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About Klient
What is Klient?
Klient (Klient PSA) is a professional services automation (PSA) platform built natively on Salesforce. It combines project management, time and expense tracking, invoicing, and resource management in one system. Unlike generic project tools, Klient runs directly inside your existing Salesforce environment—no new platform, no new login, no re-training.
What problem does it solve?
Professional services firms lose billable hours to manual admin: time entries recreated from memory, scope creep unnoticed, and utilization reports always a week behind. Klient addresses this by embedding AI agents (Agentforce-native) that capture time from emails and meetings, flag scope changes, and update project plans—under human approval.
Who is it for?
Klient is built for professional services teams—consulting firms, agencies, IT services, and other organizations that bill by time or project. It's best for mid-sized to enterprise companies already using Salesforce. It's not a good fit for small teams looking for a standalone project tracker or those without Salesforce.
Real use cases
Consulting teams use Klient to automate timesheet submission, ensuring all billable hours are captured. Project managers monitor scope and earned value in real time. Finance teams streamline invoicing with connectors to QuickBooks, Xero, and AccountingSeed. With the Enterprise plan, customers get a branded portal to collaborate and approve timesheets.
Key features
- Salesforce-native PSA — Projects, tasks, time, expenses, billing, and resources live in the same Salesforce org you already use.
- AI agents (Agentforce) — Agents like TIMEY1 and SCOPEY1 handle time capture and scope tracking, with your approval.
- Time & expense tracking — Automatically capture billable time from emails, meetings, and notes, with approval workflows.
- Invoicing & revenue recognition — Generate invoices and recognize revenue without leaving Salesforce.
- Accounting connectors — Sync with QuickBooks, Xero, and AccountingSeed for seamless financial operations.
- Real-time dashboards & reports — Monitor SPI, CPI, EVM, and utilization with live visibility.
- Customer portal (Enterprise & Ultimate) — Give clients a branded portal for project monitoring, document sharing, and timesheet approvals.
SaaSpartout Score
7.3
/10
Editorial score from our review methodology — not user ratings.
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Klient Pricing
Klient pricing: from $39/user/mo.
For comparison: the median starting price in Project Management is $15/month, measured across 135 tools we track. See the full SaaS Pricing Index →
Klient PSA
From $39/user/month, billed annually. Includes Salesforce Platform license, projects/tasks/milestones/resources, time & expense with approvals, invoicing & revenue recognition, accounting connectors (QuickBooks, Xero, AccountingSeed), Snap Workspace (SPI, CPI, EVM), real-time dashboards & reports. AI agents available as add-on.
Klient PSA Enterprise
$59/user/month, billed annually. Everything in Klient PSA, plus Salesforce Experience Cloud, branded customer portal, self-service project monitoring, document sharing, 5 community users per internal user, customer homework assignments, timesheet approval portal.
Klient PSA Ultimate
$129/user/month, billed annually. Everything in Enterprise, plus every current and future Klient PSA agent (SCOPEY1, PLANNY1, TIMEY1, etc.), Klient Jira Time Tracker & Sync, one SKU, always current. No agent upgrade decisions.
AI Agents
Buy each agent once for $1,000 one-time, own forever. Includes 5 promoted actions + your approval. Agentforce credits (~20 Flex Credits per execution) are billed directly by Salesforce. Bundle options available.
Book a demo for a free trial (no free plan mentioned).
Frequently asked questions
What is Klient PSA?
Klient PSA is a Salesforce-native professional services automation platform. It combines project management, time tracking, billing, and resource management, and adds AI agents that automate admin tasks under human approval.
How much does Klient cost?
Klient PSA starts at $39 per user per month (billed annually). Enterprise is $59/user/mo, and Ultimate is $129/user/mo. AI agents cost $1,000 each one-time, with bundles available.
Is there a free trial or free plan?
Klient does not offer a free plan, but you can book a demo to see the platform live. There's no mention of a free trial on their site.
Who is Klient best for?
Klient is ideal for professional services firms (consulting, IT services, agencies) that use Salesforce and want to automate time capture, scope management, and project admin to increase billable utilization.
What are the top alternatives to Klient?
Common alternatives include FinancialForce (now Certinia), Kantata (formerly Mavenlink), and Deltek. Klient stands out for its Salesforce-native design and AI agent integration.
What are Klient's key limitations?
Klient requires a Salesforce environment, so it's not for teams without Salesforce. Also, AI agents require separate purchase and Agentforce Flex Credits, which may add to costs.
