Humans lead. Agents deliver. More revenue. Less overhead.
Klient PSA is the Salesforce-native professional services automation platform where AI agents work side by side with your team — on the same projects, in the same Salesforce, under your control.
Your team and AI agents, on the same projects
AI agents and human consultants on the same Salesforce projects — agents take the non-billable admin work off your team’s plate, you approve the output. More billable hours, same human judgment.
Side by side on every task
Agents are assigned to project tasks as project resources — exactly like your consultants. They appear in the same Gantt charts, task boards, and utilization views as your human team.
Same environment, zero re-training
PMs supervise agents in the same Klient PSA views they already use — same Gantt charts, task boards, and reports. No new platform, no new login, nothing new to learn. The work just gets done faster.
Most professional services firms are losing time, money, and visibility
Where it leaks, week to week
Hover each card to see the real cost — and the agent that catches it.
Scope creep you can't see
Change requests get verbal approval. Scope bleeds into fixed-fee engagements. You find out in the post-mortem — not in the margin report.
Hours logged late — or never
Time not captured by Friday is lost forever. Utilization reports are always a week behind. Billing becomes a negotiation, not a fact.
Status reports steal senior hours
Senior PMs lose hours every week to status updates and meeting prep. That's billable time written off against admin. Every week. Every project.
One platform for the entire project lifecycle
Klient PSA is a complete professional services automation suite — six modules covering resource management, time tracking, project management, billing, and revenue forecasting, 100% native on Salesforce. The AI agents build on top of it.
Nine agents. One Salesforce org.
Each one does a single job exceptionally well — and is assigned to tasks as a Resource, right beside your consultants.
One agent. One time. $1,000.
Each Klient PSA agent is priced at $1,000 per company — one-time. Every user in your org can assign and work with that agent. Execution runs on Flex Credits.
Assigned like a consultant
Agents appear in resource plans, Gantt charts, and utilization reports alongside your human team. No separate agent dashboard.
Chat from any Salesforce record
Ask SCOPEY about a deliverable from a Task. Ask PLANNY for a status from a Project. No new interface required.
Connect tools via MCP
Agents reach Jira, GitHub, Confluence, and more via native MCP integrations — no Flex Credits consumed.
Prefer to drive it yourself? Connect your AI to Klient PSA.
Where the agents work autonomously, MCP servers are the attended copilot for your power users — run Klient PSA straight from Claude, Cursor, or Copilot, under your own Salesforce login. Everything still lands in Salesforce, auditable.
The Salesforce PSA + AI Agents Playbook
The Salesforce PSA + AI Agents Playbook is a practical guide to running professional-services projects with AI agents and human consultants on the same Salesforce org — how the model works, how humans stay in control, and how to go live in three weeks. Delivered to your inbox, no sales call.
- How AI agents and human consultants run the same Salesforce projects together
- How every agent output gets reviewed and approved by a human before it ships
- The 3-week go-live path — from kickoff to running on Salesforce
No spam. One email. Unsubscribe anytime.
Built for how your firm delivers
Every services business bills, staffs, and recognizes revenue differently. Klient adapts to your model — not the other way around.
Services teams run on Klient PSA
“It was crucial to have accurate data to ensure appropriate staffing and accurately predict and achieve revenue targets months in advance.”
Chuck MeredithChief Experience Officer, Bolt Data
“Klient PSA was a real catalyst for Flexia’s success. The growth we’ve sustained required day-to-day decisions with a profound impact — Klient gave us the data to make them.”
Germain HarveyCEO, Flexia
“Having everything under one roof was the aha moment. Sales forecasting is the precursor to your delivery forecast — having all of that under one roof is what closed it for us.”
Dean CampbellCOO, TruSummit Solutions
Reclaim the hours your team loses to non-billable admin work
Agents absorb the status reports, time capture, and scope tracking that eat your billable day — so your consultants spend their hours on the work clients pay for. You approve the output once; the hours come back every week.
The admin work gets done for you
Assign an agent like any consultant. It drafts the status report, captures the time, tracks the scope — work that used to burn hours of your team’s week.
You approve in seconds, not hours
The finished output lands in an Outcome Review in the project view your PM already uses. Read it, tweak if needed, click Approve. Minutes, not an afternoon.
Higher utilization, protected margin
Every recovered hour is a billable hour back. Less time on admin means higher utilization, fewer write-offs, and margin you can actually see.
Full audit trail — nothing slips
Every approval is a permanent Salesforce record: who signed off on what, when. The speed of automation with none of the black-box risk.
