Import Excel Plans. Launch Projects Instantly.

Your spreadsheet, your format. CogniSaaS turns it into a live project with AI precision. No templates, no manual mapping. Just upload and go.

Project Management
Trusted by value delivery teams at

Why AI Excel Import?

Manually recreating project plans from Excel is time-consuming and prone to errors. AI Excel Import lets you upload any project spreadsheet and transform it into structured, actionable tasks in just a few clicks.

How It Works

  • Upload your Excel file

  • AI scans for fields, dependencies, and structure

  • Preview & fix issues if needed

  • Confirm import and go live

Why Choose Cognisaas for Project & Task Management?

Who Benefits from Cognisaas Project Management?

Teams migrating from spreadsheets

Quickly turn existing Excel plans into active projects without starting from scratch.

Agencies' onboarding client plans

Easily import client spreadsheets and get to work faster.

Enterprises with varied formats

Handle different Excel styles across teams with one flexible import tool.

Ongoing task updates

Re-import updated Excel files to keep projects in sync effortlessly.

Why Cognisaas?

Trusted by project-driven teams to save time, reduce errors, and move faster

Actionable Insights from Customer Onboarding
Lightning-Fast Setup
80% faster project setup with AI-powered imports
Personalized dashboards for customer onboarding
Smart Mapping Precision
95% accuracy in custom field and dependency mapping
Dedicated Portal for Customers in Customer Onboarding
No Rework, No Hassle
Zero rework needed for varied Excel formats
Automation of reporting, templates, resources for client onboarding
Trusted Across Industries
Adopted by teams across 10+ industries for seamless project onboarding

Our Awards

Best Customer Onboarding tool awardBest PSA Software awardBest PMO Software awardBest Customer onboarding solution awardBest Customer Onboarding software awardClient Onboarding solution award

What our customers are saying

We selected CogniSaaS after evaluating multiple customer onboarding and project management tools. Unlike other tools which are just a system of record for task tracking, CogniSaaS helps track, prioritize, and deliver customer requirements on time at scale with intelligence. What I liked most about CogniSaaS compared to other project management tools, was that it was very practical and you can tell it was made keeping real world problems in mind (i.e. customer and partner pain points, while keeping in mind that there are project managers too). The team is very helpful and I look forward to a great relationship with them going forward.

Rohan Raj BaruaCo-Founder and COO
customer onboarding at capillary

We have undergone a transformative experience with CogniSaaS. This tool has been instrumental in accelerating our project execution, elevating team productivity, and generating significant value through the direct derivation of dashboard insights from the platform. The flexibility of the tool and the actionable insights it generates contributes to a quicker time-to-value for our clients and an accelerated recognition of revenue on our end. The redesigned interface not only offers intuitiveness but is also customizable, fostering widespread adoption throughout all levels of our team. The approachability and openness to diverse viewpoints of the CogniSaaS team have seamlessly facilitated collaboration.

Dr. Kaviraj Singh Managing Director
customer onboarding at capillary

"As part of PeopleStrong's ongoing initiatives to accelerate value delivery for our customers, we evaluated many tools and selected CogniSaaS based on clear product differentiators to track value delivery and, more importantly, because the team understood our challenges in-depth with their strong domain experience in customer success. In the last 12 months, the CogniSaaS team not only provided excellent support for our numerous requests under aggressive timelines but also helped us implement the best practices from their experience. It's been a very successful partnership!"

Ritu Bhardwaj Head, India Delivery and Client Success
customer onboarding at capillary

"CogniSaaS team listens to the customer onboarding challenges and brings the right solution in the product. Getting the value delivery faster is the key for any SaaS business and this tool helps in scaling the project execution, improving productivity within your team and finally it creates a wow experience to the customer by making the first value delivery quicker."

Sridhar Bollam Chief Customer Officer, North America
customer onboarding at capillary

"We selected CogniSaaS after evaluating other customer onboarding tools as the CogniSaaS team truly understands the pain points of the Implementation Team and brings best practices and gives clarity to the customer success team. CogniSaaS has enabled us to have a single source of truth for collaboration with customers as well as tracking internal cross-functional dependencies. Now we can track the RAG status for each business outcome/module within a project instead of just the task status. More interestingly, we also get system-generated actionable insights for prioritization, saving us tons of manual tracking. The result is faster time-to-value for our customers and faster revenue recognition to us at scale."

Jobin Jose Co-founder & CEO
customer onboarding at capillary

"CogniSaaS is truly helping us obtain meaningful insights into our operational model & its deliverables, thereby allowing us to focus on our customer and taking proactive measures to ensure customer delight. The refreshed interface is truly intuitive and the options to customize are very helpful in ensuring good adoption at all levels. With the CogniSaaS team being very approachable to diverse viewpoints, we hope to co-create a whole new way of working for ourselves and the industry."

Rohan Menon Vice President, Customer Onboarding
customer onboarding at capillary

"CogniSaaS provides a single window to both customers & service providers for tracking their ‘Quote to Bill to BAU journey’, while integrating seamlessly with the existing tools.This solves an industry wide problem for not only end users but also influencers and decision makers. Kudos to the CogniSaaS team for this vision and solving the age-old industry problem"

Daryl Mathew Senior Director, Global Service Delivery
customer onboarding at capillary

"For HR tech companies customer implementations can involve significant complexity due to local regulations, company-specific HR policy customizations, multiple integrations, and long implementation cycles.
We evaluated multiple tools for customer onboarding and selected CogniSaaS because of their track record of solving these challenges for many HR tech companies and their domain knowledge of complex enterprise implementations.
CogniSaaS enabled our CS team to streamline the end-to-end project planning and execution with not only standardization, automation, and custom dashboards for actionable insights, but also with best practices from our industry for driving customer success."

Keerthi KariappaChief Customer Officer
customer onboarding at capillary
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Frequently Asked Questions

How does Cognisaas help with project tracking?

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Cognisaas provides real-time task updates, RAG status automation, and intelligent forecasting, helping teams track progress efficiently.

Can I customize task views?

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Yes! You can manage tasks using List, Kanban, Gantt, or Excel-style views depending on your workflow preference.

What is RAID tracking, and why is it important?

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RAID (Risks, Assumptions, Issues, Dependencies) tracking helps teams proactively identify and address potential blockers before they impact delivery.

How does Cognisaas handle document storage?

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Our centralized document repository allows you to store files at multiple levels—client, project, or module, ensuring easy access and collaboration.

Can I use Cognisaas to manage multiple projects for a single client simultaneously?

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Yes, Cognisaas allows a single client to manage multiple projects simultaneously, providing seamless tracking, collaboration, and efficiency across all initiatives.

Start Managing Projects Smarter—Today

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