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Klient PSA

Klient PSA connects projects, staffing, time, expenses and invoicing inside Salesforce, with customer collaboration and AI agents sold through distinct editions and add-ons.

By Klient

klient.com

Access & availability

API operations and access

Supported · check conditionsIntegration
What you can do
  • Read and write supported objects within documented service and permission limits.
More details & conditions: API operations and access
Conditions
  • The optional MCP Data 1 package exposes 31 project, task, resource and time tools under the connecting Salesforce user’s permissions and validation rules. It costs USD1000 once, plus USD1000 per Skill, and uses the customer’s own LLM subscription. No free sandbox evaluation is offered.

Overview

Plan tasks, milestones and resources, approve time and expenses, and connect invoices and revenue recognition to the same Salesforce records. Salesforce Platform licenses are included; an existing Salesforce account is not required. Enterprise includes Experience Cloud and 5 customer community users per internal user. Ultimate bundles the Jira products and all agents; additional execution usage can still incur overages. Base and Enterprise agents are add-ons. All three editions are billed annually. Self-onboarding is included; guided onboarding is a separate fixed-price program and custom implementation is quoted by a partner. QuickBooks and Xero connectors are included; Sage Intacct uses paid API-call bundles.
More product details

Vendor · Klient

Contacts
  • Address
    support@klient.com
    Channel
    Email
    Purpose
    Support
Incorporation Country
CA
Legal Name
Klient Inc.
Website Url
klient.com

Product

Documentation
klient.com/standard-success-plan
License Model
Proprietary
Release Notes Url
klient.com/blog/april-2026-klient-psa-product-update-webinar
Solution Kind
Application

Who it is for

Organization Types
  • Business
Roles
  • Administrators
Use Cases
  • Project planning
  • Resource planning
  • Time tracking
  • Project billing

Before you choose

Check before choosing

  • All three editions are billed annually. Self-onboarding is included; guided onboarding is a separate fixed-price program and custom implementation is quoted by a partner. QuickBooks and Xero connectors are included; Sage Intacct uses paid API-call bundles.

Features

Professional Services Automation

Explore category

Time & Expense Tracking

Full supportBuilt in
What you can do
  • Record and approve project time and expenses.

Project Management

Full supportBuilt in
What you can do
  • Coordinate project tasks and delivery schedules.

Billing & Invoicing

Full supportBuilt in
What you can do
  • Create invoices from project delivery and billing data.

Workflow details

Planning
  • Gantt
  • Task dependencies
  • Resource planning
Constraints
  • Capacity
  • Calendars
  • Budgets
Measurement
  • Description
    The documented 51.11 split-level timesheet approval view compares scheduled and actual hours. This is an effort comparison; a fixed project baseline covering costs and forecast completion remains unconfirmed.
    Evidence URL
    klient.com/blog/august-2026-klient-psa-product-update-webinar
Granularity
  • Description
    The documented 51.11 timesheet grouping can subtotal time by task, project or both, by day and week. Formal program and portfolio rollups remain unconfirmed.
    Evidence URL
    klient.com/blog/august-2026-klient-psa-product-update-webinar
Workflow boundary and exception handling
  • In the documented 51.11 resource schedules, dated overrides replace the normal work schedule completely; blank days are non-working and date ranges cannot overlap. Recalculating existing assignments is manual. Automatic delayed-task effects across projects and completion forecasts remain unconfirmed.

Project Management

Explore category

Workflow details

Planning
  • Gantt
  • Task dependencies
  • Resource planning
Constraints
  • Capacity
  • Calendars
  • Budgets
Measurement
  • Description
    The documented 51.11 split-level timesheet approval view compares scheduled and actual hours. This is an effort comparison; a fixed project baseline covering costs and forecast completion remains unconfirmed.
    Evidence URL
    klient.com/blog/august-2026-klient-psa-product-update-webinar
Granularity
  • Description
    The documented 51.11 timesheet grouping can subtotal time by task, project or both, by day and week. Formal program and portfolio rollups remain unconfirmed.
    Evidence URL
    klient.com/blog/august-2026-klient-psa-product-update-webinar
Workflow boundary and exception handling
  • In the documented 51.11 resource schedules, dated overrides replace the normal work schedule completely; blank days are non-working and date ranges cannot overlap. Recalculating existing assignments is manual. Automatic delayed-task effects across projects and completion forecasts remain unconfirmed.
Project Financials
  • Billable time
  • Invoices
  • Revenue recognition
Workflow boundary and exception handling
  • In the documented 51.11 resource schedules, dated overrides replace the normal work schedule completely; blank days are non-working and date ranges cannot overlap. Recalculating existing assignments is manual. Automatic delayed-task effects across projects and completion forecasts remain unconfirmed.

Pricing

Klient PSA

39 (currency not confirmed) / user / month

Billed annually

Commitment Months
12
One Time Fees
  • Name
    Guided Onboarding
    Price
    Amount
    12,000
    Price basis
    Fixed-price onboarding program
    Trigger
    Optional guided training and configuration; self-onboarding is included without this fee.
    Unavoidable for scenario
    No
Plan details & limits
Business Model
  • Subscription
Limits
  • Metric
    Included scope
    Conditions
    Plan tasks, milestones and resources, approve time and expenses, and connect invoices and revenue recognition to the same Salesforce records. Salesforce Platform licenses are included; an existing Salesforce account is not required.

Klient PSA Enterprise

59 (currency not confirmed) / user / month

Billed annually

Commitment Months
12
One Time Fees
  • Name
    Guided Onboarding
    Price
    Amount
    18,000
    Price basis
    Fixed-price onboarding program
    Trigger
    Optional guided training and configuration; self-onboarding is included without this fee.
    Unavoidable for scenario
    No
Plan details & limits
Business Model
  • Subscription
Limits
  • Metric
    Included scope
    Conditions
    Enterprise includes Experience Cloud and 5 customer community users per internal user. Ultimate bundles the Jira products and all agents; additional execution usage can still incur overages. Base and Enterprise agents are add-ons.

Klient PSA Ultimate

129 (currency not confirmed) / user / month

Billed annually

Commitment Months
12
Plan details & limits
Business Model
  • Subscription
Limits
  • Metric
    Included scope
    Conditions
    Enterprise includes Experience Cloud and 5 customer community users per internal user. Ultimate bundles the Jira products and all agents; additional execution usage can still incur overages. Base and Enterprise agents are add-ons.

Technical details

AI

AI usage conditions
Usage conditions
  • The optional MCP Data 1 package exposes 31 tools under the connecting Salesforce user’s permissions and validation rules. Activation costs USD1000 once, plus USD1000 per Skill; the customer supplies and pays for its own LLM subscription. No free sandbox evaluation is offered. The current MSA requires written customer authorization before using customer data to train foundational or third-party models.
Customer Data Training
Opt in
Customer Knowledge
  • Connectors
Output Rights Url
klient.com/msa

Implementation

Delivery Mode
  • Vendor

Deployment

Delivery Models
  • Cloud (SaaS)
Sandbox
Yes

Data

Exit Export Scope
  • Records

API

Protocols
  • MCP

Languages & regions

Support Languages
  • en

Support

Channels
  • Phone
  • Ticket
  • Knowledge base
Included In Plan
Yes

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