One platform. One source of truth. Inside your Salesforce.
Klient PSA runs entirely inside your Salesforce org — projects, resources, time, and billing as native objects alongside your CRM. No middleware, no sync, no integration tax. Your AI agents inherit that same native security model.
Salesforce-native security
Org-level isolation. Role-based access. Every agent action governed by the same Salesforce profiles and permission sets your admins already manage.
One database. Zero sync.
Projects, resources, timesheets, and agent outputs in the same Salesforce org. No middleware. No nightly sync. No data drift.
Powered by Agentforce
Klient PSA agents are Salesforce Agentforce agents. They inherit the Einstein Trust Layer, grounding, and Agentforce safety controls out of the box.
Live in 3 weeks
Klient PSA goes live in an average of 3 weeks. Certinia takes 3–6 months. You capture value before a competitor finishes their kickoff.
$39/user/month
Less than one billable hour per user per month. One recovered scope overrun pays for Klient PSA for a year.
AgentExchange certified
On the Salesforce AgentExchange (formerly AppExchange) since 2015. Security review passed. Managed package. No code deployed outside your org.
Native, fast, and built for AI — not a legacy retrofit
The incumbents were built for a pre-AI world and price for the enterprise. See how Klient PSA stacks up on what actually matters: time to value, native architecture, and agents on every project.
Klient PSA vs. Certinia
You don't need a 3-month implementation to run AI agents on your projects. Confirm current Certinia pricing at certinia.com.
Book a 30-Minute Demo → See all PSA comparisons →Side by side
Professional Services ROI Calculator
The Klient PSA ROI calculator estimates the annual revenue a professional-services team can recover from timesheet automation, freed PM reporting time, and reduced scope leakage — based on your team size and billing rate.
Revenue Recovery Estimator
Conservative estimate. Assumes ~1.5 hrs/week recovered per billable person and ~2.5 hrs/week of reporting reclaimed per PM (PMs estimated at ~20% of team), across ~48 working weeks/year, with ~20% of recovered time converting to new billable work — Klient estimates. Scope-leakage recovery is a conservative fraction of the 4.5% average revenue leakage and 68.9% billable utilization reported in the SPI Research 2025 Professional Services Maturity Benchmark. Actual results vary.
Your next project ships faster.
With your whole team — and AI agents — pulling together.
Nine AI agents on your team tomorrow — inside Salesforce, under your control, reviewed by your people before anything ships.
What buyers ask before booking a demo
How do the AI agents work alongside my team?
In Klient PSA, AI agents and human consultants are assigned to the same Salesforce projects. Agents handle the execution — timesheets, status reports, scope tracking, documentation. Your people set direction, review every agent output, and approve it before anything moves forward. Same Salesforce, same project views, no new tools.
What is the best PSA for Salesforce?
Klient PSA is a 100% Salesforce-native professional services automation platform priced from $39/user/month, with an average go-live of 3 weeks. It includes 9 AI agents powered by Salesforce Agentforce: PLANNY 1, TIMEY 1, SCOPEY 1, STAFFY 1, GUIDY 1, TOUCHY 1, CASEY 1, DEVY 1, and KNOWWY 1.
Is it safe to run AI agents on client projects?
Yes. Klient PSA agents are Salesforce Agentforce agents — they operate entirely within your Salesforce org, governed by the same security model your admins manage today. No agent output reaches a client, a downstream system, or a knowledge base until a human reviews and approves it first. Full audit trail. No black boxes.
Does our team need to learn new tools?
No. Project managers supervise agents using the same Klient PSA project views, task boards, and resource reports they already use. The one new step is a quick approval screen where your team reads and approves what the agent produced — a standard Salesforce object, no training required.
How does Klient PSA compare to Certinia?
Klient PSA starts at $39/user/month and goes live in 3 weeks. Certinia is approximately $175/user/month and takes 3–6 months to implement. Klient PSA is 100% Salesforce-native and includes 9 AI agents. Certinia was built for enterprises with 2,000+ seat deployments. Confirm current Certinia pricing at certinia.com.
How much does an AI agent cost?
$1,000 per company, one time. Every user in your Salesforce org can assign and work with that agent from day one. Agent execution consumes Flex Credits. MCP-based integrations — connecting agents to Jira, GitHub, Confluence — do not consume Flex Credits.
Evaluating alternatives? See how Klient PSA compares to Certinia, Kantata, Precursive & more →