On October 15, 2026, Klient launched Klient Insights, a dashboard workspace inside Klient PSA, which runs on Salesforce. It puts margin, capacity, unbilled time and client health on one live screen. Users can also ask an AI agent to build a chart. This article reports what Klient said, what the release leaves out, and what agencies and software teams should test before they trust a number that an AI agent built.

What Klient announced on October 15

Klient builds a PSA that runs inside Salesforce. In a press release dated October 15, 2026, it said Klient Insights is a dashboard workspace built into Klient PSA. The release says the dashboards answer four questions that a services leader asks on Monday: where the firm loses margin, who is free in 12 weeks, what is unbilled, and which clients need attention this week.

These are the facts in the release:

  • Four ready-made templates: Profitability, Capacity & Demand, Revenue & Billing, and Account & Project Scorecard.
  • Live numbers. A user clicks any number to open the records behind it, filters by team or role, and presses Play to run a meeting from the dashboard.
  • Salesforce permissions. Each person sees only the records that their Salesforce access allows.
  • Custom charts. In edit mode, a user adds a chart on any Klient PSA data, or lets an AI agent build it with Agentforce and GUIDY1.
  • Placement. Dashboards can sit on a project, account or resource record page.
  • Availability. The release says Klient Insights is rolling out now to all customers with Klient PSA 51.13. A live webinar is set for November 5, 2026 at 11:00 AM ET.

What the release does not say

A press release is the vendor’s own account. We read the release and the Klient home page. We did not see the product. These are the gaps that matter for a buyer:

  • No price for Insights. The release says Klient PSA starts at $39 per user per month, billed annually, with the Salesforce licence included. The Klient home page says each of its nine Agentforce agents costs $1,000 per company, one time, and that agent execution runs on Flex Credits. The release does not say whether AI-built charts use agent fees or credits.
  • No detail on the AI step. The Klient home page lists GUIDY1 as the Customer Onboarding agent. The release does not explain what GUIDY1 does when it builds a chart, or how the chart is checked.
  • No customer data. The release gives no figures on time saved or on the accuracy of the numbers.

The release also says Klient PSA is made for professional services firms of 50 to 1,000 people. Smaller teams should check the pricing before they plan a trial.

What it means for agencies and software teams

The Monday spreadsheet is the real competitor

Klient describes a weekly routine that many firms know. Someone exports hours, invoices and the resource plan, then rebuilds the same report. A useful test for any PSA is simple: can one screen answer your four weekly questions without an export? The four questions come from Klient’s release. The test is our suggestion.

Live numbers are only as live as the inputs

A dashboard that updates as data changes still depends on people logging time, on approved cost rates and on invoices linked to projects. A late timesheet makes a live margin figure wrong in real time. Ask each vendor which time entries count in a number, submitted or approved, and when they count.

An AI-built chart needs a click-through check

Klient says every number opens the records behind it. That design fits AI-built views well. An agent can pick a wrong filter, field or date range, and the chart still looks clean. Compare the first charts with a report that you already trust.

Run the Monday check on your own data

Start free with up to 5 users. No feature limits. Log one project’s hours in BeOnBoard and open the real-time P&L view to see margin per project. Prefer a walkthrough first? Request a demo and we will show you the P&L view on your kind of project.

Try BoB free Request a demo

Four Monday questions: Klient Insights and BoB side by side

The table maps each question to what Klient says Insights does, and to what the Byoxon homepage lists for BoB. It uses public pages only. We did not test Klient Insights.

QuestionKlient Insights (Klient release, Oct 15, 2026)BoB (byoxon.com homepage)
Where are we losing margin?Profitability templateReal-time P&L per project, employee, client and category, plus a monthly P&L projection
Who is free in 12 weeks?Capacity & Demand templateMulti-project resource allocation with per-person rates. The homepage lists no capacity-forecast dashboard.
What is unbilled?Revenue & Billing templateInvoices from time records, with hourly, monthly or fixed-bid billing. The homepage lists no unbilled-time report.
Which clients need us this week?Account & Project ScorecardA CRM dashboard with deal pipeline and revenue forecasts. The homepage lists no client-health scorecard.
A view nobody built yetEdit mode, or an AI agent through Agentforce and GUIDY1Customizable reports and exports (CSV, Excel, PDF). The homepage lists no AI chart building.
Where it runsInside Salesforce. Permissions follow Salesforce access.A standalone web app with flexible roles for team members and external stakeholders
Entry priceKlient PSA from $39 per user per month, billed annually. Insights price not stated.$24.95 per user per month for 1 to 10 users, down to $15.95 for 200 or more. Free for up to 5 users.

The prices are not like for like. Klient PSA includes the Salesforce licence and targets firms of 50 to 1,000 people. BoB is aimed at small teams.

When Klient is the better choice

Klient fits a firm that already runs sales and delivery in Salesforce, wants its PSA data in the same org, and needs capacity and client-health views in one dashboard. BoB fits a team that wants time tracking, invoicing and project P&L in a standalone tool, without Salesforce.

How to test an AI-built dashboard before you trust it

  1. Pick one number you already know, such as last month’s margin on one project.
  2. Ask the agent, or build the chart yourself, to show that number.
  3. Click through to the records and add them up by hand.
  4. Check the filters: date range, team, status, and whether the figure counts submitted or approved time.
  5. Name an owner for each saved chart. Re-check it after the first month-end close.
Four-step check for an AI-built dashboard chart: build it, click through to the records, compare with timesheets and invoices, then keep or fix it.
A four-step check for AI-built charts. The steps are Byoxon’s suggestion, not Klient’s.

This check is our advice, not Klient guidance. Run it on one chart first, then decide how far to trust the next one.

Where BoB fits

BoB, the product from Byoxon, is not part of this news. This article does not claim that BoB has AI features. Its role here is the measurement layer. The Byoxon homepage lists real-time profit and loss per project, employee, client and category, a monthly P&L projection, project budgets with expense tracking, and flexible billing per hour, per month or as a fixed bid.

The project cost management page describes the cost side in more detail. Hours enter through an employee timesheet. If you want the earlier context on AI in PSA tools, read our articles on Scoro and Teamwork AI assistants and on AI use in services projects.

Frequently Asked Questions

What is Klient Insights?

Klient Insights is a dashboard workspace in Klient PSA, the Salesforce-based PSA from Klient. Klient launched it on October 15, 2026. It shows margin, capacity, unbilled time and client health from four ready-made templates, and users can add charts, including charts that an AI agent builds.

When is Klient Insights available?

Klient says it is rolling out now to all customers with Klient PSA 51.13. Klient also lists a live webinar on November 5, 2026 at 11:00 AM ET.

How much does Klient PSA cost?

Klient says Klient PSA starts at $39 per user per month, billed annually, with the Salesforce licence included. The release gives no separate price for Klient Insights. The Klient home page says each AI agent costs $1,000 per company, one time, and that agent execution uses Flex Credits.

Does BoB build charts with AI?

The Byoxon homepage lists no AI chart building or other AI features for BoB. It lists real-time project P&L, a monthly P&L projection, customizable reports and exports. Check byoxon.com for the current feature list.

Sources

  • Klient, “Klient Launches Klient Insights: Live PSA Dashboards Inside Salesforce”, PR Newswire, October 15, 2026: prnewswire.com
  • Klient, home page (pricing and agents sections), read October 2026: klient.com
  • Byoxon, homepage: byoxon.com