Kantia Sales
From first contact to payment, in one system.
Kantia Sales is designed for firms and service businesses: the client relationship, projects, timesheets and expenses, then the invoice and online payment — with no re-keying, on Power Platform. Only approved hours are billed, and every step leaves a trace.
StatusIn use
In a services business, revenue gets lost between two tools.
A firm sells time and expertise. Between first contact and payment, information moves from a prospect list to a quote, from the quote to a tracking spreadsheet, then to timesheets and to invoicing software. At every hand-off someone copies; an hour forgotten, or never approved, will not be billed.
Kantia Sales is designed to make that journey a single thread: the prospect becomes a client, the accepted quote becomes a project, approved hours and expenses become the invoice, and every payment is recorded on the invoice. Everything sits in Dataverse, on Power Platform, in your own environment; every step keeps who did what, and when.
Who it is for
- Your prospects sit in one file, your projects in another, your hours in a third, your invoices in separate software.
- An hour worked that is not entered, or not approved, never gets billed.
- Between the accepted quote and the invoice, everything is copied by hand.
- Nobody sees at a glance what is sold, under way, to bill and collected.
Designed to
Prospects and opportunities
Qualify a prospect, then create the client, the contact and the opportunity in one go.
Quotes
Produce the quote from the opportunity, and carry its lines forward without retyping them.
Project drawn from the quote
Turn an accepted quote into a project, with its budget, its tasks and its schedule; a project cannot close while something remains to bill.
Timesheets
Enter hours by project; the amount (hours × rate) is computed by the system.
Expenses and receipts
Attach every expense to its project, with its receipt and its taxes.
Approval enforced
Bill only approved entries: the rule is applied by the server, not left to everyone’s discipline.
Invoice drawn from the project
Draw the invoice from the project, on time and expenses or by milestones, with your company’s own numbering.
Online payment and tracking
Attach an online payment link to the invoice, and record every payment on it, full or partial.
Intended benefits
Hours that get billed
An hour entered and approved finds its place on the invoice.
No re-keying
From quote to invoice, the lines follow; nobody copies them.
One view of the business
What is sold, under way, to bill and collected, in one place.
The principle
The client says yes
The accepted quote becomes a project, with no re-keying.
The work is recorded
Hours and expenses, approved before they are billed.
The invoice comes from the project
With its payment link; every payment is recorded on it.
Our design choices
A trace at every step
Who entered, approved, billed or collected what, and when: the history keeps itself.
Your environment, on Power Platform
Kantia Sales is installed in your own Power Platform environment; your data sits in your Dataverse.
Calculations, not guesses
Hours × rate, taxes and totals are computed by rules; the journey runs without AI.
Frequently asked questions
- Does it need AI?
- No. The whole journey runs without AI. Optional AI functions — drafting help, prospect scoring — can be switched on separately, through Kantia KORA, with personal information masked.
- Can it run in our own environment?
- Yes. Kantia Sales is installed in your own Power Platform environment, and adapted with you, before it goes live, to your taxes, your online payment account and your settings.
- How does online payment work?
- Each invoice can carry an online payment link, through Stripe, with your company’s account. Payments, full or partial, are recorded on the invoice.
Your case deserves thirty minutes.
A conversation to understand your context and tell you, frankly, whether we are the right choice. The diagnostic that follows is free of charge.
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