Kantata
Filament

Ask questions about your Kantata data

Connect Kantata to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

Sign up freeBook a demo
Free 14-day trial
No credit card required
Setup in minutes

Kantata tracks project hours, budgets, and resource allocation, but understanding which clients are most profitable or how project overruns affect overall margins requires connecting financial data, CRM records, and billing systems. Filament links Kantata to your accounting software and client management tools, turning questions about project profitability, resource utilization, and budget variance into instant business intelligence.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Kantata KPIs with Filament Analytics

Connect your Kantata account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

View documentation

Key Kantata metrics you can track in Filament:

Workspaces
Track project performance and team collaboration with workspace name, status, project type, start date, end date, and budget allocation.
records:
workspace_idnamestatusproject_typestart_dateend_datebudget
Time Entries
Analyze billable hours and resource allocation with entry date, hours logged, billable status, task description, and hourly rate.
records:
entry_iddatehoursbillabletask_iduser_idrate
Assignments
Monitor team capacity and project staffing with assignment start date, end date, allocated hours, role, and utilization percentage.
records:
assignment_idworkspace_iduser_idstart_dateend_dateallocated_hoursrole
Expenses
Track project costs and spending patterns with expense date, amount, category, approval status, and reimbursement details.
records:
expense_iddateamountcategorystatusworkspace_idvendor
Estimates
Compare projected versus actual project costs with estimate amount, scenario type, resource allocation, and approval status.
records:
estimate_idworkspace_idamountscenario_idstatuscreated_date
Skills and Roles
Understand team capabilities and resource planning with skill name, proficiency level, role assignments, and availability.
records:
skill_idnamerole_iduser_idproficiency
Stories
Track project tasks and deliverables with story title, status, priority, completion percentage, and deadline.
records:
story_idworkspace_idtitlestatusprioritycompletiondue_date
Rate Card History
Analyze billing rates and pricing changes with effective date, hourly rate, role, and rate card version.
records:
rate_card_ideffective_dateraterole_idcurrency
Workspace Allocations
Monitor resource distribution across projects with allocation percentage, time period, team member, and project priority.
records:
allocation_idworkspace_iduser_idpercentagestart_dateend_date
Filament Pixel Logo

Combine Kantata with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Kantata lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Kantata data gets even more powerful when combined with other tools:

Kantata
Xero

Kantata + Xero

Connect Kantata project budgets with Xero invoices and expenses to see which projects are actually profitable after accounting for all costs, not just billable hours.

Kantata
Salesforce

Kantata + Salesforce

Connect Kantata workspace data with Salesforce opportunities to analyze which client types generate the most profitable projects and where resource allocation matches revenue potential.

Kantata
HubSpot

Kantata + HubSpot

Connect Kantata time entries with HubSpot deals to track how project delivery timelines correlate with client satisfaction scores and renewal rates.

Benefits of Filament's Kantata Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Kantata account

Connect your Kantata account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Kantata data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Kantata dashboards in minutes

Get tailored insights instantly and share them with your team.

Filament Pixel Logo

Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Kantata integration FAQ

Everything you need to know about connecting Kantata with Filament and getting the most out of your data.