Estimate & Forecast

Billing & Financials

Close your months faster, prevent revenue leakage, and increase your cash flow with Klient’s foolproof Billing and Financial tools.

Empower your business with built-in financial management and billing automation tools to streamline your operations and ensure accuracy. Effortlessly generate invoices to ensure no billable hour is missed, maximizing your profitability. Control your finances with Klient, a 100% Salesforce™ native PSA platform.


Fast-track Invoice Collection

Reduce end-of-month invoicing delays with automated invoicing, ensuring accuracy and speeding up the billing process. Faster invoicing with no errors will get your cash in your bank account sooner.


Never Drop Anything

Ensure all hours are invoiced, leaving nothing on the table. Precise tracking and invoicing capture every billable hour and milestone, making sure you invoice everything you are owed.

Achievable results you can expect with a professional service automation platform

Experience impressive results with CRM-integrated PSA software. According to SPI Research’s 2024 Professional Services Maturity™ benchmark, you can achieve:


Boost in
Project Margin


Increase Revenue
Per Employee


Grow Profit


More Customers


Powerful Accounting Connectors

Seamlessly integrate QuickBooks, Xero, Accounting Seed, and Sage Intacct for robust accounting. Smooth data flow avoids double entries and revenue leakage, optimizing your operations and increasing margins.

Estimate & Forecast

Essential Features for Billing and Financial Management:

All Billing Types Supported

Revenue Recognition
Audit Trails

ASC 606 Compliant

Invoice Documents
Past Due Invoices
Financial Dashboard
Cost & Bill Rate Card
Approval Management

Accounting Connectors

Salesforce Secure Rest API
Custom Integration


Flexible Billing

Don’t limit your growth due to billing constraints. Klient supports all billing types, allowing you to invoice any initiative with customizable billing options:


Time & Expense

Fixed Fee
Retainer with Overage
Milestone Billing


Secure & Reliable

Maintain error-free, fully auditable, and financially compliant records. Robust compliance features, audit trails, and secure data handling ensure your invoicing process is trustworthy and secure.

salesforce logo

Why use a PSA software running on Salesforce?

World’s #1 CRM

Integrated platform, Al, app de-velopment, 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

Community Success

96% of customers say they met or exceeded ROI expectation

Chuck Meredith

We started our journey with Klient about two years ago. It was bumpy at first, but we’ve got 100% adoption and closely monitor for usage compliance within PS and Sales. Better yet, our CEO now has a license, and the entire ELT gets a copy of our revenue dashboard emailed every Monday morning. So, we’ve gone from general use and limited reporting to 100% adoption, compliance monitoring, revenue forecasting and regular reviews at an ELT level. We can finally connect all the dots and easily see how our business is doing in real-time.

Chuck Meredith

Chief Experience Officer
Bolt Data


Unify Every Department Under One Source of Truth

Benefits of a Single Platform:


CENTRALIZED BI: Access all data and reports in one unified platform


ENHANCED PERFORMANCE: Boost performance with easy access to unified project data


EFFICIENT COLLABORATION: Seamlessly share and retrieve information across the platform


ENGAGED CUSTOMERS: Improve interactions with detailed, accessible project data

Schedule Your Demo Now >

See Klient in action.

Discover the best growth secret for project success. Experience firsthand the capabilities of Klient.