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Information accurate as of July 2026. Features and pricing may change. Please refer to each vendor's official website for the most current information. Comparison based on publicly available documentation and product information.
Switching is easy
Move to Magnetic without the Headache
Our onboarding team handles your data migration. Projects, contacts, and historical data move over cleanly so your team is productive from day one.
Guided data migration from ClickUp
Dedicated onboarding specialist
Team training sessions included
Up and running in weeks, not months
2 week
Average Setup
Typical setup takes 2-3 weeks, but we've had firms up and running in 1 week too.
100%
Data Migrated
We'll help you migrate data from your current systems
1:1
Onboarding Support
Dedicated onboarding teams ensure you're setup matches the way you work
Monthly
Free Training
Monthly free training for existing & new team members
Customer Stories
We’ve seen the value firsthand. Magnetic has helped us replace the noise of multiple tools with a single, reliable system that actually supports how we work.”
Billy Einkamerer
Managing Director, Exonic Solutions
Facts & Numbers
80%
Improvement in project visibility
Why professional service firms choose Magnetic
Professional services firms operate differently from internal project teams. They need to manage both project delivery and financial performance. Magnetic was built with these requirements in mind.
Margin protection
Stop over-servicing early and keep your projects profitable.
Over-servicing alerts and reporting at company, client, project, and user level.
Baseline budgets and variance tracking against actuals over time
Timesheet enforecement to ensure accurate data across the business
Real-time margin visibility from pipeline through to invoice
Profitability Focus
See how projects are performing financially before they're finished.
Real-time project margins visibilty
Revenue and capacity forecasting
Deal-level financial insights before a project begins
Profitability reporting by client, project, user and department
Deep financial controls
WIP, POs, revenue recognition and quoting tools build for professional services firms.
WIP management with 3 revenue recognition methods.
Live KPI monitoring
Purchase order management with supplier invoicing and spent tracking.
Personalised onboarding and monthly live training
All your questions, answered
What's the main difference between Magnetic and Kantata?
Magnetic is a purpose-built PSA with transparent, published pricing from £9/user/month, and a native CRM, project management, resource planning, time tracking, invoicing, and reporting all included from the Essentials plan. Kantata is an enterprise-focused PSA aimed at larger professional services organisations, with strong AI-driven resource optimisation, but pricing is fully custom-quoted (no published rates) and there's no self-serve trial — you book a demo to see the product or get a price. For firms that want to evaluate and buy without a sales cycle, Magnetic is the more accessible option; for large enterprises needing deep, configurable resourcing at scale, Kantata is built for that.
Does Kantata have a built-in CRM?
Not natively. Kantata's sales pipeline typically lives in a separate CRM — most commonly Salesforce — and in Kantata's standard edition, that pipeline data doesn't automatically connect to resourcing. Kantata SX, its Salesforce-native edition, closes this gap with bidirectional sync between opportunities and projects, but that requires running on Salesforce. Magnetic includes a native CRM with deal pipelines, weighted forecasting, and deal-level margin insight from the Essentials plan (£9/user/month), so pipeline, project, and financial data are connected without needing a separate CRM licence.
How do the financial features compare?
Both tools offer solid financial depth. Kantata supports Fixed Fee, Time & Materials, and blended invoicing, purchase order tracking with burn-down, and a Revenue Management module for monthly revenue recognition on a T&M or percent-complete basis — but as an enterprise platform, these are typically configured as part of a paid implementation. Magnetic includes WIP management with three revenue recognition methods, purchase order management with supplier invoicing, and baseline budget tracking with variance reporting from the Essentials and Pro plans, with transparent published pricing throughout.
How do the pricing models compare?
Magnetic publishes its pricing: the Essentials plan starts at £9/user/month (min. 5 users) and the Pro plan at £17/user/month, both with a 14-day free trial and no credit card required. Kantata does not publish pricing — it's fully custom-quoted based on company size and modules, and third-party estimates put typical effective rates well above Magnetic's. There's no self-serve trial with Kantata; you request a demo and a PSA advisor quotes you directly.
Which tool is better for resource planning?
This one is genuinely close. Kantata is well known for resource planning — AI-driven optimisation, skills-based matching, and demand forecasting across large teams and business units — and it's arguably the deeper tool for very large, complex resourcing scenarios. Magnetic includes resource planning from the Essentials plan with AI-assisted resource suggestions based on skills, role, capacity, and availability, plus full leave management with balances, approvals, and public holidays, at a fraction of the cost and without an enterprise sales process. For large, multi-region enterprises, Kantata's depth may win; for most professional services firms, Magnetic delivers comparable day-to-day resourcing without the enterprise price tag or implementation timeline.
Which tool offers better customer support?
Kantata, as an enterprise platform, typically pairs implementation with a dedicated customer success or PSA advisor as part of the sales process. Magnetic provides personalised onboarding on all paid plans, monthly live training sessions for new and existing team members, and a hands-on customer success approach — without requiring an enterprise contract to access it.
See Magnetic in Action
Join hundreds of professional services firms that have already streamlined their operations with Magnetic. Start your free 14-day trial or book a personalised demo.
Free for 14 days
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