Solvit

Solvit helps mid-market professional services firms run better on Salesforce — connecting sales, delivery, and financials in one platform, with AI built into how we work and what we deliver. Most professional services firms hit a ceiling not because ...

Solvit helps mid-market professional services firms run better on Salesforce — connecting sales, delivery, and financials in one platform, with AI built into how we work and what we deliver. Most professional services firms hit a ceiling not because of demand, but because their tools can't keep up. Sales, delivery, and finance run in silos — and the cost shows up in missed utilization, delayed billing, and decisions made on gut feel. Solvit closes that gap. We help North American mid-market professional services firms build a connected operating foundation on Salesforce and Salesforce-native PSA platforms — Kantata SX, Certinia PS Cloud, and RocketLane. We implement, optimize, and support these platforms long-term. AI is increasingly part of how we do it — from automating lead qualification and workflow intelligence to AI-assisted delivery and forecasting. We're actively working with Salesforce and Anthropic to bring practical AI capabilities to PS operations as part of how we engage today. The result: clients run on reliable data and intelligent automation, not workarounds.