Kantata has launched an AI analytics product that allows professional services businesses to generate financial and operational reports through natural-language questions, using information held within their existing management systems.
Expertise Insights was introduced on 20 October 2026 at the Technology & Services World conference in Las Vegas. The company says the product is available and already being used by customers.
Kantata developed the software for organisations managing client projects, specialist employees and commercial engagements, where financial performance depends partly on how staff and other resources are allocated.
The product is built on Amazon Quick and forms part of Kantata’s existing Expertise Engine platform. It combines generative AI with a semantic layer that connects information held in business systems to the terminology used by individual organisations.
This allows users to request information about project margins, revenue, staffing or delivery without constructing database queries. The product is designed to respond with charts, calculations, written summaries and other reporting material.
The semantic layer is central to how Kantata intends the software to operate. Professional services businesses can use different definitions for measures such as chargeable utilisation and billable utilisation, depending on their commercial arrangements and internal reporting policies.
Expertise Insights is designed to interpret those distinctions using definitions established for each organisation, rather than assume that the same calculation applies to every customer.
Users can generate reports from natural-language questions and examine the underlying measures through interactive displays. Kantata also says the technology can prepare presentation material, including board reporting, using information available to the customer.
The company provides four predefined dashboards covering finance, project delivery, time management and resourcing.
The financial dashboard includes margins, revenue, revenue per employee and cost leakage. These measures allow managers to examine income from client work alongside the expenditure associated with delivering it.
Project delivery reporting covers overall status, schedule, scope, budget and client health. The information is intended to provide a combined view of individual engagements, including work that may require further investigation.
The time management dashboard includes utilisation and timesheet compliance, while resourcing covers available skills, employee capacity and demand for particular types of work.
Those measures are closely connected within professional services operations. A project may require employees with specific skills for a limited period, while the time recorded against an engagement contributes to its financial performance and the availability of staff for subsequent assignments.
Kantata’s Ask Insights capability extends the software beyond the standard dashboards. Users can request further analysis without needing a separate predefined report for every question.
The company says the product can examine relationships between project performance, workforce capacity, delivery risks and financial results. Its calculations depend on the information and business definitions supplied through the customer’s systems.
Expertise Insights also includes Bookmarks and Pinboards, allowing employees to retain filtered reporting views and individual analyses without creating separate copies of the original dashboards.
These functions are designed to support recurring analysis where managers need access to particular financial or operational measures over several reporting periods.
Kantata has an existing portfolio of professional services automation software covering project management, workforce planning, resource allocation and financial oversight. Expertise Insights adds an analytics interface to those activities rather than replacing the systems used to manage them.
Chief product strategy officer Sarah Edwards said the company wanted to reduce the time required for employees to obtain useful information from established reporting systems. Its approach is intended to make analysis available without requiring every request to pass through a specialist reporting team.
Lumanity, a professional services customer, has provided an account of using the product. Andy Newbill, its senior manager of professional services automation, said the software simplified the preparation of reports and dashboards.
Newbill described creating a complex report with calculated fields in approximately one hour, compared with the longer process he previously used. This is a customer-reported example involving a particular task, not an independently measured productivity improvement across Kantata’s customer base.
The company has not published a standard measure of time saved through Expertise Insights or an independently verified accuracy rate for its generated analyses.
The underlying quality of customer records remains relevant to the results. A reporting tool using consistent business definitions can reduce differences in how calculations are interpreted, but it cannot establish that every transaction, timesheet or project record in the source systems is correct.
Kantata chief technology officer Vikas Nehru said the product was developed around contextualised business information, allowing the software to interpret professional services terminology and connect related performance measures.
The company reports serving more than 1,500 organisations internationally. It has not disclosed how many have adopted Expertise Insights, the product’s pricing or its expected contribution to revenue.
The October release establishes commercial availability and initial customer use of the new analytics product. Its performance across different organisations will depend on their data arrangements, reporting definitions and how employees incorporate the software into existing management processes.
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