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Now in private beta

One workspace to plan, meet, bill, and ship.

Kato keeps tasks, meetings, client records, retainers, and invoices together, then gives Ask Kato the context to show you what needs attention next.

See the client workflow

Private beta access is rolling out in small batches.

Kato connects the following product areas:

  • Tasks
  • Meetings
  • Clients
  • Retainers
  • Invoices
  • Ask Kato
Client workflow

Run the full client workflow.
Keep the context with it.

01

Plan the work

Keep boards, statuses, owners, due dates, and billable time together so every client deliverable has a clear next step.

See how tasks stay organized
Draft onboarding emailsTodoMediumWebsite RedesignShip pricing page copyTodoHighWebsite RedesignSend retainer invoiceTodoLowClient DeliveryPrep kickoff agendaTodoMediumClient DeliveryReview analytics setupTodoHighWebsite Redesign
02

Ask Kato with the full picture

Get grounded answers from your real tasks, meetings, client history, and billing context, then draft the follow-up.

Explore Ask Kato
Who was my latest contact?ThinkingThought through 2 stepsGet object typesGet records by filterYour latest contact is Sidney Jones.NameEmailWebsiteCreatedSidney Jonessid@osco.coosco.coJuly 22Kylie Chenkylie@northlane.conorthlane.coJuly 21Marco Diazmarco@brightfold.ioNoneJuly 16
03

Keep meetings connected

Keep agendas, attendees, meeting links, client records, and the tasks that follow in one connected workflow.

Learn about meeting workflows
MeetingJUL30Bobby / JordanAttendingJul 30, 6:30 PM → 7:00 PM (30m)meet.google.com/qtn-brfs-kazAgenda1. Q3 scope + retainer hours2. Launch date for the new siteParticipants2BBobby Alvbobby@getkato.ioPendingJJordan Reyesjordan@northlane.coHostAttended
04

Bill without the handoff

Track retainers and usage on the client record, then compose, schedule, and send invoices without moving work into another system.

Review plans and billing features
INV-0042DraftOpenBilled to:NorthlaneDescriptionQTY.RateTotalAugust retainer14,0004,000Overage, 6h6150900Total$4,900Sent with Kato
How it works

Three steps.
One source of truth.

Email & Calendar Accounts

Connect your email and calendar accounts to sync meetings and stay organized.

Connected accounts

Manage your connected email and calendar providers.

bobby@getkato.ioEmail, Calendar · Connected 5 months ago
In Sync
Connect Google Account
Connect Outlook AccountSoon
Integrations

Works with everything
you already use.

Kato connects to the tools your work already lives in.

Browse the app directory
Security

Trust is
non-negotiable.

You are handing Kato your clients, your calendar, and your billing. Here is exactly how that is protected, with no vague assurances.

Two-factor authenticationGoogle Workspace SSORole-based accessWorkspace isolationExport anytime

Encrypted in transit and at rest

TLS on every request, with encrypted storage across web, iOS, and desktop.

Two-factor and SSO

Turn on two-factor authentication, or put your team behind Google Workspace SSO.

Workspace isolation

Every record is scoped to a workspace, and membership is checked on every request.

Your data stays yours

Delete your workspace outright whenever you want, and export the whole thing on Pro. Never sold, never used to train models.

Pricing

Simple, transparent
pricing

We're onboarding beta workspaces in small batches. Join the private beta now; when you're invited, start free and upgrade as your team grows.

01

Free

A real plan for one person

$0forever
  • Tasks, meetings, clients and invoices
  • Up to 200 records
  • Every integration and two-factor auth
  • 100 Ask Kato credits / month
  • Web, iOS and desktop apps
Join the private beta
Most Popular
02

Pro

For teams that run everything in Kato

$12/seat/month

$144 billed yearly

  • Everything in Free, unlimited
  • Invite teammates and build teams
  • 1,000 Ask Kato credits + shared pool
  • Custom objects, statuses and time tracking
  • Retainers, SSO, API keys and webhooks
Join the private beta

Every plan includes the web, iOS, and desktop apps. Pro includes a 14-day trial and seats match your active team automatically.

Join the
private beta.

We're inviting client-service teams in small batches. Join the private beta and we'll let you know as soon as your workspace is ready.

Talk to the founder