Kantata, a leading provider of Professional Services Automation (PSA) solutions, introduced Expertise Agent, the professional services industry’s first AI superagent, alongside new agentic capabilities in the Kantata Expertise Engine™ - including embedded generative business intelligence, self-executing workflows, and a proprietary PSA knowledge graph - designed to make autonomous resource planning and project management a reality.

For years, professional services firms have had to cope with disconnected systems. Now they are adding generic AI tools that lack the operational context needed to intelligently manage resources, predict delivery risks, and drive profitable project outcomes. And these tools are failing. With the release of its new agentic AI and intelligence capabilities, Kantata delivers an integrated system that understands how services organizations operate, takes action across workflows, and continuously improves how work gets done.

“Services organizations don’t need more AI features layered on top of disconnected systems,” said Michael Speranza, Chief Executive Officer, Kantata. “They need a system that understands how their business works and can act on that understanding. The Expertise Agent and new agentic capabilities we’re delivering with the latest release of our Expertise Engine are that system and will help teams move from execution to more consistent, intelligence-driven operations where every project benefits from what the business has already learned.”

AI Built for the Way Services Organizations Actually Work

Unlike generic AI tools, Expertise Agent and the other new capabilities in Kantata’s Expertise Engine are designed specifically for professional services environments, where project delivery, resource management, and financial outcomes are deeply interconnected.

“Kantata provides vertical SaaS meticulously designed for the unique needs of professional services organizations,” said Mickey North Rizza, IDC Group VP, Enterprise Software. “Kantata's AI strategy is to set its customers up to thrive in the ever-changing uncertain world by bringing AI-powered optimization that empowers organizations to consistently connect new data sources, innovate new insights, and surface new metrics, achieving smarter decisions, reduced risk, and achieve greater agility.”

One Agent, Endless Possibilities

The Kantata Expertise Agent is a custom AI superagent that can understand complex, cross-functional questions and dynamically create agents to autonomously orchestrate actions across project management, resource planning, financial systems, and external tools. Unlike narrowly defined resourcing agents, Kantata’s Expertise Agent is equipped to handle any question or task it’s given and build whatever it needs to get the job done. Using the agent, firms can describe their objectives in natural language and:

• Catch red projects before they happen - Subtle data signals are continuously monitored to triage risks in real time, eliminating manual reporting bias and preventing margin erosion before it hits the bottom line.
• Staff teams perfectly in seconds - The best-fit resources are identified based on skills and capacity, shifting resource management from a daily scramble to a strategic growth engine.
• Eliminate the friction of handovers - Full institutional memory is maintained automatically, with project plans generated from SOWs and briefings for new team members so every resource is an expert from day one.

From Insight to Action to Improvement

Kantata’s Expertise Agent works alongside a suite of integrated capabilities that serve as the foundation of the Kantata Expertise Engine:

• Services-Native Knowledge Graph - At the heart of the Expertise Engine is a knowledge graph that connects a firm’s data from projects, people, systems, and unstructured sources such as documents, communications, and meeting content. Purpose built for professional services organizations, the Kantata Knowledge Graph understands and captures how work actually gets done – autonomously mapping relationships between skills, outcomes, and delivery patterns – and continuously improves recommendations and actions as the system learns.
• Agentic Business Intelligence (BI) - The Expertise Engine provides new agentic BI capabilities that combine live operational data from across Kantata and any external data system with predictive analysis and intelligence to deliver true business intelligence, not just analysis. Teams can ask natural language questions to uncover root causes of performance trends, model future scenarios, and identify risks and growth opportunities before they impact the business without relying on specialized BI teams or separate analytics platforms.
• Self-Executing Workflows - The Expertise Engine doesn’t just identify issues or recommend next steps, it operationalizes expertise across the business. By combining agentic intelligence, event-driven workflows, and an open MCP-based orchestration layer, Kantata enables firms to turn successful delivery patterns into repeatable operational systems. Best practices can be codified into workflows that securely coordinate actions across project delivery, financial systems, CRM platforms, and customer-defined AI environments – ensuring the organization’s expertise is applied consistently across every engagement.

A New Operating Standard for Professional Services

Professional services firms don't need another analytics tool or a library of single-purpose agents. They need a new operating model. And Kantata delivers it by embedding AI and intelligence into the operational core of the business, learning from how their best teams deliver work, and turning that expertise into coordinated action across the organization.

With the Kantata Expertise Engine, problems that once took months to uncover, diagnose, and translate into operational change can now be identified and addressed in minutes, autonomously.

When emerging delivery risks threaten performance, the Expertise Engine doesn’t wait to act.

• Before anyone even realizes there’s a problem to solve, Agentic BI identifies and prioritizes at-risk projects and presents them to the user in context with recommended mitigation strategies mapped out.
• For every at-risk project, the Kantata Expertise Agent uses full context – including project data, meetings, documents, and the proven behaviors of the organization’s highest-performing project managers – to create and execute a tailored action plan, from adjusting assignments to generating a change order to writing the email the project manager should send to the customer.
• With the ability to create cross-platform workflows through a conversational interface, the learnings from today’s at-risk projects can be turned into institutional knowledge. The same intelligence that caught one project's risk becomes the foundation for portfolio-wide pattern recognition and automated resolution in the future.

“When it comes to AI, what matters is not just getting answers faster, but improving how the business operates,” said Vikas Nehru, Chief Technology Officer, Kantata. “By combining a knowledge graph, agentic intelligence, and workflow orchestration, we’re helping services organizations turn their experience into a system that drives better decisions and more consistent outcomes.”