Klient PSA Ultimate

The full Klient PSA experience in a single SKU. Every capability, every add-on, every agent — current and future.

$ 129 / user / month
Billed annually · One SKU, one renewal, always current
+ overage if any
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Everything in Klient PSA Enterprise, plus
  • Every Klient PSA agent, always on the latest version
  • New agents added to your org as they ship
  • Klient Jira Time Tracker included
  • Klient Jira Sync included
  • No agent upgrade decisions, no add-on procurement

Ready to see it live?

Join 130+ professional services firms on Salesforce with Klient PSA.

$39/user/mo 3 wks go-live 100% Salesforce native

Buying more than one agent?

Same agents, better math. Bundle the ones you need or pick the full catalog.

Pick 3 agents
Squad bundle $2,700 Save $300 (10% off)
All available agents
Full catalog $7,200 Save $1,800 (20% off)
PSA Squad
SCOPEY1 + PLANNY1 + TIMEY1 + STAFFY1
🤝
Customer Success Squad
GUIDY1 + TOUCHY1 + CASEY1
💻
Knowledge & Dev Squad
DEVY1 + KNOWWY1 + MCP1
Build your own
Pick any 3 agents
Mix & match →
Klient PSA Add-ons

Extend Klient PSA with focused apps.

Marketplace apps, connectors, and services that snap onto your Klient PSA org. Hover any “From $” price for the full breakdown.

Apps & Add-ons
👥

Customer Community User

Bring your customers into Klient PSA for project collaboration. Included up to 5:1 ratio on Klient PSA Enterprise.

Per user · Annual $5/ user / mo
🔄

Klient Jira Sync

Salesforce AppExchange · Bidirectional Jira ↔ Klient PSA project sync. Klient PSA package required, no per-user license needed.

Per org · Annual From $250/ mo i Klient Jira Sync — per-org pricing ≤ 25 employees$250 / mo ≤ 200 employees$500 / mo ≤ 5,000 employees$1,000 / mo 5,000+ employeesCustom Billed annually. Priced per Salesforce org by total company headcount.
⏱️

Klient Jira Time Tracker

Atlassian Marketplace · Log time on Jira tasks directly into Klient PSA timesheets. Klient PSA package required, no per-user license needed.

Per user · Annual $9/ user / mo
📒

Sage Intacct Connector

Salesforce AppExchange · Sync Klient PSA invoices, payments, and projects to Sage Intacct. Subscription bundles by API call volume.

Per org · Monthly From $100/ mo i Sage Intacct Connector — API call bundles Standard (5,000 calls/mo)$100 / mo Premium (20,000 calls/mo)$300 / mo Excess over bundle$0.02 / call Invoiced monthly. Excess calls billed at $0.02 each. QuickBooks and Xero connectors are included with Klient PSA at no extra cost. Higher-volume bundles available — talk to sales.
Onboarding & Implementation
🎓

Self-Onboarding

Roll out Klient PSA at your own pace with the Feature Hub — guided e-learning paths, video tutorials, and step-by-step setup walkthroughs.

Included · No commitment Free
🛠️

Guided Onboarding

Klient-led training, onboarding, and coaching. Hands-on guidance to get your team productive on Klient PSA — not done-for-you implementation.

Fixed-price program From $12,000 i Guided Onboarding — by edition Klient PSA$12,000 Klient PSA Enterprise$18,000 Klient PSA UltimateTalk to sales Fixed-price training and onboarding led by a Klient expert. Includes guided configuration sessions, data setup workshops, user training, and go-live coaching. Most Klient PSA customers are live in 3 weeks. For done-for-you implementation, see Custom Implementation via partner.
🤝

Custom Implementation

Partner-led implementation for complex rollouts. Multi-region deployments, custom integrations, change management, and advisory.

Quote-based · Via partner Request quote

Things worth knowing before you buy.

The questions prospects ask Klient PSA the most.

When does Klient PSA Ultimate make sense?

Klient PSA Ultimate is for services firms that want every Klient PSA capability bundled into a single SKU — full PSA, Customer Portal, both Jira products, and every agent always on the latest version. It is the right choice for organizations using multiple AI agents, running Jira integrations, and wanting predictable annual budget without per-agent upgrade decisions or add-on procurement events. Customers using two or fewer agents are typically better served by Klient PSA Enterprise plus à la carte agent purchases.

Is the Salesforce license really included in Klient PSA?

Yes. Klient is a Salesforce OEM partner, so the Salesforce Platform license is bundled with every Klient PSA edition. Klient PSA Enterprise also includes Salesforce Experience Cloud. You don’t need an existing Salesforce account — Klient provisions the environment.

How does the 5-included-community-users ratio work on Klient PSA Enterprise?

For every internal Klient PSA Enterprise user, you get 5 customer community user slots included at no extra cost. A 20-user Enterprise org gets 100 community user slots. Beyond your included allocation, community users are $5 per user per month — the same price as the Klient PSA base-tier add-on.

Which accounting connectors are included with Klient PSA?

QuickBooks and Xero connectors are included with every Klient PSA edition at no extra cost. The Sage Intacct Connector is a separate Salesforce AppExchange app priced as a monthly subscription with API call bundles — $100 per month for the Standard bundle (5,000 API calls included) or $300 per month for the Premium bundle (20,000 API calls included). Calls above your bundle are billed at $0.02 each. Sage Intacct customers tend to be mid-market or larger, where the depth of integration justifies a focused product.

What does “$1,000 once” really mean for Klient PSA agents?

One payment, per agent, per Salesforce org. You own that agent version forever. The Agentforce-native agent keeps working, gets security and platform compatibility updates, and you’ll never see a renewal invoice from Klient. When the next version ships, it is a separate optional purchase.

What happens when an agent gets an upgrade?

Each Klient PSA agent version is locked at 5 promoted actions plus your approval. When you buy V1, you own V1 forever — it keeps working, gets security and Salesforce platform updates, and never disappears from your org. When V2 ships, it is a separate optional purchase with more capability and new features. Your V1 keeps running either way. Klient PSA Ultimate edition customers get every new version automatically as part of their subscription.

Are Klient PSA agents priced per-user or per-org?

Per-org. Klient PSA agents are role-bound — PLANNY1 runs for your PMO, TIMEY1 captures hours for everyone with a timesheet, DEVY1 ships code for your engineers. You buy the capability once. Anyone in your org who needs it can use it.

How is Klient Jira Sync priced?

Klient Jira Sync is a Salesforce AppExchange app priced per Salesforce org by company size — not per user. $250 per month for organizations of 25 employees or fewer, $500 per month up to 200 employees, $1,000 per month up to 5,000 employees, and custom pricing above 5,000. Klient Jira Sync requires the Klient PSA package installed in your Salesforce org, but does not require individual Klient PSA user licenses.

Do my developers need a Klient PSA license to use Klient Jira Time Tracker?

No. Klient Jira Time Tracker is an Atlassian Marketplace app at $9 per user per month. Developers log time on Jira tasks, and each entry creates a Klient PSA timesheet record at the package level. Your developers do not need Klient PSA user licenses. A Klient PSA license is only needed for users who create projects, manage scope, build invoices, or work directly inside Klient PSA. The three apps — Klient PSA, Klient Jira Sync, and Klient Jira Time Tracker — strengthen each other when used together.

What about Agentforce Flex Credits with Klient PSA?

Flex Credits are Salesforce’s consumption layer for running Agentforce. They are billed by Salesforce, separately from Klient PSA. Each Klient PSA agent execution uses roughly 20 Flex Credits, purchased directly from Salesforce. Klient PSA charges for the agent capability — Salesforce handles consumption.
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