Tana vs. Klient PSA

Tana is where your meetings produce finished work, not just notes. Most tools stop at the transcript. Tana keeps going. It joins your meeting, captures the conversation, and turns it into the things you actually needed: action items assigned, decisions logged, a summary written, issues filed in GitHub or Linear, a draft ready to send. Often before the call ends. Everything then connects into one workspace that gets smarter the more you use it. Behind the calls, Tana is a connected workspace for notes, tasks, projects, and AI. You start by writing, and structure shows up when you need it.

Klient PSA is a Professional Services Automation (PSA) platform built 100% natively on Salesforce. It is designed for professional services organizations of roughly 50 to 1,000 people — consulting firms, SaaS services teams, systems integrators, and agencies — that already run on Salesforce and want delivery, finance, and customer data in one system instead of in a PSA bolted on beside the CRM. Because Klient PSA runs inside your existing Salesforce org, projects, resources, timesheets, and invoices share the same records, permissions, and reports as your pipeline.