AgencyFlo

Agencyflo vs Kantata

What's the difference between AgencyFlo and Kantata?

How AgencyFlo and Kantata stack up for a modern agency.

AgencyFlo dashboard, compared with Kantata

Intro

Kantata is a capable tool, and for some teams it's the right call. But AgencyFlo and Kantata start from different places: Kantata is a strong product that agencies adapt to, while AgencyFlo is one closed loop built for how agencies actually run. We're biased. Here's how we've tried to be fair anyway.

What Kantata does well

A mature, proven product

Kantata has been refined over years and covers the core of agency work well. If you already run it and your team is happy, that counts for a lot.

Deep configuration

Kantata can be shaped to fit unusual workflows. Teams that enjoy building and maintaining their own system get a lot of room to do so.

An established ecosystem

A large install base, integrations and a body of reviews mean you can find answers, templates and support for Kantata quickly.

Feature comparison

Which AgencyFlo product features Kantataships natively, and which you'd need to bolt on with a separate tool.

AgencyfloKantata
FloAIYesNo
DashboardYesYes
CRMYesNo
ProposalsYesNo
ContractsYesNo
InvoicesYesYes
AutomationsYesYes
ReportsYesYes
Client reportsYesNo

The structural gap

Every integration is a seam

When project management, time tracking and invoicing live in separate tools (or separate modules wired together), every hand-off is a place data drifts. Kantata agencies spend real time reconciling what should already agree.

Reporting after the fact

Margin you only see at month-end is margin you can't act on. AgencyFlo updates the P&L the moment an invoice is paid, so you steer the project while it's still live.

When Kantata wins

You need deep, specialised modules

If your agency leans on advanced resource planning or reporting that Kantata has spent years on, and you have the ops capacity to run it, Kantata may fit better today.

You're already invested

If Kantata is embedded across a large team and switching cost outweighs the upside right now, staying put is a reasonable call.

When Agencyflo wins

You want one system, not a stack

AgencyFlo replaces project management, time, CRM, proposals, contracts and invoicing with a single closed loop, with no seams to maintain.

You want AI that's native, not added on

FloAI drafts proposals and invoices and flags margin risk from inside the operating system, because it can see the whole loop, not just one module.

Verdict

Choose Kantata if
Choose Kantata if you're a larger team with the ops capacity to run and maintain a deeply configured, module-based system.
Choose Agencyflo if
Choose AgencyFlo if you're an AI-first agency that wants one system to run and grow on: flat pricing, automation built in, time back for clients and craft.
The difference
Kantata is a strong product that agencies adapt to. AgencyFlo is one system built for how agencies already work.

Savings calculator

Pick your team size and the features you actually need. We'll show what Kantatacosts at list price (plus the extra tools you'd add for missing features) versus AgencyFlo's flat $50/month (up to 25 people) or $100/month (above).

Pick your team size

5people
1255075100

Add the SaaS you'll need on top of Kantata

No extras ticked: competitor cost is seat-only.

You'd save

$2,100/year

4.5× the price of Agencyflo for the same setup

Kantata will cost $225/month for a team of 5 people.

Migration path

Ready to switch? Here's how.

  1. 01Export your Kantata data (CSV)
  2. 02Import via the AgencyFlo migration tool
  3. 03Map active projects and ongoing time entries
  4. 04Parallel-run both systems for two weeks
  5. 05Cut over and archive the old stack

You don't have to switch everything at once

Already happy with how you use Kantata? Keep it for that and bring the rest of your agency into AgencyFlo. Adopt the features at your own pace - it works whether you move the whole loop or just part of it.

Additional features on Agencyflo

Agencyflo ships the features below natively. With Kantata you'd typically bolt on a separate tool for each, or do without.

FAQ

Is AgencyFlo a drop-in replacement for Kantata?+

For most AI-first agencies, yes. AgencyFlo covers projects, time, CRM, proposals, contracts and invoicing in one place, so it replaces Kantata and the tools bolted around it. Specialised enterprise modules are the main exception.

What does AgencyFlo add over Kantata?+

Real-time project profitability and a closed loop from proposal to paid. Because time, budgets, invoices and the P&L share one data model, margin updates as work happens, with no month-end export and no sync between Kantata and a separate finance tool.

Is AgencyFlo better than Kantata for agencies?+

Kantata is a capable tool for what it's built to do. AgencyFlo is purpose-built around agency economics: billable time feeding live margin, proposal-to-project conversion, and flat pricing that doesn't punish hiring. For agencies that want the whole commercial loop in one system rather than a stitched-together stack, AgencyFlo is usually the closer fit.

How long does migrating from Kantata take?+

Most agencies are live within two weeks using the CSV import and a short parallel run. We help hands-on during early access.

Can I try AgencyFlo before switching from Kantata?+

Yes. Most agencies parallel-run both systems for about two weeks during onboarding, so you can move active projects across and confirm the numbers reconcile before archiving Kantata.

How does pricing compare to Kantata?+

AgencyFlo is flat: $50/month for teams up to 25, $100/month for 26 to 249 (custom for 250+), or $500 one-time for lifetime access. Every feature included, no per-seat charges. Kantata is typically per-seat and tiered, so cost grows with every new hire.

Operate and grow your agency, the right way.

The only tool your agency needs to run faster with less and make more money.