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.
AUTOMATION
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.
CASH
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
(EBITDA %)
%
Acquire
More Customers
INTEGRATION
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.
Essential Features for Billing and Financial Management:
All Billing Types Supported
ASC 606 Compliant
Accounting Connectors
GROWTH
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
TRUST
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.
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
“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
UNITY
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
See Klient in action.
Discover the best growth secret for project success. Experience firsthand the capabilities of Klient.
